Excel 101

Lexbe eDiscovery Platform-How to Use Excel Spreadsheets

Lexbe eDiscovery Platform allows you to export information and documents to Microsoft Excel and to your desktop. This feature is helpful if you wish to take information within Lexbe eDiscovery Platform and reformat it on Excel Spreadsheet for further analysis.

Lexbe eDiscovery Platform supports the two most recent versions of Excel for Excel integration (2010 and 2013) and we recommend an upgrade from previous versions of Excel before you start exporting logs. Please note that if you are using previous versions (before 2010), you might lose some formatting, hyperlinks, scripts image files (HTML only), or lists of data in a single cell.

Excel Spreadsheet out of
Lexbe eDiscovery Platform

Lexbe eDiscovery Platform use the ‘Export to Excel’ button located on the lower left of most screens within Lexbe eDiscovery Platform. It allows you to save the current view in any applicable browser window so that it can be saved and viewed in Excel. This is helpful to take reports generated in Lexbe eDiscovery Platform and incorporate into reports to clients, exhibits, reports and briefs.

This is how your documents will be viewed;

Excel Spreadsheet out of e-Discovery

For each eDiscovery job processed that involved emails or native file conversions, you will find an excel spreadsheet entitled Chain of Custody [Date]{Time].xlsx.

This is how your documents will be viewed;

Useful tips about Excel Spreadsheet

1-How to find data in an Excel Spreadsheet

In Excel, the ‘Find function’ returns the location of a substring in a string. The search is case-sensitive. The fastest way to access this function is to press CLT+F (keyboard shortcut) and type inside the text box 'Find What' a word file related to the documents you want to find. The search will return information included in all spreadsheet data.

2- How to filter data by Columns in Excel Spreadsheet

This function allows you to filter data so that you can only see rows based on a filtering rule that you will create. To access the Filter select the column, click on 'Data>Filter' from the menu bar or press CLT+SHIFT+L and from there you will see a downward arrow on the columns drop-down.

To filter by column B (Document Type), select a value on one of the choices on the drop-down. In the example below I selected 'All' to show all rows where value='B'. Instead of selecting 'All', you can select specific Document Titles and once clicked, the other rows will be hidden and you will be left only with the rows related to these documents:
3- How to sort data in Excel Spreadsheet

This function allows you to reorder your data based on the type of sorting that you choose.
To access it select the column(s), click on 'Data>Filter' from the menu bar or press CLT+SHIFT+L and from there you will see a downward arrow on the columns drop-down.
You can sort data in Alphabetical Order (Ascending), Reverse Alphabetical Order (Descending) or Customize your Sort.

We will use as example the most common type of sorting, the Alphabetical Order (Ascending). This kind of ordering places the cells that start with the early letters of the alphabet (a, b, c...) at the top and the later letters (t, u, v...) at the bottom of the list.

In this picture below, we have selected column 'B' again to reorder the Document Titles’ documents.

Click the 'Sort A to Z'.

Your spreadsheet should now be sorted.

4- How to Freeze Pane in Excel Spreadsheet

When working with large spreadsheets this function allows you to freeze certain rows and columns in your Excel spreadsheet that you would like to remain in view, while you are working within the worksheet.
Example of freezing panes using the active cell:

>to keep rows 1-16 on the screen and columns A - H, click in the selection with the mouse to make it the active cell.
>click on 'View>Freeze Panes' from the menu bar.
>a black border should appear to the left of columns A-H in the worksheet and below rows 1-16 indicating that the areas above and to the left of the lines have been 'frozen'.
>scroll to the right in the worksheet. If you scroll far enough, the columns to the right of columns A-H will begin disappearing while columns A-H will stay on the screen.
>scroll down through the worksheet. If you scroll far enough, the rows below rows 1-16 will begin disappearing while rows 1-16 will stay on the screen.

Please note that the Excel spreadsheet can be edited and shared without specific privileges. It is the user's sole responsibility.