Speed Up Data Cleaning and Imports with Excel Templates - Catherine Burns

August 27, 2018

This will be a practical session looking at how Excel templates can be created and used for common repeated data tasks by using formulae to clean and organise data before importing or re-importing it into Raiser’s Edge.

This is a session for non-coders – no knowledge of SQL, VBA, ImportOmatic regular expressions or any other complex coding language required.

Templates will be provided for
• Splitting name fields and assigning salutation types
• Cleaning phone numbers and phone types

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Your Data. Only Better - Dearne Cameron, Brent Collyer and Greg Simmons
Your Data. Only Better - Dearne Cameron, Brent Collyer and Greg Simmons

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