Creating A Template File Using VBA

Nov 12, 2007

I need a little help creating the macro for a template file which is going to be used for data input and further analysis. I have a set of arrays, which can be altered. The arrays may look like so:

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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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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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Creating Worksheets From Template

Feb 2, 2010

Private Sub AddWorksheets()

For Each c In Sheets("Worksheet Names").Range("A1:A24")
If c.Value "" Then
Worksheets("Sheet1").Copy
Sheets.Add after:=Worksheets(Worksheets.Count)
ActiveSheet.Name = c.Value
End If

Next c
End Sub

Strange....
I have a list of worksheet names in Sheets("Worksheet Names").Range("A1:A24").

I need to create a new worksheet for each listing and use sheet1 as the template for all...

The above code creates 22 blank WORKBOOKS, not worksheets.

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Creating Sales Report / Template

Jul 24, 2013

I need taking thousands of line items of raw data and creating a model that can present the totals in an easy to read format. I've attached a sample of what my data dump looks like....though the actual dump is thousands of line items.

Data.xlsx‎

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Creating Multiple Workbooks From Template With Different Headers?

Apr 4, 2014

I need to create multiple workbooks from a template, but the header on the sheets need to change based on a list of numbers. I know you can generate multiple sheets from a template within the same workbook. Can you export all the sheets once they are generated to separate workbooks/files? Also I need to change the text in lets say cell A1 on every sheet based on a list from the main sheet. So the main sheet has a list in column A: 1, 2, 3, 4 etc. Once the sheets are generated from the template cell A1 on each generated sheet needs to have a different number from the list i.e. 1, 2, 3, 4 etc. It would be nice if i can set the format of cell A1 on the generated sheets so when then number is inserted it large text and bold.

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Creating Multiple Workbooks Based On Template

Feb 18, 2010

I am trying to create a workbook in which each person gets a seperate sheet.There are common cells in each sheet like name addrss,phone number, etc (about 10 such cells) and there are other cells which will be unique to each person like hyperlinks to letters I have sent to that particular person.

The tab will be named using that person's surname. (I use "find" on the surname and i can locate the particular worksheet).I can add the unique ones as and when needed in each particular sheet, but what i would like to do is to create the first sheet containing all the necessary common cells with a blank cell next to it and then (maybe run a macro?) to create multiple sheets all containing the same info so that with each sheet I only have to fill in the blanks (name,address,age,etc) .

At the moment I am using "copy sheet" each time using an unfilled template sheet and it is a pain.

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Creating, Using & Updating A Unique Sequence In Shared Template, In VBA

May 22, 2006

I am creating an excel worksheet. Every time a user opens the worksheet (from a template), I want to get the next numeric sequence number as a reference, showing it in the sheet. The template is available to multiple users but the sequence number should be unique, ie if user Tom has sequence 1, Jerry will get 2, then Anne will get 3 and Tom's next one will be 4. I considered an ASCII text file with a number in, eg 1. Upon opening get OPEN text file, READ text file, Convert to numeric.. add 1.. use this. Convert to string.. WRITE text file. It seems clumsy and since I can only open with READ or WRITE (append no good, since I want only 1 value held), the READ allows multiple users to access simulataneously, and potentially get the same sequence.

Is it possinle to:
LOCK file
OPEN file for read
READ file
CLOSE file
OPEN file for write
WRITE file
CLOSE file
UNCLOCK file

There are likely to be several users accessing the template and the chance of them opening it at the same time is limited, but possible.

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Excel 2010 :: VBA / Creating Multiple Workbooks From A Template And List Of Names?

Aug 20, 2013

The easiest way I can describe the scenario I am trying to create, is to use a company list of personnel (my index) and to generate a time-sheet workbook per person based on a pre-populated template. This time-sheet is saved as the persons name and has the persons name entered into cell D:10

I have a workbook which contains two worksheets;

1) An Index sheet which contains a list of names that I wish to use in Q16 downwards (note the length of this list will vary each time I run this)

2) A "template" sheet which I wish to duplicate in new workbooks

3) A second "data" sheet that I wish to copy across in new workbooks

I need a macro that will take the "template" and "data" sheets and copy it into a new workbook, renaming each new workbook to each name in my Index sheet. I also want that same Name to be copied into cell reference D:10 of the "template" each time.

The end result is that I should have a series of new files generated and saved which are named the same as the Index list, with both the "Template" sheet and the "Data" sheet present, with the cell D:10 pre-populated with the Name provided in the "Template" sheet.

I'm using Excel 2010.

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Embed Template Within File

Jan 7, 2007

I have a file with two sheets - Main and Reference. The file has a macro that when used from Main sheet displays some data (images to be specific) from the Reference sheet. The main sheet is of a specific format and has some buttons to call the macro.

I want to have the capability to create any number of main sheets of the same format. I know this can be done by saving the Main sheet as a template and right clicking on a sheet and clicking 'Insert..'. But that would require the template to be stored in the excel start file on the local computer.

