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Adaptive Insights LLC.

Copy Forward or Downward

Explains how to copy data from one or more cells into an entire row or column of a sheet or version.

Contains preview content for the 2020R1 release.

Audience: Planners who enter data in sheets. 

Copy forward and downward are right-click actions. They copy data from one or more cells into consecutive cells across or down the sheet.

How Copy Forward/Downward Works

  • If the cell has numbers, numbers are copied.
  • If the cell has formulas, formulas are copied. 
  • If the cell is blank, the cells forward or downward will be blank. 
  • Cell notes don't get copied forward or downward.

Copy Forward

  • Available for all sheet types.
  • Copy Forward > Copy to End copies to the end of the version. For example, enter 100 in the January column and copy forward. 100 fills all months forward in the version.
  • With Copy Forward > Advanced, set a stop to the copy forward or increase or decrease the value of each cell.
  • You can select more than one cell in consecutive rows of a single column and copy all of them forward. 
  • Copies into cells in columns you can't see due to filters or display options.

Copy Downward

  • Available in cube sheets. 
  • Copy downward copies from the selected cell downward to the end of the sheet. For example, enter 100 in an account cell and copy downward. 100 fills all the cells below it for the entire sheet.
  • You can select more than one cell in consecutive columns in a single row and copy all of them downward.
  • Copies into rows you can't see due to filters and display options. 
  • Doesn't copy into suppressed rows with zeros or blanks. 

When Copy Forward/Downward Doesn't Work

Copy forward/downward isn't available when you select:

  • Time, account, level, or dimension rollups. 
  • Gray cells (read-only).

When you copy forward/downward, it ignores locked cells and rollup cells. 

When To Use

Speed up data entry across ranges of cells when:

  • The values are more or less consistent. 
  • The values are related, either increasing or decreasing according to a set pattern. 

Before You Begin

How You Get There

Compass.png From the nav menu select Sheets, Assumptions, or Processes. Once you open a sheet, select a version and choose a level. You must choose a leaf level to edit cells.

See Open Sheets and Get to Editable Cells.

Copy Forward or Downward to the End

  1. Select a cell or a range of cells.
  2. Right-click and select Copy Forward > Copy to End, or Copy Downward > Copy to End.

Copy Forward Through a Time Period

  1. Right-click in a cell and select Copy Forward > Advanced
  2. Enter a starting value in the Value field box.
    The field defaults with the value currently in the cell. You can leave the existing value or replace with a value. Any number you add does not affect the data that you right-clicked. 
  3. From the Copy Through drop-down, select a time period: typically quarter or year, but may include month or semi-year depending on your calendar setup. 
    If you choose Quarter, for example, the value copies to the end of the quarter. 

Decrease or Increase the Copy Forward

(Only available for numeric data)

Follow these additional steps:

  1. From the Copy Options drop-down, choose:
    • Increase: Each cell increases the value from the previous cell.
    • Decrease: Each cell decreases the value from the previous cell.
  2. In the Enter Value field, enter the increment to decrease or increase by.
  3. From the drop-down, select:
    • Value: Each cell will increase or decrease by the value entered.
    • Percent: Each cell increases or decreases by the percent entered.
  4. If you decrease by a value, click the Stop at zero checkbox. This prevents the values from going negative in your copy forward.

Examples

Copy forward increased by 10%:  
Copy forward with increment by percent

Copy forward increased by 10 value:  
Copy forward incremented by value

Copy forward decrease by value with and without a stop at zero:
Difference between stopping at zero or not 

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