Using an Analysis Template — Updating the data source

The motivation for this quick and incomplete draft was Dick Kusleika’s post on distributing/communicating a PivotTable template (http://www.dailydoseofexcel.com/archives/2008/05/21/pivottable-markup-language/).

In the approach I’ve adopted for the past few years, the basic idea is to separate the data from the analysis and presentation. Then, a simple piece of code lets one update the data connections in the analysis workbook to point to the data source of interest. This lets me distribute an analysis/presentation template (with the associated add-in) to my clients knowing that they will be able to analyze any compatible data source with the template.

For details see
Designing an Analysis Template
http://www.tushar-mehta.com/publish_train/data_analysis/22.htm

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