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Exporting your demand forecast from Business Central to Excel gives you a practical way to adjust the numbers before importing them back. You open the exported sheet, change the values in the new column, and that column is exactly what Business Central reads when you import the file again.
You have two main ways to change the figures. You can use the multiplication field at the top of the sheet and apply any factor you choose to scale the forecast up or down. After that, you can override individual entries and adjust each forecast line manually, however you need.
This workflow lets you build a forecast from a starting point such as last year’s sales or a new forecast, tweak it directly in Excel, and then bring the finished numbers back into Business Central.
How to export and modify a forecast in Excel from Business Central
The point of exporting the forecast to Excel is to give you full control over the numbers in a familiar tool before they go back into Business Central. Once the sheet is open, the new column holds the values that will be imported, so that is where you make your changes.
Use the multiplication field at the top of the sheet to scale all entries by a factor you decide. If you need finer control, override the values and edit each forecast entry individually. You can combine both methods, starting with a broad adjustment and then fine-tuning specific lines.
This makes it straightforward to create forecast values based on last year’s sales, a new forecast, or any other starting point, and adjust everything in Excel before importing it.
Q&A
Why export a forecast from Business Central to Excel?
You export the forecast to Excel so you can modify the numbers and import them back into Business Central. Excel gives you a familiar place to adjust the values before they update the forecast.
Which column gets imported when you bring the Excel sheet back into Business Central?
The new column in the exported sheet holds the values that will be imported. Any changes you make there are what Business Central reads on import.
How can you adjust forecast values in the Excel sheet?
You have two options. Use the multiplication field at the top of the sheet to scale all entries by a factor of your choice, or override and edit individual forecast entries manually. You can also use both together.
Can you base the forecast on last year’s sales?
Yes. You can build forecast values from a starting point such as last year’s sales or a new forecast, then modify them directly in Excel before importing.