Hello! Has anyone else run into this issue where excel throws a formula error when switching out the workbook link? I’ve attached a screen shot of the issue I’m getting when trying to update the workbook link to my master foundation template. I thought maybe it was having a hard time reading the file in onedrive so I downloaded it onto my desktop and linked it there, but didn’t resolve the issue.
Any assistance would be much appreciated!
Scratch this. Decided to migrate over to Google Sheet version and it’s working fine on that end.
Glad you found a solution!
I’m using the Mac version of Excel (16.82), MS 365 subscription
I move the category tracker sheet to my active Foundation Template
go to the Data → Workbook Links → select the category sheet → change links to the active foundation template.
Then click Refresh, Excel asks me for a sheet. I select category tracker sheet. press OK.
change the date to 1/1/24 ↔ 3/1/24 and nothing happens.
No excel error pop-ups.
What am I not doing correctly?
I close the foundation workbook and reopen. Getting messages about an external link (reference back to itself?)
Getting workbook link message "The link workbook couldn’t be read. This link exists in a hidden row or column.
Row A13, B13, C13 & J9 all show #REF
The formula bar show the full pathname to the foundation spreadsheet.
I fixed it… I went into select connection I picked the ‘cloud connections’ from the Mac. I previously selected from ‘local’ references.
Thanks for the update here!
This worked great for me! This kind of summary and analysis is the main thing I was looking for from Tiller so I’m glad I was able to find it in the community solutions. was a bit confusing trying to link it to the active workbook (Tiller Foundation Template) because the “Workbook Links” dialog box assumes you want to link to a different workbook. I had to choose “Browse” and navigate to the Template.
Thanks for sharing. Glad you found this template helpful!
3 posts were split to a new topic: NAME error Iissues with Excel templates
Really appreciate the effort to create this new sheet. I’m running into a challenge related to the source link, and it’s a Microsoft problem due to the file being stored on OneDrive under a shared account. Does anyone know of a way to replicate the output by pulling the data from a different worksheet? Unfortunately, my Excel skills are not that advanced yet.
Ignore my ask. I was able to resolve using the online version of Excel vs the desktop version.
ah! glad you got to the bottom of it. Good to note for others thanks @Phactor
Hi Randy - Did Tiller ever make an Envelope budget for Excel? I’m new here and prefer to keep my financial data off of GS, but my search today makes it look like GS might be my only option for envelope budgeting. Specifically, I want rollover for fluctuating monthly expenses like utilities, and ‘savings’ for non-monthly things like semi-annual property taxes. Right now I’ve figured out how to budget, but not to have the budget marked the funds as gone for the non-monthly, nor how to make rollover happen.
Thanks
Good question, @an_ariant. Unfortunately, our team has only made a community-supported envelope/rollover-type budget for Sheets and that was a couple of years ago.
It’s definitely a popular budget format but our team hasn’t quite settled on the right blend of tradeoffs (yet) to support this approach with a production template.
I had exactly the same issue, and used your “Full Description” solution and it corrected this instantly. Using latest O365 Excel on Mac.
Had to add this to the formulas on Col J and also to cell i9. Note that if you modify any of the Col i cells (i10, i11, etc) it will throw a SPILL error.
Nice work, not sure how you ever figured this out, but I am grateful. Spent WAY too much time trying to diagnose issues with Transaction sheet and other areas. some random MS bug, no doubt!
i HAVE TRIED AND TRIED AND TRIED AND TRIED AND I JUST CANNOT get any of these excel community spreadsheets to ‘change the source’ and connect to my foundation workbook. At this point i’m ready to give up, and I dont give up easy
Don’t give up, @cubbydog1992. The calvary is coming!
The dev & product teams have been working hard on some changes to the Excel Add-in that will help with this exact problem for this exact template.
If you can step away from this for a just a bit, we will have an easy-to-implement solution for you soon.
Randy you just made my day. I truly hope that the fix you guys are working on will work. Just to summarize: I’m able to upload the community worksheets into my foundation workbook (initially the directions said NOT to check off “make a copy” and that has since changed). The problem starts with “changing the source.” I cannot stress enough that the team is VERY CLEAR on what document they’re referencing. In other words, is it the foundation workbook that I should be choosing as my source or is it the worksheet I just downloaded? Additionally, my recommendation would be to include SCREEN SHOTS with precise explanations so folks can truly follow the steps. Thanks for listening to the feedback. As a Chief Marketing Officer, collecting “VOC” or “voice of customer” is critical. Glad to see you guys are responsive. And oh BTW…if you ever want someone to review the fix before it goes public, I’d be happy to test run.
I updated to V1.62. How do I not see categories with Zero amounts
