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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|
| |
|---|---|---|---|
C | Saved | A | Saved |
D | Customer Key | AB | NetSuite ID |
F | Account | BC | Client |
P | Primary Reason | HI | Reason |
Q | Primary Detail | IJ | Details |
U | Billing Change Notes | JK | Notes |
AM | DS_Website_Cancel | CD | Website |
AO | DS_SEM_Cancel | DE | SEM |
AQ | DS_SEO_Cancel | EF | SEO |
AS | DS_TDA_Cancel | FG | TDA |
AU | DS_DM_Cancel | GH | AEM |
Old Column
|
|
| |
|---|---|---|---|
C | Saved | A | Saved |
D | Customer Key | AB | Netsuite ID |
F | Account | BC | Client |
P | Primary Reason | HI | Reason |
Q | Primary Detail | IJ | Details |
U | Billing Change Notes | JK | Notes |
AL | Website Cancel ARI | CD | Website |
AP | ARI_SEM_Cancel | DE | SEM |
AR | ARI_SEO_Cancel | EF | SEO |
AT | ARI_TDA_Cancel | FG | TDA |
AV | ARI_DM_Cancel | GH | AEM |
Now it’s time to make the spreadsheet neat and legible!
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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
...