Copying and Pasting

For the most part, copying and pasting behaves as you would expect it to in Excel. However, there is a difference between the normal Excel tools and the NFA tools.  

The Copy function in the Edit Section of the ribbon copies the entire case -- all  information in the Estimator at the time, onto a clipboard. This information can be pasted into another Estimator session by using the NFA Paste option, as long as you are within a single instance of Excel. You can also copy the Estimator case into an Optimizer case within the same Excel instance. Launching creates a clean Optimizer case, so if you wish to use an Optimizer case that already contains constraints and reference portfolios, NFA copy/paste is a better choice. To copy and paste the entire case to an Optimizer in a different instance of Excel, save the Estimator case as a .nfei file and load from the Optimizer. This has the same effect as using NFA copy/paste.

To copy a section of the case, utilize Excel's copy and paste functions. The Excel copy function can also be used to copy portfolios or other data into a blank Excel Spreadsheet for comparison purposes.