Note: This functionality is not supported in Internet Explorer.
Our users requested a more efficient way to enter numbers into the forecast tables, and we listened. Now, you can copy a selected block of cells from Microsoft Excel, Google Sheets, or Apple Numbers and paste them into a row of table cells in the LivePlan forecast. This is especially useful if you want to create a forecast quickly based on past actuals or an existing plan.
The copy and paste functionality generally works for areas of the forecast that ask you to enter varying amounts across several months, like this one for unit sales:
When you copy multiple cells and rows from Excel, Google Sheets, or Apple Numbers and paste them into a LivePlan forecast editor, the numbers will paste into LivePlan starting with the first cell you have selected in the LivePlan table:
The first row of numbers you copy from the spreadsheet will paste into the row you selected, the second will paste into the next row, and so on. LivePlan will filter out any currency symbols in the process but will keep negative signs or decimals.
It is important to note that if you copy more cells from your spreadsheet than there are cells available in the LivePlan financial table, the extra numbers will not appear. Also, if you copy fewer cells from your spreadsheet than there are available in the financial table, any fields that come after the last number will remain untouched. For example, if those fields contained zeros, they will remain zeros. If they contained values, they will keep those values. Finally, you can't paste numbers into the LivePlan fields that are not editable (for example the fiscal year fields).