Audience: Planners who enter data in sheets.
Speed up data entry in Adaptive Planning sheets with standard copy and paste commands: Ctrl-C, Ctrl-X, and Ctrl-V. Use the toolbar's Copy Mode button to toggle between pasting values or formulas.
Common use cases: Copy data from an Excel spreadsheet, another Adaptive Planning sheets, or within the same sheet.
General Cut, Copy, and Paste Rules
Copy rules: In Adaptive Planning sheets, copy gray, blue, or white cells with numerical data, formulas, dates, text, and drop-down values--whatever you select. Copy any text from any other document.
Cut rules: Any white or blue cells. You can't cut data from a gray cell.
- Any white or blue cells. For blue cells (which are time, account, or dimension rollups), you must break back the value. See Edit Rollup Values.
- You can't paste into read-only cells. If you copy a range of cells and paste into a range, the paste ignores any read-only cells in your selection.
- In drop-downs the pasted value must be an available option in the drop-down.
- If you paste text into a numerical cell, the text is treated like a formula. You'll get an error if it's not a valid formula.
Best Practice: Align the sheets you're cutting or copying with the sheet you're pasting. For example, if your Excel file doesn't include Quarter rollups, hide the Quarter rollups of your Adaptive Planning sheet. Copy or cut cells into cells with like-kind data: rollups into rollups, formulas into numeric cells, text into text cells, and so on.
For cells with formulas, the Copy Mode button determines what you paste. Before you copy and paste the data, switch to:
- Copy Values Mode to paste the numerical text.
- Copy Formulas Mode to paste the formula.
If your copying a cell that doesn't have a formula, you'll paste the text no matter what.
|Select and Copy or Cut||Paste into||Results of Pasting|
|Adaptive Planning cell with formulas||Excel||
Pastes formula syntax as text. Does not calculate the value in Excel.
To paste formulas in Excel cells, select only one Adaptive Planning cell at a time. Selecting multiple cells doesn't copy the formulas.
|Adaptive Planning cells with formulas||Adaptive Planning sheets||Pastes formulas as strings and calculates values when you click Save.|
|Excel cells with Adaptive Planning formulas as text||Adaptive Planning sheets||Pastes formulas as strings and calculates values when you click Save.|
|Excel cells with Excel formulas||Adaptive Planning sheets||Pastes the calculated values. Does not paste the formulas.|
Paste into Rollups
Blue rollup cells are always numerical values.
|Select and Copy or Cut||Paste Into||Results of Pasting|
|Blue rollup cell||Single white cell||The numerical value|
|Any single cell, including a rollup||Single blue rollup cell||The numerical value. You'll be asked to choose a break back method.|
|Any range of cells||A range that includes a blue rollup||Discards the cell data that corresponds to the rollup cell.|
|Any cell||A gray rollup cell (such as a level rollup)||Discards the cell data that corresponds to the gray cell.|
Cut, Copy, or Paste Multiple Cells
Best Practice: When you copy or cut a range of cells:
- Make your paste selection the same number of columns and rows as your copy/cut selection.
- Be mindful of read-only and rollup cells in your paste selection.
- You aren't copying the formulas.
|Select and Copy or Cut||Select||Results of Pasting|
|Multiple cells going down||Smaller selection||Only the selection and discards extras.|
|Multiple cells going across||Smaller selection||Any editable cells beyond the selection.|
|Multiple cells going down||One cell||Any editable cells going down. Discards cells data that corresponds to account, level, or dimension rollups and discards extras.|
|Multiple cells going across||One cell||Any editable cells going across. Discards cell data that corresponds to the rollup cells.|
|Any range||The exact dimensions of the range||All available cells. Discards cell data that correspond to the rollup cells or gray cells.|
|Single cell||Multiple cells||Only the first cell of the range.|
If you're copying records to add new records, first add at least one row. Paste multiple new rows into the new row and the sheet creates rows to accommodate the size of the paste.
Numeric or Formula Data Ranges
|Select and Copy or Cut||Select and Paste Into||Paste Into|
|Any range||The exact dimensions of the range||All available cells. Discards the cell data that correspond to the rollup cells or gray cells.|
|Single cell||Multiple cells||Only the first cell of the range|