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:
...
In its unedited state, these are the columns you will need to keep and rename to the new sheet.
|
|
| |
|---|---|---|---|
C | Saved | A | Saved |
D | Customer Key | C | NetSuite ID |
F | Account | D |
new_accountname
A
Client
M
new_primaryreasonname
G
Reason
N
new_primarydetailname
H
Details
R
new_billingchangenotes
I
Notes
AJ
Website Cancel DS
B
Website
AN
SEM Cancel DS
C
SEM
AP
SEO Cancel DS
D
SEO
AR
TDA Cancel DS
E
TDA
AT
DM Cancel DS
F
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 |
AQ | DS_SEM_Cancel | F | SEM |
AS | DS_SEO_Cancel | G | SEO |
AU | DS_TDA_Cancel | H | TDA |
AW | DS_DM_Cancel | I | AEM |
|
|
| |
|---|---|---|---|
C | Saved | A | Saved |
D | Customer Key | C | Netsuite ID |
F | Account | D |
new_accountname
A
Client
M
new_primaryreasonname
G
Reason
N
new_primarydetailname
H
Details
R
new_billingchangenotes
I
Notes
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
...