How do I create a master workbook in excel?





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In powerpoint we have something called a master slide. I want the same idea for excel. I want to create a template that I can work on with formulas and I want it to update all children files.



Example: I have a budget template. This template has a budget listing all required equipments and their cost for a project. We then have a formula that calculates the total cost of all equipment. I want to update only the template file with equipment and formulas, but I want the actual files (children) to contain the costs (because they might be different costs for different locations, but the rest of the budget and its formulas are shared). Its pretty much exactly what a master slide in powerpoint is, if you've ever used that you should understand what I'm trying to do pretty easily. One master file to store formulas, and a bunch of children files that store the data to be accessed by those formulas. This way if a formula needs to be changed, the templates is adjusted and all other files update accordingly.



Any ideas? I'd prefer not to have to use VB, and I'd also like a solution that works for both mac and windows.



Found this question but no answers. I've already created a template, but that doesn't seem to update the other files when I modify it.










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  • I'm trying to understand what you want. You have a master sheet with data and formulas that you update and it updates the children linked to it. What do they children have? Different data? Same structure? Perhaps it'd be better to give an example?

    – Raystafarian
    Apr 21 '14 at 12:59











  • Yes, you have a template that stores formulas in cells, and data in others. The data will change for each child workbook, but the formulas should stay the same and update according to the current workbooks data. Does that make sense? I will try to make my example in the question clearer

    – GiH
    Apr 21 '14 at 15:07


















1















In powerpoint we have something called a master slide. I want the same idea for excel. I want to create a template that I can work on with formulas and I want it to update all children files.



Example: I have a budget template. This template has a budget listing all required equipments and their cost for a project. We then have a formula that calculates the total cost of all equipment. I want to update only the template file with equipment and formulas, but I want the actual files (children) to contain the costs (because they might be different costs for different locations, but the rest of the budget and its formulas are shared). Its pretty much exactly what a master slide in powerpoint is, if you've ever used that you should understand what I'm trying to do pretty easily. One master file to store formulas, and a bunch of children files that store the data to be accessed by those formulas. This way if a formula needs to be changed, the templates is adjusted and all other files update accordingly.



Any ideas? I'd prefer not to have to use VB, and I'd also like a solution that works for both mac and windows.



Found this question but no answers. I've already created a template, but that doesn't seem to update the other files when I modify it.










share|improve this question

























  • I'm trying to understand what you want. You have a master sheet with data and formulas that you update and it updates the children linked to it. What do they children have? Different data? Same structure? Perhaps it'd be better to give an example?

    – Raystafarian
    Apr 21 '14 at 12:59











  • Yes, you have a template that stores formulas in cells, and data in others. The data will change for each child workbook, but the formulas should stay the same and update according to the current workbooks data. Does that make sense? I will try to make my example in the question clearer

    – GiH
    Apr 21 '14 at 15:07














1












1








1








In powerpoint we have something called a master slide. I want the same idea for excel. I want to create a template that I can work on with formulas and I want it to update all children files.



Example: I have a budget template. This template has a budget listing all required equipments and their cost for a project. We then have a formula that calculates the total cost of all equipment. I want to update only the template file with equipment and formulas, but I want the actual files (children) to contain the costs (because they might be different costs for different locations, but the rest of the budget and its formulas are shared). Its pretty much exactly what a master slide in powerpoint is, if you've ever used that you should understand what I'm trying to do pretty easily. One master file to store formulas, and a bunch of children files that store the data to be accessed by those formulas. This way if a formula needs to be changed, the templates is adjusted and all other files update accordingly.



Any ideas? I'd prefer not to have to use VB, and I'd also like a solution that works for both mac and windows.



Found this question but no answers. I've already created a template, but that doesn't seem to update the other files when I modify it.










share|improve this question
















In powerpoint we have something called a master slide. I want the same idea for excel. I want to create a template that I can work on with formulas and I want it to update all children files.



Example: I have a budget template. This template has a budget listing all required equipments and their cost for a project. We then have a formula that calculates the total cost of all equipment. I want to update only the template file with equipment and formulas, but I want the actual files (children) to contain the costs (because they might be different costs for different locations, but the rest of the budget and its formulas are shared). Its pretty much exactly what a master slide in powerpoint is, if you've ever used that you should understand what I'm trying to do pretty easily. One master file to store formulas, and a bunch of children files that store the data to be accessed by those formulas. This way if a formula needs to be changed, the templates is adjusted and all other files update accordingly.



