Before Save Code Within Template
Feb 14, 2014
I am trying to create a beforesave code within my template. The template has certain fields that are blank and when the end user enters data, I want them to be able to click on save or the blue disk and it saves it to a new location, based on their user and some of the cells within the form. I do not want the template to be saved with the data they input. The data they input is saved only when they click the blue disk and it saves to another location, with their username and certain cells in the form. Then the end user can continue using that same template for the next entry and so on. I have a beforeclose that asks them if they really want to close or not. The only time they would close, or hit the big red X is when they are done with all their entries for the day. Here is my code for beforesave:
[Code] ......
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Jan 20, 2012
picking things up. At the moment I am trying to create a macro using VBA to do the following in this exact order:
1. Delete Column A and B (once only)
2. Automatically pick up credit card number (In column A)
3. Copy all instances of this credit card number (and all data on same row)
4. Open a template I have set up
5. Paste the copied data onto a specific sheet on this template
6. Save as file name "xxxx - branch name - XXXX - DDMMMYY"
7. Repeat (loop?) this for all credit card numbers on the sheet.
There are approximately 90 credit cards, and I need a new workbook for each one to work on separately.
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Jan 21, 2014
I have been working on the following VBA code, which should copy specific charts from excel into specific places in a word-template.
I Am quite new with VBA, so I googled the code, changed a few things, and it works exactly as it should - except from one thing. When the Word-document is loaded from the template, I would like the document to be "saved as..."
Instead of just opening the template. I have tried
Code:
.ActiveDocument.SaveAs Filename:=fname & ".doc"
The code is as follows:
Option Explicit
Sub EksporterTilWord()
Dim appWrd As Object
Dim objDoc As Object
Dim FilePath As String
Dim FileName As String
[Code] ...........
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Jun 4, 2008
Is it possible to open a template, prompt the user to enter data and have the template save itself as the user defined data?
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Apr 4, 2014
I have a word document that is a rental agreement. Im trying to make an easy to use user form where a person can input the information and it populates in the correct areas and saves as a pdf. How I could put the word document into excel and have a userform populate designated areas.
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Feb 17, 2008
I have some code and then
ChDir "W:MET Logbook"
ActiveWorkbook.SaveAs Filename:= _
"Micro Evaluation " _
& Format(Date, "(mm-dd) ") & Format(Time, "hh.mm.ss AM/PM") & ".xls", _
FileFormat:=xlNormal, Password:="", WriteResPassword:="", _
ReadOnlyRecommended:=False, CreateBackup:=False
End Sub
And I want this to save my workbook in the different location as a template. Only it saves the workbook as a regular excel workbook instead. Any help with what I can change to save it as a template?
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Aug 8, 2006
I have a census file. All records have a TK number assigned to them. I need to create a new workbook (for each TK number) from a template file and fill in the file with data from all the records belonging to that TK number. I can write this out in English, but I don't know what type of functions/searches/etc. to use to make this work most efficiently.
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Nov 2, 2009
Each of the worksheets in my model use A1 as a control cell for any errors and inconsistencies. My aim is to disable save and close commands in case A1 is not equal to 0 in any of the worksheets.
The code I currently use for that purpose is as follows.
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Apr 21, 2007
Does VBA code created in an Excel file that is saved as a Template (.xlt) work the same when the file is opened as an .xls file?
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Mar 21, 2008
I am trying to use the worksheets.add method with the Type specifier pointing to a file location containing a worksheet template.
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Dec 11, 2012
We've got a bug in our finance system where it can't handle any transactions that have sales but no related commission. The BI team provides a CSV file separately with this information and the sales team has to manually input it. I know how to create a template that can be uploaded into the system but don't know how to pull the data into the template from the CSV file.
I've created the attached example and what i'd like is a drop down box in cell B1 (template tab) listing all the customer codes in column B on the data tab and then based on your selection all the related transaction lines pull into columns A to F (starting on row 4).
Manual Invoicing Query.xlsx‎
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Aug 14, 2014
I am after a VBA code that I can use to populate a fax template based on criteria's
Basically I have records which are being logged throughout the day via a User form and sometimes there may/maynot be a charge. the user decides at the time. The column is named "to be charged" and is filled with either Yes/ No.
