Want to Save as New Sheet Connected to Dashboards and Reports w/o Relinking

steven.nienaber105336

I have a master Sheet that links to multiple Dashboards and scores of reports. Our 2023 exercise is done and now want to stand-up 2024; however, there seems to be an order of events to Save as New so I don't have to relink everything. Please advise if there is a best-practice for Saving as New with linked Dashboards and Reports.

Paul Newcome

Yes. You would drop all folders, dashboards, sheets, etc. that you want linked together into a single folder or workspace and then duplicate that.

Paul Newcome

If you drop everything into the same folder or workspace, you can "Save as New" that folder or workspace and select the option for links and whatnot to be connected to the newly created sheets etc..

steven.nienaber105336

Thank you, that's great. However, when I select the folder contents, the Actions button is greyed out:

steven.nienaber105336

My apologies, I see it now that I need to click the checkbox for the actual folder I want to duplicate. Thanks again!!

Paul Newcome

Yes. You would drop all folders, dashboards, sheets, etc. that you want linked together into a single folder or workspace and then duplicate that.