CiDiSi Analytics LLC
Clean it · Debug it · Shape it

Your spreadsheets are trying to tell you something.

I help small business owners turn messy files and copy-paste routines into clean data, automatic reports and dashboards you can read in seconds. Learn how to do it yourself below, or hand it off to me.

Show me where to start Just do it for me →

CiDiSi = Clean it, Debug it, Shape it. That's how messy data turns into insight.

Hi, I'm Iris! Clean it, Debug it, Shape it… I'm the insight at the end. Go on, poke me.

Step zero

What's eating your week?

Pick the one that sounds most like you. I'll point you to the right guide.

Honestly? I'm not sure Tell me what's annoying you and I'll suggest a fix. Ask me →
Who I help

"Okay, but how would my business use you?"

Pick yours. Here's what Clean it, Debug it, Shape it looks like for you.

Run FedEx Ground or Amazon delivery routes? You're juggling settlement statements, payroll, fuel cards and scanner reports, and none of them talk to each other.

  • Clean it

    Combine settlements, payroll and fuel-card exports into one file you can trust.

  • Debug it

    Catch duplicate fuel charges, missed stops and pay mistakes before they cost you.

  • Shape it

    A dashboard with cost per stop and profit per route, plus driver scorecards.

  • Automate it

    Weekly payroll and driver reports built with one click instead of one evening.

Run routes? Tell me about your operation →

Candidates in one system, timesheets in another, invoices in a third. Margins get lost in the gaps.

  • Clean it

    One clean list of clients, placements and workers, with no duplicates.

  • Debug it

    Flag timesheets where the bill rate and the pay rate don't add up.

  • Shape it

    Fill rate, time-to-fill and margin per client on one screen.

  • Automate it

    Weekly invoices generated straight from approved timesheets.

Run a staffing agency? Let's talk →

HVAC, landscaping, construction, cleaning crews. You know which jobs felt profitable. Do you know which ones actually were?

  • Clean it

    Jobs, estimates, materials and invoices organized in one place.

  • Debug it

    Find unbilled work and jobs that quietly went over budget.

  • Shape it

    Profit per job, estimate close rate and your busiest months.

  • Automate it

    A job-costing sheet that fills itself in as receipts come in.

Run crews or jobs? Tell me how you track them →

Your POS has the data. It just doesn't tell you what to reorder, what to cut or when to staff up.

  • Clean it

    POS exports and inventory sheets merged and tidied up.

  • Debug it

    Spot mis-priced items, missing stock and odd refunds.

  • Shape it

    Best sellers, slow days and margin per item at a glance.

  • Automate it

    A weekly sales recap that lands in your inbox on its own.

Own a shop or restaurant? Let's look at your numbers →

Property managers, nonprofits, salons, offices, side hustles. If your business runs on spreadsheets, the same three steps apply.

  • Clean it

    Merge the spreadsheets everyone keeps their own copy of into one.

  • Debug it

    Find the formulas, totals and numbers that don't add up.

  • Shape it

    One dashboard for the numbers you check every week.

  • Automate it

    Turn the report you rebuild by hand into one click.

Tell me what your business runs on →
The CiDiSi method

Clean it. Debug it. Shape it. = Insight.

That's what CiDiSi stands for, and it's how you get real answers out of messy data. Try it yourself on one week of sample data from a delivery route contractor.

routes_week42_FINAL(2).xlsx Sample data
RouteDriverStopsCost$/stop

Clean it

    DIY guides

    Want to do it yourself? Here's the map.

    These are the real steps, without the 40-page tutorial. Tick them off as you go. If it starts looking like a weekend project, that's normal, and that's what I'm for.

    1. 1

      Download Power BI Desktop

      It's free from the Microsoft Store. This is where you build; the online version is mostly for sharing.

    2. 2

      Sign in with a work account

      You need one to publish and share.

      Heads up: a personal Gmail or Outlook address won't work here.

    3. 3

      Connect your data source

      Get Data → pick Excel, CSV, SharePoint or a database, then choose the tables you need.

    4. 4

      Clean it in Power Query

      Fix data types, remove blank rows, merge tables. This is usually where most of the time goes.

    5. 5

      Model it and write your measures

      Link your tables, add a date table, and write DAX measures like Total Sales or Month-over-Month.

      Heads up: DAX looks like Excel formulas. It doesn't behave like them.

