Multiple planning views per workbook - Is it possible to reuse a template?

[Former Member]

Hi Experts,

I've been working with the new functionality that allows to have multiple planning views per workbook.  I created and formatted a planning view on one worksheet, and I want to replicate it onto a second worksheet so it can have different filters or aggregations.  However, the only way I've been able to create a second planning view within one workbook is by using the "New View" > "Without Template On Current Sheet" which starts with a blank slate.

If I click on "New View" > "From Template...", the system creates a new view, using the template, but on a new workbook.

Is there a way to create multiple planning views and use an existing template without having to start the formatting from scratch ?

Thank you,
Marco

[Former Member]

Hi Marco,

Correct, the "New View" > "Without Template on Current Sheet" is the only way to currently create multiple planning views in a workbook. Since a template is a whole workbook, it can't be inserted into an existing one.

The system will automatically re-use the EPM-formatting sheet for the new sheet.

If you copy the header rows from the original to the new one, make sure you adjust the linkage of charts, dropdowns and the like, as Excel will by default have them point back to the original workbook.

You can also use the sheets from the "empty" templates in note 1790530 to copy into your workbook and then create the planning view with "New View" > "Without Template on Current Sheet" on the sheet. Or if you - as suggested in the note - have a version of your template without the planning view in it, you can use that.

Kind regards,
Cora

[Former Member]

Hi Alecsandra and YS.

I've tried both methods ("Move or Copy" and "+ & Drag and Drop"), and in both, the workbook ends with the additional worksheet, with the local members and formatting, but it does not seem to be tied to the "Edit View" screen like in my screenshots above.  The screen only shows the tab of the original Planning View that existed originally.

When you tried it in your system did you verify that the new worksheet appeared as a separate tab in the "Edit View" screen?

Thanks,
Marco

[yeushengteo]

Sorry Marco, you are right after checking again... it seemed you have recreate it...

Regards.

YS

Message was edited by: Yeu Sheng Teo

[Alecsandra]

Hi Marco,

Try by copying your planning view worksheet into a new worksheet. Then refresh / change dimensions etc.

Regards,

Alecsandra

[Former Member]

Hi Alecsandra,

I have tried to copy the planning view onto a new worksheet, and it looks like it works, but in reality it does not. See attached screenshot

The second worksheet is not tied to the "Edit View" screen.  Is there a special way to copy and ensure that the second worksheet is attached to the "Edit View" screen?  If I create a manual planning view on a new worksheet, it will get attached to the "Edit View" screen, but I need to start the planning view from scratch.

I have several Local Members that are I need to build manually again on the secondary one.

Thanks,

Marco

[yeushengteo]

Hello Marco

On your planning view worksheet tab, right click to select 'Move or Copy" option. Select the checkbox 'Create a copy' checkbox and pick (move to end) for the same planning book.

Try it and see if it helps.

Regards.

YS