How To Set Default To Open Or New For A Template

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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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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Create A Default Template That Will Apply All The Same Formatting, Print Options

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 16, 2007

I want to create a new worksheet in an existing workbook from an Excel-template.

How can I do this via code?

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Apr 23, 2008

In Pre Office 2007 versions I could drop an .xlt file (or shortcut to one) on my desktop, when double-clicked it would open a new workbook using the appropriate .xlt template. In 2007 versions double-clicking on the .xltm opens the actual template. Does anyone know a workaround for this, or more likely what setting in Excel I have wrong?

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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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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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Sep 28, 2009

I have both 2003 and 2007 excel installed. When I click to open a .xls file it opens it in Excel 2003. How can I make .xls files open in Excel 2007?

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Feb 21, 2010

Using Excel 2007

I have made a macro in a xltm book that will open the "Save As" dialogue but I would like it to default to xls file type instead of the user having to select it in the drop down box.

In addition to this I would like it to name the file based on a returned "=NOW ()" function from a cell (sheet1!G13) that has been mdms date formated which returns an unique document number each time for our reference.

Here's the code so far which works fine for the "save as" dialogue box part

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Feb 2, 2007

i am tring to make any workbook i open when i writ in it, i want what i wrot to be in centerd

Private Sub Workbook_Open()
'*Center
Dim sh As Worksheet

For Each sh In ActiveWorkbook.Worksheets
With sh. Cells
.HorizontalAlignment = xlCenter
.VerticalAlignment = xlCenter
End With
Next sh
End Sub ............

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Aug 16, 2003

Included in the macro, I would like for the macro to open up Word, grab a label template, that I have stored (have to navigate there), and then merge the data from the excel file into the Word template.

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Sep 20, 2006

I created a custom toolbar button which works perfectly.

Because I needed to save each workbook as a specific workbook this is taken care of by the vb code.

I would like when the button is pressed for the original workbook template to be opened.

At this moment if I have a blank workbook or no workbook open and I press the button the programme opens a version of the workbook but not the template version how do I point Excel at the templates.

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Jul 15, 2014

I created a custom tab withthe UI editor into my personal sheet which is set as startup and I want to have this tab automaticly shown when it is opened.

So when the workbook is opened I would like the show the tab Andre rather than the home tab.

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Open Windows File Chooser At Default Location

Feb 14, 2012

Is there any way of making the default directory location for application.getopenfilename work properly with shared locations?

Presently I use ChDrive then Chdir but I cant use ChDrive if workbook is opened from a link in email for example. Please see below

I have a VBA routine that asks the user to load an existing file on startup.

I want the window for the file selection to open at the same folder every time. (the folder is on a shared drive)

The workbook to run the code will always be located on this same share at a fixed location.

My present code builds the path to the desired opening folder by collecting the drive letter from the current working directory (which has to be done as everybody maps there shares to different letters here, its not guaranteed to be the same! )

then i ChDrive to this letter.

Then I ChDir to letter plus myKnowndirPath

This works fine, the window always opens at my required folder. But only as long as the user has navigated to the folder containing the spreadsheet and then ran it from there. Because that way a drive letter is available.

However i found that if i sent a link to the workbook or its home folder. And the user opens the link or a windows explorer from that link and then runs file from there.

Then it stops working beacause there is no local drive letter in the working directory path. i.e. working directory shows as

'network \shareddrive
ootafolderanother arget

instead of something like
J:afolderanother arget

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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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Copy And Rename Sheet (template) From Cell Value Entered In Template?

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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Add A New Sheet From Template And Edit A Template

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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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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Jul 1, 2007

I would like to write a Sub that will see if a workbook is open and if it is not then open it. I know how to have a macro automatically open a workbook, but I run into problems when the macro runs and tries to open an already opened workbook.

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Nov 20, 2008

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Oct 18, 2008

I want to create a macro that will “open the look in list” and stop so I can pick a file to open. I’ve tried to use “record a macro” and “ctrl-o”, but the record a macro won’t stop until I pick a file or cancel the file list. I also tried to use “o” in the short cut key box

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I'm trying to open multiple files based on an array of WBnames that are on a 'Dashboard' tab, but I only want to open them if they are not already opened. The code below doesn't seem to check if they are open and just opens everything....

VB:
Sub OpenWorkbooks()
Dim WorkbookOpen()
Dim WBnames() As String 'Array of WorkBooks to be Open
Dim WorkbookCnt As Integer

[Code] .....

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Oct 15, 2008

I need to write a VBA code which will read the CSV files from a folder by opening the CSV files , then copy the contents of csv file into another EXCEL template already present in the same xls template.

The XLS template has tabs named like "UAT2D" and i want the csv file data to paste in the particular xls tab which is blank initially. But what is happening my code open the required CSV , copy the data and insert the CSV into the xls template by creating the new tab. see the code A below

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Oct 16, 2009

We have huge restrictions on hours, and to avoid inputting, then revising the schedule into my companies scheduling module, then having to change it again when the boss looks it over, it's just confusing.

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Is this possible? I am a new excel user, or at least, setting up my own sheet.

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Mar 22, 2008

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Dec 8, 2008

I have a workbook with several worksheets and numerous userforms, commandbuttons and macro's. I want to prevent people from saving over the workbook once they have used it, but allow save as using a different workbook name.

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Apr 29, 2009

I'm running a macro in a template and trying to save the results to a different folder.
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ActiveWorkbook.SaveAs Filename:="C:", FileFormat:=xlNormal _
, Password:="", WriteResPassword:="", ReadOnlyRecommended:=False, _
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The save to path does change so I want to be able to change the save location.

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