The Operations team currently relies on PowerBI for data that fuels the monthly Digital Marketing Growth Project meeting. Data is exported for both ARI and Dealer Spike. It is cleaned up and sent over to each director and the digital marketing sales manager for analysis. Here are the steps to exporting and cleaning up data:
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|---|---|---|---|---|
DE | new_accountnameAccount | A | Client | |
M | new_primaryreasonnameN | Primary Reason | G | Reason |
N | new_primarydetailnameO | Primary Detail | H | Details |
R | new_billingchangenotesS | Billing Change Notes | I | Notes |
AJAK | DS_Website_Cancel DS | B | Website | |
ANAO | DS_SEM_Cancel DS | C | SEM | |
APAQ | DS_SEO_Cancel DS | D | SEO | |
ARAS | DS_TDA_Cancel DS | E | TDA | |
ATAU | DS_DM_Cancel DS | F | MA/AEM |
Old Column
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|
| |
|---|---|---|---|
D | new_accountname | A | Client |
M | new_primaryreasonname | G | Reason |
N | new_primarydetailname | H | Details |
R | new_billingchangenotes | I | Notes |
AI | Website Cancel ARI | B | Website |
AM | SEM Cancel ARI | C | SEM |
AO | SEO Cancel ARI | D | SEO |
AQ | TDA Cancel ARI | E | TDA |
AS | DM Cancel ARI | F | MA/AEM |
...
Now that you have created and cleaned up the document, place it in the correct year’s folder on OneDrive and follow the naming convention as follows:
mm_month.xlsx
Example:
01_January.xlsx
06_June.xlsx
12_December.xlsx
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