By Alicia Penn and Joe Wanzala

This post is part of an ongoing series of videos on how Microsoft Excel can help CJA practitioners (including attorneys, paralegals, investigators, and mitigation specialists) in their CJA cases.

Previous Post: Formatting Tables
Today’s Post: Pivot Tables for Financial Fraud Analysis

Introduction:

You might get a Microsoft Excel spreadsheet in your discovery. Things like bank records, call detail records, cell tower data, or tax documents are often produced in this format, as Excel (.XLSX) or .CSV files. This is good! The benefit to getting data in an Excel file, as opposed to a PDF, is that Excel will let you easily sort and filter data. For example, if you get telephone call logs in Excel format, you can easily sort the calls by date and time. You can filter that information to select specific telephone numbers and review just those calls quickly. This would be difficult to do with a PDF and would take much longer. [https://nlsblog.org/category/software-guides/excel/ ].