Automatically Update Data in Another Excel Worksheet or Workbook - 3 Methods

Download the featured file here: www.bluepecantraining.com/wp-...
So you want to automatically refresh data in another Microsoft Excel workbook or worksheet. This video explores three methods for how this can be achieved: cell referencing, table referencing and Power Query.
Table of Contents:
00:00 - Introduction
00:34 - Using sheet cell references to link and update across worksheets
02:20 - Copy and paste links to link and update across worksheets
03:18 - Link and update across workbooks using cell references
05:26 - Using cell references to auto update new or amended records
07:48 - Using tables to link and update data across worksheets
11:31 - Using tables to link and update across workbooks
12:57 - Using Power Query to link and update across worksheets
16:10 - Using Power Query to link and update across workbooks
------------------------

[@BalkanOkami]

Didn't end up being the precise workflow I was looking for, but I still watched the whole vid because of how clear and useful it was!

[@lolacanna6247]

Thank you for showing all three! Most I have found have only shown the first and most common. Your video should be at the top of the list!

[@ryanj1262]

9:14 I just spent all day trying to find how to do this one thing. You have saved me ❤

[@naufilzahid8412]

Excellent communication. Taught in a very easy to understand way.

[@tooshlong]

Not a single "erm". How do people do that. Good video. Thanks.

[@user-om2jg7nu3m]

Explained in a easy manner, thank you so much.

[@tameracingdriver]

You sir are a lifesaver. I am not at all good with Excel but have recently been given tasks to do in it and didn't know where to start. You can't even begin to imagine how helpful this has been. Thank you!

[@farjanamammi8495]

SAME HERE

[@su-megalotto9545]

Thank you for the video, I can use the different methods as needed. the information was given with very clear steps for each method.

[@silviopoggi8193]

Brilliant as always. Thanks so much for your time...

[@user-dg4dd4kt2k]

Great explaination, thank you. Can you use this method to create new columns with specific formulas?

[@ivancortinas5427]

Thank you Chester. A great explantion.

[@samplaying4keeps]

This was extremely helpful. Thank you so much!

[@nakialaiyo5094]

Thank you so much for this amazing video! You explain it so well! I’m going to call you the “Excel Guru”. 😂❤

[@donaldtubianosa6905]

Excellent video! However, what I'm looking for is different. How do I auto highlight a name from a separate sheet when the specific name is chosen from a drop down list?

[@aljunB]

Very Helpful! Thank you so much!

[@user-wk9zb5tn4i]

Excellent Information Sir! Very helpful. Thank you so much!

[@robertoniga7208]

Great video, very heplful, it's sad they do not teach us these very useful tools in Universities. Thanks a lot!

[@davendramaharaj8244]

Thank you sir, I found my solution in this tutorial, well presented.

[@misugrrl]

Excellent explanation, thank you!

[@SASlair]

I learned something new today. Excellent tutorial! Thank you 🙂

[@Faaaay1]

Great video .. I have a question, what if my new table is in a different format than the source ? Like let’s say the rows in the source is my columns in my new table , how can I pull the data from there? Thanks

[@robmonroe6105]

Chester - I love your video and methods of linking 2 workbooks. I used the Power Query method and the data linked over correctly. However, no matter how I try, I cannot get the Refresh process to work (17:25 of the video). Any thoughts?

[@janarmstrong4354]

Hi and thank you for a very useful video!! Do these work on worksheets that contain the same data but are sorted differently??

[@superdpor]

Chester, thanks. Simple explanation, easy to do!!!

[@ChesterTugwell]

You're welcome!

[@devya9]

Hi Chester, Thanks for sharing the tricks & tips in Excel... this was a great help. i have another issue. My other team is updating data in excel, they mention city name in one column. i want to link that file with my file saved in my o365 account. but i don't want all data, I want data with the specific city to be linked in my excel. how can i do that? pls help.

[@TrungTran-ss1mt]

Thank you, the video is very helpful for me.

[@davidsparkes1881]

Chester, thank you very much for the way you explain this, one thing I have a question on is... when I am transferring a column from work book 1(master workbook, the one I enter data on) to workbook 2, like a group of names, I would like the names to stay on workbook 2 even if the name is removed off of workbook 1 and further more If I enter the name in workbook1 the second time say...in about a couple months apart I do not want it to duplicate on workbook 2, I can't seem to figure it out. Oh, I forgot to mention that my workbook 1 is made up of 6 worksheets and some of the data that is entered on the 1st 4 pages of worksheets I have being transferred to pages 5 and 6. I want to pull a couple of columns off of page 6 and be transferred to a new note book which will keep a group of names down a column so that I can total up at the end of a calendar year.

[@harman.808]

It was a great help to me! All the methods have been explained pretty well.

