Data Migration Tips & Tricks: Excel Features to Help with Data Prep

Migrating data can can be a complex and time consuming process. But with some handy Excel tips and tricks, you can save a ton of time and make the process of transferring your data a whole lot smoother and more efficient. 💪⏳

In the following video, I demonstrate how to use the "Text to Columns" feature to split data into separate columns, and how to use the "Concat" function to combine data into a full name. I also explain how to use the "XLOOKUP" function to retrieve specific information from different records.

Lastly, for data validation, I’ll show you how to use "Copy-Paste Values" shortcut to preserve data when deleting original data.

With these four very useful techniques in your repertoire, data scrubbing and manipulation in Excel will be a breeze!

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Accounting 101: Chart of Accounts Flow and Standard Financial Reports