Exporting Data to Microsoft Excel

By exporting data from the form to Microsoft Excel, you can explore “what-if” scenarios in Excel before copying and pasting values back to Planning. It also gives you 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 form to a PDF file.
Supporting detail is printed.
Aliases are displayed on the rows, columns, page, and POV if they are present for a member, if your Service Administrator or administrator selected the Display Alias option.
Values pasted back to Planning from Excel must be non-formatted data.

To export data from forms to Microsoft Excel:

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