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Workbook with lots of tabs and each tab needs access protection to view & edit

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    Workbook with lots of tabs and each tab needs access protection to view & edit

    Hi,

    I have this workbook that is to report consolidated report from all departments. Each department has a tab that the manager needs to input their data. Due to confidentiality, the managers should only be able to view only their own department tabs and not others or consolidated data tab.

    The reason it is created as workbook because consolidation requires summary of data in each tab. The model set in each tab is uniquely for each department due to the nature of their business.

    Is there any protection feature in Excel to prevent users from viewing all tabs except their assigned tab? Is it easy to maintain?

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    Re: Workbook with lots of tabs and each tab needs access protection to view & edit

    The only sure way to keep people from accessing other people’s data is not to have the other people’s data there. This can be accomplished if each person has his or her own workbook. The master workbook can then access these workbooks and import the data in. Basically you copy in the entire sheet the manager fills in into a duplicate page in the master workbook.

    This process can be managed by a table that has a list of workbooks to be collected. As people come and go their workbooks can be added or deleted from the table.

    Depending on the nature of the data, a better solution would be a database where each user gets a front end displaying data from a query that filters the data according to his/her login.

    Other Excel solutions have limitations: most notably concurrency: multiple people trying to access the same workbook at the same time. Shared workbooks allow multiple people to make updates at the same time, but they don’t allow VBA code. Without VBA code, I can’t think of a way to hide worksheets selectively.

    If concurrency is not an issue, I do have a solution and I can post it. I will have to tell you what you have to do to defeat the system so you can get access to the code so you can set yourself up as admin. (Or you can give me your login name. For example, mine is “dflak”).

    Let us know which route you would like to take.
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    Re: Workbook with lots of tabs and each tab needs access protection to view & edit

    Hi,

    Concurrency will be an issue in this case.

    I did thought of copy/paste the user's worksheet into the master workbook as a copy. The problem is that it means if the user make any changes to their template, when I copy their copy in, it might affect the formula link I have in other tabs. We have so many tabs due to so many departments, the time needed to fix that might cause headache. When request for such report is raised by management, the time given to prepare is really very short and urgent.

    We wanted to create a database with logins for data entry but the management wants old-school solution because this is a model that can be subjected to little or a lot of changes based on market conditions (which is quite unpredictable for the last three years).

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    Forum Expert dflak's Avatar
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    Re: Workbook with lots of tabs and each tab needs access protection to view & edit

    I think I see what you mean about the user making changes in the template. If they do it and it is in the same book, then the relative cell references of off-sheet formulas shift to keep up.

    However, there are probably only certain key cells that you are going to want from each sheet. The attached spreadsheet outlines what you might want to do. The Shadow sheet has formulas in fixed positions that reference the Working sheet. You can add rows or columns on the working sheet and the formulas on the Shadow sheet will change to reference the new cell positions. If you look at the Shadow sheet, the key cells are still in a fixed position. so hide the shadow sheet from the user, but use the shadow sheet to gather data.

    I realize this is an exceptionally simplistic model. However, it is a concept that could work depending on what you mean by changes to the template.
    Attached Files Attached Files

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    Re: Workbook with lots of tabs and each tab needs access protection to view & edit

    Thanks! I will see what I can develop from this.

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