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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Jan 12, 2010
I am trying to save a chart as a template but when i apply it to another chart it doesn;t have all the original formatting i did. I doesn't retain the gradient fills on the series, the fact that i've changed one series to line on a col chart??
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Jan 7, 2010
how do i go about saving an Excel sheet (template) automatically, using data stored in the A1 cell of Sheet1 as the file name. i want to use an Excel template to capture data, and then store the data in a central location. to do this i am thinking of getting the template to automatically save to a set location e.g. C/: files. is there a simple way to do this.
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Oct 3, 2008
I have a template excel file that is loaded with macros. When the file is opened, a userform opens and the user makes several different selections. Based on the selections, the excel file is populated with information and pictures. I want to make sure that the user does not accidentally save over the template file when he/she is finished with the document.
My original solution was: when the user opened the excel file, it would automatically save under a different name in a temporary location. This would stop the user from being able to overwrite the source file. The users were not happy because the excel file is very large and takes a long time to save.
on another method to stop the user from overwriting the source file? using code? or another method?
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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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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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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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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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Jan 23, 2010
I have posted already the problem to delete the code when sending a sheet via email and I have found the solution to the problem.
I tried to do the same when saving the file to specific folder, but i am facing problem.
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Jun 24, 2014
I'm working on a mac and have a macro that will go through all the sheets in my workbook and save them as PDFs to a specific location.
Sub CreatePDF()
For sh = 19 To Sheets.Count
Sheets(sh).ExportAsFixedFormat Type:=xlTypePDF, Filename:= _
"/Users/mikemahoney/Desktop/Publisher Payables/Statements/June 2014" & Sheets(sh).Name & "June 2014 Revenue Share Statement" & ".pdf", _
Quality:=xlQualityStandard, IncludeDocProperties:=True, _
IgnorePrintAreas:=False, OpenAfterPublish:=False
Next
End Sub
The part in bold is obviously where I am saving the PDFs but it is also being included in the naming of the file. Need replacing the red text in the naming of the file with the contents of cell B9? I would still like to save the PDF to "/Users/mikemahoney/Desktop/Publisher Payables/Statements/June 2014" I just don't want the file-path to be included in the name of the file.
Also, this code seems to run into errors if a sheet is hidden, hence starting at sheet 19. Any way to tweak this code to skip over hidden sheets?
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Nov 14, 2006
if someone would review the code below and tell me why it does not cycle an autosave more than once. It is supposed to autosave automatically every five minutes but for some reason beyond me it does not. I did not author this but picked it up in a different forum.
Option Explicit
Public vartimer As Variant
Const TimeOut = 1 'set in minutes to whatever amount of time is desired
Sub Timer()
vartimer = Format(Now + TimeSerial(0, TimeOut, 0), "hh:mm:ss")
If vartimer = "" Then Exit Sub
Application .OnTime TimeValue(vartimer), "SaveOpenWorkbooks"
End Sub
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Jan 23, 2014
I have a file that I want to name based on content in certain cells. I.e. "Q-(text from cell G1)-(text from cell B7)-Date(mm_dd_yy)". I want to be able to specify the location where I save this file each time I try to save it, but I want it to update the file's name if any of the parameters have changed.
I have some code generated that does just about everything right except that it automatically saves a version of the file in the folder where the original is located even though it also brings up the dialog box and allows me to save it in another location.
Basically, I want to fix the code below so that it doesn't save what appears to be a backup file each time. Should I be using some sort of savecopyas?
Code:
Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean)
'Add the quote # to the header
ActiveSheet.PageSetup.RightHeader = "Quote No. " & Range("G1").Value
[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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Aug 14, 2014
Adding some additional code to prevent someone from saving the workbook under a different name. Currently if someone tried to enter data after the allotted time period, it would allow them to in any "unlocked" cells. When exiting or trying to save the file with this new data, they will get a message stating something to the effect that this is a read only file would you like to save as another name, which would allow the user to circumvent what I'm trying to accomplish. The end result would be they'd need a new spreadsheet.
[Code].....
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May 8, 2009
I have a workbook with lots of code to automate several things that I do. It does a great job at doing things I need it to do, but it takes foreeeveeerrr to save the workbook. The code has made the workbook a large file, and it takes a few minutes to save it. Is there a way to skip saving the code everytime you open the workbook. I don't ever need to change to code so I don't need to save it every time.
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Mar 30, 2013
I am currently trying to adapt the following code which is in VBA (Sheet1). It currently ensures mandatory cell entry of cell C2 before saving, and if this is not done then it would not save the item into the relevant directory. I would like to adapt this code so that cells B2 to R2 are all mandatory, and if they are not filled in a message box with the cell title (which would be in B1 to R1) would pop up. If the cells are not filled in then it will not save (the same function it carries out for cell c2 currently). The code is attached to a command button, i have tried to make the additional cells mandatory by playing around with the If Trim(.cells(2, 3).value) part of the code with the AND function etc however i have had not had any luck.
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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 30, 2012
Looking forward VBA coding for:
If input is entered into column C (range C2:C100), then row cells for columns D, E ,F, H or I must NOT be blank upon save.
Could be that one or more of these row cells are left blank by mistake.
An error msg pops up upon attempting to save, stops the save and colors each cell yellow that needs info entered into.
Using Excel 2010.
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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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Jan 30, 2003
I have a spreadsheet that imports data, manipulates it then deletes 2 of the sheets then saves the file under a different name to the network. Is there any way to save this new worksheet without it storing the macros - so when the user open it, only the data is there and they get no prompt to enable macros?
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Jan 7, 2009
I have created a form in a worksheet which I have added questions too and then locked all cells except the ones where I want the answers in.
I have then added a button to the bottom of the sheet called "Print and Save". This work sheet is called "form"
On a second sheet called "database", I have all the titles of the questions running from a -> k and nother else.
What I want to happen is the user input the information on "form" into the boxes available. Once they have completed the questions, I want them to be able to click on "Print and Save" so that firstly the page "form" prints, and then for all of the answers to be saved in "database" below the titles for each question.
I have had a play, but just don't know where to start. Also, once there is a row of questions below the titles, I don't want it to overwrite information already there, it needs to go onto the next empty row available.
Attached is my excel file.
You will see in the code that I have the code for printing.. I just found this on the net and it seems to work fine for me.
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Oct 15, 2008
I need to write a VBA code which will read the CSV files from a folder by opening the CSV files , then copy the contents of csv file into another EXCEL template already present in the same xls template.
The XLS template has tabs named like "UAT2D" and i want the csv file data to paste in the particular xls tab which is blank initially. But what is happening my code open the required CSV , copy the data and insert the CSV into the xls template by creating the new tab. see the code A below
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Oct 16, 2009
We have huge restrictions on hours, and to avoid inputting, then revising the schedule into my companies scheduling module, then having to change it again when the boss looks it over, it's just confusing.
Anyway, I'll get to the point, I want to add the hours up in a row of cells for the week sunday through saturday. Like so:
1100-2100 | 1100-2100 | OFF | 1100-2100 etc... I want it to add these cells hours up and have the total end up in the 8th cell.
Is this possible? I am a new excel user, or at least, setting up my own sheet.
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