Importing Data in to Excel - Revision history

Jgreco: Initial proofread pass - docs

2021-12-01T17:14:40Z

Initial proofread pass - docs

Yrobinet at 14:09, 17 August 2016

2016-08-17T14:09:12Z

Aneubert: Created page with "==Importing Data in to Excel Keeping Leading Zeros== When importing data in to excel, it is important to make sure that all data is accurate. If the excel spreadsheet is not..."

2016-08-16T21:51:56Z

Created page with "==Importing Data in to Excel Keeping Leading Zeros== When importing data in to excel, it is important to make sure that all data is accurate. If the excel spreadsheet is not..."

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==Importing Data in to Excel Keeping Leading Zeros==

When importing data in to excel, it is important to make sure that all data is accurate. If the excel spreadsheet is not formatted correctly, it can drop leading zeros from customer numbers and alter other important information. This is why it is important to make sure that when importing data in to an excel spreadsheet, everything is formatted correctly.

For example, if you have a customer 00012345 that is imported incorrectly, it could show up as customer 12345. This could cause issues in TrackAbout and create duplicate customers.

==How To Import Data in To Excel Correctly==

Step 1: Launch Excel Spreadsheet. Click the "Data" tab. Click the "From Text" option icon. 

Step 2: Click the "From Text" icon. Use the file manager to locate the CSV file you want import. 

Step 3: Select the CSV file with the mouse. Click the "Import" button. 

Step 4:
In "Step 1" of the Text Import Wizard, click the "Delimited" button. Then click Next. 

Step 5: In "Step 2" Deselect the "Semicolon" and "Space" boxes. If it is a comma separated file, keep the "Comma" box checked. If is a tab delimited file, keep the "tab" box checked. Click the "Next" button. 

Step 6: '''*Important*''' Select the column that contains the data with leading zeros. Click the "Text" radio button to select it. Do the same for each column with leading zeros that you want to retain. 

Step 7: Click the "Finish" button. 

Step 8: Click the "OK" button in the "Input Data" dialog box.

@@ Line 1: / Line 1: @@
-==Importing Data in to MS-Excel Keeping Leading Zeros==
+==Importing Data in to MS-Excel and Keeping Leading Zeros==
-When importing data in to MS-Excel, it is important to make sure that all data is accurate. If the excel spreadsheet is not formatted correctly, it can drop leading zeros from imported data and alter other important information. This is why it is important to make sure that when importing data in to an Excel spreadsheet, the sheet is formatted correctly.
+When importing data in to MS-Excel, it is important to make sure that all data is accurate. If the Excel spreadsheet is not formatted correctly, it can drop leading zeros from imported data and alter other important information. This is why it is important to make sure that when importing data in to an Excel spreadsheet, the sheet is formatted correctly.
-For example, if you have a customer 00012345 that is imported incorrectly, it could show up as customer 12345. Importing incorrect data will cause problems in TrackAbout such as create duplicate customers, load incorrect barcodes, etc...
+For example, if you have a customer 00012345 that is imported incorrectly, it could show up as customer 12345. Importing incorrect data will cause problems in TrackAbout like creating duplicate customers or loading incorrect barcodes, to name a few.
 ==How To Import Data in To Excel Correctly==
 #Launch MS-Excel Spreadsheet. Click the "Data" tab. Click the "Get External Data - From Text" icon.
-#Click the "From Text" icon. Use the file manager to locate the file you want import.
+#Click the "From Text" icon. Use the file manager to locate the file you want to import.
 #Select the file and click the "Import/Open" button.
 ##In the Text Import Wizard, click the "Delimited" option button. Then click Next.
-##Select the proper file delimiter. Most common are CSV or comma separated file. Click the "Next" button.
+##Select the proper file delimiter. Most common is CSV (Comma Separated File). Click the "Next" button.
-##'''*Important*''' Select the column that contains the data with leading zeros then click the "Text" radio button to select it text data format for the number column. Do the same for each column with potential leading zeros that you want to retain.
+##'''*Important*''' Select the column that contains the data with leading zeros then click the "Text" radio button to treat the data in the column as text. Do the same for each column with potential leading zeros that you want to retain.
 ##Click the "Finish" button.
 #Click the "OK" button in the "Input Data" dialog box to complete the import.

@@ Line 1: / Line 1: @@
-==Importing Data in to Excel Keeping Leading Zeros==
+==Importing Data in to MS-Excel Keeping Leading Zeros==
-When importing data in to excel, it is important to make sure that all data is accurate. If the excel spreadsheet is not formatted correctly, it can drop leading zeros from customer numbers and alter other important information. This is why it is important to make sure that when importing data in to an excel spreadsheet, everything is formatted correctly.
+When importing data in to MS-Excel, it is important to make sure that all data is accurate. If the excel spreadsheet is not formatted correctly, it can drop leading zeros from imported data and alter other important information. This is why it is important to make sure that when importing data in to an Excel spreadsheet, the sheet is formatted correctly.
 ==How To Import Data in To Excel Correctly==
+#Launch MS-Excel Spreadsheet. Click the "Data" tab. Click the "Get External Data - From Text" icon.
-Step 1: Launch Excel Spreadsheet. Click the "Data" tab. Click the "From Text" option icon.<br />
+#Click the "From Text" icon. Use the file manager to locate the file you want import.
+#Select the file and click the "Import/Open" button.
-Step 2: Click the "From Text" icon. Use the file manager to locate the CSV file you want import.<br />
+##In the Text Import Wizard, click the "Delimited" option button. Then click Next.
+##Select the proper file delimiter. Most common are CSV or comma separated file. Click the "Next" button.
-Step 3: Select the CSV file with the mouse. Click the "Import" button.<br />
+##'''*Important*''' Select the column that contains the data with leading zeros then click the "Text" radio button to select it text data format for the number column. Do the same for each column with potential leading zeros that you want to retain.
+##Click the "Finish" button.
-Step 4:
+#Click the "OK" button in the "Input Data" dialog box to complete the import.