How To Create Dynamic Invoice Template
Mar 22, 2012
I'm looking to create a dynamic invoice that has one main invoice worksheet that references a worksheet with client billing information. Keep in mind that line items will differ between clients, and ideally I'd want to be able to:
Have date autopopulate, included in every line item Select a client, which populates billing info as well as the invoice # nomenclature specific to that client Be able to have client line items specific to the client populate based on the dropdown I select
Overall, no real specific guidelines, just trying to pick some other people's brains about how to approach a dynamic invoicing template. To preface, we have about 60 clients.
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Aug 6, 2006
I have a template of an invoice (in excel) but I need it to automatically
generate a different invoice number every time I open it. Such as 001 the
1st time, 002 the 2nd time etc.
I have no knowledge of macros & do not want to uses Acess.
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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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Aug 3, 2013
I am creating a database for Customers and Invoices.
1.I want to select a customer from a drop down list. I only have a few customers.
2.I want to save Invoices to review or make changes before mailing.
Per sample Invoice template.
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Mar 18, 2013
I have a workbook that has a total of 128 pages. The problem is that a lot of those pages won't be used. Basically I have a sheet that needs to be filled out for each day up to around 30 days, sometimes more, most times less.
Currently I have created all the sheets that I will typically need (31 daily's, 31 daily printable reports).
Data is entered into the daily (and other spots) and then with the use of formulas transferred to the report sheet which is hidden and then printable with the use of macros.
I also need to withdraw some of this information (CSV File) to be able to populate a database.
Is it possible to have my "daily" page as a template and then create the subsequent pages as I need them? (this would have to be done with a bunch of other report pages as well). For ease of use I would need all the formulas etc that I currently have to be able to be "created" as well. As an example, there is a running total of costs associated with the "daily" pages that would need to be carried forward.
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Jul 1, 2014
I am creating a macro to create a new sheet that is a template that has already been created. I want to create a variable that references this new sheet so I can use it in a sum function.
Here is what I have:
Sub TotalSum()
'
' TotalSum Macro
Sheets("Sheet1").Select
Sheets.Add Type:="C:Users cweberDesktopNCR & NDE TEMPLATE.xltx"
'
Dim WS As Worksheet
WS = ActiveSheet.Select -------> I want to reference WS as this newly created template.
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Aug 25, 2008
Well I am here at this fork in the road again.
I need to create 3 new tabs... 10,4, and 1
I have tried this and it creates the worksheet, but does not copy the "sheet1" as its format.
I need to do this 3 times.
For i = 1 To 1
Set ws = Worksheets.Add
ws.Name = "10"
Worksheets("Sheet1").UsedRange.Copy wsnew.Range("a1")
Next i
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Oct 30, 2008
I have an Excel Invoice Template, saved as a template.
I have code that generates a new invoice number each time the template is opened in VBA Editor. The auto numbering system works great! However.... (here comes the sad part)
After I enter all the data I need on the invoice, I want to save a copy of the invoice in a different file folder, which I can no problem. The problem is, if I re-open the saved invoice, we will call it Invoice #100, excel asks me if I want to update, if I say either yes or no, the invoice number will change to Invoice #101. I'm sure you can see how this can cause a major problem if we need to compare information later on, finding the correct invoice would be almost impossible as it would not match the customers invoice number.
What I need to know is:
Is there code I can add to the existing code, to stop the increment on a saved invoice, but not on the original template?
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Feb 9, 2014
I have a master template with columns running from A to Q. Most of what she wanted is fairly simple 'if' statements, however she also wants to move the contents of one cell to an adjacent sell based on the number exceeding a certain value,
[Code].....
My problems start when I want to create a new sheet/tab and let her name it. I would have simply created 12 months for her, unfortunately there is a sheet for a number of people and the start of the year can vary. My simple solution was to create a macro that copies the original Template (effectively sheet 1) and puts it into the newly created tab. However this does not copy the above VBA code across
[Code] .....
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Apr 28, 2014
I have a template document, created in MS Word. I want to generate, from Excel, a new document as would happen when you open the template from windows explorer or whatever ie. Template1.doc as opposed to Template.xlt.
