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In this video, the presenter outlines the process of importing a quarterly income statement from a current file. They note a previous error regarding the forecasting period, clarifying that they aim to forecast up to December 2026 instead of the initially planned timeframe. To adjust, they suggest dragging the data to include four additional quarters. The presenter also demonstrates how to hide unnecessary columns by selecting them and using the Ctrl + 0 shortcut. Lastly, they mention a formatting change for the year display, recommending the use of two-digit years instead of four.