Learn how to use Snips on DataSnipper 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
- User-level Licensing enabled in Admin panel
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
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.
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
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.