Moving Data and Source Links from Workbooks

When you have existing data in a workbook, you can use a special copy to move that data and its formatting to a spreadsheet. When your data from a workbook includes source links, you can also move the source links.

Copying Data from a Workbook

With the spreadsheet and existing workbook open:

1
Select the data in the workbook, then right-click and select Copy to exclude formatting or use Ctrl + Shift + C (special copy) to include formatting such as cell borders, text formatting, entered- and shown-in, and more.
2
Paste the data into the spreadsheet using the normal paste option.
3
Click the clipboard to open the Paste menu and make sure Values and Formulas and Apply Formatting are selected.

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4
Manually adjust remaining formatting as needed, such as indents, merged cells, fonts, column widths, and row heights.

Moving Source Links from a Workbook

After you populate the spreadsheet with data from a workbook, you can move the source links.

With the spreadsheet and original workbook open:

1
Copy the data from the spreadsheet and paste it back into the original workbook. This signals to Wdesk that you want to make a change to the original source links.
2
From the clipboard, select Move Source Links and click Apply.

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3
Click Continue to confirm that you want to move the source links to the spreadsheet.

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4
If you are moving a large number of source links, Share changes after every 100 links you move.

What’s Next