Excel Data Management

In today's dynamic work environment, many individuals prefer using Excel for data management. This process involves downloading data, applying governance and validation rules, and leveraging Excel's capabilities to ensure data quality and efficiency. Below is a detailed walkthrough of the steps to achieve this seamlessly.

Step 1

Certain individuals have a strong preference for Excel and prefer using it over other tools.

Step 2

You can always download the data in Excel format and reimport it when needed. Additionally, you have the option to select specific attributes and save them as scopes for repeated use, especially when dealing with consistent data attributes.

Step 3

To proceed, click on "Download All" to view the data. I would like to highlight something here as we proceed.

Step 4

This is your Excel sheet. Anytime you extract data from our system in Excel format, the data governance and validation rules you've set will be automatically embedded.

Step 5

This means that missing fields, invalid dropdowns, and conditional lists will be flagged. It's essential to ensure good data quality from the start, before integrating it into the system.

Step 6

By enforcing these rules, even within Excel, you can save time by reducing the need for multiple data corrections and reloads. Here, I have an example with continent and country rules applied.

Step 7

Upon selecting a country, you can view all possible countries. If you choose "North America," the list narrows to North American countries, demonstrating how conditional lists of values are integrated from your data model into Excel.

Step 8

This process illustrates the effective embedding of governance rules.

Step 9

Not everyone will be using systems like JDSN or Vendor Central. There will be instances where users prefer a straightforward Excel sheet for data entry.

Step 10

Small businesses may prefer filling out an Excel template. This template can include built-in data quality checks and validation measures to assist them.