I want to know if there is any way the worksheet template can be stored within an excel file, so that if the file is sent to people on a different computer, the user can easily add more worksheets using the template?

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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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Creating Individual Report Cards (worksheets) Based On Template For Report Card

Aug 30, 2013

I have two worksheets in my report cards:

1) Data - the students are listed in Column A, math scores in Column B, reading scores in Column C and science scores in Column D. The grades of 300 students are entered in this sheet.

Student
Math
Reading
Science

Jimmy
75
84
100

[code].....

2) Report Card template - This is the report card that needs to be generated for each student. It's pulling the student name and grades from the Data worksheet.

Student Name
=Data!$A2

Math
=Data!$B2

Reading
=Data!$C2

Science
=Data!$D2

How do I create worksheets (report cards) for additional students? I have 300 students in the school. I need the next worksheet to reference Data!$A3. I know how to cut and paste the report card template and then edit =Data!A2 to be =Data!A3 to create a report card for Sally. How do I create the 300 report cards I need?

I've been teaching for 13 years. I can create a report card for each student in my class and edit each worksheet individually for each student. Now I've been asked to do this for the whole school and I don't know how to create the other 299 sheets I need.

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Open Text File Into Excel Template

Jan 10, 2010

I work for a company that has about 650 locations. Each location has a location manager that is responsible for submitting a Performance Review spreadsheet for all the employees at their location.

Currently I have an Excel file that has all employees/locations. One of the columns on my spreadsheet is "Location ID"...which is literately a number we've assigned to our Locations. I have an Excel template saved that I'd like each Location to open into.

Can someone help me? I need each location to be it's own spreadesheet...which I have a template created already. I'd prefer to find an automated way to do this...rather than manually creating 650 spreadsheets.

I'd prefer to do this in anoter application, such as MS Access, but senior management already made the decision this will be done in Excel...so I'm stuck with what I got.

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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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Update Range In Template From Open File

Jul 13, 2006

I have used the directions below (from this site) to add a name to a validated cell and have that name added to a list. The issue I am trying to solve is this, when opening a new file from the template containing the code below the new file needs to have the range to which I'm refering updated to the range that was in the last opened file from the template. I tried by using a macro to copy and paste the range to an external wb that was hidden and then copy and paste to the new file opened from the template but it was a mess.
If anyone can help by posting some example code to steer me in the right direction I would be very grateful

1. Add any list of names or items to the range A1:A10 on any sheet.

2.Now in cell A11 enter this formula and copy it down to say row 20. =IF( COUNTIF($A$1:A10,$D$1),"x",$D$1) Note the relative reference of A10

3.Go to Insert>Name-define and in the Names in workbook: box type:MyName

4.In the Refers to: box enter this formula: =OFFSET(Sheet1!$A$1,0,0,COUNTIF(Sheet1!$A:$A,"<>x"),1)

5.Click Add then Ok.

6. Select Cell D1 and go to Data> Validation, select List from the Allow: box and in the Source: box type: =MyNames Ensure the In-cell dropdown box is checked.

7.Click the Error Alert page tab and uncheck the Show error alert after invalid data is entered box. Now click Ok.

8.Right click on the sheet name tab and select View Code in here paste the code below:

Private Sub Worksheet_Calculate()
On Error Resume Next
Application.EnableEvents = False
Range("MyNames") = Range("MyNames").Value
Application.EnableEvents = True
On Error Goto 0
End Sub

9.Click the top right X to get back to Excel and now Save.

Now select cell D1 and type in any name, that is NOT part of the list, and Enter. Select D1 again and look at the list. The new name should now be part of it!

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Create New File With Data From Database Through A Template

Sep 12, 2006

I've been looking around to find a solution for my problem and as a last resort I have decided to make a post, and I will get straight to the point. I have 3 xl Files of relevance:

1 - is my "database" which consists of multiple sheets with different information in each. Each sheet is correlated with each other by one common ID. 2 - is my "template" which is 2 sheets, which functions as a report. The template serves as the Report which will be printed. The data from each row from the database can fill the spaces in the template.

3 - "the tool" xl file is where i have my macros and the mapping for the which columns from the database belong to which cells in the template.

Basically what I'm trying to get to work is: User opens Tool clicks "create Reports" and the tool should then open the database, pick the range of rows from the database put the data into the relevant cell in the template save the "template" with the info on it, close it and do it again with each row of data from the database. So if I pick rows 4 to 34 in my tool, it should create 30 xls files from the template and fill in the data from each row into each newly generated "report".

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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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Feb 7, 2008

I would like to automatically update a 'yearly' database file with info from a file that is changed on a daily basis.

The daily file that i use has info like date, truck number, delivery stops, weight.

the database file has the similar headings.

at the end of each day this daily file is saved. I would like to have the info that is entered into the daily file automatically plugged into the yearly database file into the next available group of cells with respect to the salesperson.

