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Excel Tips and Tricks

This article covers some basic Excel processes specifically for cleaning up files that you are looking to import into your ARI account.

Sinead O'Sullivan avatar
Written by Sinead O'Sullivan
Updated over 4 months ago

Column Split

  • The most common case we see for wanting to separate data in a column is when the First and Last name are combined, and you want to split it into two columns.

  • When you import to ARI the system requires the first and last names to be in separate columns.

Steps by step:

  • Select the column to the right of the column you want to separate

  • Do this by clicking the letter that is above the column name

  • Right click

  • Select ‘Insert’

  • We recommend inserting two or three columns to account for any middle names or extra data in the column

  • Select the column you want to split

  • Navigate to ‘Data’ at the top of your Excel sheet

  • Select ‘Text to Column’

  • You will get a pop up in your Excel sheet called ‘Convert Text to Columns Wizard’

  • Select the ‘Delimited’ option

  • Click ‘Next’

  • Select the Delimiters to be ‘Space’

  • Click ‘Next’

  • Keep ‘General’ as the ‘Column Data Format’

  • Click ‘Finish’

*When you click finish your Excel should push each piece of data that is separated by a space into the closest cell to the right.

  • Name each of your new columns respectively

    • First Name

    • Last Name


Search for Missing Emails

  • We always encourage coaches to avoid importing too many records that do not have email addresses. This is a quick way to detect how many records in your file are missing email addresses.

Step by step:

  • Select the email column

  • Do this by clicking the letter that is above the column name

  • Navigate to ‘Data’ at the top of your Excel sheet

  • Select the ‘Filter’ button

  • A small arrow will appear next to the email column header

  • Select the arrow

  • A box will appear on your screen with all the values (emails) in the column listed

  • From here you can sort and filter

  • De-select the ‘Select All’

  • Scroll to the very bottom of the listed values

  • Select the (Blanks) option

  • This will apply to filter and show you only the records that do not have emails

Part 2.

  • From here you can decide what you want to do with the records that are missing emails

  • Move them to a new sheet and remove them from this one

  • Select, copy and paste the records to a new sheet

  • Select and delete them from the primary sheet you are importing

  • Delete them if they are records you do not want to store externally

  • Decide to keep them if they have enough other information (cell phone, address, date of birth)


Preliminary De-Dupe

Step by step:

  • First, if you don't have a column created for full name you will want to do so.

  • If your excel is just set up with first name and last name, use the formula =CONCAT(a2, “ “ , b2) on the second row of your full name column as shown below

  • Then pull the small box in that cell down to the last row with data in it. This will fill in the rest of the rows.

  • Next, highlight the entire full name column. Click the Conditional formatting, highlight cell rules, and duplicate values buttons, and pick your highlight color.

It should look like this:

Next, highlight the entire excel, and click the Sort & Filter button, and sort by highlight color.

  • Lastly, review your data and delete any obvious duplicate records before importing your work. This process will leave you with the cleanest duplicate managed data as possible. Any you may have missed or not initially realized where duplicates can be managed in ARI using the duplicate detector.


Cleaning up FrontRush Headers

  • We commonly see. To remove the unnecessary parts of your Front Rush headers, you will simply do a find and replace.

Step by step:

  • Start by clicking the find and select button

  • Then search for the portion of your header

  • In this example i searched for “ :: General”

  • Typically there will be multiple headers with the same Front Rush portion. Examples: “ :: General” or “ :: 3rd Party”

Once it finds them all, click the replace button. Here you will want to leave the replace line empty. Doing this will simply erase the front rush portion, leaving you with just the header.


Twitter Link Correction

  • In ARI to import twitter accounts you they need to be in URL format. This can be tricky as most excels you import whether they be from tournaments or exported from a 3rd party service, the twitter accounts are in handle format as shown below.

  • First you will want to get rid of all the @ signs like this.

  • Next you will add an additional column and label it something new. Here we are going to use the formula =”twitter.com/”&d2

  • IMPORTANT NOTE: substitute the d2 for whatever your first cell of the original twitter handle is

  • Lastly click and drag the little box to apply this formula to all the twitter handles

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