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Linking workbooks

  1. #1
    lobo
    Guest

    Linking workbooks

    Hi, I have two workbooks, exactly the same, on two different computers
    and both have to be updated. Updating takes place by two different
    people. My problem is that when I try to update the one on the other
    computer, the user has left it on and I get a read only file and vice
    versa when he tries to update mine.
    We both need this file at varying times of the day, sometimes at the
    same time. Is there anyway that I can link these two files so that as I
    input data or he inputs data, both files are updated?
    Thank you


  2. #2
    Bill Ridgeway
    Guest

    Re: Linking workbooks

    I am not sure from your comments whether you have one file accessible from
    two computers or two copies of the files on separate computers.

    One file accessed from two computers
    It is bad practice to have a file available for update by more than one
    person which is why, by default, any other user will be locked out. Whilst
    it may be inconvenient for one person to be locked out of a file having both
    users trying to update the same record would produce a muddle.

    Two files on separate computers
    Having two copies of a file means that you can both access data
    independently but, at the end of the day, you now have two files with a
    mixture of updated data which should now be merged.

    I hope I have adequately covered your query.

    Regards.

    Bill Ridgeway
    Computer Solutions

    "lobo" <mbentler@sympatico.ca> wrote in message
    news:1148489428.351804.24320@j55g2000cwa.googlegroups.com...
    > Hi, I have two workbooks, exactly the same, on two different computers
    > and both have to be updated. Updating takes place by two different
    > people. My problem is that when I try to update the one on the other
    > computer, the user has left it on and I get a read only file and vice
    > versa when he tries to update mine.
    > We both need this file at varying times of the day, sometimes at the
    > same time. Is there anyway that I can link these two files so that as I
    > input data or he inputs data, both files are updated?
    > Thank you
    >




  3. #3
    lobo
    Guest

    Re: Linking workbooks

    Bill, I have two identical workbooks, with identical data being input.
    The problem is we are in two different offices and if the gentleman
    that is supposed to do the job leaves his open, I can only open as read
    only. So I recreated the workbook on my computer and input into that,
    which does not up date his and vice versa, hence they are never
    identical.

    I was wondering if I could link the files so that I could update his at
    the same time I update mine and vice versa. Preferably without a lot of
    programming, because worksheets get added and deleted as drivers are
    hired and leave.

    This may not be possible? I don't know

    Thanks
    Martin Bentler
    McGillion Transport Ltd.


  4. #4
    Bill Ridgeway
    Guest

    Re: Linking workbooks

    Martin,

    Thanks for the clarification.

    I appreciate it may be inconvenient for you both not being able to access a
    single file simultaneously. You say <<if the gentleman that is supposed to
    do the job leaves his open, I can only open as read only.>> This indicates
    that you are on a network. There should, therefore, be no need for a second
    copy. As has already been explained, the reason the file is locked is to
    prevent two users trying to update the same file. By having a duplicate
    file you run the risk of having up-do-date and out-of-date information on
    both files. Eventually there will be a need for someone to compare ALL data
    on BOTH files, identify mismatching data, guessing which is the up-to date
    data and updating the main file. Given that this also leads to the
    possibility of important business decisions being made on out-of date
    information it is really a disaster in the making. Linking the files as you
    suggest is just not a viable option in the long term.

    I would respectfully suggest that you have just gone for the easiest
    (initially) option and haven't thought the problem through or maybe someone
    is trying to avoid a personality clash. If this is so someone needs to take
    the bull by the horns and consider that the requirements of the business
    takes precedence of personalities. Perhaps there is a need to come to some
    understanding / arrangement that there should be only one file and that this
    should be open to either one user or the other as needed. Keeping it open
    "just because I may need it" should not be an acceptable option. There may
    also need to establish a pecking order (hierarchy) so that it is clear who
    is responsible for resolving the problem, deciding on procedures and
    protocols and who should be doing as instructed.

    Apologies if this sounds rather heavy but someone should be taking a lead.

    Regards.

    Bill Ridgeway
    Computer Solutions

    "lobo" <mbentler@sympatico.ca> wrote in message
    news:1148587516.162584.238390@38g2000cwa.googlegroups.com...
    > Bill, I have two identical workbooks, with identical data being input.
    > The problem is we are in two different offices and if the gentleman
    > that is supposed to do the job leaves his open, I can only open as read
    > only. So I recreated the workbook on my computer and input into that,
    > which does not up date his and vice versa, hence they are never
    > identical.
    >
    > I was wondering if I could link the files so that I could update his at
    > the same time I update mine and vice versa. Preferably without a lot of
    > programming, because worksheets get added and deleted as drivers are
    > hired and leave.
    >
    > This may not be possible? I don't know
    >
    > Thanks
    > Martin Bentler
    > McGillion Transport Ltd.
    >




  5. #5
    lobo
    Guest

    Re: Linking workbooks

    Bill, you have a very good intuition....reading very well between the
    lines.
    The data comes from one source, so the input is exactly the same in
    both cases, but you are right one file would be easier, if I could get
    it closed when my other party is finished with it. Sometimes it takes
    someone outside to point out the real problem.
    Thank you, you have provided me with the solution.
    Martin Bentler
    McGillion Transport Ltd.


  6. #6
    Bill Ridgeway
    Guest

    Re: Linking workbooks

    Martin,

    You wrote in your last post <<The data comes from one source, so the input
    is exactly the same in both cases>> It occurs to me that there is not only
    the problems associated with duplicated data (already discussed) but having
    two people keying in the same data onto two spread-sheets is downright
    inefficient. In that case establishing a pecking order (chain of command)
    will also determine the line of communication and responsibility for
    allowing such a system to become established.

    Regards.

    Bill Ridgeway
    Computer Solutions

    "lobo" <mbentler@sympatico.ca> wrote in message
    news:1148644986.991962.93320@i39g2000cwa.googlegroups.com...
    > Bill, you have a very good intuition....reading very well between the
    > lines.
    > The data comes from one source, so the input is exactly the same in
    > both cases, but you are right one file would be easier, if I could get
    > it closed when my other party is finished with it. Sometimes it takes
    > someone outside to point out the real problem.
    > Thank you, you have provided me with the solution.
    > Martin Bentler
    > McGillion Transport Ltd.
    >




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