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Building a dynamic formula

Our take

Navigating the complexities of Excel can be challenging, especially when trying to predict storage device capacity. You've attempted to streamline your process with dynamic formulas using "concat," only to discover that it merely constructs the formula without evaluating it. While "indirect" seemed like a solution, it falls short when dealing with external workbooks that aren't open. This leads to frustrating "REF" errors.

The friction this user is experiencing isn't a niche problem. It's the growing edge where traditional spreadsheet workflows start to buckle under the weight of real-world data infrastructure. When a SharePoint folder name changes and breaks sixty-plus rows of hard-coded references, the issue isn't the formula. It's the assumption that a static tool can gracefully handle a dynamic environment. If you've ever watched a carefully built workbook collapse because someone renamed a data source, you already know this pain. It's the exact kind of structural vulnerability that drives people to ask whether there's a better way to manage their data. And if you've been following conversations around spreadsheet layout and formula fragility, you've probably seen similar stories emerge. A quick scroll through our recent coverage reveals the pattern: people building increasingly sophisticated models in tools that were never designed to keep pace with how work actually moves today. See Excel formula automatically rewriting itself?? and How to deal with a bulky spreadsheet that is starting to hit the limits of Excel? for related frustrations.

What makes this particular story instructive is the sequence of discovery. The user moved from hard-coded references to CONCAT, then to INDIRECT, each step solving one problem while revealing another. That progression mirrors how most people encounter the limits of spreadsheet logic: not in a single failure, but in a gradual accumulation of workarounds that each add their own fragility. CONCAT builds the formula text but doesn't execute it. INDIRECT evaluates that text, but only when the referenced workbook is open locally. And the SharePoint environment introduces a layer of indirection that neither function was designed to handle gracefully. This isn't a failure of the user. It's a mismatch between the tool's architecture and the infrastructure it's being asked to serve. The instinct to solve this with clever formula construction is exactly right, but the underlying constraint is more fundamental. When your data lives in external, cloud-hosted sources, you're operating outside the assumptions that traditional spreadsheet evaluation was built on.

There's something worth naming here about the culture of spreadsheet problem-solving. Many of us have inherited or built workflows that rely on manual intervention as a safety valve. If a reference breaks, someone notices and fixes it. That works until the volume of references makes it unsustainable, or until the organization's data sources shift faster than anyone can patch individual formulas. For anyone navigating this same territory, understanding that CONCAT and INDIRECT each serve a specific purpose but don't compose into a complete solution is a genuinely useful insight. It saves time and prevents the kind of debugging spiral that eats entire afternoons. If you're also looking for better ways to think about spreadsheet architecture from the ground up, Resources that help you get better at laying out Excel spreadsheets? offers a broader perspective on design decisions that pay dividends later.

The deeper question this post raises is one worth sitting with. As organizations move more of their data into cloud platforms and collaborative environments, the gap between what spreadsheets can reference and what they can reliably evaluate will only widen. The tools that win will be the ones that treat external data as a first-class citizen rather than an afterthought bolted onto a desktop-native model. For now, the user is out of luck within Excel. But the frustration they're describing is exactly the signal that points toward where things need to go next.

I'm using Excel to predict the capacity usage of storage devices. It's clunky, but it works great until someone changes the name of the SharePoint folder I'm using to reference my data. (This has happened twice) I had the brilliant idea (or so I thought) to dynamically build the formula using "concat", which I thought would allow me to simply change one cell and be able to affect all of my entries (about 65 rows).

I then learned that "concat" only builds the formula, it does not evaluate it and that I needed to use "indirect" to evaluate it. That worked, except my output was "REF", not what I was expecting. After a little more digging, I found that "indirect" does not work with external workbooks that are not open on the local machine. (I don't want to open 60 workbooks to get the data I need)

It looks like I am out of luck, but I am hoping someone else has a brilliant idea I have not considered yet.

Thanks

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