Data selection for data analysis
For the "Analyze" part to provide meaningful results, a good data selection is crucial.
Two dimensions need to be considered:
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Data orientation: vertical vs horizontal
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Excel sheet setup: one table vs multiple tables
Analyze sheets with one table
Vertical data orientation:
If the Excel sheet just contains one table and has a vertical data orientation, the selection is straightforward: Just select the entire table (incl. a header row!) either by manually selecting the relevant cells or by clicking on "Autoselect" in the Add-in:
If the number of selected cells is very large, there are two options to improve performance:
1. Before clicking on "Analyze", de-select the quality dimensions not needed to be analyzed in the settings menu:
2. After having analyzed the data, de-select the columns not needed to be analyzed for individual quality dimensions:
Alternatively, only parts (a subset of rows and/or columns) of the table can be selected and analyzed.
Horizontal data orientation:
Selection of data in a table with horizontal data logic is very similar to a table with vertical data logic. Also a header row is required; in addition, do not include explanatory columns. So please consider the following general notes:
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Row selection: Start the selection with a header row
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Column selection: Ignore explanatory columns and directly start the selection with the first column including numbers:
To check formulas in financial models and business cases, please refer to this article.
Analyze sheets with multiple tables
Vertical and horizontal data orientation:
If there are multiple tables on a sheet, always select one table at a time to get meaningful results (and don't use the "Autoselect" button). Then, for tables with vertical and horizontal data orientation, proceed as described above for the part "Analyze sheets with one table":
