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Difference between revisions of "Importing Data in to Excel"
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(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== | + | ==Importing Data in to MS-Excel Keeping Leading Zeros== |
| − | When importing data in to | + | 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. |
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| + | 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... | ||
==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. | |
| − | + | #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. | |
| − | + | ##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. | |
| − | + | ##'''*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. | |
| − | + | #Click the "OK" button in the "Input Data" dialog box to complete the import. | |
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Revision as of 10:09, 17 August 2016
Importing Data in to MS-Excel 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 such as create duplicate customers, load incorrect barcodes, etc...
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.
- 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.
- *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.
- Click the "OK" button in the "Input Data" dialog box to complete the import.