My boss wants me to create a "Discrepancy Report Form" as well as a "Discrepancy Summary" sheet.
The idea is that as we save each new form, the summary will update with particular information from the new forms. I have done this without problems when everything is in the same workbook, but its been a real headache to automatically link new workbooks.
Caveats here are that he does not want me to use VBA as he is worried that if something were to happen to me no one will be able to back engineer what I've done. Up until a few months ago he was an "Excel-o-phobe" and strictly used Word tables for cataloging sundry items. Another caveat is that these two forms need to be separate workbooks - not new sheets in the same workbook. He wants to be able to simply open up the Summary and see specific detail generated by the forms.
I believe this is like creating a dashboard but in a separate workbook.
I feel like this is something that is done regularly, but I apparently I dont know the correct syntax to search.
What I have done so far:
Generate (using functions) the complete path where the forms are located and filename therein - this updates as new forms are saved to the directory.
I can manually update my summary form, but I cant get it to do so automatically.
Any help would be greatly appreciated!
Thanks
Bookmarks