Microsoft Excel

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Xplor's reports will open in an Excel workbook for your convenience. To ensure you are able to manage your data accordingly, please see below's how to guides. For further assistance, please navigate to the Microsoft support page here. 

*Disclaimer: Microsoft Excel is a third party software, for any issues or concerns with this product, please contact Microsoft.

Insert/Delete Rows and Columns

Insert or delete a column

  1. Select any cell within the column, then go to Home > Insert > Insert Sheet Columns or Delete Sheet Columns.

  2. Alternatively, right-click the top of the column, and then select Insert or Delete

Insert or delete a row

  1. Select any cell within the row, then go to Home > Insert > Insert Sheet Rows or Delete Sheet Rows.

  2. Alternatively, right-click the row number, and then select Insert or Delete.

Formatting options

When you select a row or column that has formatting applied, that formatting will be transferred to a new row or column that you insert. If you don't want the formatting to be applied, you can select the Insert Options button after you insert, and choose from one of the options as follows:

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If the Insert Options button isn't visible, then go to File > Options > Advanced > in the Cut, copy and paste group, check the Show Insert Options buttons option.

AutoSum

When you’ve entered numbers in your sheet, you might want to add them up. A fast way to do that is by using AutoSum.

  1. Select the cell to the right or below the numbers you want to add.

  2. Click the Home tab, and then click AutoSum in the Editing group.

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    AutoSum adds up the numbers and shows the result in the cell you selected.

 

Sort

To quickly sort your data

  1. Select a range of data, such as A1:L5 (multiple rows and columns) or C1:C80 (a single column). The range can include titles that you created to identify columns or rows.

  2. Select a single cell in the column on which you want to sort.

  3. Click 82e575eb-0061-4c0b-8699-fb95a5b1c2e8.gifto perform an ascending sort (A to Z or smallest number to largest).

  4. Click cee9aa13-742d-4724-be63-1b0fbbaac80a.gif to perform a descending sort (Z to A or largest number to smallest).

Sort by Criteria

  1. Select a single cell anywhere in the range that you want to sort.

  2. On the Data tab, in the Sort & Filter group, choose Sort.

  3. The Sort dialog box appears.

  4. In the Sort by list, select the first column on which you want to sort.

  5. In the Sort On list, select either ValuesCell ColorFont Color, or Cell Icon.

  6. In the Order list, select the order that you want to apply to the sort operation — alphabetically or numerically ascending or descending (that is, A to Z or Z to A for text or lower to higher or higher to lower for numbers).

Filter
  1. Select the data that you want to filter.

  2. On the Data tab, in the Sort & Filter group, click Filter.

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  3. Click the arrow Filter drop-down arrow in the column header to display a list in which you can make filter choices.

  4. To select by values, in the list, clear the (Select All) check box. This removes the check marks from all the check boxes. Then, select only the values you want to see, and click OK to see the results.

Save
  1. Click the Save button on the Quick Access Toolbar, or press Ctrl+S.

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    If you’ve saved your work before, you’re done.

  2. If this is the first time you've save this file:

    1. Under Save As, pick where to save your workbook, and then browse to a folder.

    2. In the File name box, enter a name for your workbook.

    3. Click Save.

Print
  1. Click File, and then click Print, or press Ctrl+P.

  2. Preview the pages by clicking the Next Page and Previous Page arrows.

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    The preview window displays the pages in black and white or in color, depending on your printer settings.

    If you don’t like how your pages will be printed, you can change page margins or add page breaks.

  3. Click Print.