Duplicating a sheet and retaining formulas, mappings and automations

We have a monthly Tracker which contains a variety of automations, links to another sheet, mappings and formulas. We need to create a copy of this sheet to then use for the next month, but retain all the previous mentioned automations, etc. However, using the SAVE AS function does not allow us to do that. Are there any other methods to do this please?

Answers

  • MarceHolzhauzen
    MarceHolzhauzen ✭✭✭✭✭✭

    Hi @Jo Hall

    When you do the "Save as New" option, have you checked the option boxes that allow you to select what you would like to happen to the automations an formulas?

    Also be sure to select the correct destination for reports, dashboards and hyperlinks.

    Hope this helps

    Marcé Holzhauzen
    Solution and Delivery Consultant with Award Winning Partner
    Want to meet?Check my availability

    Find me on:LinkedIn | YouTube

    www.prodactive.co.uk

    If this helped, help me & the SSC by accepting it and reacting w/💡insightful, ⬆️ Vote Up, and/or ❤️Awesome.

  • Yes, done all of the above, and it just removes all the mapping, etc. Interestingly I don't get the reports, dashboards, links option that you have. I am on a Business account. Are you Enterprise perhaps?