[@Raarrrinator]

Brilliant video! thanks a lot

[@leadmanalo6218]

Thank you...helps a lot! 🎉🙂

[@MrDekinio]

Great video. In the fist metod how to not have a "0" value on the update sheet, when is in the main sheet blank cell? I would like to have blank cell too in the update sheet.Thanks for help.

[@Jojosmith342]

thumbs up as always for the very valuable lessons as always. Subscribed from the very 1st lesson. Thanks a lot Chester for your valuable time and hard work.

[@ChesterTugwell]

My pleasure!

[@paulbaker7397]

Is there a way to update your original table from the a cell in another sheet, if a condition is met? Or do the updates just have to come from the parent table? (For example, let's just say that I don't want my staff to see the table, but I want them to be able to update it from another worksheet that is referenced with your methods. I have a patient entry form (for entering data) that is stored to a table, and I have another sheet ("Update Records") that is used to provide updates or additional notes to the parent information; I can use INDEX MATCH to bring over the data based on a search for the patient name, but how would additional notes be saved to the parent table if entered on the "Update Records" table)

[@farjanamammi8495]

THANK YOU SOO MUCH SIR!

[@Napalm79]

This is a very helpful video Chester. Is there a way, via the Table Reference, to copy and update a subset of rows according to a formula/value? I see the option for column but I could not find anything for rows

[@havaljamal9952]

thank you indeed for your session it was very useful.

[@ramzidjauhari3829]

Mr. Chester, I've tried your method linking table between workbooks, but somehow after I selected whole table range, my excel online, didn't show square brackets[#ALL], it showed something like xxxxx$A$1:$D$4, so when I add new row, the linked table didn't show new row as well. What should I do. Thank you.

[@shabirafshar9773]

Thanks for great video. How did you get rid of those zeros while sharing two workbooks?

[@user-fp6os6ry3m]

How can new rows be added in the data of original sheet and have it be immediately reflected on the linked sheet? Thank you.

[@BrandonMcBrien]

Thank you so much - you are a life saver! This was so helpful and straightforward! Please keep posting. Question for you: I see that if you add/modify in the original table it will reflect in the linked table. Is there a way to also make that go in reverse?

[@Fabi_terra]

Hello Brandon, I have the same question. Did you find an answer?

[@user-jz3eq6wo4d]

Thank You!

[@VandTheVan]

Thank you!

[@benjaminmiller-rios3056]

Hi - I loved the video. Is there any chance that the edits can be bi-directional?

[@DaljitSingh]

Thank You!!

[@jc1086]

Will the second method work on Pivot Tables? Thank you

[@ziedsmat8949]

Thank you. Your tipps saved me a lot of time :)

[@ChesterTugwell]

Great to hear!

[@mibrahimalvi3530]

Love you Chester, great work, keep it up.

[@ChesterTugwell]

Thanks, will do!

[@user-hu6cm8gv2y]

Solve my problem, thanks💕

[@GrannyRocksResale]

Thanks for this video! What if I have a workbook that I want the whole sheet except for one column to transfer, who do I hide the one column?

[@silviopoggi8193]

Thanks!

[@VivekananthRadhakrishnan]

In practicality.. we will not be able to get to convert the source file to tables all the time..but we will want our data updated in our sheet.. So the source is just excel no table but the destination is table or what ever is fine. .May be a extending this video to cover that aspect would be great sir.. Between great voice and patient explanation

[@martan1668]

I am using the copy and paste link cell reference method. The problem I am having is that when I insert a row in the source data, the linked cells are still referencing the "old" cells. How can I fix this?

[@kevinlong1772]

Thank You!!!!

[@chetangaikwad2046]

can you pls tell me how to update fill colour too with text in another sheets

[@branislavmuran1694]

Linking only works if both workbooks are open. For example, if I have closed workbook 2 with the monthly plan, but I want to show the plan for the week on the open workbook 1. I select the desired week using the dropdown list in workbook 1. Is there any solution for the above problem? Thanks.

[@user-nz8hf1pk6v]

Is it possible to do what you did in the video using either method 2 or 3, but only pull rows that contain a certain data point within one of the columns?

