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Efficient Data Management Techniques for Excel Users

This overview discusses the technology behind downloading and managing data effectively in Excel. Learn best practices, when to import data, common obstacles, and tips on organizing and storing your data for optimal use.

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Efficient Data Management Techniques for Excel Users

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  1. Data Downloading: An Overview Technology Discussion October 21, 2005

  2. Why, including the obvious? • Freeze values • Manipulate/analyze off-line • Clean up for printing • Back-up • Merge into another presentation

  3. When to import to Excel • Edit as a spreadsheet • Print out • Intermediate step to another app

  4. Best Practices • Save in multiple formats (HTML is key) • Store originals as raw data • Keep a sourcing log • Save iterations • Include YYMMDDv in time-sensitive data • Keep file names < 31 characters (w/ext) • Use organized nested folder structure • Confirm your downloads immediately

  5. What are the obstacles? • PDFs, potentially • Graphics • Frames • Incomplete data sets • Compressed files

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