The best I've managed to achieve is the opening of the template.
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Jun 17, 2008
I want to create a standard template used for all commodities. To do this I have several columns that need to be on every quote and then depending on the commodity, a few other columns that need to be added in. I want to automate this so that I have a heading "Commodity" at the top and then a drop down menu with the different options (plastic, glass, etc.). Then once the commodity is selected the necessary columns will be inserted into the template. Is this at all possible using macros or anything else?
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Jun 18, 2008
I'm trying to create a macro that creates new worksheets with buttons on them that have macros attached. I've been able to produce one worksheet with a button and macro, but when the function that copies the code is looped it crashes out of Excel.
I realise that the usual method of doing this would be by templates, but this code will be run on other people's computers so the template wouldn’t exist in the location that i had specified (I think with my limited experience with VBA - Please correct me if I'm wrong). I've also tried to copy the page with the button on, but this takes too long (even with screenupdating = false) as there are many sheets to be created.
This is a stripped down version of the code that I have created for the purpose of this forum. To recap, the function that creates a new page, with button, with macro attached works. It's when it's looped that it crashes out. I've stepped through the program, and it reaches the second message box, then it gives up on life ..........
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Oct 31, 2013
I have a dynamic table which is linked to a couple of charts. The table must remain dynamic.
I needed to add two new columns to the table, "Focus Area" and "Category". I need a drop down list in the "Category" column to be dependent on the item selected from a drop down menu in "Focus Area".
I can get the first row of the dynamic table to do this.... however; subsequent rows all lock the drop down list in the "Category" column to the same choices regardless of what is chosen in the "Focus Area" list.
Is there a way to make dynamic drop downs within a dynamic table?
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Nov 10, 2011
I'm trying to create a workbook with multiple worksheets. My first sheet to be named "Main" and each additional sheet to be named in sequence after the values in the cells between B5:B98 on !Main.
Example:
B5 = "01"
B6 = "01.1"
B7 = "01.2"
B8 = "02"
B9 = "03"
etc...
I'd like to have a macro that would take a worksheet in this workbook named "Template" and make a copy for each cell between B5:B98 and name that new worksheet "c" and then the value in each of those (B5:B98) cells.
Example:
First worksheet named "Main"
Second worksheet named "c01"
Third worksheet named "c01.1"
and so on.....
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Jan 21, 2014
I have been working on the following VBA code, which should copy specific charts from excel into specific places in a word-template.
I Am quite new with VBA, so I googled the code, changed a few things, and it works exactly as it should - except from one thing. When the Word-document is loaded from the template, I would like the document to be "saved as..."
Instead of just opening the template. I have tried
Code:
.ActiveDocument.SaveAs Filename:=fname & ".doc"
The code is as follows:
Option Explicit
Sub EksporterTilWord()
Dim appWrd As Object
Dim objDoc As Object
Dim FilePath As String
Dim FileName As String
[Code] ...........
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Nov 15, 2007
I have 8 different workbooks which is 100% similar. Only values registred on each sheet is different. the format and rows/columns are the same.
The sheets is something that changes, when I want to improve layout etc.
I have one Template book where I do the changes and try to export this to the other books (call it upgrades). For macro moduls it works nice, just replace.
The problem is the sheets. When I have changed a sheet, replace it, it would not adopt values from the other sheets.
Ex. In sheet 2 I have named the cell 'B60' for U_KU in the new sheet 1 I expect at using =U_KU in cell I7 would adopt the values from B60 in sheet 2. But nope.
I can see that there is an link to the template workbook in edit ->linkage. Would this cause problem?
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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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Feb 12, 2014
I need to create a macro that can create a dynamic copy/paste loop. So far what I have is horribly inefficient. Each row in colmn A(minus the header) has a unique number in it. For each unique number, I need to paste it based on the number of column headers in row 1(minus column A). So, if there are 20 column headers, I need to copy cell A2 and paste it 19 times in another sheet. Then, I need to move to the next number in column A and do the same thing. Here's what I have:
[Code] .........
