Opening an Insight Report as an Excel file
and Applying a Filter – User Manual
Planning and Performance Measurement Division
Planning and Performance Measurement Division
+61 2 6125 8649
[email protected]
The Australian National University
Canberra ACT 0200 Australia
www.anu.edu.au
CRICOS Provider No. 00120C
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Opening an Insight Report as an Excel file and Applying a
Filter – User Manual
This User Manual demonstrates how to:
1. Open an Insight Report as an Excel file.
2. Apply a Filter.
It assumes that Internet Explorer 11 is being used as the Web Browser and Microsoft Excel 2013 is
being used as the Spreadsheet Program.
•
Left click once on the ‘Output’ drop down arrow
rectangle/labelled part of Screenshot 1 below):
in ‘ANU Insight’ (see the blue
Screenshot 1
This will result in the first list of the ‘Output’ menu becoming visible (see the blue rectangle
part of Screenshot 2 below):
Screenshot 2
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Left click once on the ‘View in Excel Options’ drop down arrow (see the blue rectangle part
of Screenshot 3 below):
Screenshot 3
This will result in the second list of the ‘Output’ menu becoming visible (see the blue
rectangle part of Screenshot 4 below):
Screenshot 4
•
Left click once on the ‘View in Excel 2007 Format’ menu item (see the blue rectangle part of
Screenshot 5 below):
Screenshot 5
This will result in the ‘Open or Save’ message box being displayed (see Screenshot 6 below):
Screenshot 6
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Left click once on the ‘Open’ button (see the blue rectangle part of Screenshot 7 below):
Screenshot 7
This will result in the ‘ANU Insight’ Report opening as an Excel file (see Screenshot 8 below):
Screenshot 8
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Left click once on the number ‘6’ (i.e.: Row ‘6’) (see the blue rectangle part of Screenshot 9 below):
Screenshot 9
This will result in Row 6 being highlighted (see the blue rectangle part of Screenshot 10 below):
Screenshot 10
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Left click once on the ‘Data’ tab (see the blue rectangle part of Screenshot 11 below):
Screenshot 11
This will result in the contents of the ‘Data’ tab becoming visible (see the blue rectangle part of
Screenshot 12 below):
Screenshot 12
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Left click once on the ‘Filter’ item within the ‘Data’ tab (see the blue rectangle part of Screenshot
13 below):
Screenshot 13
This will result in the ‘Filter’ item being selected visible (see the blue rectangle part of Screenshot
14 below):
Screenshot 14
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The data can now be filtered using a text search on any column.
In the following example, content including the text ‘oral’ will be searched for, filtered via the ‘Form
Summary’ column (noting that this text search could be used to target data in any field, such as
course details in ‘Form Summary’, or student number ‘Form Person ID’).
•
Left click once on the ‘Filter’ drop down arrow to the right of the ‘Form Summary’ column heading
(see the blue rectangle part of Screenshot 15 below):
Screenshot 15
This will result in the ‘Form Summary’ filter menu becoming visible (see the blue rectangle part of
Screenshot 16 below):
Screenshot 16
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Left click once in the ‘Search’ box (see the blue rectangle part of Screenshot 17 below):
Screenshot 17
This will result in the cursor appearing in the ‘Search’ box (see the blue rectangle part of Screenshot
18 below):
Screenshot 18
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As per the above mentioned example of searching for any data that contains the text string ‘oral’,
type the word ‘oral’ into the ‘Search’ box (see the blue rectangle part of Screenshot 19 below):
Screenshot 19
•
Left click once on the ‘OK’ button (see the blue rectangle part of Screenshot 20 below):
Screenshot 20
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This will result in the data being filtered to return results of all records that contain the word ‘oral’
in the field ‘Form summary’ (see the blue rectangle part of Screenshot 21 below):
Screenshot 21
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