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Objective: To export a spreadsheet of all your subscriptions per product, group of products, or vendor and calculate price increases in Excel.

Note

This will not include cancellation records or upcoming potential subscriptions that aren’t Accepted.

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titleIf you would like more guidance, expand this box for suggested steps.
  1. Select all cells with data

  2. Apply a filter

  3. Click on the grey square button in the “Start Date” column header

  4. In the drop down, click on the + sign expand the start and end years of your reporting period

  1. Uncheck the months that fall outside the fiscal year. For example, if the reporting period is FY22/23 and FY 23/24, I will uncheck all months before April 2022 and after March 2024.

  1. Click Ok to close the drop down and see your filtered results.

Alternatively, to delete all unwanted records:

  1. Follow steps 1-3 above

  2. Click the box next to the year to unselect everything

  3. Expand the start and end years of your reporting period

  4. Check all the months that you don’t want

  5. Click ok Ok

  6. Select all displayed rows and delete them

  1. Clear the filter

Only the subscription records that fall within your reporting period should remain.

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