Spreadsheet Tips for Importing

Before you import a spread sheet, carefully review it to make sure the data makes sense. Importing garbage will cause you pain!

Data -> Text to Columns…

Very useful for separating data from one column into two. The easiest example is having Last, First. You can use Text to Columns by identifying the comma as the Delimiter, causing the column to be broken into two columns without the comma.

Copying values, not functions

After you use a function in a spreadsheet, you will need to copy the data and paste special just the values in each cell. This is how you get rid of your formula and just keep the data.

Function: PROPER

Formula: =PROPER(A1)

This is what you use if you have all UPPERCASE and want to change it to capitalize the first letter of every word.

= PROPER() capitalises the first letter of each word (like Title Case) = UPPER() - forces all letters to be UPPER CASE = LOWER() - forces all letters to be lower case

If you want to capitalize only the First letter of a sentence use this formula

=UPPER(LEFT(A2,1))&LOWER(RIGHT(A2,LEN(A2)-1))

Function: VLOOKUP

Formula: =VLOOKUP(lookup_value, table_array, col_index_num, range_lookup)

By far my most used formula. The official description of what it does: “Looks for a value in the leftmost column of a table, and then returns a value in the same row from a column you specify…”.

Basically, you define a value (the lookup_value) for the formula to look for. It looks for this value in the leftmost column of a table (the table_array).

Function: TRIM

Formula: =TRIM(A1)

Gets rid of any space in a cell, except for single spaces between words. I’ve found this formula to be extremely useful because I’ve often run into situations where you pull data from a database and for some reason extra spaces are put in behind or in front of legitimate data. This can wreak havoc if you are trying to compare using IF statements or VLOOKUP’s.

Function: RIGHT, LEFT, MID

Formulas: = RIGHT(text, number of characters), =LEFT(text, number of characters), =MID(text, start number, number of characters).

(Note: In all of these formulas, wherever it says “text” you can use a cell reference as well)

These formulas return the specified number of characters from a text string. RIGHT gives you the number of characters from the right of the text string, LEFT gives you the number of characters from the left, and MID gives you the specified number of characters from the middle of the word. You tell the MID formula where to start with the start_number and then it grabs the specified number of characters to the right of the start_number.

=UPPER(LEFT(A2,1))&LOWER(RIGHT(A2,LEN(A2)-1)) will capitalize only the First letter of a sentence.

Function: IF

Formula: =IF(logical_statement, return this if logical statement is true, return this if logical statement is false)

When you’re doing an analysis of a lot of data in Excel there are a lot of scenarios you could be trying to discover and the data has to react differently based on a different situation.

Function: CONCATENATE

A fancy word for combining data in 2 (or more) different cells into one cell. This can be done with the Concatenate excel formula or it can be done by simply putting the & symbol in between the two cells. If I have “Juan” in cell A1 and “Hernan” in cell B1 I could put this formula: =A1&” “&B1 and it would give me “Juan Hernan”. (The “ “ puts a space in between what you are combining with the &). I can use =concatenate(A1, “ “, B1) and it will give me the same thing: “Juan Hernan”

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Collecting and Managing Contact Information