Exporting Data to Microsoft Excel

Exporting data from the data form to Microsoft Excel lets you explore “what-if” scenarios in Excel before copying and pasting values back to Planning. It also provides an alternative to PDF printing.

About exporting data:

Planning does not export to Excel: numerical formatting, the application name, user, form folder, attributes, currency tags, or percentages.
Member names are indented based on their level in the hierarchy. They are also indented if you print the data form to a PDF file.
Supporting detail is printed.
Account annotations are printed if your administrator selected the Enable Account Annotations setting on the data form's Display Options tab.
Aliases are displayed on the rows, columns, page, and POV if they are present for a member, if your administrator selected the Display Alias option.
Values pasted back to Planning from Excel must be non-formatted data.

To export data from data forms to Microsoft Excel:

Open a data form.
Select Tools, then Export as Spreadsheet.
Depending on how you want to export the data, take an action:
- Select Save, and save the file.
- Select Open, and work with the data in the browser instance of Microsoft Excel that displays. Use standard Excel procedures to make and save your changes.