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Copying worksheets and linking them to a Master sheet

  1. #1
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    Copying worksheets and linking them to a Master sheet

    I am going to describe what I am doing and what I want to happen and hopefully someone can tell me how to do it in Excel.

    I am a therapist in private practice and needing to set up worksheets for individual "Clients" to track insurance/billing, etc. I also have a "Master Income/Expense" sheet and a "Master Income Sheet" which will show where the income (on the Master Income/Expense worksheet) is coming from i.e. Jane Doe - Co-pay $25, Insurance Payment $100, etc.

    When I record information after each appointment on individual client worksheets, I need it to automatically update on the Master Income and Master Inc/Exp sheet.

    My master "Client" worksheet is already set with formulas for insurance payments, co-pay etc. I have linked this "Client Master" with my two Master Income sheets but....here is the problem-- when I copy & paste the worksheet for new clients...their data isn't automatically added to the Master Income sheets.

    I realize I can go through each client and link the individual cells to each of the master income sheets but I need it to do it automatically as I add new clients/new worksheets.

    Does that make sense? Can anyone help me?

    I have attached my file if that helps.

    Thank you in advance!
    StaceyR
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  2. #2
    Forum Moderator Glenn Kennedy's Avatar
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    Re: Copying worksheets and linking them to a Master sheet

    No. I don't follow what you want. Please amend your sheet, showing 2 lines of income for EACH client and manually enter what you expect to see and where you expect to see it on the the summary sheets. HIGHLIGHT the cells containing the manually entered data.
    Glenn



  3. #3
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    Re: Copying worksheets and linking them to a Master sheet

    1. You can easily summarize many sheets, which have the same format using formulas like this: =SUM('Client Jane Doe:Client Jim Deer'!E9) This formula adds up data from all sheets from "Client Jane Doe" to "Client Jim Deer". It does not require updating even if you add more customers between them.

    2. When it comes to sheet "INCOME", you can copy formulas down and change sheet name in each line manually using Ctrl+H.

    3. Watch this video about Working with multiple spreadsheets to find out more: https://www.youtube.com/watch?v=_lD8..._Rqao&index=20

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