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Excel File Sync Project

We have two separate Excel files, one containing a monthly calendar of jobs with work order details, and the other containing monthly work order listings with dollar amounts. When jobs are moved on the calendar, their data needs to sync between the two files. The files must remain separate for security permissions, and each has 12 monthly worksheets.

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arupkbose
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43 views3 pages

Excel File Sync Project

We have two separate Excel files, one containing a monthly calendar of jobs with work order details, and the other containing monthly work order listings with dollar amounts. When jobs are moved on the calendar, their data needs to sync between the two files. The files must remain separate for security permissions, and each has 12 monthly worksheets.

Uploaded by

arupkbose
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Need: We have two separate excel files (not two separate excel spreadsheets in the same file) that

need
to sync data. Excel File 1/Calendar is a calendar of our jobs and their work order information and the
Excel File 2 - Work Order Detail file is a listing of that months work orders, dollar amounts, etc..

The jobs/work orders within the Excel File 1/Calendar file fluctuates based on when the customer wants
their job moved. When those jobs move, the data from Excel File 1/Calendar needs to sync with the
Excel File 2/Work Order Detail File

Excel File 1 - Calendar

-a monthly view of our jobs

Data

- contains customer name

- work order number assigned to job

- number of hours to perform job

Excel File 2 - Work Order Detail

Data

-contains customer name

- work order number assigned to job

- invoice number assisgned to job

- job scheduled date

- contains dollar amout of invoice

- totals amounts at bottom

Notes

Must be two separate files for security purposes. Different people have read or write
permissions per document and their role
Each of the two separate excel files have 12 calendar months in a separate work sheet within
their file.
Excel File 1 - Calendar
Excel File 2 - Work Order Detail

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