Microsoft Excel Tips & Tricks
Updated 3/9/2015 by Bethany Lang
In NeonCRM, you have the ability to export report results to Microsoft Excel. You then use several tools in Excel to clean your data, and then update your NeonCRM data using our Import Manager. This guide outlines several Excel tools that you can use to clean up your data before updating it in NeonCRM.
Note: The screenshots in this guide are using Microsoft Excel 2013. If you are using an older version of Excel, these functions are likely still available, but may be in different menus or options.
You can sort your spreadsheet in a variety of ways. To do this, highlight your entire spreadsheet by using the arrow facing downward in the upper-left corner of your program.
Once you have selected your data, in the top ribbon, select the Data tab, then Sort.
A new window will appear. From here, you can select which column you want to sort by, and how you want to sort. In this example, we are sorting A > Z by the column called Last Name. Click OK.
Your data will now be sorted per your rules.
Filtering allows you to display only data that meets certain criteria. To turn on this option, highlight your entire spreadsheet by using the arrow facing downward in the upper-left corner of your program.
Once you have selected your data, in the top ribbon, select the Data tab, then Filter.
This will add arrows on the right side of each of your columns.
To filter, select the arrow in the column that you wish to filter by. A new window will appear which display each of the unique values in this column. For example, the First Name column contains the names Adam & Rose, Amy D, etc.
You can enter text into the Search box to filter by a text value. For example, if I want to see everyone whose First Name contains a "d," I can enter that into the box, then click OK. Now only the rows containing a First Name with "d" will display.
Advanced filters are available by selecting Text Filters. For example, you can filter for all names that begin with "D."
To search for data, on a PC, select Ctrl + F. The Find and Replace window will appear. Select the Replace tab.
Click Options to view additional options. I recommend checking the Match case and Match entire cell contents boxes.
In this example, we want to replace any cell that contains "Dr" without a period to the cleaner "Dr." Click Replace All. Your data will be updated.