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Client Work Mapping

This case study maps to common Upwork and small-business data requests.

Client request: recurring Shopify exports

Possible implementation scope:

define required order, customer, and product fields;
extract records for a recurring date range;
export cleaned CSV or Excel deliverables;
document validation warnings.

Client request: sales summary by month or product

Possible implementation scope:

map order and line-item fields;
define sales metric assumptions;
group by month, product, variant, or sales channel;
produce summary CSV and Excel-style outputs.

Client request: API data cleanup before reporting

Possible implementation scope:

normalize nested API responses;
standardize column names;
flag missing required fields;
separate raw-like input handling from reporting-ready outputs.

Client request: lightweight reporting handoff

Possible implementation scope:

deliver cleaned CSV files;
deliver an Excel workbook;
deliver a SQLite-style local database;
provide a short handoff report with assumptions and warnings.

Questions to ask before a real project

Which Shopify resources are required?
Which access scopes are approved?
Which dates define the reporting period?
How should refunds, discounts, taxes, and shipping be represented?
Are customer emails or names required, and how should privacy be handled?
Should the deliverable be CSV, Excel, database, dashboard-ready tables, or all of these?
How often should the workflow run?