
Open your product spreadsheet next to this page. Add a row to the worksheet for every column you find, give each concept a level and a decision, and give every column you drop a row in the exclusion record with a reason. The counts at the side and the import checks update as you go.

Three levels is usually enough. If you find yourself at four, check whether the fourth is really an attribute.
Fill it in below. Your result updates as you go.
One row per column in your file. The first seven rows are examples from an imaginary file: overwrite them with your own concepts or remove them. For every Transform row, write what the transformation is in the note.
| Concept | Level | Example values from your file | Source column | Decision | Note | |
|---|---|---|---|---|---|---|
Every column marked Drop gets one row here. This is the document you point to when the decision is questioned later.
| Source column | Reason dropped | Where the archive lives | Decided by | Date | |
|---|---|---|---|---|---|
You leave with the completed worksheet and a migration plan for your own file.
Align the business case, governance and first implementation—without starting a large programme.