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Spreadsheet to Database Migration Plan

Checklist

Move a growing spreadsheet into a proper database safely.

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Plan a move from a spreadsheet to a database. Spreadsheet description and columns: [SHEET_DESCRIPTION]. Number of rows: [ROW_COUNT]. Who edits it: [EDITORS]. What breaks today: [CURRENT_PROBLEMS]. Target system: [TARGET_SYSTEM].

Identify repeating groups, merged cells, mixed types and duplicates. Propose tables, keys and a cleaning list. Provide a step plan: clean, load into a staging table, validate counts and totals, run in parallel for two weeks, then switch.

Return the target schema, a list of cleaning rules, a reconciliation checklist and a communication plan for the people who use the sheet. Warn about decisions the database forces, such as unique identifiers and required fields, and keep the spreadsheet as a read-only archive.

Add a validation routine: compare row counts, sums of key numeric columns and a sample of fifty records between the spreadsheet and the database, and record the results in a sign-off table. Provide a plan for handling formulas that live in the sheet: decide which become database logic, which become reports and which are dropped. Include a rollback plan so people can return to the spreadsheet during the first two weeks if serious problems appear, and a training outline of one hour for people who edit the data.

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