Sheet and Dashbaord Hand In hand

BESP10 · 03/07/19

Hi Guys

We have a sheet with a dashboard that we would like to use as a template

The sheet can be saved as a template but what about the dashboard?

We do not want to have to keep on reentering the widgets....

Thanks

Mike L. · 03/07/19

I often "save as new" an entire folder with dashboard and supporting widgets including reports. It then typically takes me a few minutes to customize the new dashboard, reports so that they import the correct records to support the new dashboard.

Paul Newcome · 03/08/19

When you Save as New with a folder, there is the option to have "Any reports, dashboards, sheet hyperlinks and cell links will refer to:" and select "Newly created sheets".

I use this A LOT. I built out an entire folder complete with a Project Plan, Dashboard, Metrics sheets, Reports, etc.

My entire department uses this and we have had no issues at all with the process. The only things that need changed are the finer details such as the client's name and whatnot in the Charter and the Client's Logo in the Dashboard. Otherwise all of the widgets pull from the new sheets and reports and the proper cell links and cross sheet references in formulas all carry over to the new sheets.

Even the new reports pull from the new project plan. The only thing I need to change there is the name of the report itself since I include the client's name in the report title.

Andrée Starå · 03/08/19

To add to the above!

I've built solutions for clients were we save as new for Workspaces instead or together with folders.

It works great!

Best,

Andrée

Paul Newcome · 03/08/19

I have done that a few times as well, but forgot about it. I do love the Save as New feature while linking to all of the new sheets.

BESP10 · 03/10/19

Thank you all! This helps

Andrée Starå · 03/10/19

Great!

I'm always happy to help!

Best,

Andrée

Paul Newcome · 03/11/19

Happy to help!

Sheet and Dashbaord Hand In hand

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