Default To Template Workbook
Jun 28, 2008
I am using Excel 2007. I have a template BOOK.xlt in the XLSTART folder which opens a customized workbook each time I start Excel. This part works fine. If I want to open a NEW workbook, with Excel already open, by clicking the OFFICE BUTTON, NEW, BLANK WORKBOOK, I do, in fact get a blank workbook, but without any customization. Is there a way to open a NEW workbook with customization using OFFICE BUTTON, NEW, BLANK WORKBOOK set of keystrokes?
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Dec 7, 2005
Somehow I have changed a default setting that I cannot figure out how to change back. I have various templates setup in a "Forms" folder. Normally I go to My Documents, find the template file and double click on it, and the appropriate program (usually either Excel or Word) starts and opens a copy of the template as a document. What happens now is that the program starts and the template itself opens. I have tried going to My Documents and right clicking on the file and what appears to be happening is that the default (highlighted) option is "Open" instead of "New" which is what the default used to be. How do I change it back?--
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Nov 5, 2004
Is there any way to create a default template that will apply all the same formatting, print options, etc to every new workbook that I create. I guess what I am asking is a way to change the excel defaults for text type, border size/color, etc.
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Mar 6, 2014
So I basically have a template workbook that the code is stored in. I need it to pull an entire row if Column C in workbook "rawdata" contains specific text, in this case "PRCH - Purchase".I have never had to do anything like this before, it has always been working in the same workbook. It's failing at the 'mp = ...' line every time. There might be other errors in the code too, I just cannot resolve the first one!
[Code] .....
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Apr 18, 2008
I have an excel template spreadsheet which auto loads the following when i open it:
Userform1.Show
Usreform2.Show
Application.Dialogs(xlDialogSaveAs).Show
I enter data into the userforms and save as a normal .xls file.
If i then open the .xls the auto open kicks in and opens the userforms and xlDialogSaveAs again.
How do i just get rid of all macros or vba code when i save as a .xls file so nothing auto loads.
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Oct 4, 2011
I need a macro to add a work sheet template to an existing work book, I can add a blank work sheet no prob but it needs to be a template
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Nov 7, 2013
I have created a spreadsheet that I wish to save as a template. However, when the a new workbook is created from the template it needs to be saved as a Macro Enabled workbook not just a workbook which is the default. To achieve this I added the line 'thisworkbook.FileFormat=xlOpenXMLWorkbookMacroEnabled' to the 'beforesave' macro for the workbook. This works fine except that it makes saving the file as a template quite difficult.
How I can trap the first time a workbook created from a template using New is saved would be most useful.
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Mar 18, 2007
I have created a template with a Worksheet called "Certificate".
There is a userform that is opened on Auto_Open of this template and
allows a file name and some other parameters to be input.
On pressing the OK button on this form, I want to do the following.
1. Create a new XLS workbook with the file name entered on the form
(this includes the full Windows folder address).
2. Copy the Certificate workbook from the template across to this new
file.
3. Close the original template (maybe closing needs to be done at the
end??) and make the "Certifcate" worksheet in the new workbook the
active worksheet.
4. Using the parameters entered on the userform, change the details in
"Certificate" (this code is already written but not set up for the new
workbook - currently it updates the template "Certificate" worksheet)
5. Save the new excel workbook with the changes.
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Oct 3, 2006
I have default settings for new workbooks and worksheets including,
zoom=86/Arial 8/, 0.00/ etc.
I set these up using the .xlt file for templates and they work correctly.
However, when I create a new window under the "Window" menu item, it opens the new window with different (Excel Default?) settings.
Can this new window be made to open with my user-defined settings?
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Dec 30, 2009
I'm unsure how to adapt the code to suit my needs.
I have an Excel workbook that is created a few times a month from a template. When I update it I run a macro that saves a values only copy with the current date. I'd like to copy non-blank rows (from row 8 down) into the first empty row in a master workbook that is saved on a network drive. The path to the master workbook is "B:8MPBGTrade Pre-AdviceBG Trade Confirm Master.xls"
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Aug 18, 2006
If you have a workbook or a template open you can find out the full path of the file from the .FullPath property. My problem is that when a user double-clicks my .xlt file (to create a new workbook based on it), I want the code in the Workbook_Open event to be able to tell the full path of the template it was created from (because the code will later go on to save the new workbook under a date related filename in the same directory that the template was located in). I haven't been able to find a property that gives me any clue as to the location of the template this new workbook is based on.
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Oct 11, 2007
I am trying to create a template which when filled out will automatically transfer multiple cell information to an excel database, and everytime the template is filled out - transfer the new information to a new row (sequentially) - I do not want the info to remain on the core template - it needs to be blank after every use.
I tried the template wizard - which worked to a degree but I was unable to move the database file to an alternate location and still have it work - I was also unable to alter the code created by the wizard due to password protection.
to sum up I need a template that updates numerous cells on a database in sequential rows that can be transfered to another computer / location.
