How To Identify Workbook Created From Template
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 24, 2014
I have a workbook with three sheets: Collections, Client and Interest New sheets created from a range in Sheets("Interest"). The range in Sheets("Interest") holds the client names.
Then the template in Sheets("Client") is copied and pasted into the new sheets
For each new sheets cell B6 holds the client name and .Range("A10:A1317") holds the dates
Sheets("Collections").Range("D10:D1317") holds the dates and .Range("D8:WC8") holds the Client Names
if Sheets("Collections").Range("D8:WC8") = new sheet.cells(6, 4) then
if Sheets("Collections").Range("D10:D1317") = new sheet .range("A10:A1317") then
copy the value in Sheets("Collections").Range("D10:WC10").offset(0, 3) to new sheet .Range("C10:C1317")
end if
move down on row and repeat the steps.
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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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Mar 25, 2014
I've created a macro which copies the current tab to a new workbook (Book X):
[Code]....
I then manipulate the copied data in Book X. Once this is done I move the manipulated sheet back into original file
[Code] .......
The problem i'm having is I'd like to close the newly created Workbook X file once the macro has run but Workbook X is usually called Book2, Book4, Book7, Book32 etc.
Workbook X will always be the previous file if i use the ALT TAB shortcut.
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Oct 27, 2006
I've created an add-in that runs a simple macro. The problem I have is that when I run the add-in it opens the workbook I originally created it from - is this what I should expect it to do? How do I stop this from happening?
Also, do I need to have the workbook from which I created the add in located in the same place on every machine I want to use the add in on? At the moment if I move the original workbook the add-in won't work.
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Sep 28, 2011
I have the following code that creates a new workbook and names it after the value of a cell in another workbook. Another part of the macro will switch back and forth between the original workbook and the newly created workbook.
What is the best way to refer to new workbook? I'm familiar with the "workbooks "VARIABLE NAME".Activate" style but, the name of the new workbook will change every time the macro runs and I'm not sure how to refer to it.
the code below.
HTML Code:
Sub MakeNewBook()
Dim wB As Workbook
Dim nPath As String
[Code]....
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Sep 22, 2006
I am having trouble getting a copy of current workbook to save (with a hopefully unique name) into a vba created folder. The folder creates fine on any drive that I have access to, but the workbook never turns up. The code is only an extract from the whole but it still fails in isolation.
Sub Macro1()
Copyit:
Dim fso
Dim fol As String
Dim flag As String
fol = "E:Excelb4macrobackups" ' change to match the folder path
Ans5 = MsgBox("Create Backup of " & ActiveWorkbook.Name & "?" & vbCrLf & vbCrLf & " Backup File Path:" & vbCrLf & vbCrLf & fol, vbYesNoCancel + vbExclamation)
If Ans5 = vbNo Then Exit Sub
If Ans5 = vbCancel Then MsgBox "Procedure Terminated!", vbExclamation: Exit Sub.........
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Jun 18, 2009
I am trying to have the user hit a button and save the workbook in a newly created directory. Currently it creates the new workbook and the new directory with the correct names, however the workbook is not in the newly created directory.
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Jan 22, 2009
I have a Workbook that is located in a Networked Folder and is used by several people every day. The Workbook has a lot of VBA and also has links to other workbooks. I am noticing that over time there are several extra files being created from this excel workbook, in the same folder. The Workbook is the only file in this folder. They are not associated with any program and are just a File Type. They are titled a series of 8 random Letters and Numbers and range is size from 700 KB to about 1 MB (Slightly smaller then the Workbook file size).
Also, Is possible to automatically delete these files when they are not needed? or better yet is there some way to Prevent these files from being created in the first place?
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Jul 4, 2014
I am creating 4 Sheets from a Main Sheet by Filtering Data based on different values in a fixed column, then the Filtered Rows are automatically pasted in the respective sheets.
Then these 4 Sheets are creating another file.
The same thing done manually by Grouping the 4 SHeets and then Move Copy into a New workbook also makes the file heavier.
Everything works fine however though the data is not much the file is very heavy, so what do i do to make it of appropriate size ?
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Aug 9, 2008
My code in the first workbook generates a new workbook with a variable in the filename, then copies the cells from the first workbook to the newly created workbook. This code is working properly when used in a draft worksheet I use for testing. As soon as I put it in the master file, an error message pops up "Runtime error 1004 : select method of range class failed". Then the debug sends me to the line " Cells.Select ". What should I be looking for, why does my code work on one file but when i put it in another one it doesn't ?
Private Sub CommandButton1_Click()
Dim line_counter As Long
Dim prm_line_value As Boolean
prm_line_value = False
Do
prm_line_value = Sheets("Rate").Cells(1 + line_counter, 1).Value
line_counter = line_counter + 1
Loop Until prm_line_value = False
line_counter = line_counter - 1
Dim Wk As Workbook
Dim number_of_new_wb_needed As Integer
If line_counter < 5000 Then.....................
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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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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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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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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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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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May 30, 2014
I have a VBA script that works great when run each day, as it's intended. But if a user skips a day, we end up with an error when deleting an old worksheet. The old worksheet to be deleted has a date as the sheet name (i.e. "2014-May-23").
We've developed some code to find the most recent FILE if there wasn't one created on the previous business date, but what VBA code can I enter to correctly identify and delete the old, outdated worksheet? My final spreadsheet should contain just two dates worksheets - one each for the past 2 business dates.
Here's a snippet of my current coding:
Code:
Sub Master_3D_Macro()
'
' Master_3D_Macro Macro
'
' Keyboard Shortcut: Ctrl+j
'
Dim CurrDate As Date
Dim Holidays(1 To 9) As Date
[Code] ..........
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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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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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Mar 7, 2014
I have a workbook with macro button to run some vba, if i want the button to disable when the user make copies of the workbook (date created is later than original wb saved time) what codes to add in the VBA?
what i assume is to add the time to a cell when the wb is saved, when the wb opens, it check for that cell if the same with the date created, if different, then disable the macro button.
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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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