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contact-file-preparation-dates [2019/03/11 13:46] benc [Microsoft Excel] |
contact-file-preparation-dates [2019/03/11 14:47] (current) benc [Microsoft Excel] |
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| Examples of this might be: | Examples of this might be: | ||
| - | - Sentori preventing you from mapping the column by displaying an error when you try. | + | * Sentori preventing you from mapping the column by displaying an error when you try. |
| - | - day and month parts of your values are swapped, giving you either a different date date or an invalid one, e.g. if your data was intended to represent 1st February 2000 it might be incorrectly interpreted as 2nd January 2000. | + | * day and month parts of your values are swapped, giving you either a different date date or an invalid one, e.g. if your data was intended to represent 1st February 2000 it might be incorrectly interpreted as 2nd January 2000. |
| This article describes how to ensure your date values are correctly imported into Sentori. | This article describes how to ensure your date values are correctly imported into Sentori. | ||
| Line 13: | Line 13: | ||
| Some examples of this: | Some examples of this: | ||
| - | |**Value**|**Date it Represents**| | + | ^Value^Represented Date^ |
| |25/12/2010|25th December 2010| | |25/12/2010|25th December 2010| | ||
| |01/03/1980|1st March 1980| | |01/03/1980|1st March 1980| | ||
| - | ===== Microsoft Excel ===== | + | ===== Microsoft Excel Spreadsheets ===== |
| While your data may //appear// to be in the required **DD/MM/YYYY** format when you open an Excel spreadsheet file, it may not actually be //stored// in the correct way for Sentori to access it. | While your data may //appear// to be in the required **DD/MM/YYYY** format when you open an Excel spreadsheet file, it may not actually be //stored// in the correct way for Sentori to access it. | ||
| - | To ensure it is, the simplest option is to use Excel's "Text to Columns" feature. | + | To ensure it is, the simplest option is to use Excel's **Text to Columns** feature. |
| Here's how: | Here's how: | ||
| Line 30: | Line 30: | ||
| * a popup window will open for the **Convert Text to Columns Wizard** | * a popup window will open for the **Convert Text to Columns Wizard** | ||
| * Use these options: | * Use these options: | ||
| - | * Step 1 of 3 \\ | + | * **Step 1 of 3** \\ Choose "Delimited". \\ Click Next. \\ |
| - | Choose "Delimited". \\ | + | * **Step 2 of 3** \\ Leave all the default settings. \\ Click Next. \\ |
| - | Click Next. \\ | + | * **Step 3 of 3** \\ Select "Date" and "DMY". \\ Click Finish. \\ |
| - | * Step 2 of 3 \\ | ||
| - | Leave all the default settings. \\ | ||
| - | Click Next. \\ | ||
| - | * Step 3 of 3 \\ | + | ===== Comma Separated Values (CSV) File ===== |
| - | Select "Date" and "DMY". \\ | + | |
| - | Click Finish. \\ | + | |
| + | Different applications create CSV files in different ways, but the key result is for the date values to appear as follows when the CSV file is opened in a simple text editor: | ||
| + | <code> | ||
| + | Email,DateValue | ||
| + | "me@example.com",15/01/2018 | ||
| + | "other@example.com",24/06/2018 | ||
| + | </code> | ||
| + | |||
| + | If it's surrounded by any type of quotes, then Sentori probably won't be able to read it as a date. | ||