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comparing live sheets that are updated monthly

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    comparing live sheets that are updated monthly

    Evening all

    I am looking for a steer towards the best method to use for the following problem.

    Each month, I am given a sheet, with data of people that are becoming veterans. So I am looking to create a master sheet, which has their details on, also some extra columns that do not come on the initial spreadsheet (person responsible, contact columns).

    Master sheet sits there and people have access to the sheet work through it.

    Then at the end of the month, a new sheet arrives, it will have some names that are on the master sheet already, but some new. I would then like the excel to upload check the new sheet, people it finds on both, leave, new people added it does not find and then delete the ones it does not find.

    Hopefully that makes sense?

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    Forum Expert dflak's Avatar
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    Re: comparing live sheets that are updated monthly

    This makes a lot of sense and I have a general idea of how to set it up. Basically, the master sheet can be anywhere, but I recommend that the monthly sheets be stored in the same folder every time. From there the file can be used as a data source and once imported, moved to an archive folder.

    However, without sample workbooks. I cannot offer more.
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

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    Re: comparing live sheets that are updated monthly

    I am really sorry dflak, my laptop was lost and I lost all access to this site etc. I can knock up some data to try and show you

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    Forum Contributor NewYears1978's Avatar
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    Re: comparing live sheets that are updated monthly

    You can do this with a simple data collection as dflak mentioned. I have made this exact form (for another method, Customer List for our sales reps) here at my company I work for.

    You can have the Workbook so it can import the data file and it will update automatically adding and removing people as necessary. The key here is you mentioned that people work in the file. If people are editing the data, when you update the new data again it's going to delete stuff they added unless you set it up a specific way.

    But without sample files, it's impossible to help, as dflak said. If I had a small sample file of the data that gets exported each month, and a sample file of what it looks like when people edit and what exactly they are editing. I could work on something.

    In the case of the file I use, I only let my users edit 4 extra columns at the end of the file, not the existing data. So if they are editing existing data like phone numbers and stuff..this method won't work I would have to think of a different idea. Again, depends on the full scenario, which is why sample files are always necessary,

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