From the course: Excel for Sales Professionals

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Import data from a file

Import data from a file

From the course: Excel for Sales Professionals

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Import data from a file

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- [Instructor] Ideally, you want to get data straight from the source by connecting directly to your sales database or your CRM. But, sometimes your source may be simply a file that someone gave you, or one that you downloaded. I'm gonna switch over here to Windows Explorer and show you a file. This file here, Liquor Licenses.csv, I downloaded from a research site. It was a site similar to data.gov or the U.S. Census Bureau. Now, the temptation here is to simply double-click the file and start working on it, but the problem there is the CSV file format doesn't support a lot of things that Excel does. For example, let's say you opened this file, you added a bunch of charts, and a bunch of other features to the file, saved it. This CSV file couldn't keep those features in there. Instead, we're gonna connect to this CSV file like we did our other data sources. I'll go back to Excel, and I'll go to the Data tab. I'll go to New Query, and I'll choose From File, From CSV. Then I'll go to…

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