What to change
Establish the unique reporting key before appending files. Depending on the export, that key may include the period, page, event and selected dimensions. Ask the analyst to preserve source filenames and compare overlapping rows before deciding whether they are duplicates or separate observations. A fixed fictional test example with known overlap provides a useful acceptance test and avoids exposing production records while the merge logic is corrected.
A worked example
Illustrative example
Illustrative test: Two fictional exports share one known row; the combined report counts it once. Two exports may overlap for the last week of a month. The analyst marks one known repeated row in a fictional sample and preserves its source filenames. The agreed merge counts that observation once while retaining a separate row that happens to share the same total. The practice can reproduce the combined figure and understand why a row was removed, rather than accepting an unexplained reduction after an automated cleanup.


What this means for your practice
Combining two files can inflate a report if their date ranges overlap. Ask your analyst what makes a row unique before appending the exports. Depending on the report, that may involve its date, page, event and other selected categories. Keep the source filenames so any overlap can be traced. A small fictional example with one deliberately repeated row makes the proposed treatment easy to review without exposing operational records. Do not remove rows merely because their totals look identical; separate observations can legitimately share the same number. The finished calculation should preserve valid activity while explaining each removed duplication, with enough information for another analyst to reproduce the result.
How to check the result
The result is reproducible and preserves an explanation for every removed overlap.
A mistake to avoid
Dropping rows based on identical totals alone can remove valid separate observations.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
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