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In this DQ for Excel General FAQ section, we aim to answer questions about DQ for Excel.

Whether you’re looking to learn more about the capabilities, the data behind the tools, the installation process, or pricing, you’ll find the answers here.

We’re committed to providing you with the information you need to make the most out of this powerful tool and elevate your customer data quality within Excel.

What is DQ for Excel?

DQ For Excel is a Microsoft Add-in that works right inside Microsoft Excel, it’s familiar and simple to use! Import data from almost any source, prepare it, master it and perfect it; then upload it back to almost any target. Process hundreds of thousands of records at once and only pay for your usage on a credit based model. 

DQ For Excel is powered by DQ on Demand, DQ Global’s Data Quality as a Service (DQaaS) Data Quality Improvement Platform. 

How many records can be processed by DQ for Excel?
  1. There are two limiting factors:1. The number of DQ Credits purchased for processing, and…
    2. The number of rows Excel allows in any single worksheet, which is typically up to 1,048,576 rows and 16,384 columns per worksheet.

These limits apply to the number of rows in a single worksheet within an Excel workbook. So, if you need to work with more data, you can use multiple worksheets within the same workbook.

What is DQ on Demand™?

DQ on Demand is a Data Quality as a Service (DQaaS) Data Quality Improvement Platform. DQ on Demand delivers a suite of data quality improvement utilities, designed to make the task of enterprise data management simpler. 

How long does it take to set up DQ for Excel?

DQ for Excel can be installed in minutes from the Microsoft Office store. 

Where can I install DQ for Excel?

DQ for Excel can be found in the Microsoft Office store which you can access via heading to the Insert tab within Microsoft Excel and selecting ‘Get Add-ins’. 

A full Installation Guide can be found here. 

How much does DQ for Excel™ cost?

Billing for DQ for Excel is transactional, i.e. each request will consume credits, which can be spent on any of the available services. The application can be installed free of charge from the Microsoft Store. 

What happens when I run out of DQ Credits?

You will need to purchase additional credits through your account via the DQ Shop dqshop.dqglobal.com 

How do I top up my DQ Credits?

You can top up and buy additional credits through your DQ Shop user account please go to dqshop.dqglobal.com  

What are DQ Credits and how much do they cost each?

DQ Credits are a form of digital currency you purchase in advance to consume on a host of data quality improvement services.

Each DQ Credit notionally represents 1/10th or a penny i.e., £0.001 and each service requires a different number of credits 

You can purchase DQ Credits in packs.  The larger the pack, the better the effective discount 

For the individual service costs see our pricing

How long to DQ Credits last i.e., do they expire?

DQ Credits have a life of one yearIf not consumed, they roll off of your stock on a First in First out basis. 

Will I be charged if my operation isn't successful?

If the operation was not processed by DQ on Excel then no charge will apply. 

What is the difference between data Validation, Formatting, Verification and Authentication

Validation checks the syntactical validity of phone numbers, email addresses, I.P. address, URL’s and more. 

Formatting Corrects common formatting mistakes and ensure all your customer data follows the correct local formatting protocols to improve the quality, accuracy, and usability of your customer data. 

Verification Is the process of referencing your location data against reliable and trusted international postal authority data covering 240 Countries, to verify and add attributes like geo-codes and other useful location data. 

Authentication – Authentication is a silent process used to verify that email addresses or telephone numbers are legitimate and will deliver or dial 

Ensuring the deliverability of email addresses and dial-ability of phone numbers is essential for effective communication and maintenance of a reliable customer database. 

What is MarketBase?

MarketBase is a UK based B2B database aggregated from over 20 trusted sources to create a complete reference data set of over 5 million B2B records, which may be used to acquire, enrich and refresh UK B2B records. 

What record suppression capabilities are there?

You can suppress UK based B2C records who are either deceased (passed away) or have moved (gone away). 
 
Additionally, you may suppress individuals and businesses who have registered the UK’s Telephone Preference Service (TPS) or Corporate Telephone Preference Service (cTPS 

Can deceased contact records be identified and suppressed?

Yes – you can suppress UK based B2C records who are deceased (passed away) 

Can gone-away contact records be suppressed?

Yes – you can suppress UK based B2C records who have moved (gone away) 

Can I suppress phone numbers on the UK’s telephone preference list?

