referencing a separate workbook

[thewiseguy]

hi all

before i dig in and research this, i thought i would ask here as you all have been extremely helpful in the past.

i have a proposal generating workbook. i enter in a bunch of “stuff” and my customer proposals are generated.

the proposals all require specific products be selected. these products are currently part of a table. the products are selected via validation lists and we use xlookuos throughout the workbook.

the problem i am having is that new products are always being added and so i add the product to the workbook i am working on and tgen for the next proposal, i open up the original workbook. i never have a true expanding database of products.

is there a way to create a separate workbook with just the products and have my proposal worksheet pull data from that workbook? that would allow me to update 1 file and would allow the list of products to expand.

any help or just general direction on what to research/learn would be greatly appreciated!!

 

[RoryA]

i was able to get this to work, however now I would like to change the source file location and name if possible. is it possible to do this without having to start over?

In the PQ editor, you can see all the steps listed on the right hand side. The first step is called Source by default and you should be able to edit the path there, either directly in the formula bar, or by clicking the little gear icon:

 

[thewiseguy]

question about this. the source file is linked by location of the file or name of the file?

for some reason my main source file could not be saved so i made a copy of it. now i need to make sure i can get the connection to work again.

 

[RoryA]

It's linked by the full file path as shown in the Source step.