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Difference between revisions of "Importing Data in to Excel"
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| − | ==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 | + | 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 | + | 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== | ==How To Import Data in To Excel Correctly== | ||
#Launch MS-Excel Spreadsheet. Click the "Data" tab. Click the "Get External Data - From Text" icon. | #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. | #Select the file and click the "Import/Open" button. | ||
##In the Text Import Wizard, click the "Delimited" option button. Then click Next. | ##In the Text Import Wizard, click the "Delimited" option button. Then click Next. | ||
| − | ##Select the proper file delimiter. Most common | + | ##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 | + | ##'''*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 "Finish" button. | ||
#Click the "OK" button in the "Input Data" dialog box to complete the import. | #Click the "OK" button in the "Input Data" dialog box to complete the import. | ||
Latest revision as of 13:14, 1 December 2021
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.
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 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 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 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.