Linking Worksheets

[Ben Yang]

Hi all. I have a master spreadsheet with all the clients' trade
information and need to link information between the master sheet and
other separate worksheets containing the trade info for each
individual client. For example, on the master sheet, it lists every
client's quantity, price, stock, and date of each trade she made;
there is also a separate sheet for, say, client A which lists only
her quantity, price, stock, and date of each trade.

Here is what I want to do: Not only do I want to have the data in the
individual sheet updated as I update the master sheet's corresponding
data, I also want to see the new entry (of quantity, price, etc.)
automatically added to the individual sheet as I add new data on the
master sheet, or vice versa. For example, client A made a trade today,
and I record the data of the trade into the master sheet, I also want
to see the data appear on her individual sheet. I know about the
Sheet1! cell reference thing, but apparently it doesn't work if I want
to add a new entry simultaneously the individual sheet as I update the
master sheet. I heard you have to it by playing with macros and even
visual basic. Are there easier ways of doing this? If not, what
exactly should I do to make this happen?

Thank you very much!

 

[CyberTaz]

I don't have as good a solution as will probably be offered by others, but
here's a little insight on the issue There is nothing inherent in
Excel's capabilities that "sends" data from one cell to another. What you
can do is create formulas which *look up* data from other locations.

Regards |:>)
Bob Jones
[MVP] Office:Mac

 

[Bob Greenblatt]

I don't have as good a solution as will probably be offered by others, but
here's a little insight on the issue There is nothing inherent in
Excel's capabilities that "sends" data from one cell to another. What you
can do is create formulas which *look up* data from other locations.

Regards |:>)
Bob Jones
[MVP] Office:Mac

In my opinion, you are going about this the wrong way. Look in help for
filter and auto filter. You should be able to filter your list for each
client, and have only their data show.

 

[JE McGimpsey]

Hi all. I have a master spreadsheet with all the clients' trade
information and need to link information between the master sheet and
other separate worksheets containing the trade info for each
individual client. For example, on the master sheet, it lists every
client's quantity, price, stock, and date of each trade she made;
there is also a separate sheet for, say, client A which lists only
her quantity, price, stock, and date of each trade.

I agree completely with Bob G. Having the same data in two places is
really bad design.

In addition to filtering, you might want to look at Pivot Tables.

It's also possible to have a report system that pulls data from one
sheet to a report sheet based on lookup criteria, but the implementation
depends greatly on your data layout.