    6. 6

      Build the visuals

      KPI cards on top, trends in the middle, details below. One question per page.

    7. 7

      Publish and schedule refresh

      Publish to the Power BI Service and set it to refresh on its own. Local files may need a data gateway, and sharing usually needs Pro licenses.

    Don't want to do this yourself?

    I'll do it for you, starting at $350.

    Have me build it
    1. 1

      Write down every step you repeat

      Every click, filter, copy and paste. If you can't write it down, a macro can't do it.

    2. 2

      Turn on the Developer tab

      File → Options → Customize Ribbon → check Developer.

    3. 3

      Record a macro

      Hit Record Macro, do the task once, hit Stop. Excel writes the VBA code for you.

    4. 4

      Clean up the recorded code

      Open the editor (Alt + F11). Recorded code hard-codes every cell, so swap those for loops, variables and "find the last row" logic.

      Heads up: this step is where recorded macros usually fall apart.

    5. 5

      Handle the weird cases

      Empty files, an extra column, a renamed sheet. Add error handling so it fails politely instead of wrecking your data.

    6. 6

      Save as .xlsm and add a button

      Save it as a macro-enabled workbook and assign the macro to a button.

      Heads up: Windows blocks macros in files downloaded or emailed, so you may need to unblock the file first.

    7. 7

      Test it on a copy, then test it again

      Run it on last week's file and this week's. Compare the results by hand once.

    Don't want to do this yourself?

    I'll do it for you, starting at $150.

    Have me automate it
    1. 1

      Make a copy. Never clean the original.

      Seriously. Name it something you'll recognize.

    2. 2

      Load it into Power Query

      Data → From Table/Range. Every fix you make is recorded, so you can replay it next month.

    3. 3

      Fix the basics

      Trim spaces, fix capitalization, set the right types for dates and numbers.

    4. 4

      Standardize the values

      "NY", "N.Y." and "new york" are one thing. Use a lookup table to map them all to one name.

    5. 5

      Remove duplicates, carefully

      Decide what counts as a duplicate first. Same customer and same date? Same invoice number?

      Heads up: removing the wrong "duplicates" quietly deletes real sales.

    6. 6

      Reshape it: one row per record

      Split combined columns and unpivot month-by-month layouts so every row is one thing.

    7. 7

      Load it and hit Refresh next time

      Close & Load. Next month, drop in the new file and refresh.

    Don't want to do this yourself?

    I'll do it for you, starting at $100.

    Have me clean it
    Quick math

    What's copy-paste costing you?

    Move the sliders. It's just math on your own numbers, and nothing gets saved or sent.

    208hours a year
    $7,280of your time a year
    5.2full 40-hour work weeks
    Get those hours back
    Or skip the homework

    What I do for you

    You tell me what's slowing you down. I fix it and show you how it works.

    See your business at a glance

    A Power BI dashboard that shows sales, costs and trends on one screen.

    • Built from the files you already have
    • Updates itself
    • Works on your phone
    from $350 Get a dashboard

    Get your Mondays back

    Excel and VBA automation for the reports and chores you repeat every week.

    • One-click reports
    • Fewer copy-paste mistakes
    • Plain-English notes on how it works
    from $150 Automate a task

    Data you can trust

    Duplicates, typos and five spellings of the same customer, cleaned up for good.

    • One clean, consistent file
    • A repeatable process for next month
    • Your original file stays untouched
    from $100 Clean my data

    You get a clear quote before any work starts. No surprise invoices.

    Working with me

    Three steps. No surprises.

    1. Tell me what's annoying you

      Fill out a short form. No need to know the technical words.

    2. Get a clear quote

      I look at what you have and tell you what I'll build and what it will cost.

    3. Get your time back

      I build it, walk you through it, and hand it over. It's yours.

    In the works

    Sample dashboards, coming soon

    I'm building example projects for the kinds of businesses I work with. Here's what's on the list.

    Coming soonStaffing agencyPlacements, fill rates and hours billed.
    Coming soonDelivery route contractorStops, drivers and cost per route.
    Coming soonSmall shop salesBest sellers, slow months, margins.
    Coming soonExcel time-saversOne-click invoices, timesheets, reports.

    See the full list →

    Ready when you are

    Stop fighting your spreadsheets.

    Tell me what's messy, manual or confusing. I'll tell you how I'd fix it and what it would cost.

    Start a project I'll try it myself first