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Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday company.

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.

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 down. 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 click in:

  • 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.
  3. Save your sheet.

Advanced Copy Forward

Available for Copy Forward only.

Set a Stop for the Copy Forward

Prevent the copy forward from filling the entire version. 

  1. Right-click in a cell and select Copy Forward > Advanced
  2. From the Copy until 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. 
  3. Click OK
  4. Save your sheet. 

Increase or Decrease the Value Over Time

Only available for numeric data.

Get the value to change incrementally by percent or value. 

  1. Right-click in a cell and select Copy Forward > Advanced
  2. From the Increment by drop-down, choose: 
    • Increment by percent: Increases the value by the percent you enter (don't include the % symbol). Copy forward increased by 10%:  
      Copy forward with increment by percent
       
    • Increment by value: Increases the value by the number you enter. Copy forward increased by 10:  
      Copy forward incremented by value
       
    • Decrement by percent: Decreases the value by the percent you enter (don't include the % symbol). Copy forward decreased by 10%:  
      Copy forward decremented by percent.
       
    • Decrement by value: Decreases the value by the value you enter. Copy forward decreased by 10:  
      Copy forward decremented by value

      If you decrement by value, consider whether or not you want the value to go negative in your copy forward. If not, choose Stop at zero1 shows a decreasing value that goes negative and 2 shows a decreasing value that stops at zero:

      Difference between stopping at zero or not
  3. Enter a number in the Value field. 
  4. Click OK.
  5. Save your sheet. 
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