Hi, I’ve tried to understand how to templates into the Foundation template, but I keep missing one thing and I’m not sure if it’s in the download step or the change source step.
The download step is big because I think that would apply to all user-created templates. So, I find something I want to use such as the Transaction Tracker and the included Budget Tracker.
When I click on the “Download the Tracker here” link it opens the workbook in another Chrome tab (I assume Excel). This is where I get confused. In the upper right, there are two buttons, one says EDIT A COPY, and just to the left the other button says VIEWING with a red circle with a slash through it.
If I click the EDIT A COPY button on the upper left a blue box opens and says “We saved your file on your OneDrive and opened it for you.” What I’ve tried is the open this dropdown arrow the blue box is pointing to and change the location to my document folder and then into a Tiller folder I created to keep the foundation template. once that’s done, I close the Chrome tab for this template.
Just in case you’re not familiar with OneDrive, this file is saved on my computer in my document and my documents, and all subfolders are just synced to my OneDrive cloud account so I can access them anywhere.
I then open the workbook with the Foundation template open. In the Tracker workbook I right-click on the Transaction Tracker Tab and go to the move or copy choice, click that, and from the dropdown box choose Tiller foundation workbook, leaving the make a copy box unchecked and choose what tab to place in front of. Then click OK.
Then I get this pop-up
and notice the grey cells in the upper left of the workbook as well.
I’ve tried yes and yes to all. I close the Transaction Workbook, I’ve also left it open to see what happens.
I go to the Transaction Tracker Tab, DATA in the ribbon, over to workbook links, and that opens a right sidebar titled Workbook links, with Transaction Tracker listed in the sidebar and three ellipses. I click on those and see the change source option along with a few others. I choose change sources. A change source pop-up box opens in the middle of my screen, and I navigate to my D:\OneDrive\My Documents, down to my tiller folder, and choose the Foundation Template.
When I choose the Foundation Template and click OK, I get this pop-up.
I click OK. Now template open in my foundation workbook, Verion 1.06. But in cell A10 there is #REF! displayed.
I manually enter a transaction and it does not show up in the Tracher. So, I click on A10 and see this in the formula bar;
=FILTER(CHOOSE({1,2,3,4,5,6},‘https://d.docs.live.net/5e7483beaf0b33df/Documents/Tiller/Transaction Tracker.xlsx’!Transactions[Date],‘https://d.docs.live.net/5e7483beaf0b33df/Documents/Tiller/Transaction Tracker.xlsx’!Transactions[Description],‘https://d.docs.live.net/5e7483beaf0b33df/Documents/Tiller/Transaction Tracker.xlsx’!Transactions[Category],‘https://d.docs.live.net/5e7483beaf0b33df/Documents/Tiller/Transaction Tracker.xlsx’!Transactions[Amount],‘https://d.docs.live.net/5e7483beaf0b33df/Documents/Tiller/Transaction Tracker.xlsx’!Transactions[Account],IFERROR(INDIRECT(AH2),“”)),(‘https://d.docs.live.net/5e7483beaf0b33df/Documents/Tiller/Transaction Tracker.xlsx’!Transactions[Category]<>“Transfer”)IF($D$3=“”,((IF($B$3<>“”,‘https://d.docs.live.net/5e7483beaf0b33df/Documents/Tiller/Transaction Tracker.xlsx’!Transactions[Month]>=$B$3,‘https://d.docs.live.net/5e7483beaf0b33df/Documents/Tiller/Transaction Tracker.xlsx’!Transactions[Month]>=AG4))(IF($B$4<>“”,‘https://d.docs.live.net/5e7483beaf0b33df/Documents/Tiller/Transaction Tracker.xlsx’!Transactions[Month]<=$B$4,‘https://d.docs.live.net/5e7483beaf0b33df/Documents/Tiller/Transaction Tracker.xlsx’!Transactions[Month]<=AH4))),‘https://d.docs.live.net/5e7483beaf0b33df/Documents/Tiller/Transaction Tracker.xlsx’!Transactions[Date]=$D$3)(IF($F$3<>“”,‘https://d.docs.live.net/5e7483beaf0b33df/Documents/Tiller/Transaction Tracker.xlsx’!Transactions[Account]=$F$3,1=1))(IF($H$4=TRUE,‘https://d.docs.live.net/5e7483beaf0b33df/Documents/Tiller/Transaction Tracker.xlsx’!Transactions[Note]<>“”,1=1))(IF($H$3<>“”,‘https://d.docs.live.net/5e7483beaf0b33df/Documents/Tiller/Transaction Tracker.xlsx’!Transactions[Amount]=$H$3,1=1))(IF($F$4<>“”,INDIRECT(AH2)=$F$4,1=1))*(IF($D$4<>“”,‘https://d.docs.live.net/5e7483beaf0b33df/Documents/Tiller/Transaction Tracker.xlsx’!Transactions[Category]=$D$4,1=1)))
I saw an earlier post said to remove all the references to https://d.docs.live.net/5e7483beaf0b33df/Documents/Tiller/Transaction Tracker.xlsx’
Did it get figured out whether to get rid of the single quotes after the comma?
I added the note column in the transaction sheet and manually added one transaction. Then I went to the Tracker and tried changing the source as before. Now I get a #CALC! error. It didn’t pick up the one transaction I added earlier.
Thanks
