Sample Use Cases

• You want to see your P&L by sales person or cost center.
• You need a separate Excel file with a specific breakdown for each cost center or sales person.

Split a File

1. Check that the file includes Global filters or Filters.

2. From the Datarails ribbon, select Export > Create Reports by Filter. A dialog box appears.

3. Use Search or select the filter required.

   • Save with formulas - uncheck the Save as values selection. Click OK to proceed.
   • Save with values - this will be the default option selected. This saves the file without formulas and retains the values. If the option is not selected, the formulas will be retained in the file. Click OK to proceed.
   • Save to PDF - enable the option, then click OK. Saves the file as a .pdf.
     

4. In Windows Explorer, save the file to the desired location.