Yes – you can suppress individuals and businesses who have registered the UK’s Telephone Preference Service (TPS) or Corporate Telephone Preference Service (cTPS) 

Can I deduplicate my data?

Yes and No – We provide the ability to (a) standardize names like: Susan, Suzy and Suzanna to Sue or Bob, Bobby, Robert etc, to Rob and also (b) apply sounds like (phonetic) token generation so names like: Thompson, Tomson and Tompson can all be phonetically matched with ease, using the default duplicate checking in MS Excel. 

What can I validate?

You can validate a wide range of data see the Validate webpage

What can I format?

You can format a wide range of data. See the Format page

What can I verify?

You can verify addresses globally to ensure they are postally deliverable and in the correct local formats see Verify

What can I standardise?

You can standardize a wide range of customer data including:  People, Companies, Addresses, Emails, Phone numbers, and more.

Standardizing marketing data is essential for ensuring data accuracy, improving decision-making, enhancing campaign effectiveness, and complying with data regulations.

How long does it take to process?

Each service has different performance characteristics; however, it is generally very fast, and we continually optimise its performance 

How do I know how many credits have been used and remain?

Within DQ for Excel you simply check your balance under the account management section.  When you access this area, you will be shown your usage and balances.

 

What is the difference between DQ’s Capabilities and Solutions? 

The Capabilities consist of the DQ actions which can be performed on various types of data whilst the Solutions refer to the types of customer data the capabilities can be performed upon 

What are DQ for Excel’s capabilities?

Listed below are the capabilities (actions) that can be performed on various types of customer data to improve its quality:

  • Authenticate – Live testing of phones and emails for authenticity 
  • Compare – Compare data values in Excel 
  • Congruence -Check the alignment of data elements
  • Derive – Obtain new data from existing
  • Format – Correctly format your customer data
  • Parse– Split your phones, emails, etc. into its parts 
  • Suppress – Flag deceased, gone away, and do not call
  • Transform – Standardize your customer data
  • Validate – Check the syntax of email, phone, etc.
  • Verify – Confirm an Address exists worldwide
  • Generate – Create Phonetic Tokens for matching and Produce String Patterns for Analysis  
What are DQ for Excel’s Solutions to improve customer data?

Listed below are all the types of customer data that our capabilities (actions) can be performed upon to improve customer data quality:

  • Company – Acquire, Enrich and Refresh B2B Data
  • Country – Standardize and Derive additional country-related data
  • Email – Parse, Format, Validate, and Authenticate emails
  • Job Title – Standardize and Derive roles and levels
  • Location – Format, Verify, and Enrich international addresses
  • Person – Acquire, Format, Transform, Suppress, and Derive
  • Phone – Parse, Format, Validate and Authenticate phones
  • Postcode – Validate, Derive, and Format international postcodes
  • Website – Format, Parse and Enrich
Who can I contact for support using the application?

If you have any questions, please contact us at support@dqglobal.com and we will get back to you as soon as possible. 

Can the changes made by DQ for Excel directly update the connected data?

In Microsoft Excel, data can be connected to external data sources, and in certain circumstances, changes made in the Excel workbook can update the connected source directly.

This functionality is typically achieved through features like data connections, data queries, and data refresh options.

It’s important to note that the ability to update the connected source directly depends on the type of connection, the configuration settings, and the specific features used in Excel.

Not all data connections will behave in the same way, and you should carefully set up and manage your connections to ensure they meet your data synchronization requirements.

One specific use case where data synchronization is active is with Microsoft Dynamics 365 Business Central (formerly known as Dynamics NAV or Navision).

It does allow you to update data through Microsoft Excel. This is typically done using a feature called “Edit in Excel” or “Export to Excel.”

Can I connect my MS Excel Worksheet to external data sources to process data with the DQ for Excel Add-In?

Yes, MS Excel provides a wide range of options for connecting to various data sets.  Excel provides wizards and dialog boxes to guide you through the process of connecting to various data sources.

These wizards simplify the setup process.  You can use them to connect to various data sources, load the data into Excel for analysis, perform multiple data cleansing within DQ for Excel, and re-import i.e. push cleansed data back to the originating source.

Some of the common ways to connect MS Excel to import data from external data sources are shown below:

Import from Text/CSV: You can import data from text files or CSV (Comma-Separated Values) files by going to the “Data” tab and selecting “Get Data” or “Get External Data,” depending on your Excel version.

