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.
This product version is currently in the beta stage and not available to all clients. If you're interested in participating in testing, please feel free to reach out to your Customer Success Manager for further information.
Prerequisites
- Microsoft Excel Online
How-to Video
Step-by-step Guide
Extracting data in Excel Online with the Text Snip
- Press the Text Snip button into active mode
- Select the cell that you want to link to the document
- Draw a rectangle around the location of the data on the document
- The data that appears in the cell is now linked to the rectangle on the document
Add and extract numbers in Excel Online with Sum Snip
- Press the Sum Snip into active mode
- Select the cell that you want to link to the document
- Drag a rectangle around the relevant location on the document
- All the numbers in the rectangle are summed into the selected cell. A cross-reference is stored in the excel worksheet
Setting a Validation Snip in Excel Online
- Click the Validation Snip button into active mode
- Select the cell that you want to link to the document
- Drag a rectangle around the relevant location on the document
- The tickmark that appears in the cell is now linked to the rectangle on the document
Adding an Exception Snip in Excel Online
- Click the Exception Snip into active mode
- Select the cell that you want to link to the document
- Drag a rectangle around the relevant location on the document
- The cross mark that appears in the cell is now linked to the rectangle on the document.