Export the Scenarios to Excel (Classic View)

To use scenario data for additional purposes, you can export your scenario sheets to Excel.

To export scenarios

Click the Export button at the top of the window. The Portfolio Manager will export all of your scenario sheets to Excel.

You will see a prompt at the bottom of the window, asking you to open or save the Excel sheets.

When you open the Excel sheet, it displays the data from each scenario sheet, arrayed in tabs and columns identical to the Portfolio Manager scenarios. The Excel sheet will include any formulas that were created in the Portfolio Manager for calculating values. The Excel sheet also honors the frozen columns, as well as the scrolling ability so that you can scroll through the cash flow columns.



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Last Published Monday, April 11, 2022