Adding data from template into program rollup sheet

mproudfit

I am hoping this is an easy solution, but Id like to automatically add data from a "template" into my program rollup sheet. That is, when a user uses the "Project Budget" template, Id like to automatically copy portions of the data from that new budget and have it copied into another sheet (where my program roll-up data is housed). I cant figure out a way to do this automatically and am unsure if I bake those formulas into a template if it'll work as more templates are used).

When a new budget template is used, shown below, I want to copy that data to be shown in corresponding columns on my overall tracker.

Budget template:

Program Roll-Up:

JeremiahHorstick

Hi @mproudfit

Have you considered a Sheet summary report and putting the data you want to roll up in the sheet summary fields?

-J

Andrée Starå

Hi @mproudfit

To add to Jeremiah's excellent advice/answer.

You can set it up, so the template data is copied over automatically, but it will be static data and not linked or updated.

Jeremiah's suggestion to use a sheet summary report would show the live data and could also be grouped/summarised in the report.

Would that work/help?

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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