Automatically Linking New Spreadsheets to Master File
 

Dear all,

Set-up: I have created a template using Excel to manage projects for our
clients. The template contains a budget forecast, invoices to be generated,
an expense tracking worksheet and a budget reconciliation worksheet. I use
the template for each new project by saving it as a stand-alone document
named for the client and project in question.

Need: I now wish to create a Master Spreadsheet that can track all projects
throughout the year. My goal is to be able to review invoices, budgets,
profits, etc. at a glance through the Master Spreadsheet. I know I can go in
a manually get the information, but I am hoping this can be done in a more
elegant and automated fashion. In essence, whenever I use the template for a
new project, the pre-determined information I enter is also automatically
captured in the Master Spreadsheet.

Many, many thanks,

Automatically Linking New Spreadsheets to Master File
 

See one suggestion in other group you multi-posted to.

No need for multi-posting. Won't get you any more responses and may slow things
up when posters see that it has been multi-posted.


Gord Dibben MS Excel MVP

On Mon, 24 Dec 2007 11:14:02 -0800, gabonais
wrote:

Dear all,

Set-up: I have created a template using Excel to manage projects for our
clients. The template contains a budget forecast, invoices to be generated,
an expense tracking worksheet and a budget reconciliation worksheet. I use
the template for each new project by saving it as a stand-alone document
named for the client and project in question.

Need: I now wish to create a Master Spreadsheet that can track all projects
throughout the year. My goal is to be able to review invoices, budgets,
profits, etc. at a glance through the Master Spreadsheet. I know I can go in
a manually get the information, but I am hoping this can be done in a more
elegant and automated fashion. In essence, whenever I use the template for a
new project, the pre-determined information I enter is also automatically
captured in the Master Spreadsheet.

Many, many thanks,