Dynamic Excel Upload Template on Protected Sheet

Contributor III

Source:   Migrated from Champions

I built a mass upload template leveraging XFSet to use for our budget and forecasting processes that has a quick view to pull in all the accounts in our account dimension. I did this so that if we add a new GL account, the quick view updates upon refresh and is available for the users to budget/forecast to, rather than having to update the template for the users.

The XFSet is hidden so users don’t accidently break the formula. The quick view is also hidden for the same reason. I have the sheet protected to further mitigate risks of users breaking the template.

The issue is when we go to refresh the template which refreshes the quick view, the protected sheet won’t let the quick view refresh. Does anyone have a workaround to protect sheets while still refreshing the quick view?