How to use Snips in DataSnipper Excel Online

Learn how to use Snips in Excel Online to easily extract, cross-reference, and review information.

About Snips

With DataSnipper you can cross-reference Excel Online with PDF files of supporting evidence. The references are stored in the workbook. This makes it very easy to review audit and finance processes.

Prerequisites

• Microsoft Excel Online
• Microsoft E-mail Account
• Cloud Collaboration Suite add-on

How-to Video

Step-by-step Guide

Extracting data in Excel Online with the Text Snip

1. Press the Text Snip button into active mode
2. Select the cell that you want to link to the document
3. Draw a rectangle around the location of the data on the document 
4. The data that appears in the cell is now linked to the rectangle on the document 

Setting a Validation Snip in Excel Online

1. Click the Validation Snip button into active mode
2. Select the cell that you want to link to the document
3. Drag a rectangle around the relevant location on the document 
4. The tickmark that appears in the cell is now linked to the rectangle on the document

Adding an Exception Snip in Excel Online

1. Click the Exception Snip into active mode
2. Select the cell that you want to link to the document 
3. Drag a rectangle around the relevant location on the document 
4. The cross mark that appears in the cell is now linked to the rectangle on the document.

Add and extract numbers in Excel Online with Sum Snip

1. Press the Sum Snip into active mode
2. Select the cell that you want to link to the document
3. Drag a rectangle around the relevant location on the document
4. All the numbers in the rectangle are summed into the selected cell. A cross-reference is stored in the Excel worksheet

Delete Snips

• Select one or multiple snips that need to be deleted in the Excel file.
• Click the Delete Snips button in the DataSnipper toolbar, the Snips will be deleted right away.
• Alternatively, Right-click on a Snip in a document and select Delete Snip. This way is especially useful when you want to delete a single Snip.