Excel Template To Define Process And Present Calculation Methodology?
Jul 31, 2013
I have been given a task where I need to define 3-4 process and present the various formulas etc.. that lay out the calculation methodology. I was looking for some ready to use excel templates that have an index page, hyperlinks to different tabs etc...that I can customize to my needs.
The idea is to be able to build a user friendly excel process document that will have all the data from our various (3-4) reports that are interlinked. It will serve as a reference point for existing employees and new hires.
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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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Sep 11, 2009
The following code fills down column B for rows 3 to 110, regardless of the inserted "If Not IsEmply' statement. I've got formulas in Column A from row 3 to 110, but visible values in rows 3-5. I want it to fill the for the visible values only.
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May 18, 2014
how to process this non-numerical. I tried to use formulas but it wasn't fruitful. refer the table and.
Name
English
G
Maths
G
Science
G
History
G
Aggregate
Result
Achievement
[Code] ......
****The aggregate derived from the grade of the subjects , where each grade will be given a pointer and the average pointer for all four subjects will be considered as aggregate :
Pointers for grades
A =1
B=2
C=3
D=4
E=5
This is how the aggregate for Alex should be counted:
English A = 1
Maths C = 3
Science B = 2
History A = 1
*****aggregate = (1+3+2+1)/4 =1.75
The result column be showing Pass/Fail. If the student fail one of the four subjects he is considered as Fail.
**Grade D and E =>Fail
The Achievement Column should be indicating the numbers of As, Bs and Cs
for example: O6= A(2),B(1),C(1)
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Jan 9, 2014
I have two spreadsheets. one contains a master list of computer names. the other contains a list of computer names to be removed from the master list (exception list).
I need to go through the master list and remove any computer names that are on the exception list- for example, if 'computer1' is in the exception list, i have to find and remove 'computer1' from the master list.
The exception list is quite long, and I want to automate this process if possible. not sure how to achieve this.
I'm using Excel 2007 Standard.
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Oct 31, 2011
I am trying to rename a row of cells with incremental names. Ex.
A1=Results1, A2=Results2, A3=Results3, ...., AN=ResultsN
Of course, it can be done by setting names for each cell separately but it takes ages. I would like to know if this is possible to do that quickly due to an add-in or VBA.
I use Excel 2003.
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Apr 3, 2014
Excel 2013
I am trying to define a font colour within a macro When I record the macro, I choose a colour from the font colour-picker in the Home section of the ribbon. The colour I choose is one of the grey shades Everything seems to work ok, and the macro saves with the colour defined as a long number, e.g.
.Bold = False
.Italic = False
.ThemeColor = xlThemeColordark2
TintAndShade = -0.499984740745262
(Note this is the colour number returned by Excel when I chose a grey font) But when I run the macro, instead of a grey font I get a sort of pale apricot
Do I need to re-index something?
Is there a list anywhere of these long numbers and the colours that they represent?
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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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Mar 20, 2014
I am trying to apply icon conditional formatting in a cell. The cell contains the following formula: =VLOOKUP(D20,'owssvr(1)'!O:W,9,FALSE The formula results in a "2", "1", "0" or "-1" in the cell. The icon conditional formatting is not working at all (no icon appears). I have the conditional formatting setup as numbers Green 2, Yellow 1,0 etc based on value. If I delete the formula and just type in any of those numbers directly, it works. I have changed my cells to "number" and it still does not work.
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Jan 2, 2012
Quick rundown, I have a sales background, so other parts (accounting, inventory, etc) are what I want to improve so Im not running around when an order comes in, where is it, do I have it in stock.
I know microsoft has some templates, any worth downloading and starting with, then move the data or add functions to an inventory and accounting template to start, any other templates recommended for an online business.
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Apr 12, 2012
I was wondering if there was a template in excel 2003 that could be used for printing on a 3x5 index card. if so,e finding it or setting it up?
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Jan 21, 2013
How do I add a pivot table to a template so when the template is run the pivot table still shows?
I have added the pivot table - clicked SAVE , but when i run my template (Picking up external data) the pivot table disappears?
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Sep 9, 2011
I have an excel sheet on which to address, cc address, subject , attachement location and file name is mapped. Can some one help me out but executing the macro it will pick the file from the location and send to the Recipient with cc and subject and attach the file accordingly. The excel sheet is attached for your reference.
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Mar 12, 2013
I want to make a template in excel. Lets assume I have Opening Balance in A1 and closing balance in B1. How do I make template make new sheet and every time I make new sheets it should take the closing balance of the previous sheet as the opening balance and so on and so forth. But the very first sheet needs to have the opening balance as unlocked cell but the rest of them needs to be locked.
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Apr 8, 2013
I am using Excel 2010. The template only has 5 working days in it, but I need to set 6 working days (Saturday is also working day). Wondering, how to get this working without spoiling the functions. Also the date format is in US , need to change to UK without disrupting the Formula/Functions.
