Code For Automating Template Creation

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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Checkbox Creation - Vba Code

Feb 26, 2007

I just realized that after create 1200 checkboxes using VBA then excel will prompt an error. Something like object automation bla...bla....bla. What Is the shortest code with VBA to create 2000 checkboxes? I run copy paste function with VBA but seems not working well.

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VBA Automate Footer Creation Code

Mar 29, 2013

Trying to automate footer creation, center header sets ok then errors out on left footer with

Runtime error 1004 : Unable to set LeftFooter property of the PageSetup Class

if I comment out the left footer line the center sets ok then stalls with the same error on the right footer

VB:
For Each WS In Worksheets
With WS.PageSetup
.CenterHeader = "&""Calibri""&22 &B" & msg9 & vbLf & "&14 &B" & msg1
.LeftFooter = "&""Calibri""&11" & msg2 & " " & msg3 & vbLf & "Owner: " & msg8
.CenterFooter = "&""Calibri""&11" & msg4 & vbLf & "&11 &B &K4a0c80" & msg5
.RightFooter = "&""Calibri""&11" & msg6 & vbLf & msg7
End With
Next

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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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Code For Saving As A Template

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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VBA Code In A Template (.xlt) Versus Regular (.xls) File

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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Add Custom Sheet Template Macro Code

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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How To Pull Transactions Into Template Based On Customer Code

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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VBA Code To Auto Populate Fax Template Based Criteria

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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Code For Moving Data From Row To Template Invoice Format - My Worst Nightmare

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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Copy And Rename Sheet (template) From Cell Value Entered In Template?

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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Updating Excel Files...Old Template To New Template?

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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Add A New Sheet From Template And Edit A Template

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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Exporting Data From Master File To Template File (Auto-Populate Template)

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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Copy From Template And Select Any Sheet That Starts With S And Copy / Paste This Template To

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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Export Data From A Template File To Total List File Using Macro In Template File

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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Automating Brackets

Mar 18, 2004

I found a template at microsoftofficeonline.com it's just a bracket. I feel it has some underlying functionality, as they have a template in visio as well, but I can't figure it out.

So, what I'd like to do is have a workbook with say 100 worksheets. Each worksheet will have a person's bracket. Each person will write in all their picks. Their will be a master bracket where the actual winners will go, as the results are posted. When the master bracket is updated, Excel will flip through each worksheet, checking to see if the win in the master bracket matches the individual bracket. Points will be awarded or not.

Can that be done? I've also done a google search and can't get anymore help. I know that the web has multitudes of free versions, which I'd use, the only problem is that people would hesitate to register. doing it in excel, on the office system, there's no need to register, your cpu login takes care of authentication.

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Automating Graphs

Jun 30, 2006

I'm trying to make alot of graphs(400) and I'm not really sure where to start but here with what I've got so far.

Sub macro2()
Dim x As Long, t As Long, y As Long, z As Long
y = 3
z = 5
x = 4
While x < 1000
With Worksheets("cabernet (2)")
t = Cells(x, 1).Value
Charts.Add
ActiveChart.ChartType = xlLineMarkers
ActiveChart.SetSourceData Source:=Sheets("cabernet (2)").Range("By:Hz"), PlotBy:=xlRows
ActiveChart.Location where:=xlLocationAsObject, Name:="Cabernet (2)"
ActiveWindow.Visible = False
ActiveChart.HasTitle = True
ActiveChart.charttitle.Text = " " & t
Windows("complete Favorite Genes.xls").Activate
y = y + 3
z = z + 3
x = x + 4
End With
Wend
End Sub

I don't really know if putting a variable directly into a range works, so far it doesn't.

As you can tell I need a line graph of the range B3:H5, then the next is the those same columns but 3 rows down, so the next graph is at B6:H8. I'd also like to through in a title here, but I may just be playing with fire. The title is located in column A starting at 4 and corrosponds with each graph, so it too goes is increments of 3, i.e., the first title is at 4 the second at 7 the third at 10. Somebody help me out this isn't working very well at all.

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Automating To Export

Sep 16, 2006

Private Sub Database_Click()
Application. ScreenUpdating = False
masterfile = "S:OfficeMaster File.xls"
Answer = MsgBox("Do You want to export to Final Database?", Buttons:=vbYesNoCancel)
If Answer = vbYes Then
ThisWorkbook.Worksheets(2). Range("q9").Copy
masterfile.Worksheets(1).Range("a4").Paste
ThisWorkbook.Worksheets(2).Range("q9").Copy
masterfile.Worksheets(1).Range("d4").Paste
ThisWorkbook.Worksheets(2).Range("b3").Copy
masterfile.Worksheets(1).Range("b4").Paste
ThisWorkbook.Worksheets(2).Range("b9").Copy
masterfile.Worksheets(1).Range("c4").Paste
ThisWorkbook.Worksheets(2).Range("e9").Copy
masterfile.Worksheets(1).Range("e4").Paste
ThisWorkbook.Worksheets(2).Range("g9").Copy
masterfile.Worksheets(1).Range("f4").Paste
ThisWorkbook.Worksheets(2).Range("i9").Copy
masterfile.Worksheets(1).Range("g4").Paste
End If
End Sub

for some reason, it doesnt work as it said the masterfile.worksheets is not recognized, but as i go to the immediate thingee, i type in ?masterfile, it give me the exact address, i had been working on this thign for hours, and have no idea what i did wrong.

