How to Open a CSV file in Excel

Modified on Wed, Apr 12, 2023 at 2:42 PM

How to open a CSV file in Excel

1. Save the file from Genesis

 2. Open a NEW blank excel file

3.    Go to the Data Tab in excel and select “From Text”

4.   Select the CSV you saved from Genesis


 5.   Select Delimited and hit NEXT

6. Select "Comma" and hit NEXT

7. Now select all the columns in the Data Preview window.  You can do so by scrolling to the last column, holding down the shift key, and clicking on the final column.  All the columns should appear selected (black in this screen shot).  Keep in mind there is a vertical scroll bar on bottom and you must select all of the columns. Then make sure to check off “TEXT” (after columns are highlighted).  Hit Finish.  This will make sure excel  DOES NOT format the data in the column. 


8. Your data should appear as originally intended. IDs that begin with 0 will still have a 0.  Dates will be formatted as the specs call for them, etc.

9. When they are ready to save the file again, make sure the file is saved as a .csv Comma Delimited file

10 . Excel really tries to make you not save it this way but go ahead and  OK and Yes to the following



11.  If you need to reopen this file again, YOU MUST go through the exact same steps every time!

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