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We have a large amount of inconsistent data throughout our records in our NAV database. An example of this is our customers phone numbers. We have 1000 records with dashes (the incorrect way) and the rest are without dashes. We search for customers by phone number without dashes so this has us creating duplicate customers in our system. There are many other fields such as postal code which are inconsistent as well.
Would the best way to fix this be by creating a dataport and export the data into Excel, fix it there, and then import the data back into NAV or is that not worth the trouble and we should simply have some of our part-timers spend a few days opening up each record within NAV and do it manually?
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You can export data to excel and then do all the modification you required and then upload it back to Dynamics NAV. You can use dataport for this option. (Always export the primary key to excel since you are planning to upload data back)
As Jonathan said codeunit or process only report also a good option if your data have a pattern that you need to correct.
you're talking developer/programming tools...I don't get the impression so far that he is either...
Some of us here are just users.
God! why is everything so complicated? Oftentimes it seems like NAV is the asylum built by its inmates.
I am with you, since there are many fields involved just not the phone number, it would be best for you to export the data to the excel and then make all the necessary changes and import back.
i prefer using custom reports/codeunits. this is in my opinion fast enough and usable for NAS jobs. as you suggested is using a dataport one of the options to export/import data to/from an excel file (csv). other solution: using table excel buffer.
I would think a 1,000 records could be fixed in Excel waaaaay faster than a custom program effort.
Download into Excel, highlight the phone number column, "REPLACE" dashes, with a blank (not a space, a blank), and you're done.
If you want, Excel has a Custom Number Format that's specifically for phone numbers, but it doesn't sound like you want any dashes in your records.
Upload back into NAV.
If you expect to do this cleanse every so often, then that is where the custom programming might come in, though it would probably still be faster to just write down the step-by-step procedure someplace: download/Replace/Upload.
best (and common) way to fix that is creating a processingonly report or a codeunit, means a batch job. the custom code should run through all customer records, check the phone number and fix the wrong, save, go on. no need to export the records to excel.
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