This chapter from Microsoft Excel 2016 Step by Step guides you through procedures related to using a workbook as a template for other workbooks, linking to data in other workbooks, and consolidating multiple sets of data into a single workbook.
In this chapter
- Use workbooks as templates for other workbooks
- Link to data in other worksheets and workbooks
- Consolidate multiple sets of data into a single workbook
For this chapter, use the practice files from the Excel2016SBS\Ch07 folder. For practice file download instructions, see the introduction.
Excel 2016 gives you a wide range of tools with which to format, summarize, and present your data. After you have created a workbook to hold data about a particular subject, you can create as many worksheets as you need to make that data easier to find within your workbook. To ensure that every year’s workbook has a similar appearance, you can create a workbook with the characteristics you want, and save it as a pattern, or template, for similar workbooks you will create in the future.
A consequence of organizing your data into different workbooks and worksheets is that you need ways to manage, combine, and summarize data from more than one Excel document. You can always copy data from one worksheet to another, but if the original value were to change, that change would not be reflected in the cell range to which you copied the data. Rather than remembering which cells you need to update when a value changes, you can create a link to the original cell. That way, Excel will update the value for you whenever you open the workbook. If multiple worksheets hold related values, you can use links to summarize those values in a single worksheet.
This chapter guides you through procedures related to using a workbook as a template for other workbooks, linking to data in other workbooks, and consolidating multiple sets of data into a single workbook.
Find the complete chapter here.