Linking Rows Across Workbooks

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In, related rows link to rows in other worksheets and workbooks. Related rows work like connected tables in a relational database, editing one changes the data in another. For complete details on related rows, see our article on the Related Row data type.

Linking rows is a great way to connect data across multiple workbooks. For instance, if you are building new software and are tracking bugs in one worksheet while tracking your team's scrums in another worksheet, you can relate the relevant bugs to the scrum where they will be solved. Or, as we show in the animation below, if you wish to connect your project's task worksheet with its issues & risks worksheet. Once linked, you can even edit linked rows from your worksheet.

Linking Rows Across Worksheets

Once you have set a cell, range of cells, or column to the Related row data type and have chosen the worksheet you would like to relate to, then you must link specific rows across worksheets.

In each related row cell, you should see icons to link rows mceclip1.png or a breadcrumb icon to see the related rows mceclip2.png.


To link rows, select the link icon and a dialog box will open that shows existing rows in the target worksheet that you can choose to link to.


In the animation below we link the corresponding issues (from the Issues & Risks worksheet) to their corresponding tasks (from the Tasks worksheet).


Once you select a row or rows to link (you can link multiple rows), the rows will appear as clickable items in that cell, with the value they have in their primary column. For instance:


From the Related rows menumceclip2.png, selecting + Add link to a row... also allows you to create a new link to a row in the target worksheet. New links are created beneath the existing linked rows.

See our article on the Related Row data type for more on setting up and configuring related rows, or see all our articles on related rows.