Open new doc, collect data and save as separate file while remaining linked to original

BrownBarry

New Member
Joined
Sep 3, 2014
Messages
17
Hoping someone can advise me.

Firstly for some advice. Can I do this in excel.

Secondly: how do I go about it.

This is for collecting data for a non-profit org.
I have a "Client Analysis" spreadsheet that collects data.
1. I would like the Carers to be able to click on a client name, this
2. opens a separate document to fill in particular data
3. Some of that data is recorded into the "Client Analysis" spreadsheet
4. The document is then saved as a separate document but
5. remains linked to original client analysis document to allow data editing.

Any help would be much appreciated.
I know a little about VBA but can not write it.
 

Excel Facts

What do {} around a formula in the formula bar mean?
{Formula} means the formula was entered using Ctrl+Shift+Enter signifying an old-style array formula.

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