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IBM Planning Analytics Tips & Tricks

The Fastest Way to Copy a Worksheet in Excel

 

February 17, 2026

By Revelwood

Many Excel users copy worksheets by right-clicking on the tab, choosing Move or Copy, and then checking Create a copy. While that works, there’s a much faster way to duplicate a worksheet in seconds.

Here’s the shortcut:

  1. 1. Hold down the Control (Ctrl) key on your keyboard..
  2. 2. Click and drag the worksheet tab to the right (or to the spot you want the new copy).
  3. 3. Watch for the icon to change to a page with a plus sign.
  4. 4. Release your mouse, then release Ctrl.

That’s it — you’ve instantly duplicated your worksheet.

Why This Matters

If you work in IBM Planning Analytics and regularly export data to Excel, build scenario comparisons, create versioned reports, or prepare client-ready outputs, this shortcut can save meaningful time. Instead of navigating through menus, you can quickly:

  • Create a new version of a report before making edits
  • Duplicate a template tab for a new department or cost center
  • Copy a formatted sheet while preserving formulas, formatting, and structure
  • Build side-by-side scenario comparisons (e.g., Budget vs. Forecast)

Small efficiency gains like this add up — especially for Finance teams working under tight reporting deadlines.

We’re always looking for ways to make your Finance team more efficient and productive. Want more time-saving tricks? Check out our full library of Planning Analytics Tips & Tricks.

Revelwood is an IBM Gold Business Partner with more than 30 years of experience designing, developing, implementing and maintaining IBM Planning Analytics environments. We focus on solutions for the Office of Finance and have partnered with clients of all sizes across all industries to optimize, enhance and expand their use of Planning Analytics. Revelwood’s Planning Analytics team consists of PA experts with decades of experience, and we have been recognized via awards including  IBM Champion status.

Stay up to date with PA – sign up for our weekly Planning Analytics Tips & Tricks newsletter, subscribe to our YouTube channel, and join our IBM Planning Analytics All-Stars group on LinkedIn.

Read more IBM Planning Analytics Tips & Tricks:

How to Remove Duplicate Elements from an Existing Subset in Planning Analytics Workspace

How to Create Picklists in Planning Analytics Workspace

Performance Monitoring in Planning Analytics Workspace

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