THE FIELD GUIDE

Import. Clean. Check.

Start with the symptom you see. Each guide includes a small file and a clear result to check.

Choose a reading path

Work through the Friday dispatch handoff → Match orders to warehouse scans, then deliver a close list and an exception list.

  1. Excel: import safely. Choose the delimiter and encoding, then preserve leading zeros and long identifiers.
  2. Excel: clean only what your rules allow. Review spaces, dates, amounts and duplicates.
  3. Excel: reconcile and deliver. Compare lists, resolve category lookups, reconcile group totals and check a fresh CSV export.
  4. Optional Python path. Use the advanced file tools below when you need to inspect multiline records, map changed column order, split uploads or compare changed fields.

Start here: import safely

Excel workflows for garbled text, missing zeros, long identifiers and one-column imports.

01

Fix garbled text in a CSV file

Choose the right encoding and bring names and descriptions back into focus.

TEXT ENCODING
02

Keep the zeros at the start

Import product codes as text, so 00127 stays 00127.

LEADING ZEROS
03

Protect every digit in a long ID

Keep long identifiers intact before Excel treats them as numbers.

LONG IDENTIFIERS
04

Fix a CSV that opens in one column

Choose the delimiter from the file, then check field boundaries before loading.

DELIMITERS

Clean and check in Excel

Work through the relevant problem, then use the export guide before delivery.

01

Clean unwanted spaces without changing codes

Distinguish edge spaces, repeated internal spaces and nonbreaking spaces.

WHITESPACE
02

Remove duplicates with a clear business key

Separate repeated rows from legitimate repeat orders, and account for blank keys.

DUPLICATES
03

Resolve mixed date text without guessing

Use a declared source format and hold ambiguous or impossible dates for review.

DATES
04

Convert text amounts with known separators

Keep zero, missing values and ambiguous amounts distinct while reconciling totals.

AMOUNTS
05

Compare two lists using exact identifiers

Find absent keys, case differences and duplicate reference keys in both directions.

LIST COMPARISON
06

Add categories without ambiguous lookups

Return a category only for a unique key with a populated reference label.

CATEGORY LOOKUP
07

Reconcile totals and missing data by group

Keep text amounts, missing regions and real zeros visible in a regional summary.

GROUP TOTALS
08

Check a CSV export before sending it

Reimport the delivered file and verify identifiers, Unicode text and totals.

EXPORT CHECKS

Advanced: local CSV file tools

CSV structure and delivery workflows. The quoting guide includes a verified Excel for Mac Power Query load; running the downloadable Python helpers requires Python 3.9 or newer.

01

Combine CSVs when column order changes

Map columns by exact header name, preserve identifiers and report an absent field before combining exports.

COLUMN MAPPING
02

Read CSV fields with commas, quotes and line breaks

Load quoted CSV records in Excel for Mac Power Query and verify the exact multiline note.

CSV STRUCTURE
03

Split CSV uploads by complete records

Repeat headers, preserve multiline fields and reconcile every part before uploading.

SPLIT FILES
04

Find field changes between two exports

Match unique identifiers and separate added, removed, changed and unchanged records.

CHANGE REVIEW

Start with a real example

Small, original datasets make each problem easy to reproduce.

Check the result

Expected values help you spot changes that are easy to miss.

Know the limits

Version notes separate observed results from general guidance.