Any ideas? I'd prefer not to have to use VB, and I'd also like a solution that works for both mac and windows.



Found this question but no answers. I've already created a template, but that doesn't seem to update the other files when I modify it.







microsoft-excel templates master






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edited Mar 20 '17 at 10:16









Community

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asked Apr 20 '14 at 1:35









GiHGiH

1,917103654




1,917103654













  • I'm trying to understand what you want. You have a master sheet with data and formulas that you update and it updates the children linked to it. What do they children have? Different data? Same structure? Perhaps it'd be better to give an example?

    – Raystafarian
    Apr 21 '14 at 12:59











  • Yes, you have a template that stores formulas in cells, and data in others. The data will change for each child workbook, but the formulas should stay the same and update according to the current workbooks data. Does that make sense? I will try to make my example in the question clearer

    – GiH
    Apr 21 '14 at 15:07



















  • I'm trying to understand what you want. You have a master sheet with data and formulas that you update and it updates the children linked to it. What do they children have? Different data? Same structure? Perhaps it'd be better to give an example?

    – Raystafarian
    Apr 21 '14 at 12:59











  • Yes, you have a template that stores formulas in cells, and data in others. The data will change for each child workbook, but the formulas should stay the same and update according to the current workbooks data. Does that make sense? I will try to make my example in the question clearer

    – GiH
    Apr 21 '14 at 15:07

















I'm trying to understand what you want. You have a master sheet with data and formulas that you update and it updates the children linked to it. What do they children have? Different data? Same structure? Perhaps it'd be better to give an example?

– Raystafarian
Apr 21 '14 at 12:59





I'm trying to understand what you want. You have a master sheet with data and formulas that you update and it updates the children linked to it. What do they children have? Different data? Same structure? Perhaps it'd be better to give an example?

– Raystafarian
Apr 21 '14 at 12:59













Yes, you have a template that stores formulas in cells, and data in others. The data will change for each child workbook, but the formulas should stay the same and update according to the current workbooks data. Does that make sense? I will try to make my example in the question clearer

– GiH
Apr 21 '14 at 15:07





Yes, you have a template that stores formulas in cells, and data in others. The data will change for each child workbook, but the formulas should stay the same and update according to the current workbooks data. Does that make sense? I will try to make my example in the question clearer

– GiH
Apr 21 '14 at 15:07










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It sounds like what you want is something called an Access Database.



Seriously, that's the application that does exactly what you're describing, allowing central control over the way data is presented. There is no equivalent functionality in Excel. Even in your example of Powerpoint, modifying the Master slide only affects slides in that file; it does not cascade those changes out into other files. That kind of centralised control is really the realm of a relational database program.






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    1 Answer
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    1 Answer
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    active

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    votes









    0














    It sounds like what you want is something called an Access Database.



    Seriously, that's the application that does exactly what you're describing, allowing central control over the way data is presented. There is no equivalent functionality in Excel. Even in your example of Powerpoint, modifying the Master slide only affects slides in that file; it does not cascade those changes out into other files. That kind of centralised control is really the realm of a relational database program.






    share|improve this answer




























      0














      It sounds like what you want is something called an Access Database.



      Seriously, that's the application that does exactly what you're describing, allowing central control over the way data is presented. There is no equivalent functionality in Excel. Even in your example of Powerpoint, modifying the Master slide only affects slides in that file; it does not cascade those changes out into other files. That kind of centralised control is really the realm of a relational database program.






      share|improve this answer


























        0












        0








        0







        It sounds like what you want is something called an Access Database.



        Seriously, that's the application that does exactly what you're describing, allowing central control over the way data is presented. There is no equivalent functionality in Excel. Even in your example of Powerpoint, modifying the Master slide only affects slides in that file; it does not cascade those changes out into other files. That kind of centralised control is really the realm of a relational database program.






        share|improve this answer













        It sounds like what you want is something called an Access Database.



        Seriously, that's the application that does exactly what you're describing, allowing central control over the way data is presented. There is no equivalent functionality in Excel. Even in your example of Powerpoint, modifying the Master slide only affects slides in that file; it does not cascade those changes out into other files. That kind of centralised control is really the realm of a relational database program.







        share|improve this answer












        share|improve this answer



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        answered Feb 16 '17 at 16:20









        WerrfWerrf

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