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Automating Xirr

May 7, 2007

I have a very peculiar problem. Each month I have a set of financial products for which I calculate the IRR values using XIRR, as the cash flows are uneven. Imagine this, Product names in ColumnA, the cashflow dates in B, and the cash flows with transaction types in ColumnC and finall D has amounts in negetive and positive. Each month I add new cashflows for each product as rows.

Manually I scroll down to select the range for XIRR (both date and amount)
Offlate this work has gone really high in terms of values, and manually cacluating XIRR takes hell lot of time for all the products (currently 80 odd)

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Add-in Menu Creation

Jul 19, 2007

I am wanting to make a macro into an add-in. An add-in is basically a workbook with macros that is opened when excel is correct? I know how to create an additional menu item under an existing one, but I'm wanting to create my own menu with this add-in item under it. I've used this code to try and create the new menu and placed it in the workbook open:

HelpIndex = CommandBars(1).Controls("Help").Index
Set NewMenu = CommandBars(1).Controls.Add(Type:=msoControlPopup, Before:=HelpIndex, Temporary:=True)
NewMenu.Caption = "&Separate Cashiers"

But ran into an error on the first line of code. I saved the workbook with the add-in macro in it as an .xla and used the addins under tools to have it open each time.

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Automating Data Processing

Jul 25, 2008

I have a large number of sheets with data in the following general format:

x ..... y ............ z etc

A Unique value Unique value
A Unique value Unique value
B Unique value Unique value
B Unique value Unique value
C Unique value Unique value
C Unique value Unique value
D Unique value Unique value
D Unique value Unique value
E Unique value Unique value
E Unique value Unique value

In seperate sheets, I want the following:

x y1 y2
A
B
C
D
E

x z1 z2
A
B
C
D
E

And so on for a number of columns - I always want column "x" with another column, however I want the two values for the same value of x to be next to each other, not above one another.

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Automating The Removal Of Certain Data

May 6, 2009

Just wondering if any one can help me come up with some code to remove some lap time in my document ....

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Automating Weekly Formula Changes

Dec 11, 2009

The attached workbook is a follow up report that gets run every Friday. There are 1092 cells that contain formulas that reference a file that was created on Wednesday of the same week. eg.

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Automating File Name Via Inputbox

Jun 11, 2007

I am trying to do is have the code display an input box asking the user to type in the file name, or generate this automatically? to an existing folder in a drive

My master file, imports data from another source (excel file) pastes it in the necessary columns at the moment, however the file is run every Monday so the file name is generic, last week was 10723, this week will become 10724 when the data is run next week,

Can I do what I want to? Via either an inputbox for the file name, or by using something so the file name becomes “107 “ & Weeknum(today()-3)

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Automating % Weight Calculation

Mar 16, 2008

I have 1 spreadsheet in which I need to calculate the % weight of some numbers. Columns A to G have data I do not need for the calculation.

Column H has the numbers of whose % weight I need to calculate. The problem is that the no. of rows containing the numbers can change from week to week and I am trying to automate the calculation of the % weights.

So I want try to use column G (as a reference) (like go at the bottom of it so I can know how many rows of numbers there are) and then calculate the % weights.

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Automating With Internet Explorer

Apr 30, 2008

I am trying to use Excel VBA to conduct a transaction automatically.So far,I managed to get all the required input in.Now,I need to click the "Submit" Button.

I was thinking of using the InternetExlorer.Document.Links(x).Title to search for the link of the "Submit" button and then use the .Navigate method to proceed to the link.

But when I wrote and ran the :

InternetExlorer.Document.Links(x).Title

i get the following mesage:

"Run Time Error 98

A property or method cannot include a reference to a private object ,either as an argument or as a return value "

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Automating Copy And Paste ...

May 16, 2008

I have a spreadsheet which i work on everyday, basically I have a formula which needs to be copied in the second column depending on the range in the first column.

Ex : one worksheet will have A1:A100, the B column should be copied to B1:B100, if the next one has A1:A200 then B column should be copied to B1:B200, how to do this with VBA?

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Automating And Looping A Web Query

Mar 4, 2009

My spreadsheet is linked to a stock data web page using the little documented .iqy function. I have set cell A1 to the web page ticker symbol, so that whenever this cell value is changed the data in the spreadsheet is automatically updated.

My problem is in several parts:
1. Read TickerSymbol.csv file which is comprised of just ticker symbols,
2. Insert (TickerSymbol.csv) symbol 1 into cell A1,
3. Save the results to a file c:XXXSymbol1.csv,
4. Insert (TickerSymbol.csv) symbol 2,
5. repeat, repeat

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Automating Fill Down Of Formula

Oct 20, 2006

I have a report which has several tabs of data input which is automated.

There are then several columns of formula which I manually fill down at the minute, is they an easy piece of code to automate this?

The attached example may help, on the tab data source I want to automate the copying down of the formulas in columns D&E.

Can this to be automated by the button on the tab front page?

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