Bulk copy and paste in Dashpivot allows users to quickly transfer structured information from spreadsheets or documents directly into pre-filled tables within a template. This feature is especially useful for larger templates such as Method Statements, ITPs, inspections, and other forms with fixed information.
By copying and pasting directly into Prefilled Text cells, users can reduce manual setup time and reduce data entry errors.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission: Dashpivot Contributor
Skills Required: Dashpivot Navigation
Device Type: Computer/Browser
Subscription: Dashpivot
Step-by-Step Instructions
Select the relevant rows and columns from your spreadsheet or document.
Copy the data:
Windows:
Ctrl + CMac:
Cmd + C
Open your Dashpivot template and click into a cell within the Prefilled Table.
Configure the cells of your Prefilled Table to Prefilled Text fields first.
Paste the data:
Windows:
Ctrl + VMac:
Cmd + V
Dashpivot will automatically align and populate the data based on the selected starting cell.
Notes
If a cell is configured as Text or another unsupported field type, Dashpivot will skip that cell and leave it blank.
Dashpivot can automatically expand a pre-filled table up to 50 rows and 10 columns when pasting data.
Only supported field types will be populated during the paste process.