In this video we demonstrate how to import an Excel file, and how to perform a few data preparation operations to cleanse the data and group and summarize it.
Demo 1: Cleanse & Enrich the January Sales Data File
- Format unit price and amount as currency
- Format Date as Short Date
- Create a calculated field for Discounts on Sales over $50
- Create a calculated field to identify Sales vs Returns
- Split the Ship Date Into Months and Year
- Split the Contact Name into Month and Year
- Summarize Total Sales for January by Product