Most Green Bits reports can be exported to a .csv spreadsheet file, which you can then edit, analyze, and manipulate to fit your needs within a spreadsheet program like Microsoft Excel.
The most commonly used features of Excel are covered below. If you don't have Excel or Microsoft Office Online, there are free alternatives that offer similar features and functionality:
Select the column you want to sort or filter, then find the Sort & Filter button on your toolbar:
Select Sort A to Z to sort alphabetically, or Custom Sort for additional options.
Select Filter and you'll see a downward pointing triangle appear on your column header:
Select the downward pointing triangle to apply a filter to this column. In this example, we're filtering the Category Name column to show only items assigned to the Marijuana category:
Press CTRL + F (Windows) or Command + F (Mac) to open a search field. Enter the exact word or phrase you're looking for, a keyword, or even a number, and press Enter or Return. If there are multiple occurrences of your search terms, press Enter/Return repeatedly to cycle through all results.
Select the column you want to add up, then find and select the Auto Sum button in your toolbar:
Excel will automatically insert the total at the bottom of the column.
Need to add up a column that includes a unit of measure, such as "g"?
First, select the entire column, then Edit > Find > Replace...
In the Find field, enter g. Leave the Replace field blank, then select Replace All. This will automatically delete all instances of the letter g in this column.
Once you've removed all non-number characters from the column, you can then use the Auto Sum feature to find the total.
A pivot table is a way of analyzing specific parts of a larger data set, and can be especially handy when used with the Green Bits Profit Report, among other things. Watch our video tutorial to get started.
Click the box in the upper-left corner, or Edit > Select All.
With the entire sheet selected, double-click the dividing line between any two columns:
All columns will expand (or shrink) to fit the data they contain, making the sheet easier to read.