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How to reference closed workbook

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    How to reference closed workbook

    Hi there,

    I need to create a formula in a workbook (workbook A) that references data from a different workbook that's saved on my desktop (workbook B). I've tried using SUMPRODUCT which works fine when the workbook is open, but when it's closed I receive an error. Also, when I open workbook A with the formula, I receive a popup: "this workbook contains links to one or more external sources that could be unsafe. If you trust the links, update them to get the latest data. Otherwise, you can keep working with the data you have."

    When I click 'update' I receive this error message: "we can't update some of the links in your workbook right now. You can continue without updating their values or edit the links you think are wrong." When I click on 'edit links' it says that Workbook B cannot be found.

    This is the current formula I am using:

    =SUMPRODUCT(--('C:\Users\username\desktop\workbookB.xlsx'!TabA[Manager]="Bob"),--(C:\Users\username\desktop\workbookB.xlsx'!TabA[Start Date]>=DATE(2016,1,1),--(C:\Users\username\desktop\workbookB.xlsx'!TabA[Group]="Blue"))

    I am trying to get a headcount of people with the following criteria from workbook B (please see attachment):
    1.Manager is Bob
    2. Start date in 2016
    3. In Group Blue

    Can someone please offer some guidance? Ideally I want to reference a workbook that's located on a sharepoint site but if that's not possible I can download a copy to my desktop.

    Thanks so much in advance!! There are soo many extremely intelligent people on this forum, I know someone will be able to provide a solution!
    Attached Files Attached Files

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    Re: How to reference closed workbook

    no one??

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    Re: How to reference closed workbook

    One way of being able to work with linked workbooks is firstly to open the workbook that is the source for the links then open the workbook with the links. Do whatever work you have to do and then go to the View tab and click on Save Workspace. A dialogue will open for you to give a location and name just like saving any other workbook. Give a name and save. Close the workbooks and save if prompted.

    To open, open the Workspace file that you created and both workbooks will open without the trouble of opening both individually and without the hassle of the messages. When you have finished working on the workbooks, save them as usual. The next time that you open the workspace file, both workbooks will open again ready for work. The workbook from which the workspace was created may open with a small workspace window. Just maximize it and start working.

    This may or may not work with sharepoint.
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    Forum Expert Tony Valko's Avatar
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    Re: How to reference closed workbook

    I didn't download your file.

    I have no experience with sharepoint services.

    Try using A1 style referencing in the formula. And don't use entire columns!
    Biff
    Microsoft MVP Excel
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    Re: How to reference closed workbook

    Hi Tony,

    What is A1 style referencing? And also, I need to pull data from the column though..new data is currently being added and I want to be able to collect data on it.. do you think that's the issue?

  6. #6
    Forum Expert newdoverman's Avatar
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    Re: How to reference closed workbook

    You are using some "table nomenclature" in your formula. The example workbook has a range of data but not a data table so you can't use table nomenclature to address the values in the range.

    Columns are lettered starting with A and rows are numbered starting with 1 so, A1 refers to the top left cell on a worksheet.

    This formula will process your formula but it is by no means automatically addressing a closed workbook. Maybe using VBA this will work with a closed workbook but you will be prompted for the location of the workbook otherwise....at least my experiments with the enclosed files prompted me every time.

    Formula: copy to clipboard
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    This version of the formula uses cells A1:C1 for Bob, 2016, Blue
    Formula: copy to clipboard
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    Attached Files Attached Files

  7. #7
    Forum Expert Tony Valko's Avatar
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    Re: How to reference closed workbook

    Quote Originally Posted by excelnewbie716 View Post
    Hi Tony,

    What is A1 style referencing?
    OK, this just an example. You'll have to use the correct ranges and sheet name.

    Instead of this:

    =SUMPRODUCT(--('C:\Users\username\desktop\workbookB.xlsx'!TabA[Manager]="Bob"),--(C:\Users\username\desktop\workbookB.xlsx'!TabA[Start Date]>=DATE(2016,1,1),--(C:\Users\username\desktop\workbookB.xlsx'!TabA[Group]="Blue"))

    Do this:

    =SUMPRODUCT(--('C:\Users\username\desktop\[workbookB.xlsx]SheetName'!A1:A10="Bob"),--(C:\Users\username\desktop\[workbookB.xlsx[SheetName'!B1:B10>=DATE(2016,1,1)),--(C:\Users\username\desktop\[workbookB.xlsx]SheetName'!B1:B10="Blue"))

    To allow for future data addition just use a bigger range (but not too big!).

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