
Course Agenda, CSV data file
Open the mock data csv, save it as the newest Excel version, and copy the worksheet to protect the original. Remove duplicates with the Data tab to keep unique rows.
Split data into multiple columns with text to columns, separate first and last names and city and state, apply proper or upper case, and preserve leading zeros in Excel.
Learn to build a unique customer id in Excel using concatenation formulas—CONCAT, TEXTJOIN, and CONCATENATE—by combining state and last four of the SSN, with duplicate checks and data cleanup.
Master left, mid, and right text formulas in excel to extract specific characters, format data, and build customer IDs, including converting text to upper or lower case for clean data.
Identify customers by state and count customer IDs using a pivot table. Sort the results from highest to lowest to reveal the top five states for targeted marketing.
set up a print-ready excel report by configuring print area, margins, orientation, and page size; add headers, footers, and page numbers, then apply print tiles and freeze panes.
In this course you'll learn how to:
Quickly identify and remove duplicate records
Break up data using the Text To Column Feature
Learn when to use the General & Text format
Understand delimiters
Understand how to join data from multiple cells using
Concatenation
Concat
Textjoin
Learn Text manipulators
Left, Right, Mid
Upper, Lower, Proper
Gain a basic understanding of the Conditional Format feature to identify duplicate records
Gain a practical understanding of Pivot Table Basics
Learn Page Layout Best Practices