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Paste data from Excel

Paste from Excel

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If you have planning data in Excel, you can also copy data directly to planning form and skip the import step.

Paste data to master table

  1. Before we prepare data, at least one line should be added  into plan; then plan should be exported to Excel or prepared in Excel with same structure as in PANTHEON.


     
  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.


     

 

Paste data to details table

  1. We prepare main table with periods and lines; then we click on one of the cells to open details table.
     
  2. In the header of details table right-click should be used and then option Export to Excel should be used in the menu.


     
  3. We prepare/set data in Excel.
     
  4. We use Select all (CTRL+A) and then Copy (CTRL+C), to copy all the data.



     
  5. In Pantheon (after we selected the right details table) we use Paste from Excel into Details in Wizards menu.



     
  6. A message might appear that indicates that rows in the detailed grid will be overwritten. To proceed you should confirm this message.

  1. IRIS message indicates that rows with the same ID already exisit. Details about this message are explained here.


     
  2. After confirmation data will be pasted.

 

 

 

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