Import from a Database: Excel allows you to connect to various databases such as Microsoft SQL Server, MySQL, Oracle, and more. You can use the “Get Data” feature to establish a connection.

Import from Web: You can import data from websites and web services using the “From Web” option in the “Data” tab.

Connect to Cloud Services: Excel supports connecting to various cloud-based data sources like Microsoft Azure, SharePoint, OneDrive, Google Sheets, and more. You can sync data between Excel and these services.

Power Query: Power Query is a powerful tool in Excel for data transformation and import.

ODBC and OLEDB Connections: You can establish connections to databases and other data sources using ODBC (Open Database Connectivity) or OLEDB (Object Linking and Embedding Database) data connections.

API Integrations: Excel can connect to web-based APIs (Application Programming Interfaces) to fetch data in real-time.  This is often done using VBA (Visual Basic for Applications) macros or with the help of tools like

Linked Tables:
In Excel, you can create linked tables that are connected to external data sources. This allows you to refresh the data in your Excel workbook whenever the source data changes.

Power BI Integration:
If you have Microsoft Power BI, you can leverage its more advanced data connection and visualization capabilities and integrate it with Excel for more robust data analysis.

The method you choose will depend on the nature of the data source and your specific requirements.
Any of the methods you choose will allow you to process your customer data with ease using the DQ for Excel Add-In.

How do I process data exported for MS Dynamics CRM or D365 Sales/CE?

The process of data export and re-import in Dynamics 365 Sales/CE typically involves exporting data from the system, making changes or updates to the exported data, and then re-importing the modified data back into the system.

Here is a general overview of how the data export and re-import process typically works in Dynamics 365, or D365 Sales/CE:

Export your Customer Data: Export your selected data from Dynamics 365 Sales, such as Accounts, Contacts, Leads, or Opportunities.

Modify the data exported from Dynamics CRM or D365 Sales: Open the exported file in your chosen format (e.g., Excel or CSV).

Using DQ for Excel™: You can perform all necessary cleansing and formatting changes or updates to the data in the file, whilst ensuring you follow any data formatting guidelines to prevent import errors.  Note: You will need to overwrite the existing data for updates to process upon data re-import.

Save the Modified Data:
After making the required changes, save the file in the same format (e.g., Excel or CSV) without changing the file structure.

Re-Import Data: Start the import process by selecting the modified data file you saved earlier.

Complete the Import: Once the import is successful, verify that the cleansed data imported appears correctly in Dynamics 365 Sales.

Validation and Cleanup: After importing, it’s essential to confirm that the cleansed data is accurate and complete.

Please refer to the official Microsoft Dynamics CRM or D365 Sales documentation or seek assistance from Microsoft support for the most up-to-date information and guidance on data export and re-import processes.

Using this approach, it is very simple to cleanse and update your D365 Sales data on a regular basis without the need for I.T. Support.

If in doubt speak to your D365 Sales system administrator.

Can D365 Business Central (BC) data be updated by the DQ for Excel Add-In?

Yes, Microsoft Dynamics 365 Business Central (formerly known as Dynamics NAV or Navision) does allow you to update data through Microsoft Excel.

This is typically done using a feature called “Edit in Excel” or “Export to Excel.”

You can export data from Business Central to an Excel spreadsheet using the Edit in Excel setting.  It is then actively connected so that any bulk changes made in a workbook will update directly into D365 BC.

This means customer and vendor data can be updated automatically with cleansed data in minutes and no export and re-import are required.

Using this approach, it is very simple to cleanse and update your D365 BC data on a regular basis without the need for I.T. Support.

If in doubt speak to your D365 BC system administrator.

What is address verification and why is it important?

Address verification is a process used to confirm the accuracy and validity of a physical address to ensure that the address provided by an individual or business is real and can receive post (mail) or shipments (parcels).

It is important for several reasons, including: preventing fraud, ensuring accurate delivery of physical mail and packages, and complying with legal and regulatory requirements.

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Written by Martin Doyle

Martin is CEO and founder of DQ Global, a Data Quality Software company based in the UK. With an engineering background, Martin previously ran a CRM Software business. He has gained a wealth of knowledge and experience over the years and has established himself as a Data Quality Improvement Evangelist and an industry expert.

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