Key Points to Consider

Here are some key points and tips to consider when formatting your data:

• Always make sure the DATE format is YYYY/MM/DD or YYYY/DD/MM before importing the file into Mindbridge. Sometimes Mindbridge will throw an error because of the incorrect date format. Check out our article link format date https://support.mindbridge.ai/hc/en-us/articles/360058191873-Data-Formatting-Tips-Tricks

• Trial Balance files should always contain unique accounts as redundant accounts will cause errors. To resolve this issue check out our article https://support.mindbridge.ai/hc/en-us/articles/1500007439741-Data-Formatting-Guide-Consolidating-Duplicate-Trial-Balance-Accounts

• We have created an article on advanced excel tips and tricks that you can leverage in formatting your files or manipulating the columns. https://support.mindbridge.ai/hc/en-us/articles/1500008298641-Data-Formatting-Guide-Excel-Quick-Reference

• It is always recommended to choose "Ungrouped file" format while importing your file (if it's ungrouped) instead of selecting any other source format. Check out our article on Ungrouped file format https://support.mindbridge.ai/hc/en-us/articles/4402388167959-Why-is-MindBridge-unable-to-process-my-file-format-

• If you need a column in your data table post your analysis then make sure to select that particular column for filtering at the column mapping step. Please refer to the article link for more information https://support.mindbridge.ai/hc/en-us/articles/360058269853-Adding-a-column-for-filtering