saving without updating

  • Thread starter Thread starter d0wnt0wn
  • Start date Start date
D

d0wnt0wn

heres my scenario.. i have made a database using excel that aproximatel
20 roofing estimates draw from for material pricing.... when i open on
of the estimate files it asks me if i want to update values or not if
do want to then i click yes if i dont want to i click no.... i kno
that i can set my excel to open and update automatically but this i
why i havnt been able to do that as of yet.... lets say i make a
estimate and i have a price that i give to a customer... lets say h
calls me in a week and asks me to go over the estimate with him... wel
if any of the prices of material have changed in that week then hi
estimate will be different but i cant have that because his estimat
price is good for 30 days after i send it to him...... now if afte
that 30 days he calls its ok for the auto update to work its magi
because then i can give him a new price.

so my question is this... is there any way i can open a blank estimat
that automatically updates but then save it as a file that does no
update unless i want it too.


hope that wasnt too confusin
 
You should have created a file to keep track of your estimates and assigned
each of them a unique I.D. number.
You could do a "SAVE AS" of your template to this file when you give it a
number, and then replace all the linking formulas with just the displayed
data, which prevents any change of pricing.
You could easily accpmplish this by selecting the entire sheet by clicking
in the square above the row numbers, to the left of the column letters.
Then right click in the selection and choose "COPY", then right click again
and choose "PASTE SPECIAL", and then click "VALUES" and finally <OK>.

After the expiration of the quote, just make a new one using your template.
--
HTH,

RD
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