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Hi.
I have a spreadsheet with a several dynamic lists (ranges created using the offset formula.) which I am using for data validation. Several people using several different files need to be able to reference these lists as their data is validated by them. For this to work, I know that every individual needs to have the list file open while they work on their validated sheets. I had thought about creating a master list file, which, if updated, could be copied and pasted into a list file for each individual. The individual's list file would need to open when they open their validated workbook, and would need to be updated when the master list was updated (I thought about recording a macro to copy and paste the master lists' data into the individuals' lists which would be run by each individual when they were informed that the master file had changed - thus relying on anyone editing the master file to inform the team). The team require that anyone can update the master list file, and their individual files be based on the list. Any ideas would be greatly appreciated. Thanks very much. Karen |
#2
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Debra Dalgleish has instructions:
http://contextures.com/xlDataVal05.html It may be easier to just copy|paste the lists into each workbook when the workbook opens??? KarenF wrote: Hi. I have a spreadsheet with a several dynamic lists (ranges created using the offset formula.) which I am using for data validation. Several people using several different files need to be able to reference these lists as their data is validated by them. For this to work, I know that every individual needs to have the list file open while they work on their validated sheets. I had thought about creating a master list file, which, if updated, could be copied and pasted into a list file for each individual. The individual's list file would need to open when they open their validated workbook, and would need to be updated when the master list was updated (I thought about recording a macro to copy and paste the master lists' data into the individuals' lists which would be run by each individual when they were informed that the master file had changed - thus relying on anyone editing the master file to inform the team). The team require that anyone can update the master list file, and their individual files be based on the list. Any ideas would be greatly appreciated. Thanks very much. Karen -- Dave Peterson |
#3
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Hi Dave,
Thanks for your prompt response. I've already created the lists as per Debra Dalgleish's instructions. I think your idea of copying and pasting the lists into each workbook when the workbook opens is a good one. Could this be automated? I've read about macros(and maybe some VB code which I'm not very familiar with) which run when a workbook is opened, but this requires that the workbook containing the macrobe situated in an xlstart folder . However, this is impractical for the team who will be working on these files. I could record and run a macro which does this - this was my original intention - but to do it without each team member having to make a conscious effort to update the list would be a good thing. It also needs to be done in such a way that more than one person can update their list at the same time. If I was recording this procedure, do you feel it would be beneficial to open the master list on a read-only basis (to try and avoid the read only messge that can appear when an already open workbook is being opened by another individual. Perhaps I'm making this more complicated than it needs to be. Thanks for your thoughts. If you have any additional suggestions, it would be very helpful. Thanks Karen. "Dave Peterson" wrote: Debra Dalgleish has instructions: http://contextures.com/xlDataVal05.html It may be easier to just copy|paste the lists into each workbook when the workbook opens??? KarenF wrote: Hi. I have a spreadsheet with a several dynamic lists (ranges created using the offset formula.) which I am using for data validation. Several people using several different files need to be able to reference these lists as their data is validated by them. For this to work, I know that every individual needs to have the list file open while they work on their validated sheets. I had thought about creating a master list file, which, if updated, could be copied and pasted into a list file for each individual. The individual's list file would need to open when they open their validated workbook, and would need to be updated when the master list was updated (I thought about recording a macro to copy and paste the master lists' data into the individuals' lists which would be run by each individual when they were informed that the master file had changed - thus relying on anyone editing the master file to inform the team). The team require that anyone can update the master list file, and their individual files be based on the list. Any ideas would be greatly appreciated. Thanks very much. Karen -- Dave Peterson |
#4
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The workbook doesn't have to be in XLStart for this kind of macro to run.
