Hello everyone. I’m creating a simple management tool for a number of teams in the form of a standalone Excel 2013 workbook for each team leader, working on a standalone PC. The tool comprises three tables, each on a separate worksheet. These tables are added to the data model and used as inputs to a pivot table on the fourth sheet. The pivot table is little more than a means of achieving a quasi-relational database that joins fields together.
The three data tables change every month, being sent out as a workbook containing the three replacement sheets, which always using the same worksheet names as the previous issue.
I must assume that the team leaders have little or no Excel expertise and I’m seeking the simplest way of replacing the tables with the updated versions in such a way that the pivot table doesn’t get wrecked.
I suspect that copy/pasting the new data over the old would achieve the desired result but it seems clumsy. Deleting the old tables and inserting their replacements ruins the relationships.
Am I missing something or is my basic approach wrong?
Many thanks in advance. Piet
The three data tables change every month, being sent out as a workbook containing the three replacement sheets, which always using the same worksheet names as the previous issue.
I must assume that the team leaders have little or no Excel expertise and I’m seeking the simplest way of replacing the tables with the updated versions in such a way that the pivot table doesn’t get wrecked.
I suspect that copy/pasting the new data over the old would achieve the desired result but it seems clumsy. Deleting the old tables and inserting their replacements ruins the relationships.
Am I missing something or is my basic approach wrong?
Many thanks in advance. Piet