Reference: Copy and Paste

The results of copy and paste in Adaptive Planning vary depending on:

The content you copy.

Where you paste.

You can copy data from:

An Excel spreadsheet.

Other Adaptive Planning sheets.

Within the same Adaptive Planning sheet.

Standard copy and paste commands speed up data entry in Adaptive Planning sheets:

Ctrl-C

Ctrl-V

Ctrl-X

Toggle between pasting values or formulas by clicking the

Copy Mode

button on the toolbar.

General Rules

Copy	In Adaptive Planning sheets, copy: Gray cells. Blue cells. White cells with: Numerical data. Formulas. Dates. Text. Drop-down values. Anything you select. Copy text from any other document.
Cut	Any white or blue cells. You can't cut data from a gray cell.
Paste	To any white or blue cells. For blue cells (time, account, or dimension rollups), you must break back the value. You can't paste into read-only cells. When you copy a range of cells and paste into a range, the paste ignores any read-only cells in your selection. In drop-downs, the pasted value must be an available option in the drop-down. When you paste text into a numeric cell, the text is treated as a formula. Invalid formulas generate errors.

You can align the sheets you cut or copy with the sheet you're pasting.

Example: If your Excel file doesn't include Quarter rollups, hide the Quarter rollups of your Adaptive Planning sheet. Copy or cut cells into cells with like-kind data:

Rollups into rollups.

Formulas into numeric cells.

Text into text cells.

Cut, Copy, or Paste Multiple Cells

When you copy or cut a range of cells:

Make your paste selection the same number of columns and rows as your copy/cut selection.

Be mindful of read-only and rollup cells in your paste selection.

You don't copy the formulas.

Select and Copy or Cut	Select	Paste Result
Multiple cells going down	Smaller selection	Only the selection and discards extras.
Multiple cells going across	Smaller selection	Any unlocked cells beyond the selection.
Multiple cells going down	1 cell	Any unlocked cells going down. Discards cell data that corresponds to account, level, or dimension rollups and discards extras.
Multiple cells going across	1 cell	Any unlocked cells going across. Discards cell data that corresponds to the rollup cells.
Any range	The exact dimensions of the range	All available cells. Discards cell data that correspond to the rollup cells or gray cells.
Single cell	Multiple cells	Only the first cell of the range.

Cut, Copy, or Paste in Modeled Sheets

When you copy records to add new records, first add at least 1 row. Paste multiple new rows into the new row. The sheet creates rows to accommodate the size of the paste.

When you hide columns on sheets or sheets on dashboards:

We don't include any hidden column values when you copy and paste a data range.

Copied split columns don't paste the values from hidden columns.

We copy and paste hidden values when you copy rows.

Numeric or Formula Data Ranges

Select and Copy or Cut	Select and Paste Into	Paste Into
Any range	The exact dimensions of the range	All available cells. Discards the cell data that correspond to the rollup cells or gray cells.
Single cell	Multiple cells	Only the first cell of the range

Copy Formulas

For cells with formulas, the

Copy Mode

button determines what you paste. Before you copy and paste the data, switch to:

Copy Values Mode

to paste the numerical text.

Copy Formulas Mode

to paste the formula.

If you copy a cell that doesn't have a formula, you'll paste the text no matter what.

Select and Copy or Cut	Paste into	Paste Result
Adaptive Planning cell with formulas	Excel	Pastes formula syntax as text. Doesn’t calculate the value inExcel. To paste formulas in Excel cells, select only one Adaptive Planning cell at a time. Selecting multiple cells doesn't copy the formulas.
Adaptive Planning cell with formulas	Adaptive Planning Sheets	Pastes formulas as strings and calculates values when you click Save .
Excel cells with Adaptive Planning formulas as text	Adaptive Planning Sheets	Pastes formulas as strings and calculates values when you click Save .
Excel cells with Excel formulas	Adaptive Planning Sheets	Pastes the calculated values. Doesn’t paste the formulas.

Paste into Rollups

Blue rollup cells are always numerical values.

Select and Copy or Cut	Paste Into	Paste Result
Blue rollup cell	Single white cell	The numerical value
Any single cell, including a rollup.	Single blue rollup cell	The numerical value. Select a break back method.
Any range of cells	A range that includes a blue rollup	Discards the cell data that corresponds to the rollup cell.
Any cell	A gray rollup cell (such as a level rollup)	Discards the cell data that corresponds to the gray cell.