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Step 4 of 5
Data Editing

Data Editing in Excel

In this step, you will copy the converted marks data into the Dynamics marks template, clean up the columns, and prepare the final file for import.

Tutorial video​

Step 4 of 5 — Data Editing
▶MUT Training Video · Data EditingOpen in new tab ↗

What you will do​

  • Open both Excel files: your converted marks and the Dynamics template
  • Copy the marks data into the template
  • Remove the student number column
  • Copy the batch number formula down the column
  • Delete the first (header) row
  • Use Excel's filter to clean up the data

Step-by-step instructions​

1. Open both Excel files​

Open:

  • The converted marks file from Step 2 (in your Downloads folder)
  • The Dynamics template CSV from Step 3

2. Copy the converted data into the template​

  1. Click on the converted marks spreadsheet.
  2. Press Ctrl + A to select all data.
  3. Press Ctrl + C to copy.
  4. Switch to the Dynamics template spreadsheet.
  5. Click on cell A1 in the template.
  6. Press Ctrl + V to paste.

3. Delete the student number column​

The converted data includes a student number column that is not needed:

  1. Click on the student number column header to select the whole column.
  2. Right-click the selected column.
  3. Click Delete → Entire Column.

4. Copy the batch number formula​

  1. Click on the first cell in the batch number column (Cell 1).
  2. Press Ctrl + C to copy it.
  3. Click the cell directly below it (Cell 2).
  4. Press Ctrl + V.
  5. Now select both cells (hold Shift and press Arrow Down).
  6. Hover your cursor to the bottom-right corner of Cell 2 until you see a bold + (plus) cursor.
  7. Double-click the bold + cursor — this will copy the formula down to all rows automatically.
The bold + cursor

When you hover at the very bottom-right corner of a cell, the normal white cursor changes to a solid black plus (+). That is the fill handle — double-clicking it fills the formula all the way down the column instantly.

5. Delete the first row​

The first row (header from the converted data) is no longer needed:

  1. Click on Row 1 header to select the entire first row.
  2. Right-click.
  3. Click Delete.

6. Apply a filter and clean up​

  1. Go to the Excel ribbon and click Sort & Filter → Filter (or press Ctrl + Shift + L).
  2. Click the dropdown arrow on the column you want to filter.
  3. Click Unselect All to clear all tick boxes.
  4. Re-select only the values you want to keep.
  5. Apply the filter.
Why filter?

Filtering lets you isolate incomplete or duplicate rows before importing into Dynamics, ensuring only clean data goes into the system.

Next step​

Proceed to Step 5 — Uploading Marks to import this final file into Microsoft Dynamics.