This is kind of a generalization but i'm hoping to just get pointed in the right direction. If something like this involves vba then it will be beyond my ability and i'll have to do it manually, which is fine

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Sep 10, 2009

When I prepare a file with macro's (to be used by other people), I save this file as a template with macro's with the extension *.xltm (template with macro).
Therefore no one can overwrite my file. These other people can open this template (e.g. double-click, but not file-open). But when these people save this file, Excel automatically saves it as a normal Excel-file with the extension *.xlsx.
Ok, a message is seen after pressing <enter> or clicking Save, but does normal users know, what they have to do then?

If I'm making a template with macro's, I want Excel to have this file saved as a file with macro's. Whatever did I make a file with macro's for? Is this a bug or is it done on purpose?

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May 31, 2007

I need to read data for a group of charts into a master template file.

Sometimes my chart data range needs to be
AS31:AT35
Other times, when different data is read in, the same chart may need to only read
AS31:AT33

Is there any to name a range to read until row AT reaches it's first blank?

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Jul 17, 2012

So I am trying to make a file that when opened will act as a template does and change the file name on start-up.

Typically, the template changes the file name by appending one number (e.g. "Book Template REV 1.1.xltm' upon opening would change the file name to 'Book Template REV 1.11.xlsx'). What I want to do, however, is to custom the name change so I could use the file 'Book Template REV 1.1.xltm' while having it change the file name upon opening to 'Custom Name 567.xlsx', without a user being notified of the change (since typically when a template opens the file, the user has no notification that the file name has changed ever so slightly).

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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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Oct 22, 2007

I have some experience with excel, but until now have not ventured into VBA and macros.

I have a workbook which will have the following sheets:

1.Absence Summary sheet - Summarises data from each employee's individual sheet.

2. Template Sheet - A sheet formatted as an absence record sheet, but without data.

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

I have read with interest the various posts and help files on User Forms & Macros, but have got a bit stuck.

My Aim: ....

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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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Mar 2, 2010

I've got numerous vba-coded spreadsheets in use with lots of different users, and have found that some users try to hide errors of their own making by blaming the spreadsheets (I know - what is the world coming to!)

I've decided to add a script which creates a log file each time one of my spreadsheets is used - opening a log which relates to the user's spreadsheet and recording username, date/time, path & file, and the vba being used.

I'll probably add an "on error" script to save copies of all open workbooks too.

The issue I have at the moment is how to record the name of the macro being run?

Here's my code so far: ....

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May 5, 2009

I have a text document to which i need to do some changes and then turn it into CSV. Here are some lines of what the document looks like and below i will show you what i need it to look like. So i open the document with Excel and next I'm not sure how to do what i will show you below. Original:

HTML 111text
112text
113text

Here is how i need it:

HTML 1,1,1,"text"
1,1,2,"text"
1,1,3,"text"

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Jan 29, 2009

I have some code that looks at the part # in column D and then goes out to the D drive to drawings (.pdf files) and creates a hyperlink.

The problem is that it is only creating a link to the .pdf file and not to folders. I need a hyperlink to the folder so when it is clicked the open folder pops up and shows the multiple files associated with that part.

Link should be the same regardless of file or folder, no? As long as the name matches link should be made, correct?

E.g.
123-100.pdf (column D part #) links to 123-100.pdf file on CD
456-200 (folder name in column D) no link created to folder named 456-200 on CD.

Sub Hyper()
MyPath = "D:"
StartRow = 2
EndRow = 20

x = 0

For i = StartRow To EndRow

Cells(i, 4).Select

MyFileName = ""
MyFileName = Dir(MyPath & Cells(i, 4).Text, vbNormal)

If MyFileName "" Then
x = x + 1
Cells(i, 4).Select
ActiveSheet.Hyperlinks.Add Anchor:=Selection, Address:="D:" & MyFileName
End If
Next i
End Sub

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Oct 6, 2006

each row in sheet1 contains variables that, when applied to cells in sheet2, calculate a final figure. I have written code that selects each row, distributes its variables in sheet2, and shows the result back in sheet1, then selects the next row, and so on until all rows have been calculated.

The calculation is complex, and I would like to create a text file that stores the calculation for each row in the same text file. The calculation is a 9 columns by 33 rows, and I would like to preserve this shape in the text file, though its OK not to have columns not lining up.

There is a similar problem on an old thread but this requires only one iteration of "open file, write values, close file". I need "open file, write values, write more value, close file".

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Mar 2, 2007

I need to distribute it to several areas of my company. Each area only needs part of the report. Therefore I have written some code which splits the existing report by area and creates a brand new report with that smaller chunk of data in it.

However I now realize that the new sub-report will require some code of it's own in order to function. My problem is that only the sub-report will be distributed to the end user. The core report will not. Therefore any code written for the new sub-report must be included within the sub-report.

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