I kinda have two questions in one.
I am creating a main budget file, budget files for specific districts aswell as report files connected to these district budgets.
The budgets are to be created for each district, so the main file is basicly just for a complete overview of budget and sales. There are about 30 districts, so quite a lot of files to connect.
-The report files gather data from a workbook in which sales are added, aswell as from the budget file for that specific district.
-The main budget adds the combined data from the different budget files and also gathers data from the sales workbook.
-The district budget files gather data from the sales workbook as a basis for the budget.
So first of all:
When the files are opened and I am prompted to activate content or update content. This will result in value errors unless I go to Data > Links > Open Files. For the main budget that means opening all 30 budget files to update everything.
Is there a way to make automate this process so that the files update without having to open all connected files?
Second:
I am creating this on my laptop and I am not sure how this is gonna be set up later. When I move the files, the connections will probably be lost since I am using formulas like SUMIFS etc. Is there a way to make the files search for the connected files without having to change every formula in a cell every time a file is moved?
Thank you for your time!
You could write VBA code to open all the files you need at once, then update and save your main sheet. If you aren't familiar with VBA, that would very much be a simple and straightforward intro project.
Also as far as moving sheets around, you are asking about Relative vs. Absolute paths. I would suggest reading more about that here: Relative vs. Absolute paths
Related
I have this [excel] file:
IMAGE-xlsfile
I The customers every day are different (because they may paid some of documents)...and the rows with data for every of them.
Can I create from this .xls file for every customer new excel (or word) file with the rows with doc.#, paid..?
I need some help because I have to create [letters] every day for the clients (they are more than 500) or some other idea how to make the task more fast?
Thank You : )
P.S. I'm not programmer
[excel-vba][word] [excel-formula]
If you have a fixed format. I strongly recommend using "Power query" (
if you want it to look more professional use "PowerBI"). You can link the customer files to your main file. You can update your tables with one click.
Useful links:
for unchangeable customer filter
https://www.youtube.com/watch?v=8MlDYKPxznQ
for changeable customer filter
https://exceleratorbi.com.au/pass-excel-parameter-power-query/
Don't panic, you don't have to know software to use it.
I have an location in one drive for business where an .xls file is getting daily replaced via flow automation. The data structure, columns is the same. What I want is to create an excel online workbook that would get its data from that daily replaced xls. I tried once but as soon as the source file got replaced and I clicked on Refresh all under data, the operation ended in error. Any ideas?
You can use Power Query in that scenario. Depending on the exact circumstances, you could
Get data from Folder
Filter the folder to show only files that contain '.xls' in the file name
If after that you still have more than one file, sort them by date modified and keep only the newest one.
Then process that one remaining file.
Is it possible to insert a code so we can track all copied excel files in the future?
The reason why: we are creating a template excel file that people can copy and fill in. The problem is that they regularly have to fill in the same information so instead of starting from the template they copy the already filled in template.
If we decide to change the template, we want to change all the files that were copied so there are no multiple versions going around.
All the files are stored on a server in subfolders so We can access them all. Titles of the file will vary based on the wishes from the customer.
After reading you, I see that:
Summary:
You have one single Template that everybody copies
You store all the filled templates on one Server Subfolder
Title of the Files varies from Customer's needs
Challenges:
For Performance shake, you might need of a program than Excel to manage those files
Otherwise, it is possible to use Excel VBA, but is somehow/enough complicated so you would need to have an advanced skills and enough time to write everything handling that Subfolders' file renaming if you wish to collect the data in one Single Excel.
Suggested Solution:
I recommend you to have A Locked Worksheet + Workbook Excel
Template so your customers won't be able to edit its structure and
it will keep all of your templates to be the same.
You better have some kind of the Standard in the nomenclature of your Excel Files which will help you use that description later on for search/filter/sorting ...
You can have a Reset Button as well within the Template where your customers will click and will empty all the fields effortless.
In short, If you wish to track of files being copies, you would need more than Excel VBA for that as you need to play with A windows service for you to track them.
Hope this will give you some ideas. All the Best!
I am in the process of upgrading an excel spreadsheet we use to manage timecards with for employees every week, we use OCR to process them. Currently our big spreadsheet, its a multi-tabbed spreadsheet where every employee in a given department can see everyone else's time that gets logged.
What I am in the process of doing is making individual spreadsheets inside folders for each employee to access, these folders will be locked so employees of each department cant go in and see other peoples timecards. One master spreadsheet with the use of index/match will pull the data into the master spreadsheet.
I have one page completed for one employee but I have about 20+ more employees to go and it took 6 hours to do one page, is there a way that I can change the spreadsheet connection of one individual page instead of the entire workbook?
here is an illustration:
i have hundreds of cells on one tab connected to this external spreadsheet
With the use of the "Edit Links" prompt I am aware that I can change data sources, but I want to edit the connection per tab not the entire workbook
i want to have one tab pulling from one data source, and the next tab pulling from another data source. I want to accomplish this without going into each cell and updating the link and spending a 40 hour work week on something so small.
How can I do this?
thanks!
using replace all, [ctrl + h] for windows, you can change any value within formulas on the entire page
works great
Like many, I have spreadsheet that draws data from over 40 text files as data sources. The text files are from another app, and need to be periodically updated into Excel.
The set of data source files and spreadsheet need to be able to be duplicated and run on different systems. This is where the astonishing inability of Excel to support data import from the spreadsheet folder (or relative paths at all) becomes a big problem. This question mentions the issue but has no solution.
I developed a crude workaround for this (IMHO) fundamental flaw in Excel. Map your spreadsheet folder to a drive letter with SUBST. Then import the data from the SUBST drive letter. That drive letter and path will become part of the spreadsheet, buried deep in dialogs, and very inconvenient to update. So instead, whenever you copy or move the spreadsheet, re-create the SUBST to the current folder. Ugly, but effective.
New Question: Using this technique, when I open the spreadsheet and click Refresh to refresh from the data sources, I have to click "Import" on over 40 dialogs - one for each file. How can I automate that process?
I discovered that under a data range properties, there is a setting for "Prompt for file name on refresh". By unchecking that, it is no longer necessary to click import for every linked file. The properties for each linked data source must be adjusted individually. There doesn't seem to be any ability to multi-select data sources.