Batch Copy to Standardize Sheet Summaries Across Sheets

Maintain consistency with your metadata and portfolio data by copying the sheet summary structure, formulas, and other content to up to 20 existing sheets at once.

Copy the sheet summary

In the sheet summary that contains the fields you want to copy: 

1. Click the menu icon  on the right side of the sheet summary.
2. Select Copy summary to other sheets.
3. Select up to 20 sheets to copy to. You can choose to copy only the field names or include any values and formulas in the fields.
   
   
    
4. Click Copy.

Copying sheet summary to other sheets is a permanent process and cannot be undone. You'll receive a prompt before beginning the batch copy process if data could potentially be overridden.

That’s it! Your sheet summary has been copied.