(Files in the XLStart folder will open each time xl starts--this is nice for generic routines that you want available for every workbook. That's where lots of people put their personal.xls for this purpose.) You could name the macro Auto_Open (in a General module) that would run when that specific workbook is opened. I think I'd do some setup work first. Say your names are in a worksheet called "MyNames" in workbookA.xls. I'd create a worksheet named "MyNames" in each of the workbooks that I need. I'd set up the dynamic names for this worksheet/workbook (call it workbookB.xls), too. Then each time workbook2.xls opens, it opens workbookA.xls, copies the data and pastes into that myNames worksheet. Then it closes workbookA.xls. Kind of... Option Explicit Sub auto_open() Dim MstrNamesWkbk As Workbook Dim MstrNamesWkbkName As String Dim MstrNamesWksName As String MstrNamesWkbkName = "C:\my documents\excel\workbooka.xls" MstrNamesWksName = "myNames" Set MstrNamesWkbk = Workbooks.Open(Filename:=MstrNamesWkbkName, _ ReadOnly:=True) MstrNamesWkbk.Worksheets(MstrNamesWksName).Cells.C opy _ Destination:=ThisWorkbook.Worksheets(MstrNamesWksN ame).Range("a1") MstrNamesWkbk.Close savechanges:=False End Sub By doing the setup with the current data in each of the workbooks, I don't have to worry about the names not being there. If you're new to macros, you may want to read David McRitchie's intro at: http://www.mvps.org/dmcritchie/excel/getstarted.htm KarenF wrote: Hi Dave, Thanks for your prompt response. I've already created the lists as per Debra Dalgleish's instructions. I think your idea of copying and pasting the lists into each workbook when the workbook opens is a good one. Could this be automated? I've read about macros(and maybe some VB code which I'm not very familiar with) which run when a workbook is opened, but this requires that the workbook containing the macrobe situated in an xlstart folder . However, this is impractical for the team who will be working on these files. I could record and run a macro which does this - this was my original intention - but to do it without each team member having to make a conscious effort to update the list would be a good thing. It also needs to be done in such a way that more than one person can update their list at the same time. If I was recording this procedure, do you feel it would be beneficial to open the master list on a read-only basis (to try and avoid the read only messge that can appear when an already open workbook is being opened by another individual. Perhaps I'm making this more complicated than it needs to be. Thanks for your thoughts. If you have any additional suggestions, it would be very helpful. Thanks Karen. "Dave Peterson" wrote: Debra Dalgleish has instructions: http://contextures.com/xlDataVal05.html It may be easier to just copy|paste the lists into each workbook when the workbook opens??? KarenF wrote: Hi. I have a spreadsheet with a several dynamic lists (ranges created using the offset formula.) which I am using for data validation. Several people using several different files need to be able to reference these lists as their data is validated by them. For this to work, I know that every individual needs to have the list file open while they work on their validated sheets. I had thought about creating a master list file, which, if updated, could be copied and pasted into a list file for each individual. The individual's list file would need to open when they open their validated workbook, and would need to be updated when the master list was updated (I thought about recording a macro to copy and paste the master lists' data into the individuals' lists which would be run by each individual when they were informed that the master file had changed - thus relying on anyone editing the master file to inform the team). The team require that anyone can update the master list file, and their individual files be based on the list. Any ideas would be greatly appreciated. Thanks very much. Karen -- Dave Peterson -- Dave Peterson |
#5
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Hi Dave,
Thanks for your reply. I'm going to give it a try. I've been having some difficulties using named ranges on one sheet as validation for another sheet - although I have done this on other pcs, mine has decided not to play and tells me it can't use a range from another sheet or workbook. Anyway, I'm going to start again, using your advice, and I'll let you know how I get on. Thanks again. Take care, Karen "Dave Peterson" wrote: The workbook doesn't have to be in XLStart for this kind of macro to run. (Files in the XLStart folder will open each time xl starts--this is nice for generic routines that you want available for every workbook. That's where lots of people put their personal.xls for this purpose.) You could name the macro Auto_Open (in a General module) that would run when that specific workbook is opened. I think I'd do some setup work first. Say your names are in a worksheet called "MyNames" in workbookA.xls. I'd create a worksheet named "MyNames" in each of the workbooks that I need. I'd set up the dynamic names for this worksheet/workbook (call it workbookB.xls), too. Then each time workbook2.xls opens, it opens workbookA.xls, copies the data and pastes into that myNames worksheet. Then it closes workbookA.xls. Kind of... Option Explicit Sub auto_open() Dim MstrNamesWkbk As Workbook Dim MstrNamesWkbkName As String Dim MstrNamesWksName As String MstrNamesWkbkName = "C:\my documents\excel\workbooka.xls" MstrNamesWksName = "myNames" Set MstrNamesWkbk = Workbooks.Open(Filename:=MstrNamesWkbkName, _ ReadOnly:=True) MstrNamesWkbk.Worksheets(MstrNamesWksName).Cells.C opy _ Destination:=ThisWorkbook.Worksheets(MstrNamesWksN ame).Range("a1") MstrNamesWkbk.Close savechanges:=False End Sub By doing the setup with the current data in each of the workbooks, I don't have to worry about the names not being there. If you're new to macros, you may want to read David McRitchie's intro at: http://www.mvps.org/dmcritchie/excel/getstarted.htm KarenF wrote: Hi Dave, Thanks for your prompt response. I've already created the lists as per Debra Dalgleish's instructions. I think your idea of copying and pasting the lists into each workbook when the workbook opens is a good one. Could this be automated? I've read about macros(and maybe some VB code which I'm not very familiar with) which run when a workbook is opened, but this requires that the workbook containing the macrobe situated in an xlstart folder . However, this is impractical for the team who will be working on these files. I could record and run a macro which does this - this was my original intention - but to do it without each team member having to make a conscious effort to update the list would be a good thing. It also needs to be done in such a way that more than one person can update their list at the same time. If I was recording this procedure, do you feel it would be beneficial to open the master list on a read-only basis (to try and avoid the read only messge that can appear when an already open workbook is being opened by another individual. Perhaps I'm making this more complicated than it needs to be. Thanks for your thoughts. If you have any additional suggestions, it would be very helpful. Thanks Karen. "Dave Peterson" wrote: Debra Dalgleish has instructions: http://contextures.com/xlDataVal05.html It may be easier to just copy|paste the lists into each workbook when the workbook opens??? KarenF wrote: Hi. I have a spreadsheet with a several dynamic lists (ranges created using the offset formula.) which I am using for data validation. Several people using several different files need to be able to reference these lists as their data is validated by them. For this to work, I know that every individual needs to have the list file open while they work on their validated sheets. I had thought about creating a master list file, which, if updated, could be copied and pasted into a list file for each individual. The individual's list file would need to open when they open their validated workbook, and would need to be updated when the master list was updated (I thought about recording a macro to copy and paste the master lists' data into the individuals' lists which would be run by each individual when they were informed that the master file had changed - thus relying on anyone editing the master file to inform the team). The team require that anyone can update the master list file, and their individual files be based on the list. Any ideas would be greatly appreciated. Thanks very much. Karen -- Dave Peterson -- Dave Peterson |
#6
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Make sure you make the name a workbook level name.
