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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, |
#2
Posted to microsoft.public.excel.worksheet.functions
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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, |
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