Forum Discussion

ebogues's avatar
ebogues
Copper Contributor
Jun 02, 2023

Can I create a MASTER WORKBOOK that updates from different workbooks?

I am looking to create a master workbook from different workbooks that I currently have. I've seen answers for workbooks/sheets with actual data and equations, but I do not have "data" as in numbers or formulas in mine, just lists of accounts and customers and their account numbers, etc. I want to create a workbook, AND NOT just multiple SHEETS in one workbook, that automatically updates when I make a change in, say, the workbook with the sheet for "Brooke's OQ" that updates on my main workbook with the sheet for "Brooke's OQ" as well so I don't have to make that update twice. Any suggestions???

5 Replies

  • Kayz1701's avatar
    Kayz1701
    Copper Contributor

    Hi. I am looking for the opposite of this. 

    Please could you help me. 

    I have a table of contents (a summary page) -  There are different items on there which I need to create separate worksheets for.

     

    The issue is, for each of the sections there is a set sheet I need to use and I want each of the new sheets to copy this. I have a bit of a visual:

     

    Contents:Number 
    Section 1Outside1
    1.1Garden1
    Section 2Inside14
    2.1Door4
    2.2Window10

    What i have is Section 1.1 - Garden (this has its own set sheet which has places for images and some standard information regarding works there) there is only 1 of these to create, so i don't need another sheet. But if i did i would need excel to automatically copy this sheet by the number in the last column and create worksheets 'Garden 1, Garden 2, Garden 3....... etc) 

    Same for Door - I will need this to use 2.1 as the first sheet and then copy it 4 times using Door 1, 2, 3 etc. 

    and so on... 

    I would also like all the 'sections' to have the same data in the top few Rows - which will be the customer and location information. 

     

    once the sheets are created I can then convert it all into a PDF or Power point presentation. 

     

    Please can anyone tell me if this is possible and how to do it. 

     

    So far i have tried the developer function, but i am not sure i am doing it correctly and the Macros are blocked, and will not unblock on this computer. 

     

    Any help will be really appreciated.

  • peiyezhu's avatar
    peiyezhu
    Bronze Contributor
    real time update? or consolidate all sub sheets to master sheet?
  • NikolinoDE's avatar
    NikolinoDE
    Gold Contributor

    ebogues 

    As a proposal, you can create a master workbook that updates from different workbooks using external references or Power Query (Get & Transform Data) in Excel.

    Here are two approaches you can consider:

    1. External References:
      • Open your master workbook and create a new sheet for each workbook you want to link.
      • In each sheet, use external references to link to the specific ranges or cells in the source workbooks. For example, if you want to link to a cell in the "Brooke's OQ" workbook, you can use a formula like ='[Brooke's OQ.xlsx]Sheet1'!A1.
      • Whenever you make changes in the source workbooks, the linked cells in the master workbook will automatically update.
    2. Power Query (Get & Transform Data):
      • Create a new query for each workbook you want to link to in the master workbook.
      • In each query, connect to the source workbook and select the necessary data.
      • Apply any transformations or filters as needed.
      • Load the query into the master workbook.
      • Whenever you refresh the data in the master workbook, it will update the data from the source workbooks.

    Both methods allow you to create a master workbook that automatically updates when changes are made in the source workbooks. Choose the method that best suits your needs and the complexity of your data.

Resources