Chapter 6. Planning Application Data Management

Chapter 6. Planning Application Data Management

Periodically, we need to create a copy of the current data.

For example, we may fill the forecast data with actual data for past months and with budget data for future ones.

Or, we may create several budget and forecast versions to make a decision about right numbers.

You may copy data between periods and categories using the data_management worksheet:

Using the data_management worksheet to copy data

Just right-click on the desired cell and choose the operation (the menu is dynamic):

Example of the Excel context menu in the data_management worksheet

For example, we may use these operations to prepare forecast data for this case.