EXCEL LINK

[JUALOP60]

Hi,

I have a file in excel link to 2 files.

Let's say the file name is payroll.xls but i want to save a copy payroll-5-10-98 to keep a copy of that period.

but what happens is that when i open the file it updates to current figures.

I want it to keep the figures for that period so i can review it but once i open it it updates the to the new data.

is there any way not to update the links with new data?

thank you

 

[kjv1611]

Not sure I'm following 100%, but are you saying this?

You have a default file or template that gets the new data each time, but you want to save each period's file as a separate file, without updating that same data the next time?

So, your template is something like Report.xls

But you want to save FROM that, each time...

Report19980510.xls
Report19980610.xls
...
Report20100110.xls
Report20100210.xls

In that case, the easiest way is this (I think):

1. Have your template file... actually save as an Excel Template, so it'll not allow you to overwrite existing data when you simply double-click the template file.

2. Each month, create a new file off the template. Let the workbook update whatever data it would normally update.

3. Next, remove the data links altogether, as you've got your data, and you want it to remain static.

4. Hit the save button, and save it to whatever file naming format you choose.

Is that what you're talking about, or did I miss the boat?

 

[GlennUK]

I'd agree with kjv1611, but I'd also say that step 3 is done by menu command Edit/Links and pressing the Break Link button ( Excel 2003 ).

Cheers, Glenn.

Beauty is in the eye of the beerholder.

 

[kjv1611]

Thanks, GlennUK. I was unsure of the OP's version of Excel, so figured generic would cover well enough, unless/until we got more information.