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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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In its unedited state, these are the columns you will need to keep and rename to the new sheet.

(blue star) Old Column

(blue star) Old Heading

(blue star) New Column

(blue star) New Heading

C

Saved

A

Saved

D

Customer Key

C

NetSuite ID

F

Account

D

Account

K

Sister Transfer

B

Sister Transfer

P

Primary Reason

J

Primary Reason

Q

Primary Detail

K

Primary Detail

U

Billing Change Notes

L

Notes

AM

DS_Website_Cancel

E

Website

AO

AQ

DS_SEM_Cancel

F

SEM

AQ

AS

DS_SEO_Cancel

G

SEO

AS

AU

DS_TDA_Cancel

H

TDA

AU

AW

DS_DM_Cancel

I

AEM

(blue star) Old Column

(blue star) Old Heading

(blue star) New Column

(blue star) New Heading

C

Saved

A

Saved

D

Customer Key

C

Netsuite ID

F

Account

D

Account

K

Sister Transfer

B

Sister Transfer

P

Primary Reason

J

Reason

Q

Primary Detail

K

Details

U

Billing Change Notes

L

Notes

AL

Website Cancel ARI

E

Website

AP

ARI_SEM_Cancel

F

SEM

AR

ARI_SEO_Cancel

G

SEO

AT

ARI_TDA_Cancel

H

TDA

AV

ARI_DM_Cancel

I

AEM

Now it’s time to make the spreadsheet neat and legible!

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Here are the rest of the column widths:

Column

Column Width (Default Unit)

Column Width (Pixels)

A, B, C

Double click to auto-expand.

Double click to auto-expand.

D, E, F, G, H

8

75

I, J

25

180

K

100

705

Highlight columns A through H and set the alignments to Middle Align and Center.

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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

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