Seaero Communications
Meeting All Your Computer Needs
Merging Workbooks in Excel
- Create your list of clients with whatever headings you require.
- Go to Tools, Share Workbook.
- You can also choose "Save Attachments" and save ONLY the attachment to the location of your choice.
- When you turn on the change history but aren't sure when you'll merge the workbooks, you can preserve the change history by setting a large number of days to maintain the change history, up to the maximum of 32,767 days.
- Name and Save this file as your main workbook.
- Then resave it with a new name for Elizabeth to use. Be sure before saving that the above "Share Workbook" has been turned on.
- Then resave it with a new name for one person to use. Be sure before saving that the above "Share Workbook" has been turned on.
- Then resave it with a new name for another person to use. Again, be sure before saving that the above "Share Workbook" has been turned on.
- Now two people can make entries in different locations as required.
To Merge the Workbooks:
- Open ONLY the main workbook, being sure the other two files are closed.
- Go to Tools, Merge Workbooks.
- You may get a message saying, "This action will now save the workbook, do you wish to continue." Click "Ok."
- When the Dialogue Box comes up, click on the first person's workbook, and click on OK. Now the new information from that person's workbook will appear in the main workbook.
- Repeat these steps for the other person's workbook. Now all entries that you each made during the day will be in your main workbook.
- Resave the main workbook and then resave it again twice, once using the one person's file name, and second, using the other person's file name. Now all three workbooks are the same.
- Prior to saving, if you want to sort the listings so they are in the correct order, select the column you wish to use (last name, date, or other) and click on the AZ down or up arrow symbol. Then proceed with saving your files.
- Please note: At the time that you merge the copies, the change history must have been maintained in all copies for at least as many days as have elapsed since the copies were originally made. For example, if the change history is being maintained in the workbooks for 30 days, and the copies were made 45 days ago, you can no longer merge the workbooks.