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Sharing information between worksheets

  1. #1
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    Sharing information between worksheets

    Ok so I have a number of worksheets inside a single workbook. They are all related to a given customer, each new customer gets a workbook. What I want to happen is when I create a new workbook for the customer I enter customer information onto the Customer tracking document and I want the customers name to appear on several other sheets in the workbook. I also want other customer information to appear on these other sheets including dates, invoice numbers, phone numbers, customer numbers....the list goes on. I assume it is all the same process. I can take values from a cell in another worksheet and apply it to a formula and that works but it will not work for the other peices of information I mentioned. Any help would be great. Thank you

  2. #2
    Forum Expert darkyam's Avatar
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    It would probably be best to create a blank template for what you want to do (not necessarily saved as a template, just a workbook that has all formulas but no info). For example, if Sheet2, A2 reads from Sheet1, A1, a simple formula of =Sheet1!A1 in Sheet2, A1, would work and update when you changed Sheet1. For the other pieces of information, this approach will work, you just have to format the cells the formulas are in to be what you want. There are specific date and phone # formats already in Excel and you can do custom formats if it doesn't already have what you're looking for.
    If this doesn't help, please respond with a more in-depth explanation of what you need.

  3. #3
    Forum Expert JBeaucaire's Avatar
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    Setup a sample of your basic workbook that has customer info one sheet and other sheets that do your various tasks while using the customer info copied from the info sheet.

    Once you have to laid out one time, save that file as an Excel Template (.xlt) so that you can open in and each time it is ready to use as new customer workbook. This never changes the template so it's always ready to use again.
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  4. #4
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    Put your customer details into a single database, not spreadsheet, and link crosstabs off it.

    Quicker
    Neater
    Smaller files

    CC

  5. #5
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    Cheeky Charlie
    How do I do that?

  6. #6
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    Solved

    Never mind I got it figured out. Thanks for the help.

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