Pasting Multiple Cells into the Supporting Detail Window

You can copy supporting detail from multiple cells in Microsoft Excel or another application and paste it into the Supporting Detail window. For example, you can export data forms to Excel spreadsheets, work on supporting detail in spreadsheets, and copy it back to Planning.

About copying and pasting supporting detail:

  To copy supporting detail from Microsoft Excel spreadsheets:

  1. Open a Planning data form.

  2. In Planning, select a cell or range of cells, and click Supporting Detail.

  3. In Supporting Detail, note the range of cells with supporting detail, or add cells with supporting detail, and click OK.

  4. Select Tools, then Export as Spreadsheet.

    A browser instance of Microsoft Excel is displayed with the exported information, and you can modify the supporting detail.

  5. In Excel, select the range of cells containing supporting detail, and press Ctrl+C to copy the data.

  6. In Planning, open the data form to which to add supporting detail.

  7. Select the cell with the details to modify, and click Supporting Detail.

  8. In Supporting Detail, click in the range's upper-left cell for which to paste supporting detail, and press Ctrl+V.

  9. Click Save.