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#1
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Creating Dynamic Spreadsheets
Good day, appreciate any assistance that you can provide. I am working on a
finle which consists of 8 tabs representing business units. I would like to create separe files representing each business unit to send to the managers. I would like whatever data the managers input be reflected on the corresponding sheet in the main file. Appreciate it if anyone could tell me how to link the files and make the changes interactive. -- Django |
#2
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Creating Dynamic Spreadsheets
Strictly speaking creating this kind of link spreadsheet system is not best
practice because it lacks data audit control. when the result changes you will have no idea why etc etc. My suggestion would be to create the whole thing, which I think you've done. then create copys for the managers as stand alone templates v0.1. when they send you back a completed template copy the entire sheets contents over the older version, and mark them as v0.2 where approriate. Keep saving the whole thing too as different versions and you will have yourself a nice audit trail In the words of a man who knew, external links are bad practice full stop "Django" wrote: Good day, appreciate any assistance that you can provide. I am working on a finle which consists of 8 tabs representing business units. I would like to create separe files representing each business unit to send to the managers. I would like whatever data the managers input be reflected on the corresponding sheet in the main file. Appreciate it if anyone could tell me how to link the files and make the changes interactive. -- Django |
#3
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Creating Dynamic Spreadsheets
Thanks, but I was trying to get out of the cut and paste business. my plan is
that after a cut off date they cannot make any changes. Also, they only have access to their own data. -- Django "DazzaData" wrote: Strictly speaking creating this kind of link spreadsheet system is not best practice because it lacks data audit control. when the result changes you will have no idea why etc etc. My suggestion would be to create the whole thing, which I think you've done. then create copys for the managers as stand alone templates v0.1. when they send you back a completed template copy the entire sheets contents over the older version, and mark them as v0.2 where approriate. Keep saving the whole thing too as different versions and you will have yourself a nice audit trail In the words of a man who knew, external links are bad practice full stop "Django" wrote: Good day, appreciate any assistance that you can provide. I am working on a finle which consists of 8 tabs representing business units. I would like to create separe files representing each business unit to send to the managers. I would like whatever data the managers input be reflected on the corresponding sheet in the main file. Appreciate it if anyone could tell me how to link the files and make the changes interactive. -- Django |
#4
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Creating Dynamic Spreadsheets
In that case, just create "twin" sheets, where the ones inside your analysis
file draw everything verbatim from the corresponding file outside Create the copy of the sheet eg sheet1 outside your file, and save it eg busUnit1 In the sheet1 inside your analysis file, in a cell which has a value entered, type = and navigate to the same cell in the sheet1 in the file you just created Now, this link is absolute, with $'s, remove these, then CTRL c to copy it Heres the trick, go Edit-Goto-SPecial and select Constants. This will select every entry within your sheet1 which is not a total. Now Edit-Paste Special-Formula now all of your sheet1 inside your analysis is driven by it's sister sheet outside cheers "Django" wrote: Thanks, but I was trying to get out of the cut and paste business. my plan is that after a cut off date they cannot make any changes. Also, they only have access to their own data. -- Django "DazzaData" wrote: Strictly speaking creating this kind of link spreadsheet system is not best practice because it lacks data audit control. when the result changes you will have no idea why etc etc. My suggestion would be to create the whole thing, which I think you've done. then create copys for the managers as stand alone templates v0.1. when they send you back a completed template copy the entire sheets contents over the older version, and mark them as v0.2 where approriate. Keep saving the whole thing too as different versions and you will have yourself a nice audit trail In the words of a man who knew, external links are bad practice full stop "Django" wrote: Good day, appreciate any assistance that you can provide. I am working on a finle which consists of 8 tabs representing business units. I would like to create separe files representing each business unit to send to the managers. I would like whatever data the managers input be reflected on the corresponding sheet in the main file. Appreciate it if anyone could tell me how to link the files and make the changes interactive. -- Django |
#5
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Creating Dynamic Spreadsheets
Thanks Dazz, looks like tis could work.
-- Django "DazzaData" wrote: In that case, just create "twin" sheets, where the ones inside your analysis file draw everything verbatim from the corresponding file outside Create the copy of the sheet eg sheet1 outside your file, and save it eg busUnit1 In the sheet1 inside your analysis file, in a cell which has a value entered, type = and navigate to the same cell in the sheet1 in the file you just created Now, this link is absolute, with $'s, remove these, then CTRL c to copy it Heres the trick, go Edit-Goto-SPecial and select Constants. This will select every entry within your sheet1 which is not a total. Now Edit-Paste Special-Formula now all of your sheet1 inside your analysis is driven by it's sister sheet outside cheers "Django" wrote: Thanks, but I was trying to get out of the cut and paste business. my plan is that after a cut off date they cannot make any changes. Also, they only have access to their own data. -- Django "DazzaData" wrote: Strictly speaking creating this kind of link spreadsheet system is not best practice because it lacks data audit control. when the result changes you will have no idea why etc etc. My suggestion would be to create the whole thing, which I think you've done. then create copys for the managers as stand alone templates v0.1. when they send you back a completed template copy the entire sheets contents over the older version, and mark them as v0.2 where approriate. Keep saving the whole thing too as different versions and you will have yourself a nice audit trail In the words of a man who knew, external links are bad practice full stop "Django" wrote: Good day, appreciate any assistance that you can provide. I am working on a finle which consists of 8 tabs representing business units. I would like to create separe files representing each business unit to send to the managers. I would like whatever data the managers input be reflected on the corresponding sheet in the main file. Appreciate it if anyone could tell me how to link the files and make the changes interactive. -- Django |
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