I have the following project started:
Inside of Master.xlsx I have (the worksheet is named MasterList):
I then go into CA_Accts.xlsx and make a data connection, with the following steps:
Next, I modify the properties of the data connection so that it uses SQL to retrieve only the records from MasterList that belong to California, I do that as follows:
This leaves me with my almost desired result:
The problem is that I cannot change the records in Master.xlsx from within CA_Accts.xlsx. For example, I would like change the Overdrawn field for AcctNum J132 to NO, but when I click refresh I get back the data from the MasterList (,my NO goes right back to being a YES). What I am really looking for here is a read-write, kind-of connection. Does anyone have any idea how I could do this? I tried making a table in Access that got its data from MasterList, and then using this as a connection, but Excel's wizard didn't recognize the table in Access, so I couldn't establish a connection this way. I am stuck your help would be greatly appreciated. Thanks in advance. (BTW, in the future I will change all of the file formats to xlsm files, so that I can write some event driven macros, to deal with my refreshing of the data.)