← Excel Data Cleanup

Lesson 1 of 4

Import without losing data

Keep quoted text and stable headers when importing CSV.

Do the work

  1. Read the headers before changing any values.
  2. A comma inside quotes belongs to the same cell. A doubled quote represents a literal quote.
  3. Remove blank records, keep data rows and preserve notes.

See the method

A customer note such as "Desk, blue" stays in one field.

Watch the walkthrough

Read the video transcript
  1. Import without losing data. A customer note such as "Desk, blue" stays in one field.
  2. Import without losing data. A blank record can be removed. A quoted comma or quote is part of the note.
  3. Handle missing values. Before: an empty region does not mean East.
  4. Handle missing values. Only the missing region changes. Zero is a valid amount.
  5. Deduplicate by a business key. Order 1 appears twice with different notes.
  6. Deduplicate by a business key. Whole-row comparison misses the duplicate business key.
  7. Standardize dates and whitespace. 2026/09/03 becomes 2026-09-03.
  8. Standardize dates and whitespace. Convert only the declared format and preserve the name.

The video works through all four course topics; the lesson demonstrations above focus on the current step.

Practice independently

Take it further

Try a note containing a newline; the CSV parser preserves it in the same cell.