Assist Pro+ / Audit and Analysis

Data Snapshot

Capture current state.

Where to find it

Follow the ribbon path.

Assist Pro + → Audit and Analysis → Data Checker → Data Snapshot

Part of Assist Pro+. Eligible tools can also be selected through Assist Pro’s 30-tool Vault allowance. Check the Vault for availability.

Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.

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Practical guidance

Use this tool in your workflow.

How to use

Open the relevant transaction listing or financial-data range and check that dates, amounts and headers are correctly typed. On Assist Pro + › Audit and Analysis › Data Checker, choose Data Snapshot to capture current state. Check the result and confirm that it applies to your intended workbook.

Best use case

Preserving a comparison point before editing financial data.

Everyday Excel

Speeds quality checks of operational lists and reports when you need to capture current state.

Accounting and audit

Reduces manual general-ledger scanning and exception testing when you need to capture current state.