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Adaptive Insights LLC.

Copy and Paste Reference

Defines the capabilities and limitations of the copy and paste functions between Excel and Adaptive Insights sheets and within Adaptive Insights sheets.

Audience: Planners who enter data in sheets. 

Speed up data entry in Adaptive Insights 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 Insights sheets, or within the same sheet.

General Cut, Copy, and Paste Rules

Copy rules: In Adaptive Insights 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.

Paste rules: 

  • 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 Insights 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. 

Copy Formulas

For cells with formulas, the Copy Mode button determines what you paste. Before you copy and paste the data, switch to:

  • Copy Values Mode copyValuesMode.png to paste the numerical text.
  • Copy Formulas Mode copyFormulasMode.png 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 Insights cells with  formulas  Excel Pastes formula syntax as text. Does not calculate the value in Excel. 
Adaptive Insights cells with formulas Adaptive Insights sheets Pastes formulas as f(x) and calculates values when you click Save.
Excel cells with Adaptive Insights formulas as text Adaptive Insights sheets Pastes formulas as f(x) and calculates values when you click Save.
Excel cells with Excel formulas  Adaptive Insights 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. 
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.

Modeled Sheets

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
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