How to import a CSV settlement report into Excel

How to import a CSV settlement report into Excel

Problem: When the CSV is opened it is not correctly displayed by Excel
Solution: Use the integrated data import functionality of Excel to correctly import the file

1. Open a new Excel file

2. Under the "Data" tab, press "From Text" from the "Get External Data" group

3. Mark the settlement report CSV file and press "Import"

4. Confirm that "Delimited" is selected in the Original data type. If your settlement report contains special characters (German umlauts) you need to select File Origin (Dateiursprung) "65001: Unicode (UTF-8)" from the drop-down menu and press "Next"

5. Make sure that only "Semicolon" is selected and press "Next"

6. (Optional: if your locale does not use dot "." as decimal separator) Click "Advanced..."

6.1. (Optional: if your locale does not use dot "." as decimal separator) Set decimal point to dot "." and press "OK"

7. Finally press "Finish"

8. Select where to put the data ( =$A$1) and press "OK"

9. The file is correctly imported into Excel. Do not forget to save it