Data Preparation

Learn how to use your data in Jetti Sheets.

Data Preparation

Jetti supports two data layouts. Here's how to know which you have:

Periods as Columns (Spreadsheet-style)

Dates are column headers. Each row is one customer, and you read their journey left-to-right.

Customer ID | Jan 2024 | Feb 2024 | Mar 2024 | Apr 2024
------------|----------|----------|----------|----------
CUST-001    |   100    |   100    |   150    |   150
CUST-002    |   200    |    0     |    0     |    50
CUST-003    |    0     |   75     |   75     |    75

Best for pivot tables, presentations, and manual analysis.

Periods as Rows (Database-style)

Dates are values in a column. Each row is one observation at one point in time.

Customer ID | Period   | Revenue
------------|----------|--------
CUST-001    | Jan 2024 |   100
CUST-001    | Feb 2024 |   100
CUST-001    | Mar 2024 |   150
CUST-002    | Jan 2024 |   200
CUST-002    | Apr 2024 |    50

Common export format from Salesforce, Stripe, and databases. Best for charts and large datasets.

Don't worry: Jetti auto-detects which format you're using.

Required Columns

ColumnRequired?Examples
Customer IDYesuser_id, account_id, email
Date/PeriodYes2024-01, Jan-24, 1/15/2024
ValueYesrevenue, mrr, amount, count
SegmentOptionalproduct, plan, region

Supported Date Formats

Jetti recognizes: YYYY-MM, MMM-YY, M/D/YYYY, YYYY-MM-DD, and MM/DD/YYYY.

Pre-Flight Checklist

Before running your first analysis, verify:

  • Headers are in row 1
  • No merged cells in your data range
  • Same customer has the same ID everywhere
  • No empty rows between data
  • Numbers are numeric (not text like "$1,000")

Common Data Issues

ProblemSymptomFix
Mixed ID formatsSame customer appears twiceStandardize IDs (e.g., all lowercase)
Text numbers"$1,000" instead of 1000Remove currency symbols and commas
Missing periodsGaps in customer historyThat's OK — Jetti handles sparse data
Future datesWeird results at end of reportFilter to completed periods only