Edit Menu
The Edit menu options are used to assist you in data entry and to transfer data to and from other Windows applications. The Edit menu functions are available for use according to the active window on the screen. When a data entry screen is active most of the edit functions will be available. If an analysis screen is displayed, only the Copy function will be available. Edit functions that are not available are grayed out.
The Edit menu options are as follows:
UnDo: Undo the last changes
ReDo: Redo the last Undos
Cut: Delete the contents of a marked range and copy it to the Clipboard
Copy: Copy the contents of a marked range to the clipboard
Paste: Paste data from the clipboard to a table or a text box
Clear: Clear or reset a marked range to blanks or zeros
Insert Row: Insert a new row in the current table
Delete Row: Delete the current row in the current table
Copy forward: Copy forward the future values according to base period column values
Comments: Add/Edit a comment to remind you of information about the entries on this row
Calculator: Activates the Windows calculator
Undo / Redo (Pro version only)
The Undo function enables you to undo changes that were done in a data table that is currently used for data entry.
Once you click the Undo option and the changes that you did are cancelled, you may use the Redo option to return the cancelled changes.
The Undo and Redo are available in the Edit menu when a data entry table is active.
You can also activate them from the pop-up menu that is displayed when you right-click on the data table.
Note: the Undo and Redo are active for the current data table only as long as it is active and in work. Once the data table is closed or deactivated, e.g. when another data table is activated, you can not undo the changes any more.
Cut
The Cut option is used to delete the contents of a marked cell or range of cells on a table and copy it to the Clipboard. You can then paste the contents of the Clipboard to another location in the table or to another Windows application. The cut option can be done also by holding the Ctrl key down and clicking the X key.
Copy
The Copy option is used to copy the contents of a marked cell or range of cells on a table to the Clipboard. You can then paste the contents of the Clipboard to another location in the table or to another Windows application. The Copy option can be done also by holding the Ctrl key down and clicking the C key (Ctrl-C).
Paste
The Paste option is used to copy the contents of the Clipboard to the table. You can use Paste to import data from another Windows application or from another table in this application. The Paste option can be done also by holding the Ctrl key down and clicking the V key.
Clear
The Clear option is used to delete the contents of a marked cell or range of cells on a table. The cell/s will be reset to blanks or zeros.
Insert Row
In the data entry tables (e.g. Product Table) you can use this option to insert a new row before the row that is currently marked. You may want to use this option instead of adding a row to the end of the table in a case where the order of the rows is important.
Delete Row
In the data entry tables (e.g. Market Table) you can use this option to delete a row that is currently marked. Before deleting the row you will be asked again if you are sure that you want to delete it and if you answer 'Yes’ the row will be deleted.
Copy Forward
The Copy Forward option enables you to forecast values of future periods based on a base period value.
In many cases the data for one period (e.g. the first month) is the same as the data for the following periods. In these cases the Copy Forward module can save you a lot of time by allowing you to copy the value of a base period across the following periods. If you want you may also apply a fixed growth rate to the value that is being calculated so that it will grow steadily from period to period.
Note: When the Copy Forward module calculates the values period by period, depending on the range of selected period columns, he can move from a month column to a quarter or a year column. In this case. the Copy Forward is aware of the type of the item that is being forecasted and it will calculate the values according to the type, as follows:
- If an item is entered in amounts then the Copy Forward will multiply the monthly figure by 12 when moving from a month column to a year column.
- If an item is entered as a percentage of sales or as number of employees then the value will not be multiplied as described above.
To use the Copy Forward follow these steps:
Step 1
In the data entry screen move the cursor to the first period and enter your assumption values for each line.
Step 2
Mark the range of lines and columns of data, whose values you want to forecast. You can do this in two ways. If you want to include all the periods in the Copy Forward calculation you can mark entire lines by clicking on their line numbers that appear in the leftmost column (if in the Preferences screen under File menu the option "Show row numbers on data screen" is marked). If you want to include only part of the periods you can do it by clicking with the mouse on the first period cell of the first line and then dragging the mouse cursor, with the left button pressed, down to the last line and right to the last period that you want to include in the range.
Step 3
From the Edit menu or the toolbar, choose Copy Forward to load the Copy Forward screen. Note that each line selected in the data screen appears also in the Copy Forward screen as a line.
Step 4
In the Copy Forward screen you may enter a periodical percentage of change that you expect for each item during the forecast periods. This percentage will be applied in the Copy Forward calculation as in the following example: a value of 100 is entered in the first period. Then the Copy Forward is loaded and you enter 10% as the expected periodical change. The Copy Forward will calculate the value for the second month as 110, and then a value of 121 for the third month (10% on the previous month), 133 for the third month, etc.
Step 5
Click the OK button. The Copy Forward screen will be closed and you will return to the data screen from where you started. The screen will include the values that the Copy Forward calculated.
Add/Edit Comment
This feature will enable you to add or edit an existing comment for each row in a screen that applies the Comment feature. This includes all the data screens (except General Data screen) and the Profit and Loss, Balance, Operating Cash Flow, Cash Flow Statement and Financial Ratios analysis screens.
The Comment screen is accessed by clicking the right mouse button and selecting it from the pop-up menu. You can also select this option from the main Edit menu where it is active when a screen containing the Comment feature is displayed.
The comment entered in the Comment screen is saved automatically on exiting the screen by clicking the <OK> button and a small green marker will be shown in the description cell in the upper right hand corner, to remind you that you previously entered a comment for this line. The Comment screen can be moved to any location on the main screen by dragging it with the mouse cursor over the text at the top of the screen. It can also be resized and it will remember its last size and position when you open it again.
Calculator
To work with the Windows Calculator, select the Calculator item from the Accessories menu under File menu, or click the <Calculator> button on the toolbar. You can perform calculations and then copy the result back to a cell in a Business Planner data window, using copy and paste.
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