When you export reports from Stratify, they are saved to your computer as .CSV files which can be opened in spreadsheet programs like Excel. If you're looking for steps to help sort and filter the data in these files to help analyze it, keep on reading!
Sorting Data in Excel
If you're looking at a file with a large amount of data, sorting text (A to Z or Z to A), numbers (smallest to largest or largest to smallest), or dates (oldest to newest and newest to oldest) for columns can come in handy.
To begin, click a cell in the column you want to sort.
For example, let's say we're looking at an exported file from the Accounting>FBA Sales page and want to sort the transactions by Supplier. For this, we'll need to click on a cell in the "Supplier" column.
Next, ensure the Data tab is selected and locate the Sort & Filter group.
To quick sort in ascending order, click 
(Sort A to Z).
To quick sort in descending order, click 
(Sort Z to A).
If you see a Sort Warning asking if you'd like to sort data outside of the current selection, be sure to select Expand the selection so the data in all the columns updates based on what you're sorting.
Alternatively, we can right-click a cell in the column you want to sort and hover over Sort in the menu that appears to make these selections.
Looking for steps to help with more advanced sorting techniques in Excel? Check out Microsoft's documentation here:
Filtering Data in Excel
Using Excel's filter tools is a great way to customize how the data in a file is displayed and temporarily hide some of the data so you can focus on what you're wanting to analyze at the moment.
To begin, click any cell in the range of data you want to filter.
Next, ensure the Data tab is selected and locate the Sort & Filter group.
Click Filter.
You'll notice that all the column headers now have arrows in them. 
Click the arrow in the column header for the data you want to filter, then make your selections.
For example, let's say we're looking at an exported file from the Accounting>FBA Sales page that contains data for multiple years, but we only want to see sales that were shipped in 2022 right now. For this, we'll click the arrow in the "Order Shipped" column header and uncheck the filter options for years other than 2022. We can filter even further to only show sales for certain months and days in 2022 if needed.
Once a column has been filtered, the header arrow changes to a 
Filter icon. Click this icon to apply filter changes (as shown above) or to clear filters.
Alternatively, we can right-click a cell in the range of data and hover over Filter in the menu that appears to make filter selections or clear them.
For more information on the filtering capabilities of Excel, please refer to Microsoft's documentation here:
Filter data in a range or table
How to Print Files in Excel
You have a lot of options when it comes to printing files in Excel. Before printing, make sure the data you want to print is selected:
- To print a partial sheet, click the sheet and select the range of data that you want to print
- To print the entire sheet, click the sheet or the sheet tab
- To print a workbook, click any of its sheets
Next, from the File menu, click Print.
On the Print menu, select the printer that you want to use. The default is to print all active sheets in Portrait orientation. To change what is printed and the orientation of the sheet, select Show Details.
In the Print drop-down menu, select the option that corresponds to what you want to print (Selection, Active Sheets, or Entire Workbook.)
If needed, you can also change the Margins and Orientation of the sheet to help the data fit better for printing.
To fit all the data in the selection on one sheet of paper, check the Scale to fit box.
Once you've made all your selections, click Print.
For more information on printing options in Excel, check out Microsoft's documentation below:
0 comments
Article is closed for comments.