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Numbers app and multiple templates

Hello. I am trying to set up multiple templates in one project in the Numbers app. More specifically I used the trip planning template but I also want to add budget template as well as a calendar all in the same project. How can I do this? Thanks!

MacBook Air 13″, macOS 11.3

Posted on Oct 11, 2021 6:51 PM

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Question marked as Top-ranking reply

Posted on Oct 11, 2021 7:08 PM

Documents based on the templates include sheets (tabs). If you want all the sheets to be in one document then you can copy a sheet by clicking its name at the top and choosing Cut Sheet from the dropdown, going to the destination document, clicking the name of a sheet and choosing Paste Sheet from the dropdown. You would need to repeat this for each sheet until you have them all in the same document. You would need to do it in a particular order so as to not break references between sheets.


However, wouldn't it be less work and more efficient to just keep the documents separate but put them in the same folder?


SG



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Question marked as Top-ranking reply

Oct 11, 2021 7:08 PM in response to Lyzardo

Documents based on the templates include sheets (tabs). If you want all the sheets to be in one document then you can copy a sheet by clicking its name at the top and choosing Cut Sheet from the dropdown, going to the destination document, clicking the name of a sheet and choosing Paste Sheet from the dropdown. You would need to repeat this for each sheet until you have them all in the same document. You would need to do it in a particular order so as to not break references between sheets.


However, wouldn't it be less work and more efficient to just keep the documents separate but put them in the same folder?


SG



Oct 11, 2021 7:32 PM in response to Lyzardo

Hi Lyzardo,


By "all in the same project," do you mean you want to collect the Sheets, Tables and objects created by these templates into a single document?


Could be a fairly simple matter.


Create one document of each type from it's template.


Most of the tables in these documets will have names specific to their purpose. Check that this is true for the documents you have created, and make a list of the Table names (and the Sheet names) used in each of the documents.


Edit that list to provide each Table a distinct name that is still specific to the purpose of the table, but dies not duplicate the name of any other table in the collection. If you needed to change any of the names, take the time to edit the names of the actual Tables to match the revised names on the list.


Do the same for the Sheet names. you may want to use a short prefix from the name of the original, plus a part noting it's pat in the work of that document.


Pick one of the documents as the master Document.


Copy the first sheet of that document, using the Copy Sheet menu item in the pop-up menu in the Sheet's Tab.

Paste the sopied sheet into the Master document using the pop-up menu in the last Sheet's Tab.


Repeat with the rest of the sheets.


GO throughthe sheets and check and repair any broken links between formulas referencing cells on other tables.


Not fully tested.

work on Copies of your existing documents or on documents created directly from the templates, and not containing 'real' data.


You may find this multi-purpose document works more slowly than the separate parts.


Regards,

Barry



Numbers app and multiple templates

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