Business Plan Resources

How to Copy Tables  From Excel into a Word Document

Procedures:

1. To prepare for this procedure, be sure you have both your business plan and the Biz4Caster open to the Bizplan Summaries Worksheet.

For most people, this will entail having your business plan open in Microsoft Word, and your financial projections open in Microsoft Excel. For this procedure, we will use the terms Word and Excel. As well, we will use the Sales Forecast Summary as the example table to copy from Excel in Word, but you can apply this procedure to any of the tables.

2. In Word, in the Financial Section, select the Sales Forecast Summary placeholder table and cut it.

With the table highlighted, you can delete it by using the ‘cut’ command (right click and cut), or by using the CTRL-X command.

3. In Excel Bizplan Summaries 3, left-click on cell D9, hold and drag to cell I24.

The field cell D9 to G24 should be highlighted. Note the table’s header is not selected because it already exists in the business plan you are copying the table into.

4. With your mouse hovering anywhere over the highlighted area, right-click and select ‘Copy’.

Alternatively, while the selected area is highlighted, you can use the command CTRL-C. Either of these commands will copy the selected area to your clipboard in preparation for pasting wherever you decide.

5. With the selected table copied to your clipboard, switch from Excel to Word. You can do this a number of ways, but one quick way is to use the alt-tab.

Hold down the Alt key and press the Tab key <alt-tab>. When you hit the tab key once, all open applications thumbnails will be visible in the middle of your screen. You can scroll through the open applications by hitting the tab key – each time you hit the tab key a different application will be highlighted. You will automatically be placed into whichever application’s thumbnail you are positioned over when you let up the Alt key.

6.  Once in Word, place your cursor at the desired location of the copied table (Sales Forecast Summary), right-click and select ‘Paste’.

You can also paste the table by positioning your cursor at the desired location and using CTRL-V.

7. Depending how the tables present once you have copied them into the business plan, you may have to adjust some row heights and column widths.

To adjust the column widths in a table, left-click anywhere on the table. Hover over the column borders until the cursor turns to select mode, then left-click, hold and drag the column border to its desired width.

8. Repeat steps 2 to 5 for each summary you wish to copy over into your business plan.

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