Saving a file set (with vlookups across files ) as a template Set

Lee (Testing) Ziervogel

I would appreciate your help !

I have created a template set ...

3 files in the set

File1 - Scoreboard

File2 - Upload Sheet

File3- Upload Sheet 2

Master data across the files is the same, File 1 has a vlookup to file 2 & File 3 to upload actual results.

File 1 has calculated scores based on File 2/ 3 results.

I have set this up as a template set that I can 'save as' for another Metric.

When I save as ... The new template set references the old template set file names in the vlookup... The results are correct in the new Template set from upload files but the name references are not.

Template Set 1 - Metric 1

Template Set 2 (Saved As)-Metric 2 (Name references refer to Metric 1 file names even though file names in template set have been updated to Metric 2).

I hope this makes sense ! I look forward to community insights / feedback

Andrée Starå

Hi @Lee (Testing) Ziervogel

I hope you're well and safe!

Not sure I follow.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Paul Newcome

I would suggest not saving them as templates.

If you put them all into the same folder, you can "Save as New" the folder and all of the links should update to the new sheet sets.