I need to be able to select the date to print or Just the same day date and print all faxes' that have "Yes" for charge This way all the information for each fax is populated and the user can just print.
and if possible mark a Colum non the master sheet as printed with a X or something
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Jan 22, 2010
I’m looking to create an invoice-type format from data in a row but only when the client requests it.
So, if there is a Y in column R. i.e. the client wants an invoice format then.
I have been given a “template” format by the team manager that I have to use. Its far from ideal, well for me anyway, for moving things around and I’m struggling to get anywhere with it.
I’m trying to take the data from the row in the source / client worksheet, which will be created via a code from here, and transpose it to a copy of the “template” worksheet which sits within the same workbook. This is made more complicated because in some cases the data for the invoice will be in two or more rows, because there will be a few items on the same invoice, but they will still be on the same worksheet.
The source / client worksheet has data from columns A to T with a header in row 1.
The details will need to be transposed from the relevant row from each column to the “template” worksheet as follows
From column in source / client worksheet To cell in copy template worksheet.
From - To
CB2
AB3
BB5
HB7
IB9
GB11
EB13
FB15
RB19
SB21
QB23
OB25
PB27
This is where it gets messy, or more messy should I say
MB33
JB35
LB37
KB39
TB41
NB45
For each of the six sections M to N above there may be more than one relevant items which will be on rows 3 onwards of the source /client worksheet.
So, ideally I’m guessing based on if there is data in column A of the source / client worksheet then M to N above will need to copied downwards, i.e. below itself on the template worksheet say from column A and B rows 33-45 copied to A and B rows 47-59 until all the data is copied over.
Blinking eck ... this is a nightmare… a real nightmare. This more than one section above is really bad… I’m at a complete loss.
Although if its really not possible they may have to have another template worksheet with the second, third etc items on as I just can’t see this working.
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Feb 21, 2013
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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Aug 1, 2013
My company has files that are already in use. I don't know too many details about how they work, but somehow saving the file will screw it up and my boss has to go back and reset something or other to correct it. Obviously it's connected to some other software somewhere. The code below will block Save and Save-As. BUT how do I get the file to hold onto the code without actually saving the file after the code is added (since the file shouldn't be saved)?
VB:
Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean)
If SaveAsUI = False Then
Cancel = True
[Code].....
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Jan 5, 2009
I Have a number(30+) of excel files based off of one template. I have since updated the template, thus making the the old ones obsolete. Is there a way to update the older files to use the new template without having to copy and paste the addition's row by row column by column?
None of the additions to the template will change the placement of existing data, nor will it change the data itself. It will however add Values to cells that were previously empty.
Hints, Tricks, or Ideas?
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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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May 6, 2014
I've attached 2 test files, one is the database master file containing the projects (each row represents a project, unique reference number in column A) and the other is the blank template file i'm hoping to export data into and then save down with the naming convention "column A_column B.xlsx"
Kept the test files simple but would need to modify any code to apply to much larger database consisting of many more fields etc.
Master.xlsx‎
Template.xlsx‎
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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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Dec 18, 2012
I have a template file for ordering trafolyte and steel plates. I have added macros to this template file. The existing macros do the following (shortly described):
Macro 1: clears order
Macro 2: update order date + send a read only file to the supplier of plates + save a read only copy of the file into one of three folders acc to info in one of the cells.
It's the Macro 2 I want to edit.
I want to add a "function" which copy a selection of data.column A to N from row 12 to 548 but only the rows where there is a value in column A.
Row 1 to 11 includes standard order info and Macro buttons.
Row 11 includes the heading for order data.
For everytime someone click on the Macro 2 button in the template file, I want the selection to be paste into the first "available" row in a "Total list" file.
The "Total list" file may have to be open (or a function to open, paste selection and then close the "Total list" file may be added)
File and Folder info:
To simplify suggestions, the following file and path info can be used (I can change to the correct later):
Template file name: template_order.xlsm
Template file location: \servershared emplate
Total list file name: total_list.xlsx
Total list file location: \servershared otal
Selection info:
The template file exists of a "general order info area" A1:N10
The column heading for order data is located at A11:N11
The selection to be copied is A12:N550 - But only rows where column A includes data (not empty).