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Jul 24, 2014
Using Excel 2007. When I put password protection on the template, the template child doc also gets the same password protection. I want to prevent tampering on the template, but I want the child doc to be fully editable for the end user. After all, isn't that the purpose of a template? I just don't want anyone to be able to edit the template itself, which also seems like the purpose of a template. Am I missing something about not seeing how to configure this obvious functionality?
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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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Feb 24, 2014
Month Pay Tax Socia sec.tax
Jan 10000 2000 2999
Feb 15000 3499 3333
March 3455 222 333
I have an excel document with sheets representing employees and within the sheets it shows wages taxes nd social security tax for each month.
I want to create word documents for each month which inserts all the values for that particular month, aswell as the name of the employee into th word document. How to do this?
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Sep 5, 2012
In Excel 03 I could just password protect a template and prompt for to open the template at read only is there a way to do the same thing in Excel 07?
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Mar 9, 2014
Is it possible to make excel template work only on 1 computer by giving any vba password (on lines of license number).
Aim is to ensure it works on only client computer, even if template is shared outside it becomes useless.(We often see clients audit team getting access to templates using it for thier purpose & distributing).
In same spirit what are best practices one can take like protecting formulas with password etc
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Mar 31, 2014
I've set myself a project to try and automate some repetitive filling in of word documents and would like a point in the right direction. I've done some research on the MSDN and some sites on the web. The way I was thinking of doing it would be,
make a template with either Fields or Bookmarks (which would be best?) for each piece of data on the paper work.Put the repeated data into an excel sheet (with a button for the macro to be assigned to).
write some VB script that will, define and "label" the data in the XL sheetopen the word templateenter the data into each Field/BookmarkSave as a new file in a "New" folder (name of file and folder taken from the Data)open the next template and repeat.
would this be the best way of approaching this problem?Whats the best way of defining points in a word template, Fields, Bookmarks?what objects would I need to use to rename the folder?
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Jul 7, 2014
I have a .dot word template that has the little 'grey' boxes that is awaiting information to be filled in, this information is already stored on a master excel sheet and the doc is simply for 'archiving' and users benefit, from my point of view its pointless.
So what I want to know is...
If I always have a .dot file which has :
Username : DATAHERE
Password: DATAHERE
Email: DATAHERE
and I have an excel file which is A1 : Username B1 : Password C1 : Email how easy / hard is it to create a button macro to automatically go to the .dot file location, open it and then put the create data in.
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Jul 9, 2013
I am trying (and failing) to set up a mail merge with a Word document. I would like for the doc to take information entered in specific columns and display it in the right field. I've set up the field and the excel doc and went through the mail merge wizard's steps for setting it up but it doesn't seem to be doing what I want.I am attaching the doc and spreadsheet below.
MichaelFields TEST.Contract Entries.xlsxFields Test.Contract to Provide Legal Services.docx
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Jan 9, 2013
(Excel 2007), I have a template that I need duplicated for every reference. My Worksheet lists all the references and the macro use to duplicate a worksheet for every reference in the worksheet. The problem is when duplicating now, it duplicates the name of the template. For example, when the macro is ran sheet1= Template(1), sheet2= Template(2) ect.
Here's the code- I think it has something to do with the named ranges
Code:
Sub Macro1()
For i = 1 To Application.WorksheetFunction.CountA(Worksheets("Worksheet").Range("A:A"))
Sheets("Template").Select
Sheets("Template").Copy After:=Sheets(Sheets.Count)
Sheets(Sheets.Count).Name = Worksheets("Worksheet").Cells(i, 1).Text
Next i
End Sub
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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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Jun 4, 2014
I want to pull data from my excel file (using VBA) into Ms Word. I created a template in Word and wrote a macro to do this, it worked, however, anytime a new row is inserted or deleted in my excel spreadsheet my macro produces wrong results in my Ms Word template because the cell position has shifted, thereby producing the wrong result. How do i make it that my result remain the same when new row is added to my spreadsheet.
Example:
Excel row1: vicky 528
row2: sam 532
row3: john 092
row4: Own 211 word template: 092
This is what happen next:
Excel (New row added) Macro: ThisDocument.ScreenedPatients.Caption = wb.Sheets("CSAs").Cells(16, 1)
row1: pat 542
row2: vicky 528
row3: sam 532
row4: john 092
row5: Own 211 resulting Word template(running macro): word template: 532
But I want John to automatically go on the Word template without going into macro to change it all the time when a new row is added.
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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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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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Jan 23, 2014
All I want is to generate a word document with built in word header and footer (header and footer style name is "alphabet") based on the values which i mention in excel(path,word file name and header content.
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Apr 24, 2012
I'm trying to make a macro in Excel 2003 to create x amount of named worksheets that are a copy of a different worksheet.
1. I have a main worksheet that will have a number manually entered into a cell (lets say A1);
2. I have a 'template' worksheet;
3. I'll assign the macro to a button on the main worksheet
If I enter '10' into cell A1 of the main worksheet, I'd like to click the button and have Excel create 10 copies of the template worksheet. These new worksheets should all share the same name with a number after them (ex: banana 1, banana 2..... banana 10).
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