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May 12, 2008
I have created a template with a form. Now I'm using (the code is in ThisWorkbook)
Sub Workbook_Open()
frmMyForm.show
End Sub
This runs the form also when opening the template or a saved workbook based on the template. I want the form to run only when creating a new workbook based on the template. How do I do?
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Dec 22, 2009
I have an excel document with about 7 worksheets in it. The users of these worksheets can save the document but they never save it with the page view starting from the top. How can i ensure that whenever this document is open the default view for all the contained worksheets is at the top (ie:cell a1).
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Nov 22, 2008
I would like the workbook to open to a specific worksheet everytime it is opened regardless of what worksheet it was in when file was saved. Can someone point me in the right direction?
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Jan 5, 2008
Excel 2002 SP3
When a file is currently open, and the user selects "Save as", it takes them to the files native directory. (Where it was last saved).
If the user has that same file open, opens another file from a different directory, goes back to the first file and selects "Save as", it takes them to the location where the last file was opened from.
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Feb 10, 2013
I had created a base data with evaluator and performance appraisals templates which should be sent to each evaluator for filling up the forms based on templates
Next,
Macro that would i require will be
Where in my base data if i select filter of "Arun", i will performance appraisal templates in column I. Next, i have sheets individually created templates which refer column I
So, based on arun filter if i select, it should create a new workbook for arun and six individual sheets of employees reporting to him with a base data and appraisal templates similarly if i select anita in filter , it should create a new workbook for anita and six individual sheets of employees reporting to her with a base data and appraisal templates
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Mar 20, 2014
I am new to the VBA editing and I am missing some steps to get my files correctly generated and then ideally saved in PDF format in the same folder.
I have two files; one is an invoice template with the following fields:
Invoice Reference: Line 8 column D
Issue date: Line 9 column D
Client name: Line 11 column E&F
Client address: Line 12 column E&F
Product name: Line 16 column E&F
Product details: Line 18 column E&F
Production date: Line 20 column E&F
Delivery date: Line 22 column E&F
Units: Line 24 column E&F
Total Units: Line 26 column E&F
Total Invoiced: Line 30 column F
Each sheet in the "template" workbook should be named after the Invoice Reference.
Secondly I have the source file in which the data is organized as follows: (Both are in the same folder)
Invoice Reference: column A
Issue date: column B
Client name: column C
Client address: column D
Product name: F
Product details: column G
Production date: column H
Delivery date: column I
Units: column J
Total Units: column J
Total Invoiced: column E
One invoice needs to be created per line in the source workbook. I tried many times the macro recording without getting the correct outputs.
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Aug 4, 2006
Currently I have a database in an Excel template. After a user creates a new workbook from the template, a macro button on sheet 1 brings up a window (a userform) to allow selection of items from the database sheet. The item selected is entered on sheet 1 by means of VLookup. That works fine, but to edit the database correctly it is necessary to open the template itself. This is not a user-friendly method.
I figure the best way to solve this dilemma is to separate the template from the database. That is, make the database sheet into a workbook. This I've done. Here's the problem: What code is there that links the list box in the userform (of the template) with the closed database workbook? Is it even possible? If a file path type code is required, it may work on my computer, but when I use my template and database on another computer, the code doesn't work.
Another problem, and similar is this: I'd like to be able to have a macro button that opens the database from the new workbook (which was created from the template) in order to edit the database. If having a template seems to be my problem, I must have it since each workbook created from it is a different project.
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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 25, 2011
Using Excel 2010 - I have a large workbook with multiple worksheets - been using it succesfully every day for a long time. All of a sudden every empty cell, and any cell not specifically formated in every worksheet has a default cell format of Time. Any new workbook created is OK.. defaults to 'General' - But, if I add a new blank worksheet to this particular workbook it defaults to 'Time' format. How did the default cell format for this workbook become set to 'Time' from 'General' and how do i fix it?
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Jun 3, 2014
How to disable the default close button in a workbook not to affect in my command button close.
I tried already cancel = true but my command button close is also been canceled.
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Mar 7, 2014
I am looking for a vba where by the default colour of the font for new text typed in any cell of a workbook change to green or red and the default black automatic becomes secondary. The existing text in the workbook in its existing font colour must not change i.e stays in black or red.
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Mar 25, 2014
I have what is probably a simple request to all the VBA experts out there, and simply want to take a template sheet in a workbook and copy it across to 100 sheets numbered/named 101 -200, and add the name of each sheet as a text reference, e.g. sheet name 101 will have a cell within the worksheet that refers to sheet 101.
I have attached a simplified spreadsheet which indicates what i'm trying to achieve.
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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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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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Feb 9, 2007
I have Excel 2002. If I start the program it opens with a blank workbook, called "Book 1".
If I then open an existing workbook, I have two Excel buttons in the Windows taskbar: the one I just opened, and the blank one titled Book 1.
At work I have Excel 2003. The blank "Book 1" is also there when I start the program, but if I then open an existing workbook, the Book 1 goes away. I like this way better.
My question is: Is this just the way versions 2002 vs. 2003 work, or can I change a setting somewhere to make Excel 2002 close its default blank workbook when I open an existing one?
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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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