I've developed many projects like what you've described. I usually use
vba to calculate/filter/manipulate/format/write the values I want from
the query sheet to a report sheet.

If your report is static, just convert everything to values and
eliminate the links before distribution.
If you want your workbook to be dynamic, you have to add some controls
for the user to refresh the queries and create the output.

In essence, you'll be creating a small "application" with a user
interface (forms/controls), a container (the workbook), and output (the
finished report).

I would avoid querying a querytable in the same file.
For one thing, I think it will be querying the copy of the file on
disc, not the open version in which you have just refreshed the first
query in.

I would refresh the first query using a macro, give its result range a
name and have your formulas reference this range in VLOOKUPs to find
the relevant data.

The macro might be something like:

 With Worksheets("WhereThe1stQueryIs").Range("A1").QueryTable
   .Refresh BackgroundQuery:=False
   With .ResultRange
     .Resize(,.Columns.Count+2).Name = "QueryPlus"
   End With
 End With
 
Then your formulas can do VLOOKUPs in the range QueryPlus which will be
the results of the query plus the extra columns.

Bill Manville
MVP - Microsoft Excel, Oxford, England
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