Overview
This guide provides a step-by-step process to identify and clean up messy data.
Step 1 - Create a Segment
Create a Segment
We recommend starting with the following fields:
Campus
Gender
Term
Major
Choose a dropdown or radio-type field to investigate.
Use the following filters: [data] exists AND [data] is not in [any of your values] (see screenshot below)
The segment result should present data that is problematic.
STEP 2 - Export Segment
Export the Segment
Be sure to the ElementID and the field of interest
STEP 3 - Clean Data in Spreadsheet
Clean the Data
Use Excel or any other data manipulation tool of your choice to clean up the data. Tip: Look for "Find and Replace" options in your data manipulation tool.
STEP 4: Re-Import Carefully
Re-import Carefully
When setting up your import task, be sure to pay attention to mappings and transformations.
You should review the preview before running the task.
Majors, Terms, Campuses, Sources, and Labels should appear as the GUID. Gender should appear as a name, and degrees should appear as codes.
Import as null when necessary (to remove data from a field)