Dec 19 2023 10:42 PM
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 need to copy this template for month 2 and 3. I've tried 3 different ways of copying the excel sheet:
Every time I add the new "copied" sheet I lose some functionality of the graphs that are on these sheets. although I've specifically requested to keep the formatting or copy the sheet.
Is this some type of glitch? or am I doing something wrong?
Please advise.
Thanks.
Navin {ersaud.
Dec 19 2023 10:47 PM
Dec 19 2023 10:57 PM - edited Dec 20 2023 05:00 AM
@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!
Dec 21 2023 07:27 PM
Dec 21 2023 10:00 PM
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.
Dec 22 2023 04:56 AM
Dec 22 2023 05:20 AM
@Navin_Persaud Here it is. No guarantees though. I did this in a hurry.
Dec 22 2023 08:51 AM - edited Dec 22 2023 09:24 AM
Eureka! It works!
You are truly a Gentleman & a Scholar! Thank you so much for your help!
Happy Holidays!
Thanks,
Navin Persaud