[@vigneswarikartheeson6851]

sir yr video very useful. I have one doubt how to combine salary data one sheet and salary advance one sheet in excel

[@donnagray9770]

Help, I need to have specific cells on one sheet update from data that will come in from the next cell down on the origin sheet, The users on the origin sheet will enter data in the next cell down each time, the main sheet cells will not change they just need to show the updated data from the next cell down. How would I do that. Thank you for your help

[@arun1995100]

After Removing the Dollar, how can I edit that new sheet

[@jhenpenton6102]

This is a big help. Do you know how to link cells from sheets 1-10 to another workbook on sheets from 1-10 as well. Ex workbook 1 (sheets 1-10 cell B12) link to workbook 2 (sheets 1-10 cell B12)

[@vickib4063]

how do you setup a google sheet so you can add a line somewhere in the middle and it will update the info and extra line in another sheet. Would you have to do that insert tabel thing you suggested? putting in an equel sign is the easiest method for me to remember. I'm not sure I would remember the table scenairo if something went wrong. I would like to set up some sheets ( I already have a google sheet linked to a website which could be considered the main sheet that is alwasy correct) I have another sheet that I use to order stock but if I add a new item in the main sheet it does not update the second sheet. I have to go into that sheet and do it manually. And I have several sheets linked to the main sheet. How can I update just one sheet so the information replicates on to all the other sheets - say for instance a stock item which is listed in one category which is listed in a larger stock sheet of many categories? does that makes sense? Do you have a video on how to do that?

Hi Chester, I'm wondering if there is a formula to link merge cells into a single cell.

[@lcr1074]

Is there a way to mirror data across worksheets and keep all conditioning as well? With formulas

[@sandywinds]

so helpful

[@8hockeygoddess]

Thanks! So helpful -

[@ChesterTugwell]

You're welcome!

[@gonzinigonz]

I've been doing exactly this for a read only live parts stock workbook. I tried CHOOSE & FILTER functions as well but they don't seem to work using a shared cloud based workbook.

[@lamraninabil594]

Thanks

[@raghavendraacharya1884]

I have an excel sheet where i enter data monthwise horozontally. In a seperate sheet i want to link only latest data entered how to do it

[@julieblalock4157]

Can I use a spreadsheet of dates and events to link to a excel calendar that I made all within the same workbook?

[@shemikaburt6061]

Hello What if I want to use the data to make contribution statements. Is there a way I can use the table and not have to copy and paste each cell?

[@ashloofahamed9572]

Hi I have a worksheet which used various inputs to calculate a score value. These inputs are updated daily meaning the output score value updates daily. I have been looking for a formula that will allow me to automatically keep a record of these daily values to allow a trend graph to be produced over time.

[@lamaas191]

I have a costs file for fiscal year 2021, which is a huge file with complex data such as salaries, supplies, specializations, and other costs in tables. At the end is the ledger (GL). I want to upload additional data to the file, such as costs for the year 2022. How can I do that, knowing that the file was created by an external company? How can I add data, knowing that my device is a Mac?

[@maryannehannen7824]

This is such a good explanation - thanks! I just need to complicate it a wee bit. I have an excel file called 'Food Preferences'. It contains a staff name and data in a row for each staff member. The names come via a power query from a master spreadsheet which is continually updated by HR as staff arrive and depart. When a new name is added to the master spreadsheet, it shows up in the Food Preferences file. But the existing data for the existing names in the Food Preferences file becomes incorrect because it is static and doesn't move up or down with the name as names are inserted are inserted/deleted by the master spreadsheet. Is there a way to insert a row instead of just a cell in the Food Preferences file? I have files and/or a screen shot that I could show. Any help would be much appreciated.

[@karnagekei749]

This is exactly what i am looking for too! Do you have any answers on this!?

[@khairyfarhan]

If you're using the Power Query method, it should solve your problem because it comes dynamic with any changes from the master spreadsheet. You just need to inform the person handling the master spreadsheet to delete the entire row instead of just a cell.

[@user-ri8is9zg6c]

Chester, Thankyou for the tutorial. I highlight data I've updated in the source sheet using a different font colour and I need that same font colour to automatically copy through to my linked sheet. How do I do that?

[@khairyfarhan]

You might want to look at conditional formatting with the rule of when the cell is not empty.

[@Jojosmith342]

Hi Chester, when I copy the entire column as reference it has the sheet name 'Sheet1'!RC all the entire column. I tried to replace RC as cell reference A1 but error message Name? how to fix this? thanks a lot

[@TechRich4u]

Great Video however I am trying to create separate workbooks based on the master workbook and filtering data for each Employee with their respective cases. I wan to be able for the Individual's workbook to update the master workbook as well as When entering data in the Master it updates the Employee's Workbook. Is there a way to do this (i.e. bidirectional updating).

[@jonathanbanda7496]

Hi did you end up finding the answer to your question?

