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Navin_Persaud's avatar
Navin_Persaud
Copper Contributor
Dec 20, 2023

copying an Excel sheet

Hello. I'm doing an assignment where I'm given a blank budget template for 1 month and I'm required to record my own budget for 3 months.    As stated, I'm given a blank template for month one, I n...
Formulas and Functions
Riny_van_Eekelen's avatar
Riny_van_Eekelen
Platinum Contributor
Dec 20, 2023

Navin_Persaud Option number two should work as it copies everything. (formats and objects like charts). Can't really tell why it doesn't work for you. Could you share a link to the template (Onedrive, Dropbox or similar)? It would be easier to help that way.

 

However, I wonder why you would want to create separate sheets for every month. Of course, if that is explicitly required by the assignment, so be it. But, it would be best practice to gather all budget information for all three months in one table. Then you can use one of Excel's many features to summarise/analyse the numbers. Just an idea!

  • Navin_Persaud's avatar
    Navin_Persaud
    Copper Contributor
    Dec 22, 2023
    Riny_van_Eekelen Thanks for your interest. I still haven't found a solution and the due date is inching up.

    Heres the link:
    https://1drv.ms/x/s!Aoc_sAi75CEjg4tAu-zIZ9MTqzM5Fg?e=f7YIpz

    As you can see Im given the first month and expected to copy and make 2 new months.

    When I do so, the round bar graph at the top does not respond to input changes in the monthly income or monthly expenses column as it does in the January sheet.

    Then If I save and close the file when I reopen it, the value at the round graph no longer shows up as a percentage. Which can be changed, but its still not responsive to input.

    Please advise.

    Thanks,
    Navin Persaud.
    • Riny_van_Eekelen's avatar
      Riny_van_Eekelen
      Platinum Contributor
      Dec 22, 2023

      Navin_Persaud 

      OK, this is yet another example of a badly designed template. To begin with, the chart is linked to a hidden sheet called Chart Data. And that sheet contains a few formulas linked to named ranges in the January sheet.

      When you copy January to new sheets and rename them to February and March the structured tables and named ranges in it will be duplicated. The formulas within each sheet continue to work, but the (hidden) chart data still points to the totals from the January sheet. 

      So, you'll need to replicate the chart data for February and March by pointing it to the correct named ranges in the sheets for February and March. Then change the source for the charts in February and March to the correct data.

      Quite a lot of manual work and prone to error if you try to go too quick. 

      • Navin_Persaud's avatar
        Navin_Persaud
        Copper Contributor
        Dec 22, 2023
        Thanks for the advice, but I'm truly lost with that now.

        I dont understand how to do what u said. and Im not sure how to do that!

        May I kindly ask that you please assist me in replicating these slides?

        Thanks,
        Navin Persaud

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