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February 21, 2018
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Hi all,
I have checklist for clients. When we start working for new client we save previous checklist (to new name) and fill the checklist. Is there any way the newly created excel sheet can automatically link to master sheet and fill the necessary cells (as I tick cells in sheet for new client) so that if my boss wants to see progress for all new clients she can just look at mastersheet rather than she has to open each excel sheet separately.
Can someone please help whether it is possible or not?
Thanks in anticipation,
Kind regards,
Azid
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November 8, 2013
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Can we see your file structure? A sample file is best if possible.
February 21, 2018
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Hi Catalin,
Thanks for your comments.
Please find attached both sheet. I have explained on both sheet what I want.
Thanks for your help in anticipation.
Kind regards,
Azid
February 21, 2018
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Hi Guru,
Waiting for help please.
Kind regards,
Azid
Power Query
Power Pivot
Xtreme Pivot Tables
Excel for Decision Making
Excel for Finance
Excel Analysis Toolpak
Power BI
Excel
Word
Outlook
Excel Expert
Excel Customer Service
PowerPoint
November 8, 2013
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Ok, I understand you need to store form data into an archive (sheet B), but why that sheet B must be in a separate file? You can store template data in the same workbook, hidden sheet.
If you need to send the archive to someone, just print it as pdf from archive and send it, no need to send the entire workbook.
Having separate files will add unnecessary complexity: is the master open, is it open as read only, is it closed, can code find it at the expected path, and so on. All these needs to be coded.
If the archive and the template is in the same file, it is much simpler.
Do you still prefer separate files?
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