[@storieswithumi8706]

Yes, it is possible to create bidirectional updating between the master workbook and individual workbooks using Excel's data linking and external data sources features. Here's a general outline of how you could set this up: Create a master workbook that contains all the data for all employees. Create separate workbooks for each employee that will contain filtered data based on their respective cases. In each individual workbook, create an external data source that links to the relevant data in the master workbook using Excel's "Data" tab and "From Other Sources" function. Filter the data in the individual workbook to show only the relevant cases for that employee. Use Excel's "Workbook Links" feature to establish a link between the individual workbook and the master workbook. This will allow updates made in the master workbook to be automatically reflected in the individual workbook, and vice versa. To set up bidirectional updating between the master workbook and individual workbooks, you'll need to make sure that the data in each workbook is formatted consistently and that the external data source connections are properly configured. You may also need to use Excel's "Data Validation" and "Data Consolidation" features to ensure that data is entered correctly and that it is aggregated and summarized appropriately across all workbooks. Note that bidirectional updating can be complex and may require some advanced Excel skills, so it's important to carefully plan and test your setup before using it in a production environment.

[@msr60215]

Help please i'm using power query (import from file) for connect between 4 excel file. (A,B,C,D). result of "A" send to "B" and consequence send to "C" and "D". user of file "B" refresh data to catch new data from A and after add new field send to C. (this is a product line in a factory) but sometimes when user B going to save data occured to error (someone else is working in "file name" right now. Please try again later.)

[@dgoddard1961]

Once you have copied a cell from one workbook to another workbook how can you move a row and keep the formating that you set up?

[@user-ld1zg2rf4j]

Can set formula in column range?

[@boruto9736]

If I would like to link one file with other computers? What can I do?

[@wilsoncrasta1346]

After pasting using = condition in sheet 2, Unable to fetch data using Ctrl+f in sheet 2

[@S24ARJ]

Can you link workbooks, but only update data within a specified date range?

[@ABCofMetroWashington-ne9bj]

Is there any way of linking sheets so that updates made in one of the sub sheets will update the main sheet? Example, someone updates a subsheet with notes, that those notes will go back to the main sheet. So updates can go both directions, not just one direction.

[@danbrown6346]

Following

[@smilemonkey3907]

Hi Chester... I cannot refresh the second workbook if the primary workbook is open. Any workaround for this ?

[@smilemonkey3907]

The above error I am getting is only when I am using Excel Query

[@limitone9564]

If I delete a row from the Master, why does it not delete automatically on the other workbook? I get #Ref error, is there a way to automatically delete it on the other copied workbook?

[@anthonyhicklin9800]

Can you edit a linked workbook table without opening the original linked file

[@TAPANKUMARNAYAK-jh2uu]

How to know if one excel sheet ()has some truck number and another excel sheet has that truck no. or not?

[@ajaymeena3764]

Pls help me regarding this doubt I have 2 Excel files First file having 10 customers data Second file having 15 customers data But both files have 7 common coustomer So I want to update only the first file so whatever common customer in the second file will get automatic update Could you help me regarding this

[@andyle3190]

I combined data from tables from different worksheets by Querry. Data was combined and loaded in to one table. I added a new row in a table in a sheet. I refreshed the Power Querry. Power Query inserted a whole new combined data table, including data from previously added new row. The problem is that Power Querry did not delete old combined table >> repeated data. Does anyone know solution?

[@ramkrishna.v924]

I have two workbooks and have large data on it and I need to take reference of one cell and need to project the rest of the data automatically in the another workbook. Is there is vba code it will be very helpful

[@ChesterTugwell]

kzbin.info/www/bejne/lWKZY6qsoZiFjNU

[@carlyjohnson5142]

This was so helpful, but how do I het the data and not the words to just paste over? I do not want the column headings, just the data? How would I achieve that?

[@carlyjohnson5142]

get not het sorry my spelling is horrendous!

[@S0ulsinner]

whenever I close one workbook file, the data doesnt update automatically in the second workbook. How do I fix this? I have to have both files open for it to work.

[@leelopez160]

cool🤓

[@vernichtungssoldat6110]

what causes a #connect! error when linking workbooks together?

[@RiomelBravo]

Is there a solution wherein when you save the excel file, the link just disappear and it turns to normal values?

[@nexusconsultingservices3339]

How many sheets of data we can link at a time?

[@user-vn1pk1ic6u]

How to link sheets so data still updates correctly when sorted on main sheet

[@detectivethinker3637]

It is hard to find a British Tutor on here. Most are American/Canadian. Most importantly, I am struggling with IT. I am trying to watch your videos step by step. However, what should you do when there is no formula at the top?

[@suchisekar1526]

Anyone please help me... want to change columns according to the heading. The data should be pasted according to the headers... so when I use the 1st method, I used to open a rough sheet collecting all datas according to my headers. Now I have to paste in the main Excel (tracker).. while doing so, it gives #ref. When I used second method It worked really well, but can't able to change column according to the need .. only able to paste the same.. please anyone help me 😢😢😢😢

[@josen.k.8620]

Stich in time saves nine. Jose N.K