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#1
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How do I create a master workbook?
Hello,
A little insight to the situation. We have a template workbook that we use each time to start each new quote estimation. There are some clients that order from us often and need specific standards set up just for them. there are about 20-30 different "standards" that they have. About once every 3 weeks, the template that we use (which I guess is kind of a Master workbook already) is updated with new prices for different materials. For instance, the cost of hot rolled steel might fluctuate in price along with the cost of labor or something. Once these prices are updated in the "master", we just do a Save as, find the appropriate folder for the next estimator (only 3 guys at this poing) and save it as their new template. The problem comes in with the special 20-30 "standards" for the one client. I would like to find out if it is possible to somehow link all of the other templates to one master work book so that all of the updates can be done in one fell swoop. This would save us time because then we wouldn't need to manually go to each and every file, update the 10-12 changes in each file, then do a save-as for each one. Is this possible or am I asking too much? Also, with this situation, would anybody suggest moving to Access to contain the data and just creating estimating invoices? Please let me know if you need further clarification. I'm sorry that I can't really generalize this to make it simply data oriented. A lot of times, I see that too little is known about the situation and when the answers are provided, there are a lot more questions. Thank you Syberpanther |
#2
Posted to microsoft.public.excel.misc
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How do I create a master workbook?
hi,
based on your post, i would recomend moving the whole process to access. Access allows for multiple users so there would be no need for the save as part. if updating ever 3 weeks, the update would be available to all users immediately. your template would become an access form which you could pre-populate with certain data. for example if you put in an item number, you could pull into the form the describtion, current price and maybe other data. put in the customer number and have the customer name, address and other data default into the form. as access report could print the form contents as the hard copy to the customer. that's how i would go. Access would be more timely and versital in your situation with a lot less pointing and clicking. Regards FSt1 .. "Syberpanther" wrote: Hello, A little insight to the situation. We have a template workbook that we use each time to start each new quote estimation. There are some clients that order from us often and need specific standards set up just for them. there are about 20-30 different "standards" that they have. About once every 3 weeks, the template that we use (which I guess is kind of a Master workbook already) is updated with new prices for different materials. For instance, the cost of hot rolled steel might fluctuate in price along with the cost of labor or something. Once these prices are updated in the "master", we just do a Save as, find the appropriate folder for the next estimator (only 3 guys at this poing) and save it as their new template. The problem comes in with the special 20-30 "standards" for the one client. I would like to find out if it is possible to somehow link all of the other templates to one master work book so that all of the updates can be done in one fell swoop. This would save us time because then we wouldn't need to manually go to each and every file, update the 10-12 changes in each file, then do a save-as for each one. Is this possible or am I asking too much? Also, with this situation, would anybody suggest moving to Access to contain the data and just creating estimating invoices? Please let me know if you need further clarification. I'm sorry that I can't really generalize this to make it simply data oriented. A lot of times, I see that too little is known about the situation and when the answers are provided, there are a lot more questions. Thank you Syberpanther |
#3
Posted to microsoft.public.excel.misc
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How do I create a master workbook?
