KCS - How Do I Split Matter and Matter Description in Excel?

Objective:

  • How do I import things when the Matter column has both the Matter and Matter Description together with a colon?

Environment:

  • Microsoft Excel

Additional Information:

When splitting text into columns, Excel will overwrite other adjacent columns with the split information. To avoid this, insert a column to the right of the Matter column first.

Procedure:

  1. Open the CSV in Excel
  2. Click the Matter Column Header (selecting the entire column)
  3. Click the Data tab
  4. Click Text to Columns
  5. Click Delimited
  6. Click Next
  7. Under Other type ":"
  8. Click Next
  9. Click Finish

 

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