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Excel 2007: Looking to Link to a Template

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  1. #1
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    Excel 2007: Looking to Link to a Template

    Hello,

    I'm have an excel spreadsheet that contains about 200 columnss of information. Column A contains the name of each deal. I want to be able to click the deal and have the information from the 200 columns flow to a new tab that fills out a template. Is this a possibility? All the information would be on the original page, but it would just be condensed and presently differently on the new tab, almost like a pivot table but less work for the user I would be sharing this with.

    Let me know if anyone has any ideas. Thanks.

  2. #2
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    Re: Excel 2007: Looking to Link to a Template

    Hello rint412,

    I'm not quite sure if this is what you're after but maybe it's a start. Attached is a workbook that when you double click the a cell in column A of Sheet1 it takes you to sheet2 and shows the information for the row you selected. I wasn't sure if you needed to save the broken down information or if it was for viewing purposes only. Please let me know if you have any questions.

    Thanks,

    RVASQUEZ

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    Re: Excel 2007: Looking to Link to a Template

    Thank you, this is certainly a start. I guess what I was really looking for was the ability to create a template that could used for multiple rows without me building out each tab. The double-click would direct you to a new tab with a filled out template for the row that you clicked.

  4. #4
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    Re: Excel 2007: Looking to Link to a Template

    Hey there,

    Take a look at this. I modified it to add a new worksheet with the Template from Sheet2 to the end of the workbook each time a row is double clicked.

    Thanks!

    Rvasquez

  5. #5
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    Re: Excel 2007: Looking to Link to a Template

    This is perfect. Can you explain a little bit about how you set this up for future reference?

  6. #6
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    Re: Excel 2007: Looking to Link to a Template

    Attached is the workbook with a breakdown of how it works.

    Thanks!

    Rvasquez

    Don't forget to mark this SOLVED and if it was helpful please be so kind as to add to my reputation points by click the star. Thanks!

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