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Data entry

Copy data from one column to another

You can copy an entire column of data from one column (alternative and year) to another. This facilitates copying data when you have entered an entire year's data and want to copy it to another year or alternative without accessing each data-entry field and using the Auto Copy feature. This will overwrite any data entered in the destination column in all data-entry fields. However, application-generated items, such as personal exemptions, will still default correctly based on the destination year.
You have the option to copy data from one column to another column in the current tab or throughout the entire plan.
note
If you choose to copy data from one column to another throughout the entire plan (by choosing
Edit
,
Copy Column
, then
Entire Plan
), the Copy Column function will copy all data entry from the Source column to the Destination column in all data-entry tabs, not just the current tab. You may want to back up the plan's data before copying a column.
  1. With a plan open, choose
    Edit
    , then
    Copy Column
     and choose either Current Tab Only or Entire Plan.
    • To copy data from one column to another
      in the current tab only
      , leaving data in other tabs as they are, choose
      Edit
      ,
      Copy Column
      , then
      Current Tab Only
      .
    • To copy data from one column to another
      in every tab in the plan
      , choose
      Edit
      ,
      Copy Column
      , then
      Entire Plan
      .
    In the
    Copy Column - Current Tab Only
     window or in the
    Copy Column - Entire Plan
     window, you will need to select the column that you want to copy in the Source group box. The
    Alternative
     and
    Year
     fields will default to the column in which the cursor is currently located. However, you can select another column from the dropdown list. You also need to select the Destination column, which is the column to which data will be copied.
  2. In the Source group box, select the column to copy from by selecting an alternative from the
    Alternative
     dropdown list and a year from the
    Year
     dropdown list.
  3. In the Destination group box, select the column to copy to by selecting an alternative from the
    Alternative
     dropdown list and a year from the
    Year
     dropdown list.
  4. Select
    OK
    .
    note
    If you chose
    Edit
    ,
    Copy Column
    , then
    Current Tab Only
    , data is copied from the Source column to the Destination column in the tab that is currently open. If you chose
    Edit
    ,
    Copy Column
    , then
    Entire Plan
    , data is copied from the Source column to the Destination column in every tab in the plan.

This article applies to:

  • PRODUCT: Planner CS