Automatically Generate Template Sheet Based On Previous Data

Apr 17, 2014

I currently have a large spreadsheet that multiple people fill out. Each person fills out all the information in a row. At the end of the row, I would like a button that says "Generate Form" so that when clicked, a new sheet automatically opens with a template form that I created and is already filled out with the information that was just inputted into the spreadsheet. Also, there are four different template forms that could generate. For example, there are forms A, B, C and D. If the user inputs "B" into the first column of the row, then when he goes to click "Generate Form", a new sheet is created with all the information filled out in Form B.

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Excel 2007 :: Split Sheet Into Workbooks Using Workbook Template Based On Data In Column A

Oct 5, 2011

I have a workbook that has a sheet called CustInvData, this sheet contains 4,421 rows of invoice transaction data for 178 customers starting on row 2 (headers on row 1). I need to split the transaction data for each customer out into a workbook template based on the customer name in column A. I need each workbook named by the customer name along with a month and year (example: Bellsouth-0911.xls), this should create 178 unique workbooks. And since we sometimes have to go back and rerun invoices for previous months, I'll need to control the month and year manually in the code.

The parsed data needs to be copied to a pre-formatted invoice template. This template has 2 sheets, Sheet1 is called 'Product Summary', this is a table that uses VLOOKUP functions to read the data in Sheet2 called 'Product Details', this is the sheet the parsed data needs to be copied to for each customer invoice. The 'Product Details' sheet has formatted rows 1 thru 11, row 11 being the header row for the data from CustInvData to be copied. So the parsed data needs to start at row 12.

Last, once the data has been copied into the 'Product Details' sheet, I need the data to be SubTotaled at each change in column J (Product) and use the 'Sum' function to add a Subtotal in column L (Retail Price) for each unique product category.

Example data below, I've simplified it (the actual data array spans from columns A to Y)

Customer NameProduct Retail Price
ABC CompanyAVMPCR10
ABC CompanyAVMPCA15

[Code]....

I'm a bit of a novice with macros, but I know Excel pretty well.

Using Excel 2007 running on Windows Vista

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Feb 9, 2014

I have a master template with columns running from A to Q. Most of what she wanted is fairly simple 'if' statements, however she also wants to move the contents of one cell to an adjacent sell based on the number exceeding a certain value,

[Code].....

My problems start when I want to create a new sheet/tab and let her name it. I would have simply created 12 months for her, unfortunately there is a sheet for a number of people and the start of the year can vary. My simple solution was to create a macro that copies the original Template (effectively sheet 1) and puts it into the newly created tab. However this does not copy the above VBA code across

[Code] .....

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how to create a copy of my employee attendance template. Is there a way to create a copy of the template by entering an employee name in the "name" cell of the template and it automatically renames the sheet that employee name and also saves or recopies the template for use with the next employee?

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Jan 20, 2014

I need a formula to automatically change the summary column according to the month we are in.

Ie:
Last Months Data
Nov
Dec
Jan
Feb

1
8
1

7
4
7

9
2
9

'Last Months Data' column should show Dec. However, as we move into February and I complete the 'Jan' column, I would like 'Last Months Data' to automatically change to show Jan's data - is this possible?

I was previously told to use the following formula but this would automatically select the current months data and not the previous months data which is what i need - =INDEX(B2:L2,MONTH(TODAY()))

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Apr 16, 2012

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E.g.

Column No A2, B1, C1, D1, E1
Row no... A1 5 12 23 50 3
Row no... A2 10 21 5 25 6

Repeat number for above is 5

Given:

1) 5 cells only. All numbers are integers, no fractions

2) In a row same number is not repeated.

3) It is possible to repeat all numbers in a new run.

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I'm trying to copy data from one sheet to another sheet automatically based on a number selected in a drop down control.

I have used OFFSET to pull some information successfully from a list. This is easy for me to do with single entries and a list and has worked well. I want to do similar but with a dataset not just single cells.

But, I can't seem to make OFFSET work to show a set of data easily.

Perhaps I will need VB code to do so? Or there is another control I'm not aware of? I've done very little with VB.

I'll attach a sample file to try to show better what I'm trying to do.

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Jun 24, 2014

I'll start with the attachment since it's always easier:

Attachment 327508

This file is far from finished so there is some useless stuff there. What I'm interested in is in the sheet RecapTable (and in Etiq1 to Etiq4).

I'd like to write a macro that'll populate my Etiq1 -> 4 according to the RecapTable. Data would be set up as in Etiq1 A1:A3.

I don't have to have 4 template sheets and it could change if it's easier to do something else. The goal is to print labels so I maybe only 1 Etiq is needed, and the macro could populate, print, erase, finish populating, print again

1. Count entries in RecapTable (found something that does that! yeey!)

n = Worksheets("RecapTable").Range("A:A").Cells.SpecialCells(xlCellTypeConstants).count

((2. Divide that by 65 (which is the number of labels per sheet) and round at upper number. For example: if n=100, 100/65 = 1.54 so 2 sheets needed)) [maybe a useless thing to do]

[Assuming I only populate 2 cells]

If v is the row# in RecapTable,
If w is the column# in RecapTable,
If x is the row# in Etiq,
If y is the column# in Etiq,
v=1, w=1, x=1

[code].....

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Now here is the problem, Data from the .Rawdata needs to be accumulated. That is, I have multiple sheets of excel, which I have to open manually and extract specific data from individual columns onto another sheet to accumulate every data before running analysis.

How to tackle this situation?

