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Copy sheet data into new workbook

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    Copy sheet data into new workbook

    This isn't as easy as the title leads you to believe.

    I have 2 workbooks. Workbook 1 (original) and Workbook 2 (updated).

    Each workbook has 3 sheets with identical columns and layouts.
    - Sheet A
    - Sheet B
    - Sheet C

    I need to find the most easy of easy dummy proof way to copy the non-formula data from Sheet B of Workbook 1 onto Sheet B of Workbook 2.

    Copying and pasting data from one sheet to another and then going in an changing the source of the formula links is too complicated for the people using this workbook.
    Copying column range per column range and avoiding any columns with formulas is too complicated for the people using this workbook
    Copying the entire Sheet B page from Workbook 1 to WB 2 and then changing the source is too complicated for people using this workbook.

    I would like to be able to set it up so that the user only has to push a button on 1 or both of the workbooks and everything is done automatically for them.

    Is this possible? Thank you!!
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    Last edited by whoisdane; 06-12-2020 at 02:50 PM.

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    Forum Expert CK76's Avatar
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    Re: Copy sheet data into new workbook

    It's certainly possible. But set up will depend on your workbook data structure and on file storage (does both workbook live in network drive, or one lives on network drive and the other on local drive, or is it on cloud storage etc).

    I'd recommend uploading sample of Workbook 1 & 2 in original state. And what Workbook 2 should look like after the operation.
    Along with other details, such as what version of Excel is possible (Ex: You may use 2016, but some user may be on older version. Or everyone may be using Office 365 etc).
    "Progress isn't made by early risers. It's made by lazy men trying to find easier ways to do something."
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    Re: Copy sheet data into new workbook

    Quote Originally Posted by CK76 View Post
    It's certainly possible. But set up will depend on your workbook data structure and on file storage (does both workbook live in network drive, or one lives on network drive and the other on local drive, or is it on cloud storage etc).

    I'd recommend uploading sample of Workbook 1 & 2 in original state. And what Workbook 2 should look like after the operation.
    Along with other details, such as what version of Excel is possible (Ex: You may use 2016, but some user may be on older version. Or everyone may be using Office 365 etc).
    Thank you CK76 - I've attached 2 workbooks. (Also attached in OP).

    WB1 - original
    WB2 - updated

    I need to transfer WB1/Sheet B (table8 data) to WB2/Sheet B (table 8 data). If I can make it as automated as possible for clients, that would be ideal.
    Attached Files Attached Files

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    Forum Expert CK76's Avatar
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    Re: Copy sheet data into new workbook

    Excel version? And where would those files live in? Cloud, local drive or network drive?

    Also, would users edit data in Workbook 2 Sheet B? Or is it for reporting source only?

    If no editing of the data is required on Workbook 2. I'd recommend using either MS Query or PowerQuery to bring in data from Workbook 1.

    Then it's only matter of refreshing data whenever workbook 2 is opened.

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    Re: Copy sheet data into new workbook

    Oh, my fault, it's been a hell of a day.

    Excel 2016+
    File would live on the user's local machine (they'd have a WB1).
    Once info is transferred into WB2, they'd be working out of WB2.

    I should have been more specific in my OP. I built a lead tracking and mortgage loan comparison workbook that a ton of my colleagues fell in love with and wanted a copy of their own. So I ended up tweaking it to be as user friendly as possible, but constantly I'm finding little bugs, or I make super tiny changes to be more efficient. When I come out with a new update, I want to send it to my colleagues and have it be a dummy proof system that allows them automatically take the database of clients / leads that they have built in WB1, and then just transfer it into WB2. And WB3, WB4, etc etc as I continually tweak and fine tune my workbook.

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