Export the Scenarios
To use scenario data for additional purposes, you can export your scenario sheets to CSV files or Excel sheets.
To export scenarios
Click the Print button at the top of the window. Then select Export to CSV or Export to Excel. The Portfolio Manager will export all of your scenario sheets.
You will see a prompt at the bottom of the window, asking you to open or save the files.
When you open the file, it displays the data from each scenario sheet, arrayed in tabs and columns identical to the Portfolio Manager scenarios. The sheet will include any formulas that were created in the Portfolio Manager for calculating values. The sheet also retains the frozen columns, as well as the scrolling ability so that you can scroll through the cash flow columns.
Last Published Monday, August 28, 2023