1. Able to detect the right type .Raw data for use in Excel.
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Apr 23, 2009

1)
I created a one-sheet template, and a new workbook from that sheet. When in that new workbook I go Insert>Sheet>Other and select the aforementioned one-sheet template, Excel crashes, or if not, it adds the new sheet, but then no longer saves the workbook and starts producing error messages (like: "An unexpected error has ocurred. AutoRecover has been disabled for this session of Excel.").

1a)
Now, the complication is that this is working when I do a model operation with a generic template sheet. So I checked the template that I actually want to form sheets after, and Excel finds no errors, nor does it's name contain any unusual characters. What could Excel prevent from working with a template like this?

2)
How do I edit a template? The only way I can find is to manually find the spot in finder, open, and save with the same name. But: if I do that, the documents basing on that template don't change accordingly. If they're intended not to, the whole template procedure makes no sense. I could then just as well copy a file. — I've been searching for tutorials on that, but google doesn't even return a single result on Excel "edit template". Therefor my very basic question here.

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Feb 25, 2014

I have Sheet1 "MASTER" and Sheet2 "Area1" and Sheet3 "Area2" etc...

My MASTER sheet has a list of employee names and the areas they work in. I have employees working in different areas, and I want to pull a list of employee names from the MASTER working in Area1 (sorted on the MASTER sheet) to column A on Sheet2, then pull a list of employee names working in Area2 to column A on Sheet3, etc...

I want it to do this in such a way that if I add an employee to Area1 on the MASTER data, it will populate that employee in the Area1 Sheet.

So basically, I'm looking at one column on the MASTER sheet to see if the area matches. Then looking at another column on the MASTER sheet to get the name. Then taking that name and transposing it to a new sheet corresponding to the area they work in.

I've attached a sample sheet. I want Column A in the Area1 sheet to reflect all names that show up on the Area1 LIST on the MASTER sheet, and nothing else. I'm using VLOOKUP to pull the rest of the data from the MASTER table.

There is a new sample workbook up now. Couldn't update it sooner due to site outage. I've removed irrelevant data to improve readability and focus on what I'm trying to achieve. Again, the main issue is scraping column E from the Master, and populating a list of all employees who match certain values in Column E on the Master in Column A of the other tabs.

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Apr 15, 2014

I am tracking business hours of various business locations. I would like to be able to enter the businesses operating hours on the "overview sheet" and, based on those hours, have a table generated on another sheet that "autofills" based on the date entered on the "overview sheet". For example:

I would enter the operating hours of the business on the "overview sheet" and it would look something like this:

Day
Open
Close

[Code]....

I want a table for each day created. I would then manually enter the data for the "Ranking" column. The issue is that I have numerous location I want to do this for and all with varying hours of operation. It is very tedious to manually create the tables.

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Aug 26, 2008

I was trying to use the VBA code to generate a data table:

Private Sub createDataTable(WS As Worksheet, initialRow As Integer, numCol As Integer, numRows As Integer)
Dim initialCell As Range 'specify the upper left cell
Dim RefCell As Range 'the reference cell on the caculator sheet

'activate source sheet
ActiveWorkbook.Sheets("Calculator").Activate
Set RefCell = ActiveSheet.Cells(2, 3)
WS.Activate
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initialCell.offset(numRows, numCol).Select
Selection.Table ColumnInput:=RefCell
'the calculation should be automatic, if not, then calculate
WS.Calculate
End Sub

and it kept giving me an input celll not valid error on this line: Selection.Table ColumnInput:=RefCell the thing is, I have defined RefCell as a range object, so it should be OK rite?

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Aug 19, 2008

I have a list of invoice #'s on a sheet named "Temp Sheet".

I have a VBA macro that created a new tab for each entry and named it the invoice #. So basically the vba code created a new tab ( based on the number of invoice #'s on my list ), and named each tab an invoice number. So if I had a list of 10 invoice #'s, named S1-S10, the vba code created 10 tabs, named S-1, S-2,. S-3.....

Now to my question.
I have a template sheet I want to copy from ( "Template" ), and select any sheet that starts with "S", and copy/paste this template to.

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Feb 4, 2013

Here is what I have and am trying to do:

I entered the date and day in this format in multiple sheets in workbook 1 (named 0101, 0102, 0103) from the start of the year to last night (B2:C4):

Date:January 01, 2013
Day:Tuesday

I then entered all the data needed below that (B5:E26):

TimeTransactionsTotal SalesAverage Sales
12:0039 $352.97 $9.05
13:0053 $416.98 $7.87
14:0044 $339.42 $7.71
15:0043 $304.96 $7.09
etc.....

In workbook 2, I have sheets named for each day of the week. I would like to take the information from the previous three weeks for each corresponding day from workbook 1 and put the averaged data into another table with the data all formatted the same in workbook 2. This way, each week when I go into the aggregate file (workbook 2), I can look at the chart I'll create and see the average of the past three weeks transactions, total sales, and average sales for each hour of the business day and be able to staff accordingly (assuming the trend continues).

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the post 5 for the actual issue. This being my first post could not update it correctly. I have put my views int he 5th post which will be more clear.

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Name
June Sales
Sales Quota
YTD Sales
Total June Payout

Joe
$5000
$3000
$20,000
$4,000

Susan
$4500
$3500
$21,000
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What I want to do is to customize this weekly report for each person: Joe gets only HIS information emailed to him in a "template" that would be standard for each person (see below) -- the template would be the words in blue with the corresponding info, and this would be put directly into the BODY of the email

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June Sales
Sales Quota
YTD Sales
Total June Payout

Joe
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$3000
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3. Individual employee Absence record sheets - Based on the Template sheet.

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My Aim: ....

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Master.xlsx‎
Template.xlsx‎

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