Numbers copying spreadsheet including forulas but without the data

Hi folks,

I am looking to set up a new spreadsheet with all my formulas intact but I do not wish to migrate the original data but I don't want all the data from the previous month's spreadsheet included .

ie.

Spread sheet for July to the next month August

I want the August sheet to contain the exact same formulas but not the data entered for July

Is there a way to do this in Numbers ?


MacBook Pro

Posted on Jul 31, 2022 9:21 PM

Reply
Question marked as Top-ranking reply

Posted on Aug 1, 2022 6:14 AM

eddyr wrote:

I want the August sheet to contain the exact same formulas but not the data entered for July


If don't want to go to the work of setting up a template, which always results in a new document when you may simply want to add a new sheet (tab) to an existing document, then you can do this.


1) Duplicate the August sheet (from the dropdown that appears when you click the "tab" name at the top)




2) Select the cells in the new sheet and run this 'Clear data leaving formulas' Shortcut' from the Menu Bar:




Done!





The Shortcut is available here.


You can inspect it and install it by clicking the link. You can run it from the Shortcuts App included with your Mac if you are running a recent macOS. Or you can pin it to the menu bar here:



It is really quick and easy to use this Shortcut.


However, I do recommend that if each month's data is in the same form that you consider keeping all your data in the same table on one sheet. It much easier to extract monthly reports from that using SUMIFS, COUNTIFS, and Pivot Tables than it is to try to consolidate monthly data scattered in different sheets on your document.


SG


2 replies
Question marked as Top-ranking reply

Aug 1, 2022 6:14 AM in response to eddyr

eddyr wrote:

I want the August sheet to contain the exact same formulas but not the data entered for July


If don't want to go to the work of setting up a template, which always results in a new document when you may simply want to add a new sheet (tab) to an existing document, then you can do this.


1) Duplicate the August sheet (from the dropdown that appears when you click the "tab" name at the top)




2) Select the cells in the new sheet and run this 'Clear data leaving formulas' Shortcut' from the Menu Bar:




Done!





The Shortcut is available here.


You can inspect it and install it by clicking the link. You can run it from the Shortcuts App included with your Mac if you are running a recent macOS. Or you can pin it to the menu bar here:



It is really quick and easy to use this Shortcut.


However, I do recommend that if each month's data is in the same form that you consider keeping all your data in the same table on one sheet. It much easier to extract monthly reports from that using SUMIFS, COUNTIFS, and Pivot Tables than it is to try to consolidate monthly data scattered in different sheets on your document.


SG


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Numbers copying spreadsheet including forulas but without the data

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