Import Worksheets Into Master workbook

  • Hello all,
    I've searched through the forums here, and some of the answers come close, others assume I know the prerequisite's. Unfortunately, I'm basically an Excel Dummy. I thought I was intermediate, even advanced, until I started coming here!


    There are 7 files on the network that everyone updates. These are contact databases for clients, insurance companies, our agents, etc. Any changes that need to be made are made. The first person to open a file will get edit mode, the others will only get read-only mode. I rarely have to edit, so if I'm first then I'll invariably be asked to exit so others can update them. I've tried doing the share workbook, but it's not working. That's not what I'd like to do anyway.


    I've made a workbook with 7 different sheets, each tab named after one of the network databases. I'd like for these sheets to automatically update if/when changes are made to the master - but keep my formatting intact. Right now I'm relying on import external data, but that doesn't update. Therefore, I have to delete and re-import every morning, losing all of my formatting. Surely Excel has an easier way to do this?


    The databases are highly sensitive information so I can't really attach one - but I will attach a dummy example of what they all look like. Each file is hundreds of rows and maybe 15-20 columns, so the thought of linking each cell is more than I'm looking to do. I do not know anything about VB, but I'm willing to learn... Help?
    ~Ky

  • Re: Update worksheet from Master workbook


    Possible solution, and other users correct me if I’m wrong. "Import external data" may continue to be your solution.


    Once you have your workbook and worksheet formatted the way you want them. Click on View->toolbars->External data. On this toolbar there is a button that has a red exclamation mark. Its called "refresh data". When clicked it will open “select file” box already pointing to the file that was referenced. If this is the file you would like to continue using then just click "import". If you are pulling the files from a network folder that you have access to then you will be able to do this quite easily.


    I tried it with a couple of cells with bold formats and it kept the formatting. Give it a shot and see if it works for your needs.


    If it does work. you could even try playing with the advanced features of "import external data". On the last step of the process you will have a window that asked you "where do you want to put the data?" click on the properties button and look at the "refresh control" section. I believe if you remove the "prompt for file name on refresh" check box, the Red exclamation mark button will now just assume that its the same file in the same location. You can even ad options to refresh every X minutes.


    Make a local copy of your files and play with it a little.


    Hope that helps,
    Dave

  • Re: Update worksheet from Master workbook


    OMG!! This works!! I have been wrestling with this for a week, when I should've just come straight here. Thank you so much! =)
    ~Ky

  • Re: Update worksheet from Master workbook


    Cool!


    Then ya, play with the options in the properties and see if you can get the timed update working. I don't know if you need to have the excel sheet open for it to count the minutes or not, but it would be cool if you didn't need to even touch anything, just open and new data is there.


    Oh, Watch out for file name changes, I haven’t worked with this either, but I’m guess that Microsoft won't be smart enough to adapt if someone changes the name of the file.


    Good luck,
    Dave

  • Re: Update worksheet from Master workbook


    Uhm... how? Sorry, I've searched using the Excel Help and keywords "properties" as well as "timed update" but I'm not getting an answer. I'm not using a pivot, should I be? LOL, I figured I'd just hit the exclamation points every morning. That's still a LOT faster than what I was doing up to now. =)

  • Re: Update worksheet from Master workbook


    This is how I get to it in Microsoft excel 2003.
    Step by step
    Start on your blank worksheet
    Go to Import data (Data -> Import external data -> Import data)
    A window opens that asks you to select the data source.
    Navigated to your network file and select it. Click Open
    Text Import wizard – step 1 of 3 Opens
    Select the way you would like to separate out your data. Then click Next
    Text Import wizard – step 2 of 3 Opens
    Specify how you want to separate your data. Then click Next
    Text Import wizard – step 3 of 3 Opens
    Select the format of your data. Then click Finish
    Import Data window Opens
    Select where to Import your data AND HERE IT IS!!!!
    Before clicking ok click on the Properties button
    External Data Range Properties window opens
    In here there are three different sections. Each section has a header in small blue font
    Refresh Control is the one I was talking about
    First check mark will enable and disable the Red exclamation mark prompting you to find the file
    Then next two boxes I have not played with…but you might be able to have some fun with them. Play with the time settings. Change it from 60 minutes to like 1 minute and then modify data in the original file and see if it changes or not. Refresh data on file open could be cool too. I think this option makes it so that the Excel presses the red exclamation marks for you when you open your 7 worksheet file. I have no idea what the sub question mark under that will do though.



    You’ll need to modify these properties in all 7 of your worksheets. But once its done…you might never need to do anything again.


    So like I said…make yourself a local copy and play around…that way if anything goes wrong at least your data won’t be lost!


    Good luck, and post back if your successful with anything. I would love to know if it works or not.


    Dave

  • Re: Update worksheet from Master workbook


    Do you have any idea how wonderful it is to not only finally get an answer to this question, but an answer that I can do myself? And it works! You rock Dave, thanks so much!
    ~Ky

  • Re: Update worksheet from Master workbook


    Cool!


    Let me know how it works out! I just made an excel spreadsheet that uses "import external data" too. I learned a lot about it, but not all of it I'm sure. So give a post if you discover anything groundbreaking!


    Dave

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