Help with functions when opening and closing workbook

A42019

New Member
Joined
Mar 9, 2022
Messages
1
Office Version
  1. 365
Platform
  1. Windows
Hello All

I have no experience in "coding" within the MS-office space, but I really want to make a few - in my opinion - brilliant solutions to some problems we have at our firm. I'm currently building a large worksheet for simplifying the process when we send offers to clients. The stuff inside the worksheet is going great, but I'm not quite sure as to what to do with some of the functions I want from outside the actual document.

The 2 options I'm looking for is:

1. A function so when a college opens the worksheet, a copy will be made so they don't edit the original. (This can probably be done with settings already existing within excel)
2. A function where the order number is fetched from a folder within SharePoint. I.E. if the structure is:
...
22001
22002
22003
22004

Then the worksheet would read the folder when saving and marking the order number 2205

If there is a better preconceived similar idea out there, then I'm all ears :))

I hope there is someone that can help me.
 

Excel Facts

Pivot Table Drill Down
Double-click any number in a pivot table to create a new report showing all detail rows that make up that number

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