Mirror An Excel File to Another

Copper Contributor

Dear All,

 

I have a requirement to refer to a master data template in excel whereby the master template is shared between 2 companies.

However, the master data template is only to be online and updated for reference.

 

AS-IS situation:

  • I copy data from the master template to my file locally/one drive.
  • I perform comparisons using the master template in my file
  • Master data template is left untouched

This becomes a problem when the master data template is updated online, therefore I'll have to copy paste again and again.

 

TO-BE situation:

  • I'd like to be able to use my file, but using the master data template I referred online.
  • Everytime the master data template is updated, it will automatically update in my local file too.

 

Kindly for your feedback.

2 Replies

@brotherm Consider connecting to the master file with Power Query (PQ). If you are not familiar with PQ, the link below would be a good place to start learning about it.

https://exceloffthegrid.com/power-query-introduction/ 

Appreciate your reply, will try to take a look at Power Query: https://learn.microsoft.com/en-us/training/modules/automate-data-cleaning-power-query/