Linking & Emailing Multiple Work books

[dyada]

Hi there,

Last time I was on here, you guys worked miracles....hoping for the
same again ;-)

Problem:
I am not able to successfully send 4 workbooks by email to my boss and
have the links remain active between the 4 documents that have been
emailed.
(They still shows link paths back to the original document location on
my computer's hard drive)

There is one Summary workbook linked to Workbook A, Workbook B and
Workbook C.
I want to be able to email the 4 documents to him, and have him be
able to open up the Summary sheet,
(by going to Edit > Links > Change Source, and choose the Workbooks A,
B and C stored now on his computer)

- However, when I go to "Change Source", I cannot select any of
workbook A, B or C on his computer?
- Any thoughts on why this is happening?
- Am I following best practices for trying to accomplish the task of
emailing multiple linked workbooks?

Any help is much appreciated!
d

 

[tedmi]

Is there any reason why you can't use worksheets in one workbook instead of
linking separate workbooks? Links between sheets in the same book are much
more robust.

 

[dyada]

Is there any reason why you can't use worksheets in one workbook instead of
linking separate workbooks? Links between sheets in the same book are much
more robust.

i wish i could, but i'm creating a summary sheet that shows
Consolidated Financial Statements for 3 different companies. Each
company's work book is created by a different person...

thank you for the reply though!
any help is much appreciated.

 

[AltaEgo]

i wish i could, but i'm creating a summary sheet that shows
Consolidated Financial Statements for 3 different companies. Each
company's work book is created by a different person...

thank you for the reply though!
any help is much appreciated.

Looking at simple solutions first, have you considered a common drive for
the files and emailing a shortcut when you want him to see your work?
Alternatively, you boss saving files to an identically named file path on
his PC?

There are commercially available add-ins to fix broken links. Google 'Excel
"fix broken link"' (without the outer single quotes) to find them.

There is a free add-in to find links in a WB. Google findlink.xla which
finds all links to external WB in the opened WB. I haven't used it for years
and cannot remember if it prompts for new links or whether you need to
manually find/replace.

You could use VBA to identify the current file path when your WB is first
opened and update all links from that. However, your boss would need to save
all files first to the same directory.

Steve

 

[tedmi]

How about: Copy the 3 external workbooks to worksheets in the same workbook
as your summary?

 

[dyada]

How about: Copy the 3 external workbooks to worksheets in the same workbook
as your summary?

i took a step back and followed Steve's suggestion of going with the
shared drive.
it's working perfectly! ...the shared drive keeps the file path the
same no matter who is accessing the files, so the links between work
books, work!

thanks for the tips everyone!
d