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Formula vs link - best practice?



3 commenti

  • Courtnie Carver

    Hello Shera,

    We recommend using cross-sheet formulas for value references inside the spreadsheet; and using links for cross-document references.

    Let us know if you have any additional questions!

  • Shera Ip

    Thanks for your response Courtnie! May I understand the underlying reasons why cross-sheet formulas are recommended for value references inside a spreadsheet?

    In my past experience with Workiva in other companies we've always used links for everything, so cross-sheet formula for value references is new to me, and I'd like to learn more.


  • Courtnie Carver

    I reached out to our spreadsheet experts to provide you some more details!

    In regards to your past experience - this may be due to the fact that Classic did not have the ability to perform cross-sheet formulas. Any intra-workbook linking had to use linking in those days. Next Gen has the ability to do both!

    Our experts stated that cross-sheet references are orders of magnitude faster/less resource intensive than links. Additionally, links within spreadsheets count to your link limit (70,000 links - hard limit). Linking within spreadsheets is simply not best practice in terms of scalability (link limit) or sustainability (what if the format of the sheet you are linking to changes/gets overridden).

    I hope this helps!


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