(If the spesific order consists of 14 plates than there will be item no 1-14 in column A and I then I want to copy A12:N25 (row 25 will be item 14).
When I try to use record macro it looks like it only records what's happening in the template file - It doesn't record the pasting in the total list.
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Nov 14, 2007
I have this code to save a worksheet into a specific directory:
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May 7, 2009
Currently I have an excel form that I am working on. I just figured out how to get it to open when I open the workbook. I am wondering is there code out there that will prompt excel to auto save the worksheet that the form writes to when the "OK" button on my form is clicked. I want to be able to save the data without having to rely on the user to remember to save everytime entry is complete. if there is a code for this function, where would I place it in my code listing?
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Sep 28, 2009
modify this code to save as .csv? I tried just putting it after the file name and that didn't work.
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Oct 6, 2009
Is there a way to have excel automatically save the workbook every 5 minutes or so? I'm not talking about the backup option (tools-options-save) I mean do a hard save?
Or would this warrant a timed VBA code? If so, can someone build me one quickly? I'm kinda in a time crunch - sorry for last minute notice. Co-worker just deleted 8 hours of work bec "she didn't" know to save it....
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Oct 29, 2009
Dim myFileName As String
Dim myworksheet As Variant
myworksheet = ThisWorkbook.ActiveSheet
myFileName = ThisWorkbook.ActiveSheet.Range("h1").Value
ChDir "C:TechnologyComponents"
ActiveWorkbook.saveas Filename:=myFileName
There is only one sheet in this workbook, the sheet name changes each time I run other codes. I am bringing the value of the sheet name into a H1 cell and trying to save with that name.
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Feb 24, 2009
I have a code that saves my worksheet once it closed. At the moment it saves the Active worksheet which is Sheet1
The problem i have is i have a few vlookup formulas that reference hidden worksheets Sheet2 & Sheet3
Would it be possible to modify this code so it saves the entire workbook?
Private Sub Workbook_BeforeClose(Cancel As Boolean)
Application.DisplayAlerts = False
Dim bk1 As Workbook
Dim bk As Workbook
Dim myfilename As String
myfilename = "C:files" & Range("B10") & " - " & Range("J10") & ".xls"
Set bk = ActiveWorkbook
Set bk1 = Workbooks.Add(Template:=xlWBATWorksheet)
bk1.Worksheets(1).Name = "Sheet1"
bk.Worksheets("Sheet1").Copy _
bk1.Worksheets("Sheet1")
On Error GoTo 0
bk1.SaveAs Filename:=myfilename, _
FileFormat:=xlNormal, _
Password:="", _
WriteResPassword:="", _
ReadOnlyRecommended:=False, _
CreateBackup:=False
ActiveWindow.Close
End Sub
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Jan 29, 2006
I'm trying to modified this line code. The 1st line code below opens a dialog box where you wan to save it.
strPictureFile = Application.GetSaveAsFilename("", "JPEG Files (*.jpeg), *.jpeg", , "Save as JPEG")
Now here I tried to modified it to just save it in a file folder as a jpeg. But its giving me a error. Am I missing something?
strPictureFile = Application.SaveAsFilename = "C:MyPictureD.jpeg"
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May 17, 2006
is it possible to use code to save a workbook? I know this is pretty basic, but for the life of me, I cannot answer this question searching the entire website and forums.
I'm currently creating what could be called a "yearly timesheet" for a small company and trying to automate it as much as possible. I've created several buttons along with input boxes to create the data, now I would like to make two more, one to save the worksheet (preferrably using data from one cell as the workbook name) and a second to send the workbook to the local, default printer. I've come across the topics on stopping Excel from automatically asking the user to save it, etc etc but none along the lines of "this is how you create a button that if clicked, saves the workbook."
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Jan 13, 2012
Is it possible to use vba code to run a report in Access and then save it as a PDF?
I have a subroutine (well, a combination of subroutines) that copies some data from a spreadsheet into Access.
I then want to be able to run a report based on that data, save it as a PDF and email it out: all automatically.
I don't want the user to have to actually open Access and run the reports, because it's much slower! For some reason Excel can open access, write to tables and close it within a matter of seconds: opening the program manually, editing the table and closing it can take minutes.
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Feb 5, 2013
I need a macro code with which I save my excel file and go to next sheet.
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