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merging spreadsheets

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Merging spreadsheets

ResolvedVersion 2007

Claire has attended:
Excel Advanced course

Merging spreadsheets

I have a spreadsheet that is updated by individual salesmen and needs to be merged onto one spreadsheet at the end of the week. Is there a quick way of doing this with the updates they send through?

RE: Merging spreadsheets

Hi Claire

Thank you for your question, and welcome to the forum.

A suggestion would be to set up a master spreadsheet which collates information from all the individual spreadsheets, via links.

The important thing here would be to have the master spreadsheet and most recent copy of each salesperson's spreadsheet saved in the same folder.

If you are being emailed the spreadsheets, then save each person's spreadsheet over their last copy (therefore keeping the same filename), then you can open the master spreadsheet and if the links are set up correctly the information in your master spreadsheet should update.

There may be a trust/security settings bar that appears near the top of the screen where you need to click Options then Enable to get the data to update.

Otherwise I'm sure there is something really fancy you could do using VBA coding to automate this process for you. We do run a 2 day Excel VBA course if you think this would be helpful.

Amanda

Excel tip:

Creating a range of monthly payments as text

You could use a formula to create a range of payment ie. payment amount for x% to y% rate with fixed terms and principle.

The text that would be "between Xamount and Yamount".

Here is how to do it.

1 Use the PMT function to get your monthly payments figure or whatever frequency of payments that you choose he start range.

See PMT under Excel Help

2. Nest these in the ROUND function to round decimals see ROUND under Excel Help


3. Concatenate this using "&" and concatenate " to " and concatenate "Between ".

4. Concatenate the above to PMT function for the end range

ie.

="Between "&ROUND((PMT1),decimal places)&" and "&ROUND((PMT2),decimal places)

View all Excel hints and tips

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