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Creating a relationship between 3 excel files.

  1. #1
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    Creating a relationship between 3 excel files.

    Greetings all,

    First time member here, but I plan on sticking around. My heart and soul love Excel to the max. I'm experienced with just about everything in Excel, to what degree, varies.

    Here is my proposed problem:

    I have 3 Excel Spreadsheets.

    1. Data entry template spreadsheet (only I have access to)
    2. Shared spreadsheet used by 5 people, where daily values for end of day work are input.
    3. Shared spreadsheet used by 5 people (another team, different from #2), where daily values for end of day work are input.

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    1. Data entry template - Each morning I take certain total values from spreadsheet #2 and #3 and add them together to be summed into this spreadsheet #1 - this spreadsheet gets mailed off to management. They don't care about the teams as an individual, they want the total between the two.


    2. Shared spreadsheet used by 5 people - The team can be broken down by clients, each co-worker has a client. Every co-worker inputs values for their client at the end of day into an input tab. Rows A3:A38 are labels. Columns G-K are clients. They then input data relevant to each label/client of their own. I take the total of all the clients of that team in a separate column. I assign that column a date, and transfer it to another tab which tracks the totals of the team/all clients for the day. So essentially tab 1 = input tab, tab 2 = totals of all inputs/corresponding date, tab 3 = tracking for that date corresponding to each date. Every day I keep track of the totals, so I manually copy and paste them in to keep record. The issue of using a formula here is the daily input values change each day, if I didn't copy and paste them, the data changes every day.

    3. Shared spreadsheet used by 5 people - exactly like team #2, except each worker in the team has a different client.

    What I'd like - Basically, I don't want to do anything manually. I would like a spreadsheet for team 1, I want them to input a list of values at the end of day each day relevant to their client. 5 workers in team 1, 5 clients. I then need a sum of those values for team 1.

    Team 2 needs the exact same thing, 5 clients, 5 workers. At the end of day each day, they input values under their clients column. I need to sum them for team 2.

    I have a spreadsheet management wants, which basically sums team 1 and 2's data. They obviously only care about the big picture. I manually go through this sheet, copy paste, add/subtract etc, each morning, yesterdays end of day totals - team 1 and team 2. I'd like to make this more automated. I can't seem to figure much way around it considering the daily input values change, and if I used a formula, I wouldn't be able to keep track of that specific days inputs. I have to keep a record of every days totals.

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    Please give me any insight you can think of, we are pretty flexible, being efficient and less man-time I have to spend on these spreadsheets the better. Honestly it doesn't take me that long to sum the two spreadsheets, input values manually on a third spreadsheet and hand it off to management. I just figure there is a way, I don't know about yet, and I'd like to discover it.

    Regards,
    Ghostcode.

  2. #2
    Valued Forum Contributor mahju's Avatar
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    Re: Creating a relationship between 3 excel files.

    Hi
    If you cam upload your sheet it would be better
    however if you only want to sum two sheets having same layout
    you can use 3d reference

    see attached sheet

    Regards
    Attached Files Attached Files

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