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Former Member
Jan 11, 2012 at 10:47 AM

Copy / Paste from Excel into a BPS planning layout on the Opportunity

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Hi all,

Does anyone have any idea what pre-requisites exist before you can copy and paste from excel into a BW-BPS planning layout accessed from the opportunity in the CRM Web UI? I have previously been told that as long as the excel spreadsheet is in the same format as the planning layout it will work, but when I try to copy/paste, all the values are entered in the first cell on the web ui instead of spreading across the rows and columns.

Any suggestions please?

Thanks,

Sue.