View and insert data from an Organization data type

In Excel, once you have converted a list of organization names into the Organization data type, you can view and insert rich, detailed information from online data sources. This allows you to gather valuable details such as employee count, industry, headquarters location, and more.

Here’s how to view and insert data from an Organization data type:

1. Convert Text to the Organization Data Type

1. Enter Organization Names:
   • Type the names of organizations (e.g., companies) into a column in your Excel worksheet.
2. Select the Cells:
   • Highlight the cells that contain the organization names you want to convert.
3. Convert to Organization Data Type:
   • Go to the Data tab on the Ribbon.
   • In the Data Types group, click on Organizations. This will convert the text into the Organization data type, and an icon of a building will appear in each of the selected cells to indicate successful conversion.

2. View Data from the Organization Data Type

After the text has been converted to the Organization data type, the cell will contain more than just text. You can view additional data associated with the organization by using the Data Selector.

1. Select a Cell with the Organization Data Type:
   • Click on the cell that contains the Organization data type (it will have the building icon).
2. Click the Insert Data Button:
   • A small Insert Data button (a small icon with a square and an arrow) will appear to the right of the selected cell. Click on this button.
3. View the Available Data Fields:
   • The Insert Data panel will open, showing a list of available fields that you can extract from the organization, such as:
     • Revenue
     • Employee Count
     • Industry
     • Headquarters Location
     • Market Cap
     • CEO Name
   • This list will vary based on the available data for the organization.
4. Preview the Data:
   • When you click on a field in the Insert Data panel (e.g., Revenue), Excel will display a preview of the data for the selected organization.

3. Insert Data into Your Worksheet

1. Select the Data Field to Insert:
   • From the Insert Data panel, select the field you want to insert into the worksheet (e.g., Employee Count or Industry).
2. Insert the Data:
   • After selecting the data field, Excel will automatically fill the adjacent cell with the corresponding information for the selected organization.
   • For example, if you select Revenue, the adjacent cell will show the organization’s annual revenue.
3. Repeat for Other Organizations:
   • You can use the Insert Data button for other cells with the Organization data type to insert different pieces of information for other organizations.
   • If you have a list of organizations, you can drag the fill handle to automatically populate the adjacent cells with the same data type (e.g., employee count, industry) for other rows.

4. Additional Steps to Insert More Fields

• If you want to insert multiple pieces of data for the same organization (e.g., both Revenue and Employee Count), simply repeat the steps above. Select the next adjacent cell and use the Insert Data panel to insert a new data field.
• Example:
  • Column A: Organization Names (Apple, Microsoft, Google)
  • Column B: Revenue (using the Insert Data button)
  • Column C: Employee Count (using the Insert Data button)

5. Refresh Organization Data

Since the data is pulled from online sources, you may want to refresh the data periodically to ensure that you have the latest information.

1. Refresh Data:
   • To refresh the data for all Organization data types in your worksheet, go to the Data tab and click Refresh All.
   • Alternatively, right-click on a cell containing an organization data type and choose Refresh.

Summary

• Convert: Enter organization names and convert them into the Organization data type using the Data tab.
• View: Click on the cell with the organization data type, then use the Insert Data button to open the Data Selector.
• Insert: Choose the data field you want (e.g., Employee Count, Revenue) and Excel will insert it into an adjacent cell.
• Refresh: Keep your data up to date by using the Refresh feature.

This process enables you to easily enrich your spreadsheet with detailed, real-time information about organizations, making it a powerful tool for analysis and reporting.