Filter Snapshot Information

In this section we will show you how to filter Snapshot information in Excel.

The Customer Success Team avatar
Written by The Customer Success Team
Updated over a week ago

1. Open your PurchasePlus Snapshot report in Excel.

2. Highlight all the information in the spreadsheet using [Ctrl + a] on your keyboard and select [Sort & Filter] - [Filter].

3. You can now filter the information in the spreadsheet using any column using the [Drop-down] arrow.

4. You can then select the information you want shown in the Spreadsheet. 

In this example, now, only Purchase Orders from "Food" and "Beverage" departments are shown.

5. Your Snapshot report has now been filtered.

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