Copying Report Worksheets from One Invoice Template to Another
Copy the report worksheet
You can copy a report worksheet from one invoice template to another. Here are the detailed steps:
- First make a backup copy of the destination invoice template. This allows you to start again in case something goes wrong during the customization.
- Open both invoice templates in Excel. Let's say the template into which you'll incorporate the new report worksheet is named " ", and the template from which you'll copy the report worksheet is named " ".
- Click to activate the window.
- On the bottom of the window right-click the name of the report worksheet that you want to replace with a new one, choose from the menu.
- Click to activate the window.
- On the button of the window right-click the name of the report worksheet that you want to copy, choose .
- From the " " list, choose .
- In the " . " section choose where to place the copied report worksheet in the destination template
- Check " " if you don't want to delete the report worksheet from the source template.
- Close the source template.
- Save and close the destination template file.
- Re-open .
- Excel may display a message " " and asks whether you want to update the links, choose " ".
- Save and reopen the . You should find that the " " message disappears. Try to generate a report by using the newly copied worksheet to see if it works or not.
Problems that need to be solved
The message "" appears because in the copied report worksheet created by Excel some cell names are linked to the original source template - that is, to the current template they are linking to an external data source. For example, if you copy the worksheet from to , Excel creates a name in the copied worksheet and makes it refer to the file.
deals with this situation by re-linking all the names/formulas to the current template. And, if there are worksheet-wide names that were created by Excel automatically during the copy process, redefines these names so that they become workbook-wide. All these happen in the background and you don't need to tell which name should be redefined.
For the purpose of safe,tries to redefine the names started with " " prefix only. All other names not defined by remain intact as created by Excel in the copying process. So if you have your own names defined in the source report worksheet, you may need to adjust those names and links manually if you still see the " " message or the report does not work, as detailed below.
To break links manually:
- Open the file.
- Click Excel menu
Note: Theor command are available only if the workbook contains links.
-> in Excel XP/2003; or in Excel 2007/2010 on the tab, click in the group.
- On the dialog box, click .
- When you are prompted to confirm that you want to break the links, click .
- Save the template once finished.
Please see Microsoft's document Frequently asked questions about using links in Excel 2002 and in later versions of Excel for more information.
In earlier Excel versions, the name manager can be opened by clicking Excel menu-> -> .
In Excel 2007/2010, you can open the name manager by going totab, group, and then the command.
Tip: You might need to unprotect your template/worksheet to make the commands available.