Just in case you need some notes: http://www.contextures.com/xlDataVal01.html#Name (from Debra Dalgleish's site) KarenF wrote: Hi Dave, Thanks for your reply. I'm going to give it a try. I've been having some difficulties using named ranges on one sheet as validation for another sheet - although I have done this on other pcs, mine has decided not to play and tells me it can't use a range from another sheet or workbook. Anyway, I'm going to start again, using your advice, and I'll let you know how I get on. Thanks again. Take care, Karen "Dave Peterson" wrote: The workbook doesn't have to be in XLStart for this kind of macro to run. (Files in the XLStart folder will open each time xl starts--this is nice for generic routines that you want available for every workbook. That's where lots of people put their personal.xls for this purpose.) You could name the macro Auto_Open (in a General module) that would run when that specific workbook is opened. I think I'd do some setup work first. Say your names are in a worksheet called "MyNames" in workbookA.xls. I'd create a worksheet named "MyNames" in each of the workbooks that I need. I'd set up the dynamic names for this worksheet/workbook (call it workbookB.xls), too. Then each time workbook2.xls opens, it opens workbookA.xls, copies the data and pastes into that myNames worksheet. Then it closes workbookA.xls. Kind of... Option Explicit Sub auto_open() Dim MstrNamesWkbk As Workbook Dim MstrNamesWkbkName As String Dim MstrNamesWksName As String MstrNamesWkbkName = "C:\my documents\excel\workbooka.xls" MstrNamesWksName = "myNames" Set MstrNamesWkbk = Workbooks.Open(Filename:=MstrNamesWkbkName, _ ReadOnly:=True) MstrNamesWkbk.Worksheets(MstrNamesWksName).Cells.C opy _ Destination:=ThisWorkbook.Worksheets(MstrNamesWksN ame).Range("a1") MstrNamesWkbk.Close savechanges:=False End Sub By doing the setup with the current data in each of the workbooks, I don't have to worry about the names not being there. If you're new to macros, you may want to read David McRitchie's intro at: http://www.mvps.org/dmcritchie/excel/getstarted.htm KarenF wrote: Hi Dave, Thanks for your prompt response. I've already created the lists as per Debra Dalgleish's instructions. I think your idea of copying and pasting the lists into each workbook when the workbook opens is a good one. Could this be automated? I've read about macros(and maybe some VB code which I'm not very familiar with) which run when a workbook is opened, but this requires that the workbook containing the macrobe situated in an xlstart folder . However, this is impractical for the team who will be working on these files. I could record and run a macro which does this - this was my original intention - but to do it without each team member having to make a conscious effort to update the list would be a good thing. It also needs to be done in such a way that more than one person can update their list at the same time. If I was recording this procedure, do you feel it would be beneficial to open the master list on a read-only basis (to try and avoid the read only messge that can appear when an already open workbook is being opened by another individual. Perhaps I'm making this more complicated than it needs to be. Thanks for your thoughts. If you have any additional suggestions, it would be very helpful. Thanks Karen. "Dave Peterson" wrote: Debra Dalgleish has instructions: http://contextures.com/xlDataVal05.html It may be easier to just copy|paste the lists into each workbook when the workbook opens??? KarenF wrote: Hi. I have a spreadsheet with a several dynamic lists (ranges created using the offset formula.) which I am using for data validation. Several people using several different files need to be able to reference these lists as their data is validated by them. For this to work, I know that every individual needs to have the list file open while they work on their validated sheets. I had thought about creating a master list file, which, if updated, could be copied and pasted into a list file for each individual. The individual's list file would need to open when they open their validated workbook, and would need to be updated when the master list was updated (I thought about recording a macro to copy and paste the master lists' data into the individuals' lists which would be run by each individual when they were informed that the master file had changed - thus relying on anyone editing the master file to inform the team). The team require that anyone can update the master list file, and their individual files be based on the list. Any ideas would be greatly appreciated. Thanks very much. Karen -- Dave Peterson -- Dave Peterson -- Dave Peterson |
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