Forum Discussion
I need help restoring workbook
I need help restoring a big worksheet that a old employee started but it looks like it needs some updating. There are several sheets using roll up sheets and template in order to pull information into a main worksheet that compares data. Data can be selected by property and year. When this was first created there was only one year of actual data. Now there is 3 years and I do not know how to update this so the main worksheet pulls the correct data.
Main Sheet
Here is a picture of some of the tabs the data is pulled from
1 Reply
- NikolinoDEPlatinum Contributor
In order to effectively restore and update the worksheet, it would be useful to be able to view the file itself (without sensitive data). It would also be beneficial to have additional information such as Excel version, operating system, storage medium, and if necessary, additional information about the digital environment of the file.
Simply making a suggestion like that would be frivolous, what is possible is to suggest some steps that might help you. Here is a breakdown of possible steps using AI. From the images and your description, it appears that the workbook uses multiple data sheets (rollup sheets, templates) that feed into a main worksheet for analysis and comparison based on property and year.
Here is a guide to troubleshooting and properly updating the workbook:
1. Identify the Source Data Sheets
- From your images, the relevant tabs appear to be:
- Roll-Up Data (Prop)
- Roll-Up Data (Y-Y)
- Template
- Property View Data
- Property Health & Comp Analysis
These sheets likely contain the core data that the main worksheet uses.
2. Locate and Understand the Data Structure
- Check each source sheet to understand how the data is structured:
- Identify the columns for properties, years, and metrics (e.g., EGI, OpEx, NOI).
- Verify if data for different years (e.g., 2021, 2022, 2023) is stored in separate columns or rows.
Example:
In the Roll-Up Data (Prop) sheet, see how the years are represented. Is there a column for each year (e.g., 2021, 2022, 2023), or do rows contain a Year field?3. Update the Data in Source Sheets
- Ensure all new data for the last 3 years is entered into the appropriate sheets:
- Update Roll-Up Data (Prop) and Roll-Up Data (Y-Y) with the latest data.
- Check if data for each year is consistently formatted.
4. Check the Formulas in the Main Worksheet
- In the Main Sheet, check how the data is pulled:
- Look for formulas or data validation dropdowns that refer to the roll-up sheets.
- Identify cells that allow you to select the property and year.
- These formulas might use functions like INDEX, VLOOKUP, XLOOKUP, SUMIFS, or FILTER.
Example:
If a cell pulls data for a specific year, the formula might look like:=INDEX('Roll-Up Data (Prop)'!$B$2:$F$100, MATCH("Property Name", 'Roll-Up Data (Prop)'!$A$2:$A$100, 0), MATCH(2023, 'Roll-Up Data (Prop)'!$B$1:$F$1, 0))
5. Modify the Formulas to Include New Years
- If the formulas currently only reference a single year, expand them to reference the new years (2022, 2023).
- Update dropdown lists or data validation to include the new years.
Example:
- If you have a dropdown for years in cell D2, make sure it includes 2021, 2022, and 2023.
- Update any references to this cell in your formulas.
6. Check Conditional Formatting
- Verify that any conditional formatting rules are updated to accommodate new data ranges and years.
7. Verify Data Pulling and Comparisons
- Test the main worksheet by selecting different properties and years to ensure the data updates correctly.
- Compare the values manually with the source sheets to ensure accuracy.
8. Automate Updates (Optional)
- If the workbook will continue to grow, consider using Excel Tables (with dynamic ranges) or Power Query to make future updates easier.
Checklist for Troubleshooting
- Verify Data Entry in roll-up sheets for all years.
- Check Formulas in the main worksheet for:
- Correct references to the updated data
- Expanded year ranges.
- Dropdown Lists include all years.
- Conditional Formatting covers new data ranges.
- Test by selecting various properties and years to ensure accurate results.
Hope this information can help you a little with your plans...if not, please just ignore it.