Copying and Pasting Data

You can copy data within a form, from one form to another, or from another application, such as Microsoft Excel. (For information on copying and pasting data between Microsoft Excel and Planning forms, see Copying and Pasting Data Between Microsoft Excel and Planning Forms.) In one copy and paste operation, you can copy from one cell to another cell, from one cell to many cells, or from many cells to many cells.

Note:

Because Planning applies spreading logic to pasted values, understand how data values are spread before you paste values into time periods. See How Spreading Data Works.

  To copy and paste data:

  1. Select the cells that contain the data to copy.

    See Selecting Cell Ranges.

  2. Right-click, select Edit, and then select an option:

    • Cut removes the cell values

    • Copy copies the cell values. Select the cells to which to paste the data. Right-click, and then select Paste.

    • Clear clears the cell values

About copying and pasting data:

  • If the destination selected area is an exact multiple of the size and shape of the copied selected area, the data is repeatedly pasted into the destination area. For example, if you copy the contents of two rows, and select six rows to paste the data into, Planning copies the contents of the two rows three times, to fill the six destination rows.

  • Planning does not paste data into read-only cells.

  • When you copy within or among forms, Planning copies and pastes the cells' stored values, not the values that are displayed based on the precision setting.

  • When pasting data to time periods, Planning applies the spreading rules for each cell in succession, starting from left to right and top to bottom. The resulting data from a paste operation may not match the original copied data. For information on how pasting data may affect cells' values, see How Spreading Data Works.

  • When you copy data, a message might display if you disabled Internet Explorer’s setting for Allow Paste Operations via Script.

  • Copying and pasting data from a text editor (for example, TextPad, Notepad, or WordPad) fails if the data is space delimited. Use Tab-delimited values instead.

  • For information on copying and pasting data between Microsoft Excel and Planning forms, see Copying and Pasting Data Between Microsoft Excel and Planning Forms.

The following features are supported only in the Internet Explorer browser:

  • Copying data from Planning forms and pasting it into Microsoft Excel

  • Copying data from one Planning form to another

  • Copying and pasting nonnumeric data, for example, Smart List, Date, and Text data types