Workbook templates

Workbook templates let you create workbooks based on common criteria. When you create a workbook based on a workbook template, the criteria defined in the template is prepopulated and can be edited for the new workbook as needed.

You can create a static, query, or dynamic query workbook template. Each template includes all the same criteria options as the respective workbook type. The category selected as part of the workbook template is not actually created and available until a workbook is created based on the workbook template.

Manage includes default query workbook templates to gather trivial and obsolete data. You can create additional workbook templates as needed.

  • The Trivial Data template is a query workbook template. When used to create a workbook, the Trivial category is created and temporary and system files processed from file system, SharePoint, and Google Drive dataset are automatically gathered into the new workbook. By default, a workbook based on this Trivial Data workbook template is included in workspaces based on the Data Cleanup workspace template.

    You can edit the criteria in the template, including the defined file types.

  • The Obsolete Data template is a query workbook template. When used to create a workbook, the Obsolete category is created and items that are older than 10 years and processed from file system SharePoint, and Google Drive datasets are automatically gathered into the workbook. By default, a workbook based on this Obsolete Data workbook template is included in workspaces based on the Data Cleanup workspace template.

    You can edit the criteria in the template, including the desired age of matching items.

Changes you make to the options in a workbook template apply going forward and do not affect existing workbooks based on the template. A workbook template can be deleted at any time, even if workbooks exist that were based on the template.