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Connecting Linked Spreadsheets
My company wants to create a template for calculating estimates on projects
we work on for clients. Our CEO likes the information presented a certain way (for his ease of use), whereas some of our clients like it in a slightly different order. Ultimately, however, the dollar amounts of the estimate will be the same no matter what way the information is viewed. (Yes, I'm sure Access would ultimately be the way to go, but time is short, and the estimate information is already in Excel, so Excel is what we'll be using). The approach I'm thinking of using is to build a template in the layout our CEO likes. I will then build a second template in the layout our clients like, with most of the information in the Client template linked via formulas to the CEO template. Our estimators would then only have to create and fill out a new estimate from the CEO template. They would then create a new spreadsheet from the Client template and update the formula links to the CEO spreadsheet, and voila, everything would be the same. Does this make sense as a means to accomplish what I need, or does anyone have any other suggestions they'd recommend? Thanks! |
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