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Paste from Excel

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One can paste data, previously copied from Excel, into main or details table of Planning.

We suggest following steps:

Main table

  1. Before we prepare data, at least one line should be added  into plan; then plan should be exported to Excel.



     
  2. We prepare/set data in Excel.

     
  3. In Excel data (incl. headers) should be selected (see the picture); the easiest way is to use Select all (CTRL+A) and then Copy (CTRL+C).



     
  4. In main table of Planning first line should be selected (or line from which on data should be pasted); then we use Paste from Excel in Wizards menu.





     
  5. In confirmation window we decide whether (possible) existing data should be overwritten or not.



     
  6. After confirmation data will be pasted.


     

 

Detajlna tabela

  1. Pripravimo glavno tabelo z izbranimi obdobji in pozicijami; ter kliknemo na eno izmed celic, da se odpre detajlna tabela.
     
  2. Na glavi detajlne tabele izvedemo desni klik in v meniju desnega klika izberemo opcijo Izvoz / Excel.



     
  3. V Excelu pripravimo/uredimo podatke.
     
  4. V Excelu z uporabo CTR+A označimo vse celice ter uporabimo Kopiraj (CTRL+C).



     
  5. V Pantheonu (ob pozicioniranju v ustrezno detajlno tabelo) izberemo možnost Prilepi iz Excel-a podrobno.



     
  6. V potrditvenem oknu se odločimo, ali bomo obstoječe pozicije prepisali ali pa jih bomo dodali.



     
  7. Po potrditvi bodo podatki prilepljeni.

 

 

 

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