Want to create a sheet with associated dashboard and reports that is a template

Ken Bayne

I want to create a sheet with associated dashboard and reports that is a template bundle, so when I click on the "Use Template" button, the new reports automatically get data from the new sheet and appear on the new dashboard. I don't want to have to re-associate the new reports to the new sheet and the new reports to the new dashboard every time I "Use Template".

On the sheet there will also be sheet summary information. Would like this metrics data to appear on the dashboard without having to re-associate this information.

Is this possible😀

Andrée Starå

Hi @Ken Bayne

I'd recommend collecting everything in a Workspace or Folder and then select save as new, and then almost everything will be connected.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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