Excel File Modification and Synchronization

Task for the Freelancer

Goal: Modify the Excel file so that:

Operator Leader uses the original file offline (no changes to their workflow).

Agents fill data online in their assigned sheets, which auto-updates the master file.

Steps to Implement:

Preserve the Original File:
- No structural changes (same tabs, formulas, formatting).
- Operator Leader continues editing as usual (desktop file).

Agent Access Setup:
Method 1 (Best): Use Microsoft 365 (OneDrive/SharePoint):
- Upload the file to OneDrive/SharePoint.
- Use Power Automate (or Power Query) to sync each agent’s input to the master file.
- Share individual sheets as separate files (agents see only their sheet).

Data Protection:
- Agents can only add new rows/data (lock historical cells with sheet protection).

Track changes via:
- Version history (OneDrive/Google Sheets).
- Hidden "Log" tab (timestamp + user edits).

Sync Back to Master File:
- Automated: Use Power Query to refresh data (if using OneDrive).
- Manual: Operator Leader periodically copies agent inputs (if automation is blocked).