Listware for Excel:Global Tutorial

From Melissa Data Wiki
Jump to: navigation, search

← Listware for Excel Reference

Global Check and Verify Navigation
← Check and Verify
Overview
Tutorial
Steps
Processing Range
Cleansing Operations
Input Columns
Output Columns
Reporting
Review Settings
Processing
Review Results
Result Codes
Returned Result Codes
Result Codes



LWE Global Button.png

After you install Listware and set your License Key, you are ready to use Listware. Follow along with the steps below to perform a sample cleansing on a data set with Global Check & Verify.


Open a Spreadsheet

Open a spreadsheet containing your data in Excel.

To process global addresses you must specify an input country column in your data OR designate a default country in the Cleansing Operations step.


Select Global

Select the Listware Ribbon followed by the Global Check & Verify button.

LWE Global Tutorial Select.png

The Global Check & Verify panel will open.


Select Data

Choose what data you want to use by click-dragging a box around it and clicking the 'Select Data to Process' button.

LWE Global Tutorial SelectData.png

Once your data has been selected, click 'next' to move on to the Cleansing Operations step.


Choose Cleansing Operations

Choose which cleansing operations you require and specify your country of origin, what type of script to output, and the default country.

For more information on Melissa Data Credits, please see Credit Costs.

LWE Global Tutorial Operations.png

Click 'next' to continue on to the Input Columns step.


Input Columns

Specify the input columns you want to process.

For example, if your data has Address Line 1, Locality, Admin Area, and Postal Code, you should map these columns by selecting the column in the drop-down boxes next to its corresponding column.

LWE Global Tutorial InputColumns.png

Once your input columns have been mapped, click 'next' to continue on to the Output Columns step.


Output Columns

Specify what data you want to output.

You can quickly select all or none of the fields using the right-click menu.

LWE Global Tutorial OutputColumns.png

Once your output data has been chosen, click 'next' to continue to the Reporting step.


Reporting

Specify if you want a report created and the contents of that report.

When processing is completed, you have the option of having a new sheet created and inserted immediately following the processed sheet. This reporting sheet will contain statistics and settings summarizing the processing run.

LWE Global Tutorial Reporting.png

Once you choose what reports you want, click 'next' to continue to the Review Settings step.


Finalize Settings

Review and finalize your settings.

If there are any warnings, they will be listed here. These will need to be resolved before you can process the data.

LWE Global Tutorial Finalize.png

Click 'Process!' to begin processing your file. A progress bar will be displayed.

Note: It is strongly recommended that you refrain from editing your spreadsheet while Listware is processing.


Processing Complete

Once processing is complete you can 'Review' errors, 'Restart', or 'Close' the process.

LWE Global Tutorial ProcessingComplete.png

  • Review will allow you to fine-tune your data. See step 9 for more information.
  • Restart will run the process again.
  • Close will close the side bar.


Review

If you choose to 'Review' any Errors you will be directed to a Navigation side bar that allows you to modify any data that has returned errors.

When reviewing you can edit the input data of the current record being reviewed.

LWE Global Tutorial Review.png

For example: With a record where the Organization and Address were in the wrong input columns, you can paste them into the correct field and hit re-scan. The record will then be reprocessed according to the cleansing operation. If the result returns a better result code you can then select save to write those properties to the actual sheet


Save

When you are satisfied with your data, use the Excel menu to save your spreadsheet.

Personal tools
Namespaces

Variants
Actions
Navigation
Products
Support