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Galaxiom · Sep 3, 2018

Minty said:
That's a really neat approach, my problem with using templates linked to the server is that I'd need to then copy the whole spreadsheet over to a unlinked version for distribution to an end customer, I don't want connection strings etc. stored in the spreadsheet.

Just strip out the connections after loading the data. The data stays intact. I do it with a very simple workbook procedure while preparing to Save then drop the macros too by saving the derived document as xlsx.

Galaxiom · Sep 4, 2018

Mark_ said:
For reporting via excel, I always export to a "Data" sheet. The other sheets that they look at just reference ranges in "Data". Means I avoid issues of looking at the back end but still being able to dynamically update the data as needed.

Me too. Usually I hide the Data sheet and they just see the pivots and charts coming off it.

The button that adds new sheets and sets up new pivots means they don't have to see the Data sheet at all.

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