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Creating a "master" document to update other documents

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    Creating a "master" document to update other documents

    Hi,

    Hoping someone might guide / help me with something that google can’t help me with.
    I tried to search the forums but I can not find anyone posting the same or similar question.

    I have created a document by exporting a lot of data and compiling it in a sort of “master” document.
    That document hold all information that I want to use in other “child” documents.
    Every “child” document got its own tab in my “master” document.

    An example would be that “Child 1” gets its data from “Master” document, tab 1.


    “Child” document only consisting of pivots and charts, and they get there information from my “master” document by using external data sourc and picking my “master” Excel file.
    When opening “master” the options show as to what tab I would like to use and I pick the correct one.

    I have to create about 15 different “child” documents that are to show different pivots and charts.
    All “childs” have auto update when opening document ticked.

    I am now faced with a challenge I did not think was an issue, most likely due to lack of knowledge.

    I want to have my “master” document on my own PC and be able to update all documents that I need to place in MS Teams.
    The pivot connections seemed to be broken du to moving documents created on my PC to Teams, so I changed the data source of all child’s documents when placed on teams, to “master document” on my own PC.
    Next issue that occurred (I should have know that) is that they do not have access to my PC, so I put in my password in all excel documents. That did not fix my issue.

    So my question –
    Is there any way to have documents on MS Teams that is auto updated when I update my master document?

    Should I maybe rethink this and approach this differently and not use Excel to handle this type of a task with master – child documents? (pros/Cons?)

    Would it be better to use macros to grab information instead?

    Thanks in advance.

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    Forum Moderator Richard Buttrey's Avatar
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    Re: Creating a "master" document to update other documents

    Do you need to hide Child 1's document from all other children? If not why not just issue the Master Document with the Master data and then have a single extract sheet that would filter out the data for a particular child in response to a child selection from say a drop down cell or perhaps a userform.

    Even if individual child documents are restricted you could build in some password protection functionality so that a child requesting their data would have to supply a password. The Master data sheet could be hidden from view and any VBA code could similarly be hidden with a password so that even someone au fait with VBA couldn't get stuff they weren't entitled to see.
    Richard Buttrey

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    Re: Creating a "master" document to update other documents

    Thank you for your reply,

    I would like to start off by writing that English is my fourth language, so i'm sorry if i misunderstood you and for any grammar/spelling mistake.

    The documents are for work purpose and different departments are to see different children, so i need to hide every child from non authorized people, so child 1 is only to be seen by people who works in that department and so on.

    Could you kindly explain what you mean by " have a single extract sheet that would filter out the data for a particular child in response to a child selection from say a drop down cell or perhaps a userform." `?


    As of now i got it set up like this:
    Master document with all data in primary sheet.
    Sheet named "child 1" and "child 2 and so on.
    Copy all regarding child 1 from master and paste in to child 1.

    Or would you suggest that i just keep all data in the master sheet and then just link every child against the master sheet instead of tabs?

    I would not say i'm a novice Excel user, just not used to what i'm doing at the moment without anyone at work that can train me due to Covid-19 and home office times.

    Thanks again for your reply!

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