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Steve C

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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