Lab - Importing Data into Excel
Objectives
In this lab, you will review and import data files in Excel and cover the concept of delimiter fields.
Part 1: Review a Delimited Text File and Save it as a CSV File
Part 2: Opening a CSV File with the Free Version of Excel
Part 3: Importing a Text and CSV file into the Full Version of Excel
Required Resources
* Mobile device or PC/laptop with an internet connection
* An Office.com account to access the free version of Excel, or the full version of Excel or
similar spreadsheet program such as OpenOffice
Note: The precise steps to format and manipulate data in Excel can vary between platforms and
versions, The instructions in this lab are based on the free version of Excel available from
Office.com and may have to be modified to match the user's platform, software, or version to
achieve the results shown in this lab.
Instructions
Data is often transmitted in the CSV, or comma separated values, format, which is a text-only format
readable by many programs. We will discuss CSV files more in Module 3, but here we will look at
the basic process of using one to ingest data into Excel.
Part 1: Review a Delimited Text File and Save it as a CSV File
Step 1: Review the text file in a text editor.
a. Download the bike sales.txt.
b. Open the file in Notepad or another text editor.
What information is in the first line of the text file?
[Answer Area
Type your answer here
How many data columns do you expect to be in the data file generated from this CSV? What will
the column headings be?[Answer Area
Type your answer here
What character is used as the delimiter to separate each piece of data in the file?
[Answer Area
Type your answer here
c. Keep the text file open for Part 2 of the lab.
Step 2: Saving a Delimited Text File as a CSV File
Note: if you are not using the free version of Excel, the CSV file may automatically be uploaded as a
spreadsheet.
The free version of Excel from Office.com does not have the features required to automatically
import a delimited text file as a spreadsheet. Therefore, the text fle will need to be saved as a CSV
file so that it can be opened with the free version of Excel.
a. Save the bike sales.txt file as a CSV file
1) Select File > Save As
2) In the File Name box, change the name to bike sales, add the .csv file extension as the
end of the file name, and then click Save.
You should now have a new file named bike sales.csv.
3) Upload the bike sales.csv to your OneDrive space.
Part 2: Opening a CSV File with Free Version of Excel
a. In Excel, click File > Open and then at the bottom right of the Open window, click on View
more files. This opens the My files window, which should contain the bike sales.csv file.
b. Select the bike sales.csv file to open it.
Note that Excel converts the file to a xlsx file when it opens.
Part 3: Importing a Text and CSV File into the Full Version of Excel
Ifyou have access to the full paid version of Excel, you can complete the following steps. If not,
screenshots are provided so that you can see how importing text and CSV files is accomplished in
the full version of Excel
Step 1: Import the data file.
a. Start Excel.b. To import the text file, click Data > Get Data > From File > From Text/CSV. (CSV stands for
comma-separated values). Open the file bike sales.txt
A preview of the data in the text file will open as shown below. Note that Excel was able to identify
the columns headings and the individual records in the text file. Excel can do this because it
recognizes the commas as the delimiter for separating the data points.
c. Click Lead, and Excel loads the data into a table in the worksheet as shown below. (Only the
first six columns are shown here.)
Importing a .csv file into Excel is the same process as importing a .txt file.
d. To import the .csv file click Data > Get Data > From File > From Text/CSV. This time open
the file bike sales_delimited.csv file.
e. Click load in the preview window, as was done in step 1c above.
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