Copying and Pasting Cells in Plan

In the Plan table, you can use keyboard shortcuts to copy and paste the contents of one or more cells, rows or columns.

Examples:
  • You can copy the value of the measure of a formula without copying the formula or copy only the formula.
  • For example, if you have a column containing the sum of home values for 2019 and want to paste it into the same column for 2020, you can do it easily. Even if one cell in the column contains a formula to add up the rest of the column, after selecting the entire column and pressing Copy, you can paste it into the 2020 column, which updates the formula accordingly.
  • You can also select a larger region to paste into, and the formulas will still update correctly. However, if you try to paste into a smaller region, only the available cells will be pasted to without creating new ones. Furthermore, you can copy entire columns with gaps in between and paste them side by side without any issues. In addition, you can select regions of cells to copy and paste into my spreadsheet and the pasting will always be accurate.
Note: If you double-click a cell so that it is open for editing before pasting, the contents of the multiple cells are pasted into it.

You can copy and paste cell contents between Plans and third-party applications, such as Microsoft Excel, Google Sheets, SmartSheets, and Microsoft Project.

Note: You can move a cell or a range of cells by using the drag and drop. You need to just select the cell(s) you want to move, hover your cursor over the border of the selection until you see a four-headed arrow, click and hold the mouse button, and then drag the selection to the new location. Once you release the mouse button, the cell(s) will be moved to the new location. This feature helps you quickly rearrange data in your plan.

To copy and paste the content of a single cell or multiple cells:

  1. In the Plan Lines, select the value of the measure cell to copy and press Ctrl + C.
  2. Select the destination of the measure cell where you want to paste the value and press Ctrl + V.
  3. When you paste the copied cell, the dependencies in the cell will be updated to match the new location.

    For example, if you copy a cell with a calculation that sums a column and paste it in a different location. The dependencies that match the original cell will be updated to match the new location.

  4. [Optional] Select the Absolute References checkbox to copy a cell with absolute dependencies and paste it in a new location. If you set filters in 2019, period 001, they will be created as normal. If you select the Absolutes checkbox, a dollar ($) sign will be added before the value of the dimension, and it will freeze or block the value. Click Apply for the filters to be evaluated in the same way as if they had no dollar sign. The main difference is that copying and pasting the cell will retain the same filters and period (i.e., 001, 2019). If you mark the year without the dollar sign, copy and save it, it will update because of how copy and paste. But, if you select it for another year, it will only update if it's absolute. It affects every filter and cannot be supported for specific filters only. If you deselect the checkbox, it will not affect any of the filters. You can select and set your filters and check the absolute whenever you want.
  5. Click Save.