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"linking" workflow across two workbooks

  1. #1
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    11-22-2006
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    "linking" workflow across two workbooks

    Total noob with a question for the hive mind.
    I’d like to detail my problem and my proposed solution and request advice on my strategy for using Excel to solve this. Until now I have not had any meaningful experience with Excel.
    My supervisor tasked me with creating a way to track travel requests and approvals securely and still allow support staff to input new requests.
    The workflow will consist of two tasks:
    1) input of travel request details, and
    2) approval and notes.
    Task 1 will be done by support staff; Task 2 will be done by the supervisors.
    After thumbing through an Excel book (Excel 2003 Bible) I am thinking of doing this:
    Two separately password protected workbooks, one for each task.
    I have set up task 1 details as a list am thinking that I want to link this task info to the task 2 workbook for supervisors to approve and add notes.
    My questions are:
    Is the linking function the best (most simple, easiest, secure?) way to bring workbook1 info into workbook2, or is consolidation “better”?
    Am I overlooking an easier way to link workflow in separate workbooks?
    How exactly is a “link” between workbooks made?
    Sorry for all the questions, it’s just that this is not inherently complex, it is merely complicated and I don’t know enough.
    Thanks

  2. #2
    Forum Contributor
    Join Date
    03-13-2005
    Posts
    6,195
    Quote Originally Posted by pathemo
    Total noob with a question for the hive mind.
    You will be assimilated
    I’d like to detail my problem and my proposed solution and request advice on my strategy for using Excel to solve this. Until now I have not had any meaningful experience with Excel.
    My supervisor tasked me with creating a way to track travel requests and approvals securely and still allow support staff to input new requests.
    The workflow will consist of two tasks:
    1) input of travel request details, and
    2) approval and notes.
    Task 1 will be done by support staff; Task 2 will be done by the supervisors.
    After thumbing through an Excel book (Excel 2003 Bible) I am thinking of doing this:
    Two separately password protected workbooks, one for each task.
    I have set up task 1 details as a list am thinking that I want to link this task info to the task 2 workbook for supervisors to approve and add notes.
    My questions are:
    Is the linking function the best (most simple, easiest, secure?) way to bring workbook1 info into workbook2, or is consolidation “better”?
    Am I overlooking an easier way to link workflow in separate workbooks?
    How exactly is a “link” between workbooks made?
    Sorry for all the questions, it’s just that this is not inherently complex, it is merely complicated and I don’t know enough.
    Thanks
    Hi,

    'Protection' should be your first concern, as each book needs access to the other, but without either group being aware of that, and Excel up to '2003 is (to say the least) not strong on protection.

    Probably a shared single Workbook with protected sheets, Excel has varying degrees of difficulty accessing other (not-open) books.

    A 'link' between workbooks is the same as a link between worksheets but with an added filepath/name

    =Sheet2!A1

    =[C:\MyExcell\MyFile.xls]Sheet2!A1

    Hope this helps
    ---
    Si fractum non sit, noli id reficere.

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