Monarch for Excel and CSV Files - Demo 1: Data Prep & Group By (Summarize)

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