Forum Discussion
Jay_HandJH
Oct 27, 2023Copper Contributor
Question about transferring data between workbooks.
Hello, First time posting a question on here, so thank you in advance for any responses. I've recently started using Excel more as a tool at work, to improve efficiency in what we do. I'v...
JKPieterse
Oct 27, 2023Silver Contributor
The drop-down is easily achieved using Data, Validation, List option.
I would also format the table as table, this ensures that last row always gets the drop-down.
The transfer of data I would do from the other workbook: Insert a sheet where the data must land, then choose Data, Get Data, From file, From Workbook. After clicking on the table name, click Transform data. In the next pane you can filter for that last column and delete any columns you don't need and rearrange them in the order you want them to appear. Then click Close & Load and tell it where to place that data. In the properties you can set that table to automatically refresh when the workbook is opened.
I would also format the table as table, this ensures that last row always gets the drop-down.
The transfer of data I would do from the other workbook: Insert a sheet where the data must land, then choose Data, Get Data, From file, From Workbook. After clicking on the table name, click Transform data. In the next pane you can filter for that last column and delete any columns you don't need and rearrange them in the order you want them to appear. Then click Close & Load and tell it where to place that data. In the properties you can set that table to automatically refresh when the workbook is opened.
- Jay_HandJHOct 27, 2023Copper Contributor
Excellent. This sounds like exactly what I'm looking for, thanks a lot. I'm going to go away and give it a go, and will report back.