KCS - How to Filter an Expense Export in Excel to See Totals Based on Specific Expense Codes

Objective:

  • See total for Expenses with a particular UTMBS Code
  • View all Expenses with E or X Codes

Environment:

  • Excel

Additional Information:

Tutorial - Advanced Techniques for Filtering Clio Reports and Exports in Excel

Procedure:

  1. Create a CSV Export of Expenses using the steps here
  2. Open the file in Excel
  3. Optionally, remove an unnecessary columns by right-clicking on the column  and choosing Delete
  4. Click in the top-leftmost cell (A1)
  5. While holding the Shift key, click on the bottom-rightmost cell of the range
  6. Select the Home ribbon
  7. Choose Format as Table
  8. Select a formatting option
  9. Check the box beside My table has headers
  10. Click OK
  11. Right click anywhere in the table
  12. Choose Table > Totals Row
  13. Click on the dropdown arrow at the top of the UtbmsExpense column
  14. Uncheck Select All
  15. Check the boxes for the codes that you would like to include
  16. In the Total row, click into the Total column
  17. Click on the dropdown arrow that appears and choose Sum
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