How to link two EXCEL files in sharepoint?

Question

Good morning,

I have two EXCEL workbooks saved in my Sharepoint file, and I would like to link both so if information in specific columns was entered in book 1 gets added to a specific location in book 2.

I tried to follow the Linking Two Excel Worksheets in SharePoint Online - Microsoft Community guide, but there are options in those instructions which are not on my Sharepoint, for starters, this instruction: "Data tab, go to New Query > From File, choose From Workbook.".

So, I am stuck on how to link my two workbooks.

For example, how do I get column B in workbook 1 to be replicated into column F in workbook 2?

Thank you, and I would appreciate any assistance.

Richard

Answer 1

Dear RichardSpas,

Greetings! Thank you for posting in the Microsoft forum.

The link mentioned in your post describes the process in Excel desktop app, but I believe you are using Excel for the web, right?

If you are using Excel for the web and wanted to create a workbook link, follow the steps below:

• Open two workbooks in Excel for the web. They should be stored in either OneDrive or SharePoint.
• In the source workbook, copy the range.
• In the destination workbook, “paste links” via the right click menu or via paste special on the Home tab.

The gif below provides a brief demonstration.

For reference information, see Workbook Link support in Excel for the web - Microsoft Community Hub

If my understanding above is not consistent with yours, you can also post back and point that.

Your understanding and patience will be highly appreciated. I hope that you are keeping safe and well!

Sincerely,

Neha | Microsoft Community Moderator

Answer 2

Neha,

WOW!

This is exactly what I needed! I really appreciate all of your help and understanding on this.

Thank you very much!

Richard

Answer 3

I have the exact same need as Richard above. However, I do not own the worksheets that are stored on Sharepoint. They are setup as tables and I cannot change that. Therefore, Paste>Link will not work. Is there a workaround for tables?

Answer 4

@neha singh, is there some alternative for doing this with tables? What about linking an entire Excel tab? I tried linking an entire tab but it was very slow.

Answer 5

why doesn't this work if i just try to use a "SUMIFS" formula between 2 excel files in the same sharepoint folder?