Filtering locations and departments in Excel

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

If you have locations and/or departments set up in the Chart of Accounts mask, you can easily filter on those locations and/or departments in an Engagement CS workpaper in Microsoft Excel. This feature allows you to add multiple locations and/or departments together without having to use the Insert Multiple Formuladialog. Filtering is especially beneficial for clients for whom you prepare reports based on funds.

  1. Click the Filter button on the Engagement CS toolbar to open the Select Locations and Departments dialog.
  2. Double-click or highlight the items in the Available pane and click Select or Select all to move the items to the Selected pane.
  3. Click OK to insert the selected location and/or department in the formula.

Notes

  • You can choose to filter the list of Locations and/or Departments by selecting the appropriate items from the available drop-down lists in the Locations and/or Departments fields of the Select Locations and Departments dialog. For example, you could select All locations and/or departments or select specific items. Specific locations/departments in the Selected pane are replaced when All locations/departments are selected for the same grouping.
  • The formula bar in the Engagement CS toolbar contains the word Filter when multiple locations and/or departments are selected in the Select Locations and Departments dialog.
  • The application retains the Locations and/or Departments that an individual cell holds enabling you to edit and select which locations and/or departments you want designated for that cell at any time.
  • You can also click the Location/Department Filter button in the Insert Multiple Formulas dialog to create filtered formulas as described above.

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