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Copying and Pasting Reconciliation Data

You can copy and paste forecasting data from Excel® into several of the Reconciliation Summary grids or from the grids into Excel®.

  1. Open one of the following pages from the Update > Reconciliation Summary page:
    • Balance Sheet and Income Statement
    • Offering Rates
    • Supplemental Data
    • Key Rates
  2. Select a situation and follow the corresponding steps.
    Situation Steps
    Copying and Pasting from Excel® into a Reconciliation Summary Grid
    1. Verify that the data in Excel® does not contain decimals or commas and adjust the data if needed.
    2. Copy the data in Excel® to the clipboard.
    3. Select the beginning cell to paste the data into in the Reconciliation Summary grid.
    4. Select Ctrl+V on the keyboard to paste the data into the Reconciliation Summary grid.
    Copying and Pasting from a Reconciliation Summary Grid into Excel®
    1. Select the beginning cell that you want to copy in the Reconciliation Summary grid and drag the cursor across the grid to select all remaining cells to copy.
    2. Right-click in the grid and select to either Copy or Copy with Headers.

      You can also select Ctrl+C on the keyboard to copy cells without headers.

    3. Paste the copied data into the appropriate cells in Excel®.
  3. Select Save.
Parent topic: Reconciliation Summary