Thank you FSt1. Now, the issue would be creating the access database. See,
the Excel workbook itself has 14 tabs (or worksheets) within it. I guess it's really just going to be the matter of simplifying the data to it's root so that I can create the database and then create the proper reports so that we can get the data to our salesmen so they can read it. I was really hoping that there would be an easier way of working with excel to get it all updated. As far as the update goes, it happens within a day for the main files. The other templates haven't been updated in quite a while it seems. That's the bosses job and he hasn't really set it as a priority until he needs to use one of the templates. Again, Thanks "FSt1" wrote: hi, based on your post, i would recomend moving the whole process to access. Access allows for multiple users so there would be no need for the save as part. if updating ever 3 weeks, the update would be available to all users immediately. your template would become an access form which you could pre-populate with certain data. for example if you put in an item number, you could pull into the form the describtion, current price and maybe other data. put in the customer number and have the customer name, address and other data default into the form. as access report could print the form contents as the hard copy to the customer. that's how i would go. Access would be more timely and versital in your situation with a lot less pointing and clicking. Regards FSt1 . "Syberpanther" wrote: Hello, A little insight to the situation. We have a template workbook that we use each time to start each new quote estimation. There are some clients that order from us often and need specific standards set up just for them. there are about 20-30 different "standards" that they have. About once every 3 weeks, the template that we use (which I guess is kind of a Master workbook already) is updated with new prices for different materials. For instance, the cost of hot rolled steel might fluctuate in price along with the cost of labor or something. Once these prices are updated in the "master", we just do a Save as, find the appropriate folder for the next estimator (only 3 guys at this poing) and save it as their new template. The problem comes in with the special 20-30 "standards" for the one client. I would like to find out if it is possible to somehow link all of the other templates to one master work book so that all of the updates can be done in one fell swoop. This would save us time because then we wouldn't need to manually go to each and every file, update the 10-12 changes in each file, then do a save-as for each one. Is this possible or am I asking too much? Also, with this situation, would anybody suggest moving to Access to contain the data and just creating estimating invoices? Please let me know if you need further clarification. I'm sorry that I can't really generalize this to make it simply data oriented. A lot of times, I see that too little is known about the situation and when the answers are provided, there are a lot more questions. Thank you Syberpanther |
#4
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How do I create a master workbook?
If you do choose to go the ACCESS route, EXCEL can be linked to ACCESS tables
and queries. Once ACCESS is updated, it is a simple matter of 'refreshing' your EXCEL files. Just another option to consider. -- T Tipsy "Syberpanther" wrote: Thank you FSt1. Now, the issue would be creating the access database. See, the Excel workbook itself has 14 tabs (or worksheets) within it. I guess it's really just going to be the matter of simplifying the data to it's root so that I can create the database and then create the proper reports so that we can get the data to our salesmen so they can read it. I was really hoping that there would be an easier way of working with excel to get it all updated. As far as the update goes, it happens within a day for the main files. The other templates haven't been updated in quite a while it seems. That's the bosses job and he hasn't really set it as a priority until he needs to use one of the templates. Again, Thanks "FSt1" wrote: hi, based on your post, i would recomend moving the whole process to access. Access allows for multiple users so there would be no need for the save as part. if updating ever 3 weeks, the update would be available to all users immediately. your template would become an access form which you could pre-populate with certain data. for example if you put in an item number, you could pull into the form the describtion, current price and maybe other data. put in the customer number and have the customer name, address and other data default into the form. as access report could print the form contents as the hard copy to the customer. that's how i would go. Access would be more timely and versital in your situation with a lot less pointing and clicking. Regards FSt1 . "Syberpanther" wrote: Hello, A little insight to the situation. We have a template workbook that we use each time to start each new quote estimation. There are some clients that order from us often and need specific standards set up just for them. there are about 20-30 different "standards" that they have. About once every 3 weeks, the template that we use (which I guess is kind of a Master workbook already) is updated with new prices for different materials. For instance, the cost of hot rolled steel might fluctuate in price along with the cost of labor or something. Once these prices are updated in the "master", we just do a Save as, find the appropriate folder for the next estimator (only 3 guys at this poing) and save it as their new template. The problem comes in with the special 20-30 "standards" for the one client. I would like to find out if it is possible to somehow link all of the other templates to one master work book so that all of the updates can be done in one fell swoop. This would save us time because then we wouldn't need to manually go to each and every file, update the 10-12 changes in each file, then do a save-as for each one. Is this possible or am I asking too much? Also, with this situation, would anybody suggest moving to Access to contain the data and just creating estimating invoices? Please let me know if you need further clarification. I'm sorry that I can't really generalize this to make it simply data oriented. A lot of times, I see that too little is known about the situation and when the answers are provided, there are a lot more questions. Thank you Syberpanther |
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