This step-by-step guide showcases how to identify issues with data as well as the process for cleaning up messy data

STEP 1: Create a segment

  • Recommended fields to start with: Campus, Gender, Term, Major

  • Choose a dropdown or radio type field to investigate

  • Filters setup: [data] exists AND [data] is not in [any of your values] (see picture below)

  • Segment result: problematic data

STEP 2: Export segment, including ElementID and the field of interest

STEP 3: Clean up data in Excel (or any other data manipulation tool) file if necessary.

  • TIP: Look for "Find and Replace" options in your data manipulation tool

STEP 4: Re-import carefully

  • Pay attention to mappings and transformations

  • Check the preview first!

  • Remember: Majors, Terms, Campuses, Sources, and Labels should appear as the GUID. Gender as name. Degrees as codes

  • Import as null when necessary (to remove data from a field)

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