to transfer data from an old working document to a new template
Option 1) Don't
Most old working documents work just fine without doing anything
Simply continue using your working document as it is.
Any new working documents that you create will start out with the
foundation of your new template,
but you will usually just keeping using your old working documents as they are
(with the underlying base foundation of the older template).
Install the Legacy Compatibility Installer
If you know that a user will need to use legacy documents version 10 or older...
then the Legacy Compatibility Installer should be installed for that user
which will enable that user to use legacy documents (version 10 or older)
without any need to migrate data from the old working document to your new template.
Simple templates can be used even without
the Legacy Compatibility Installer
Use Systems2win menu > Setup > Open a Legacy Document
to open a legacy document version 8 or older
(bypassing the legacy security features that were discontinued in v9)
90% of simpler legacy templates will work just fine
even without the Legacy Compatibility Installer.
If you see #NAME errors, then that means that you need to install the Legacy Compatibility Installer to use that older template.
(Or migrate the data to your new template)
Reasons to Migrate Data
You don't NEED to migrate data from an old working document to a new template, but you might WANT to:
- To take advantage of new features in the new template
- Because you want to eliminate the need to install the Legacy Compatibility Installer for future upgrades
- Just to freshen up an old working document, and make its format consistent with your new ones
You NEED to migrate data:
- If your working document is founded on a very old template (version 6 or lower),
then there are a few templates (most commonly Job Instructions, or Standard Work)
that have buttons that call macros that were discontinued in version 12,
so you do NEED to migrate data for those very old working documents.
- The Legacy Compatibility Installer requires the 32-bit version of Office,
so if you are now using the 64-bit version of Office, then you need to migrate your old working documents.
How to transfer data
from an old working document to a new template
Open both the old (source) and new (destination) workbooks.
Tip: You might need to use Systems2win menu > Setup > Open a Legacy Document
Unhide any hidden rows or columns
on both the source and destination worksheets.
If the source and destination color schemes, styles, formulas, data validation, cell comments, conditional formatting, and other hidden elements are all identical...
then simple copy CTRL+C and paste CTRL+V will work just fine.
Because hidden formulas and formatting are often not identical...
you will usually use Paste Special > Formulas, or Paste Special > Values (or Formulas)
To copy shapes...
be sure that the source and destination sheets
have the same number of columns, all columns are unhidden, and column widths are identical
Tip: Paste Special > Column Widths can be helpful
the Select Objects Arrow makes it easy to select shapes to copy
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