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best way to link cells from other worksheets/workbooks

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    best way to link cells from other worksheets/workbooks

    Hi,
    I'm new to this forum, so I am glad I found you all and hope you can help.


    I have a workbook where I record monthly stock data. this data is linked to other worksheets and some other workbooks where I have formula's to do various calculations. The way I link them is using the "=" and putting in the worksheet/cell link. The problem this posses is if I add new column in the stock data sheet, the linked cells don't always adjust.

    Attached are two sample workbooks: "test source" and "test summary"

    Test source is where I enter the monthly ending balance for each fund. Each brokerage has its own sheet. so Ameritrade and PNC are two separate sheets. I have a few funds with each brokerage.
    Test summary aggregates the monthly data and does totals, etc.

    How do I keep the data linked? I sometimes add funds in between existing funds by inserting columns, this often messes up the links.

    I assume there is a better way of connecting the Test summary data to the raw data in test source.

    thanks,
    Rick
    Attached Files Attached Files

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    Re: best way to link cells from other worksheets/workbooks

    Probably the easiest way is to keep both files open if you insert columns in Test source. Then Test Summary will be updated automatically.

    Another approach would be to rewrite the formulas to search for the headings using INDEX and MATCH, rather than direct cell references.

    Formula: copy to clipboard
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    That formula finds value by date and fund name in the PNC sheet.
    Jeff
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    Re: best way to link cells from other worksheets/workbooks

    Thanks, I will try the index and match solution. having the sheets opened when adding columns didn't always work. I think because the workbooks are saved on a network drive and there are more than one path to get to, so it just didn't reliably work.

    Rick

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