You can see that this is not dynamic. If I add another row to my table and rerun the macro, it will not catch it. I've attached a sample file to show you the big picture of what I'm trying to do. The data that I have is in Sheet1, and I'm trying to get it into the format in Sheet3. Rows/columns will be periodically added to the table in Sheet1, so the macro needs to be dynamic to catch that. The data in Sheet3 will always remain, and the macro will add the updated data below the old data in Sheet3.
FC_Macro_Sample.xlsm
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Sep 17, 2012
I have been working on a template using validation tool so as to create drop down lists. Now I have to select data from a combination of two fields.
Example: I need info from Dataset A and Dataset B to create a new drop down list from Dataset C.
I tried with If AND formula =IF(AND(B4="Test";B6="de10");"ok";"no") where due to the selected values I got Ok as a return answer. However I need to have a dropdown list of relevant values selected and I am having some issues.
When I name my group (Dataset C) as DE10 so that it can be linked to DE10 value (dataset B) so that I can do a validation then I get an error as DE10 is an excel field name; therefore I thought of the IF AND solution as I was thinking of doing so that I can name Dataset C as XYZ (instead of DE10) on the data sheet however I am having some trouble in getting the drop down list to work.
Basically I need a drop down list from dataset C when certain info is picked from Dataset A and Dataset B.
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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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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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Jan 22, 2014
I am currently doing an excel database of students application. I want a macro that creates a duplicate of a template sheet and renaming it based on the name of the student. Meaning once a name appears in the name cell, a sheet of that particular name is automatically created. At the same time, i want all the data regarding the applying student to appear the newly created sheet as shown in the attached file.
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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 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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Nov 26, 2013
Code:
On Error GoTo ErrorHandler
Dim createsheet As Integer
createsheet = MsgBox("Do you want to Create a Sheet for Uncontrolled Discharge?" & vbNewLine & "NOTE: if the sheet already exists, you cannot create a sheet with the same date - select NO", vbYesNo, "Caution")
[Code] ...
ErrorHandler:
MsgBox "There is already a Sheet Created for that Date.", vbCritical
End If
Right now...it will pop up the error message but it will still create a "template" sheet with the suffix (2), (3), etc... instead of canceling the create new worksheet operation.
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Nov 14, 2012
I am having trouble creating a dynamic forumla in VBA. I used concatetnate to create a dynamic formula (below):
VB:
Sheets("Monthly Snapshot").Select
Range("L7").Select
ActiveCell.FormulaR1C1 = _
[Code]....
But - this is now the formula stored in the macro. So everytime I run the macro I get this exact same formula, not the new formula I created with the previous action. How can I get this new formula to show in the macro, or just have the macro convert the text in the cell into a formula by deleting the " ' " charcter on the front?
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Dec 3, 2009
is it possible to have an dynamic list, so that when I add in a new entry in to the input column, the output column will automatically change to the same thing. Also then my dropdown will realise a new entry has been inputted (uses the output list) and the list will update to show this.
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Nov 6, 2009
Enclosed is a copy of a workbook in Excel 2003, in which I copied the VBA from a web site to see how that works. I am not a guru in Excel but always curious to see how things can be achieved to maybe enhance it in the future use. I have tried everything based on my knowledge but did not succeed.
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Apr 22, 2006
I have a large spreadsheet file with numerous worksheets.
Each sheet represents one month of the year and is named Jan05, Feb05, Mar05
etc.
In the "Summary" sheet I want to automatically reference a range in the
other sheets.
For example:
In the Summary sheet column A, I have the sheet names:
Jan05
Feb05
Mar05
etc.
In column B, (let's use B5 as an example) I want a formula that reads
something like:
=B4 + Apr05!C7
This seems simple enough, but how can I write a formula that 'automatically'
enters the sheet name (i.e. "Apr05") in the formula?
The row containing the data for Apr05 is only created when that month comes
along, in order to keep the file size as small as possible at any time.
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Jun 5, 2008
I have just upgaded to Excel 2007 and previously used a Dynamic Range Wizard addin in Excel 2003 but it does not work in 2007. I think it originally come from Robert Bruce but can not find it on the web to get an update.
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