Who Sold What Report - Separate First Name and Last Name into two columns
complete
Toby K Selph Arnett
Separate First Name and Last Name into two columns so that we can easily export the data into our Customer Relationship Manager applications (like Mailchimp). If they are not separated, once I have the data in excel, I have to manually separate the columns. Add a column. Copy the data to the new column. Delete the last name from every entry. Then in the other column I have to delete the first name from every entry. So that in the end I have a column of First Names and a column of Last Names. Very time consuming.
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Suzy Weightman
planned
Hi all,
We're planning on adding this field to the Who Bought What report - this will be in the next release of Cloud Reports (likely to be in the next month or so).
Thanks,
Suzy
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Emma - Citrus-Lime
Hi Suzy Weightman. Toby and I also discussed this in a call on June 6th. I recommended another possible solution for now, which is to use the Customer Export from the 'Import Tools' page in the Back Office. This already separates customer names into First Name and Last Name.
We also chatted about how the Customer Export will help Toby to address the needs behind another post, because it includes the Customer Account Type column: https://citruslime.canny.io/cloud-reports/p/add-ability-to-add-tags-to-customers-eg-type-from-configurable-list. Even though the primary use of the Customer Account Type is for tendering purposes, it can help Toby to categorise her customers.
Toby K Selph Arnett
I will give this a try. Useful to know for many data projects.
Suzy Weightman
Hi Toby,
This sounds like quite a straight forward change for us to make.
In the meantime (as this would require development work to change), I had an idea that you might be able to use the "Text to Columns" feature in Excel to achieve this. https://support.microsoft.com/en-gb/office/split-a-cell-f1804d0c-e180-4ed0-a2ae-973a0b7c6a23
So steps would be...
- Insert a blank column to the right of "Customer Name"
- Select column
- Menu > Data > Text to columns
- Choose Delimited > Space
I've attached a screenshot of my export after doing this.
Hope this helps!
Suzy