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HOW TO

Manage Manual Overrides

Goal

Combine live values and manual overrides while keeping override ownership visible.

Prerequisites

  • Runline U Add-in installed in Excel.
  • A live data table or report.
  • A manual override table with matching keys.

Steps

1. Centralize Override Inputs

Keep manually entered values on a dedicated sheet or clearly labeled range.

2. Stack Manual and Live Data Deliberately

Historical examples use U.VAPPEND to combine manual and live tables, then lookup the effective value.

=U.VLOOKUP(symbol,U.VAPPEND(manual_data,live_data))

The ordering is important: put the preferred source first when lookup behavior returns the first match.

3. Add Navigation or Synchronization

Use U.SET_CLICKVALS and U.RANGE_REF to let users jump from a displayed value to the override input. Use U.SYNC_CELLS when users should be able to edit an override from more than one visible location.

4. Publish the Effective Table

Publish the effective values only after the override table and live table have been combined in a visible calculation range.

Result

Users can see where manual values live, how they override live values, and which effective values are used downstream.

Common Variations

  • Use one centralized override sheet consumed by many report tabs.
  • Use synchronized cells when each report tab needs local edit convenience.
  • Add validation flags for stale or missing manual overrides.

Troubleshooting

  • If a manual value is ignored, check table ordering before the lookup.
  • If two editable locations diverge, inspect the U.SYNC_CELLS formula and confirm both ranges have the same shape.
  • If a click jumps to the wrong cell, inspect the U.RANGE_REF target.