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AndreaKL's avatar
AndreaKL
Copper Contributor
Jul 10, 2025
Solved

Copying Excel spreadsheet

Hello  Have created a group form and would like to use this form as a template for different events. Excel spreadsheet with responses is used with links and formulas in other worksheets. How can t...
  • NikolinoDE's avatar
    Jul 13, 2025

    A problem when using Forms + Excel together, especially since Forms doesn't provide native templating features or easy detachment from an existing spreadsheet.

     

    Action you can take…

    Create and save a blank response Excel sheet from the master Form

    Create a formula/dashboard workbook that reads data via Power Query

    For each event: duplicate the Form, get new Excel response file

    Point the formula workbook to new file via Power Query

    Save each event under a folder like Events/EventA/, Events/EventB/, etc.

     

    Avoid…

    Copying worksheets with links to external files → causes broken references or hardcoded filenames.

    Find/Replace on external links manually → error-prone and not scalable.

    Using Forms connected directly to your formula workbook → risky, as structure changes can break formulas.

     

    Hope this information helps you a little.

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