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Excel 2010 - Having external links automatically update

Posted on 2013-02-04
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Last Modified: 2013-02-13
I can't seem to get external links to update automatically in Excel 2010.  When I open a dependent workbook without having the source workbooks (three of them) open, I want the system to either automatically update the links or prompt me to update them.  I do not want to have to go into the Data tab, click Edit Links, and then click Update Values.  But that's all I can get to work without having any of the source workbooks open.  I did have one of my source workbooks open and then opened the dependent workbook, and it did update my values then, but I shouldn't have to have any source workbooks open in order to update my dependent workbook.  I've tried the different options under the "Startup Prompt" option.  And I've played with the "Update links to other documents" and "Save external link values" under File, Options, Advanced, but can't get it to work.  I want it to work how it did in the older version where when I open a dependent workbook, I want it to stop and ask me if I want to update the links.  I could live with the system automatically updating my links as well, but I can't get either one to work.  I do have all my files saved in the new .xlsx format.  They came from an older version of Excel - not sure if that's part of my problem or not.  HELP!!!
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Question by:esu4236
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Expert Comment

by:R_Edwards
ID: 38851907
read this, it may provide some insite to your questions and help with the frustration.

http://office.microsoft.com/en-us/excel-help/control-when-external-references-links-are-updated-HP010342302.aspx
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Author Comment

by:esu4236
ID: 38851950
This look like the same information from Help, which I've already looked at.  Still not helping.
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Author Comment

by:esu4236
ID: 38851961
I can't ever get Excel to prompt me with the question of whether I want to update or not.  WHY???
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Author Comment

by:esu4236
ID: 38851971
"You may be alerted by the Trust Bar whether to update the links" - not getting this.  Haven't seen the Trust Bar.
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Expert Comment

by:R_Edwards
ID: 38851989
are you the only user of the workbooks?  if not then this is what may of happened

Don't ask to update links for this workbook, and let me control whether links are updated
Warning    This option affects all users of the workbook. If you choose not to update links, and not to prompt, users of the workbook will not know that the data is out of date.

1.On the Data tab, in the Connections group, click Edit Links.
2.Click Startup Prompt.
3.Select the option that you want.
Note   Even if you specify that Excel should not ask whether to update links, you will still be notified if there are any broken links.
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Author Comment

by:esu4236
ID: 38852155
I am the only user.  I am trying to learn how this works, as I have to train on this feature next week.  

Here's what I have for my setting - "Let users choose to display the alert or not."  So why am I NOT seeing the trust bar??????????
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Author Comment

by:esu4236
ID: 38852166
Is there something  I need to set differently in the Trust Center in order for the Trust Bar to appear????
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Author Comment

by:esu4236
ID: 38852180
I finally got the Trust Bar to appear!!! I had to change one of my Trust Settings.  Now I'm going to test further.
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Accepted Solution

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esu4236 earned 0 total points
ID: 38852240
Here's what I ended up doing.  I had to go into File, Options, Trust Center, Trust Center Settings, Message Bar.  Then I had to select the option "Show the Message Bar in all applications..."  Then once I set my user Startup Prompt to "Let users choose to display the alert or not,"  I FINALLY got the prompt asking me if I wanted to update my links.  Geez - this sure is not documented well in Microsoft's Help.  Unless I'm missing something, this seems to be the way it works.  Anyone have any other last thoughts?
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Expert Comment

by:R_Edwards
ID: 38852383
ESU,
     Sorry i had to step away for a tad, once you set your trust to Ignore i believe it sees that as default.  yes odd that it is not in any help documentation.  Gald you got it to work, chaulk this up as a meme in your training class.

:)
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Author Closing Comment

by:esu4236
ID: 38883804
Resolved myself.
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