Linking Checkboxes to another workbook

Yeoman.jeremy

Board Regular
Joined
Apr 4, 2011
Messages
90
Hi there, I'm looking for a way to count a certain amount of my workbooks that have a certain value.

i.e.
I have a quoting system with excel, which I am wanting to add in a checkbox for the Employee to tick once the quote has been accepted.
My intention is for a separate workbook to have a graph and other tables comparing how many of the quotes done have been accepted among other comparisons such as time it took to accept etc.

What i need to figure at the moment, is how to have the checkbox linked to that other workbook so that if it is ticked, it adds one to the cell or field ("accepted quotes"), and if unticked, it will add one to the other field("Declined").
Also, if the quote gets ticked at a later date, it will remove one from "Declined", and add one to "Accepted".

If there is a way to do this, your input and help would be very much appreciated
 

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Hi Yeoman.jeremy,

My first thought is to not mess around with checkboxes at all. Why not make a data validation field for the employee to pick from and then just link the results of what is selected to the other workbook? Just a thought...
 
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The thing is, it's a new system in development, and most of the staff are very resilient to change, and aren't very computer savvy - as is most of their generation (stereotypically).

They're already frustrated at having to learn a new system, so i'm trying to make it as easy as possible for them, which in my opinion would involve just a simple checkbox for them to tick for acceptance (although on my part has caused a few headaches trying to plan for it)

It already has other checkboxes linked to certain cells which work perfectly well also
 
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I understand user's are sometimes resistant to change, but that just means you need to turn on the salesman in you and let them know this or another way is a better way to go.

I'm just offering alternatives to make your life a little easier. Give one more go at another suggestion.

Check out this post (#5) and see Lenze's suggestions about using the doubleclick method to add a check mark.
 
Upvote 0
Thats not quite what i was meaning, but thanks.

I'm thinking something along the lines of an IF

could i do something like
If Unchecked, and one to cell (eg) "D6" on workbook "(workbook path)" on the sheet "(the worksheet)"
On Check add one to Cell (example) "D5" and subtract one from "D6"

I know this isn't anyhtnig like code, just trying to show you what i mean :P
 
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