Worksheet - Sheets

An Albert worksheet can comprise several individual sheets. The usage of multiple sheets allow you to split your products and to keep your individual sheets smaller and easier to manage. This makes it easier to manage large projects and optimizes grid performance. You can also save sheet templates to re-use and share your configurations.

There are 3 different ways to create a new sheet within a worksheet:

1. Create an empty sheet

To create a new sheet within a worksheet, click the add button "+" at the bottom left and select "Create an empty sheet". Name the new sheet and click save.

 

The newly created empty sheet opens. You can now add inventory items, create formulas, ...

 

Every sheet can be accessed by directly clicking on the sheet's name or using the more menu (3 lines). When clicking on the more menu, a list of all your sheets within a worksheet appears. You can search for a specific sheet and access it by clicking on the sheet's name.

 

2. Create a sheet from a template

For this purpose, sheet templates need to be saved first. Open the sheet you would like to save as a template and click on the three dots that appear when hovering over the sheet's name. Select "Save as Template":

 

The "Create a Sheet Template" pop-up appears. You need to define the template's name and select which columns of the Product Design Grid you want to save in the template. 

 

Clicking on "Copy (un)pinned columns" opens an overview of all (un)pinned columns present in your sheet. Select all columns you want to save in the template. The inventory name and ID columns are always saved. If you are not saving all columns and an unselected column would cause a calculation reference error, Albert will warn you with the "Some cells have broken calculation" information. You can select up to 15 columns in total. 

 

Go back to the creation flow when you have selected all the required columns by clicking the arrow at the top left of the pop-up or the corresponding button at the bottom right.

By default, all rows are saved in the template. When you uncheck "Copy all rows", only the rows linked to the selected columns will be saved. 

Also by default, all property tasks linked to the selected columns are saved. You can modify the property tasks you want to save in the Results Grid section the same way you selected the columns. With the exception of batch tasks, all rows in the Apps Grid will be saved automatically. 

 

The last section of the pop-up allows you to define with whom you want to share this template. You can choose whether "Anyone can view, only selected users can edit" or "Only selected users can view or edit" (as is the case for task templates). Finally, click the "Create" button at the bottom right to save the sheet as a template.

 

Now, to create a new sheet from a template, click again the "+" button at the bottom left of your worksheet and select "Create sheet from a template".

 

When you click on the "Select Template" bar that appears, a list of templates will open. You can scroll through the list or search for a template name. Click on the template you want to select and click "Done". A new sheet will be created based on this template and opens automatically.

 

3. Duplicate a sheet

You can also create a new sheet by copying an already existing sheet. To do this, open the sheet you want to duplicate. Then, click the add button "+" at the bottom left and select "Duplicate the current sheet".

 

The "Create a Sheet" pop-up opens, which is very similar to the pop-up for sheet template creation. Define the sheet's name and select the rows, columns, and tasks you want to duplicate as described for the template creation. 

 

Additionally, you have the option to save the sheet (or the selected part of it) as a template. To do this, click "Save As Template" at the bottom left of the pop-up. Finally, click "Create" to duplicate the sheet!

 

Manage Sheets

To change the order of the sheets or a sheet's name, hover over the sheet's name and click the three dots "..." that appear.

 

Manage Sheets Templates

As is the case for task templates, you can manage all the sheets templates in the "Manage Templates" page. For more information on the "Manage Templates" page, please follow this link.

 

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