Pasting a census from a spreadsheet

The   [paste-census.png]   Census | Paste census command fills the census with data from the clipboard.

Usually you get the data from a spreadsheet, but you can copy plain text from anywhere. The columns must be separated by tab characters; most spreadsheets take care of that automatically. The first row contains headers that tell what each column means. The other rows give the values for each column. Each row must have the same number of columns. No entry can be blank. Check your input carefully, because errors are not detected when you paste it.

For example, here is a census you can copy and paste: 

Gender	DateOfBirth	EmployeeClass	SpecifiedAmount

Female	19851231	Clerical	100000, @85; 50000
Male	19801130	Clerical	200000, @85; 50000
Female	19751029	Technical	300000, @85; 50000
Male	19700928	Technical	400000, @85; 50000
Female	19650827	Supervisor	500000, @85; 50000
Male	19600726	Attorney	600000, @85; 75000
Female	19550625	President	700000, @85; 100000

You can use these column headers:

InsuredName     Full name of insured
EmployeeClass     Any distinct phrases, like Owners, Managers, and All others
Gender     {Male, Female, Unisex}
UnderwritingClass     {Preferred, Standard, Ultra, Rated}
Smoking     {Smoker, Nonsmoker, Unismoke}
DateOfBirth     Date of birth
IssueAge     Insurance age at issue
RetirementAge     Insurance age at retirement
State     Two-letter postal abbreviation
WaiverOfPremiumBenefit     {Yes, No}
AccidentalDeathBenefit     {Yes, No}
DeathBenefitOption     sequence: {a, b, rop, mdb}
SpecifiedAmount     sequence: number, or
{maximum, target, sevenpay, glp, gsp, corridor, salary}
Payment     Employee payment sequence: number, or
{minimum, target, sevenpay, glp, gsp, corridor, table}
PaymentMode     Employee payment mode sequence:
{annual, semiannual, quarterly, monthly}
CorporationPayment     Corporation payment sequence: number, or
{minimum, target, sevenpay, glp, gsp, corridor, table}
CorporationPaymentMode     Corporation payment mode sequence:
{annual, semiannual, quarterly, monthly}

Copying a census to a spreadsheet

Although you can edit data on the census screen directly, sometimes you want the full power of a spreadsheet. For example, suppose an inforce group wants to increase the face amount for every nonsmoking employee under age 50 by ten percent, or $25,000 if greater. If you'd rather do that in a spreadsheet, use the   [copy-census.png]   Census | Copy census command. It copies the data you see on the census display to the clipboard. Then you can paste the census into a spreadsheet, make your changes there, and paste it back in.

Copyright © 1998, 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 Gregory W. Chicares. This program, including its documentation, is free software. Read the terms under which you can redistribute and modify it.

Maintained by Gregory W. Chicares. The latest version of this file can be found at the lmi website.