Excel fields linked to files in the document library do not update
We are having an issue with an Excel spreadsheet that is linked to several Excel documents in a document library. Mutliple staff members update several "sub" spreadsheets with information that is rolled up to the "master" spreadsheet. Excel appears to behave correctly in that if I open both the sub and master spreadsheets in my Excel window at the same time, the data in master gets updated. If I just open the master, I have stale data. I'm not sure SharePoint is to blame here, so I'll post this in the Excel forums as well, but any information or experience anyone has had with this would be fantastic. Thanks in advance for any help/advice!
September 20th, 2010 8:39pm

Hello, The expected behavior is ,when you open the “master” in the Excel client, Excel will see that it has links to one of more other workbooks in it, and will prompt the user to Update or Don’t Update. If you choose Update, then the master will pull in new data from “sub”, without sub being opened. This is just ‘updating links on open’. In other words, if user A opens master and chooses Update, and then user B opens sub and makes changes and saves, and then A wants updated data in master, A can do Data > Edit Links > Update Values. This also will cause master to pull in new data from sub, without sub being opened. If you are not seeing the prompt to update links on open when opening master, then you might just have the prompt turned off for master. You can turn the prompt on and off here: Edit Links > Startup Prompt. Hope it helps, Manas
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January 13th, 2011 1:50am

Hello, The expected behavior is ,when you open the “master” in the Excel client, Excel will see that it has links to one of more other workbooks in it, and will prompt the user to Update or Don’t Update. If you choose Update, then the master will pull in new data from “sub”, without sub being opened. This is just ‘updating links on open’. In other words, if user A opens master and chooses Update, and then user B opens sub and makes changes and saves, and then A wants updated data in master, A can do Data > Edit Links > Update Values. This also will cause master to pull in new data from sub, without sub being opened. If you are not seeing the prompt to update links on open when opening master, then you might just have the prompt turned off for master. You can turn the prompt on and off here: Edit Links > Startup Prompt. Hope it helps, Manas
January 13th, 2011 1:50am

Hello, The expected behavior is ,when you open the “master” in the Excel client, Excel will see that it has links to one of more other workbooks in it, and will prompt the user to Update or Don’t Update. If you choose Update, then the master will pull in new data from “sub”, without sub being opened. This is just ‘updating links on open’. In other words, if user A opens master and chooses Update, and then user B opens sub and makes changes and saves, and then A wants updated data in master, A can do Data > Edit Links > Update Values. This also will cause master to pull in new data from sub, without sub being opened. If you are not seeing the prompt to update links on open when opening master, then you might just have the prompt turned off for master. You can turn the prompt on and off here: Edit Links > Startup Prompt. Hope it helps, Manas Please remember to click Mark as Answer on the post that helps you, and to click Unmark as Answer if a marked post does not actually answer your question. This can be beneficial to other community members reading the thread."
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January 13th, 2011 1:53am

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