Excel Puzzle

choyaa

I've got a little bit of headache with Excel and I am not sure if I am incorporating the best solution?


I have a Excel template that needs to be populated by a source Excel spreadsheet that updates on a daily basis. My solution was to put the source template on tab two and formula drive the initial template matching up the headings where appropriate.


Then all that would need to happen each day is for the raw source data to be input to the file.


Does this make sense and is it a good solution?

AndyPix

choyaa wrote: »

Does this make sense and is it a good solution?

It does make sense and is probly the most basic way of doing what you want if i understand you correctly.


Does this method work for you is the main question ?

Discodave

So, you need to update a main/front sheet, by manipulating/adding data to a second/backend sheet, then the way you described, I think, its pretty easy do to.

choyaa

Discodave wrote: »

So, you need to update a main/front sheet, by manipulating/adding data to a second/backend sheet, then the way you described, I think, its pretty easy do to.

That's it in a nutshell but I just wanted to ensure that I wasn't missing anything more obvious.

bod1467

choyaa wrote: »

Then all that would need to happen each day is for the raw source data to be input to the file.

Does this data auto-populate from the source when opening the file, or is an easy copy/paste?

If yes then what you suggest is a good way.

If no then I'm struggling to see what benefit having a data sheet feeding a template sheet gives ... if you have to manually enter the info in the data sheet, then you could just as easily manually enter it in the template sheet.

I_have_spoken

Does this make sense

No .

victor2

If your "raw source data" can be obtained by some sort of query built into the spreadsheet, then no extra input will be required.
If you have no choice but to manually key it in, then the principle of what your are doing is fine - you could even speed up the data entry with an input form if that would make life easier.

bengalknights

How does the the source data get imported in?

It might be easier to link back to the original source it it's a compatible format

Carl31

using an Excel table and pivot would be a good combo here, outside of VBA

add the new data to the bottom of the table, the pivot will dynamically incorporate the new data each time you add it, then you just refresh the table