Forum Discussion
Bent1015
Aug 02, 2024Copper Contributor
Calculation template with source data
Hi
I have created a travel package calculation spreadsheet. I have saved it as a template, and my plan is that for each travel package we have, we shall create a new document.
In in the original document/template - i have a seperate tab called Data! where i have exchange rates, different mark-up levels depending on what kind of product it is, and admin and visa fees.
My thought is that when creating a new package, i use the template and save a copy for each travel package. But i want the new files to be linked to the oringal templates, so that when i change the exchange rates this will be reflected in each new file. The update of exchange rates does not have to be automatically, but i would like to go into each file, and push a button
- JKPieterseSilver ContributorCreate a separate workbook which contains the data you want. Store it in a central location everyone has access to. Then open your template and use Data, Get Data, From File, From Workbook and point it to the right information. Have it return that info to your Data tab. In the Queries settings, you can set it up to (e.g.) refresh when the file is opened.