Python / Intro / Free practice
Clean a Messy Finance Extract with Python
Take a typical finance extract with mixed headers, blank rows, and inconsistent account codes, and produce a clean, analysis-ready table.
Preview / read-only
>>> df.shape (4821, 14) >>> df.columns[:4].tolist() ['Acct', 'Acct Name', 'Period', 'Amt'] >>> df['Amt'].sum() # → must tie to TB control
// Notebook fragment — shape check before rename
Prerequisites
- Basic Python (pandas installed)
- A sample CSV or Excel extract (any messy P&L or trial-balance style file)
Procedure
Run the drill
- 01
Load the file and inspect shape, null rates, and header rows before trusting column names.
Step - 02
Normalize column names and drop empty rows that arrived from export formatting.
Step - 03
Standardize account codes and map known aliases to a single chart-of-accounts key.
Step - 04
Add validation checks: totals that must tie, required fields that cannot be blank, duplicates that need review.
Step - 05
Write a clean output table plus a short exception log for anything that failed a check.
Step
Expected outcome
A reusable cleanup pattern you can adapt to SAP, ERP, or spreadsheet exports — with an exception log you can trust before analysis begins.
// Bring your own extract; no starter file required