> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gocrisp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Filtering data using the Crisp Add-in for Excel

Once you add the Crisp Add-In for Excel, you can set up filters to automatically filter your reports as the data syncs to Excel.

If you have a large data set, using filters can help you reduce sync time and avoid exceeding the row limits of Excel.

**Steps** :

1. If you want to filter for specific criteria for which you aren't sure the exact value or format, such as a UPC, DPIC, or store address, you may want to sync the report before you apply filters, so you can copy/paste values from the Excel file. To sync a report, just select the **Sync now** button below the report. For more on adding the Excel add-in and syncing reports: [Downloading and using the MacOS Add-in for Excel](/docs/support/articles-Excel-connection-setup-guide).

**Note** : If you have a large data set and want to prevent exceeding Excel's row limits, you can select **Stop sync** at any time to stop the sync and access just the data synced so far.\\

<img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Addin_017.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=be3044b1094ed476a96877584ce67cde" alt="Excel_Addin_017.png" width="564" height="690" data-path="docs/support/images/Excel_Addin_017.png" />

2. Select the filter icon to the right of the report you want to filter.\\
   <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Addin_005.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=d5ca5523ee21db65198c8849e8ff156a" alt="Excel_Addin_005.png" width="702" height="598" data-path="docs/support/images/Excel_Addin_005.png" />

3. Select the **Add condition** button.

<img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Addin_006.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=8dfbc2268d1f8dee7f43603d01ed1b6d" alt="Excel_Addin_006.png" width="680" height="410" data-path="docs/support/images/Excel_Addin_006.png" />

4. Choose the column for which you want to specify a filter condition (e.g., *Retailer* ).

<img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Addin_007.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=638b8d1dd80cc0f1112f3269010ea359" alt="Excel_Addin_007.png" width="621" height="524" data-path="docs/support/images/Excel_Addin_007.png" />

5. Select an operator (e.g., *is* ) to specify how you want to filter the data.\
   **Hint** : If you are not sure the exact value you want to filter for, you can choose the **contains** operator and enter an inexact or partial value.

<img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Addin_011.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=e546addd91a96b2b30300ac14556ab70" alt="Excel_Addin_011.png" width="620" height="398" data-path="docs/support/images/Excel_Addin_011.png" />

6. Enter the column value for which you want to filter (e.g., *HEB* ).\
   **Note:** If you want to filter for all matches for the column value you specified, regardless of case, you can select **Ignore case**. For numeric columns, you can enter integer (e.g., 25) or floating point (e.g., 25.95) values.

<img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Addin_009.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=77d8f263ab54bd5fd36cc9e1693801bb" alt="Excel_Addin_009.png" width="608" height="346" data-path="docs/support/images/Excel_Addin_009.png" />\
**Hint** : If you don't know the format or value by memory, you can copy/paste a value (e.g., 0000000000014) from the Excel report.\\

<img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Addin_016.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=352177d4bc30dcf0411029664bf0b1d4" alt="Excel_Addin_016.png" width="1046" height="1038" data-path="docs/support/images/Excel_Addin_016.png" />

7\. If you want create another condition for the report, repeat steps 2-5, then use the AND/OR drop-down menu to specify how the conditions are evaluated together.

<img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Addin_012.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=55b1ffaaa4981a803d04ba092a5dfbb8" alt="Excel_Addin_012.png" width="608" height="674" data-path="docs/support/images/Excel_Addin_012.png" />

8. If you want to create more sophisticated filter conditions using an expanded set of columns and operators, you can click the **Advanced** link and enter your own expressions.\
   <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Addin_013.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=63fade8e70a4a9bde5b9efd7b8e3801c" alt="Excel_Addin_013.png" width="686" height="272" data-path="docs/support/images/Excel_Addin_013.png" />\
   For example, if you want to see which states are low on the 60-ounce version of your product, but you have different thresholds for low stock in each state, you could use the following expression:

   endswith(Product, '60 OZ')
   and
   ((DcState eq 'CO' and ProductQtyOnHand lt 10)\
   or\
   (DcState eq 'PA' and ProductQtyOnHand lt 20))

For a full list of available options for building expressions, see [Odata filter reference](https://docs.oasis-open.org/odata/odata/v4.01/odata-v4.01-part1-protocol.html#sec_SystemQueryOptionfilter).

9. Select the **Save** button.\\
   <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Addin_010.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=5c63ac3c8f9bd862699fdd4393c5d35d" alt="Excel_Addin_010.png" width="217" height="91" data-path="docs/support/images/Excel_Addin_010.png" />

Each report loads in its own tab and your reports will automatically filter based on the conditions you specified.
