New Sheet As Template
Nov 24, 2009
I made a thread about this last week but I don't think I was very clear about what wanted so now I'm going to describe it more in detail.
I work at a place that takes care of boats and also offers to store them during the winter. Now I have created a template which consists of one work order and one invoice so when a new customer arrives I open up my template and fill out the work order. But then when the customer comes back next year and wants something else done with his boat I need a new work order but in the same document. So I need to add another work order as a new sheet. The only way I can think of now is to copy an old work order and then paste it but that would take too long time to do every time and I would also have to change the width of all columns. So my question is: Is there some easier way to do this? Basically what I want is a quick way to add either a work order or an invoice as a new sheet.
Link to my old thread: http://www.mrexcel.com/forum/showthread.php?t=430633
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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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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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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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Oct 22, 2007
I have some experience with excel, but until now have not ventured into VBA and macros.
I have a workbook which will have the following sheets:
1.Absence Summary sheet - Summarises data from each employee's individual sheet.
2. Template Sheet - A sheet formatted as an absence record sheet, but without data.
3. Individual employee Absence record sheets - Based on the Template sheet.
I have read with interest the various posts and help files on User Forms & Macros, but have got a bit stuck.
My Aim: ....
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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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Jun 1, 2012
I have a query on array formula
Am using this formula to get the details from master sheet to template sheet
=IFERROR(INDEX('P O Detail'!$D:$D, SMALL(IF('P O Template'!$C$4='P O Detail'!$B:$B, ROW('P O Detail'!$A:$A)-ROW('P O Detail'!$A$2)+2), ROW(1:1))),"")
with Ctrl+Shift+Enter
This is working fine based on the input cell $C$4
What am looking for is ... how to add two more input data $D$4 & $E$4 so that based on these three values I should get the required output.
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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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Oct 31, 2006
I am using a code to create a new sheet using a click button, and currently have a template file that is being used.
Private Sub cmdNewSheet_Click()
Sheets.Add Before:=Sheets("Finish"), Type:="C:Documents and SettingsAdministratorMy Documents Stock ControlStockTemplate1.xlt"
Sheets(Sheets.Count - 1). Name = txtNewSheet.Text
txtNewSheet.Text = ""
End Sub
What i want to do is use a sheet in the workbook as a template. The sheet i want to use is simply called 'Temp', and the workbook i am working in is called Stock1.xls. Is this possible? I have had a look at past threads, but cannot find anything that points me in the right direction.
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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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Jun 24, 2014
I'll start with the attachment since it's always easier:
Attachment 327508
This file is far from finished so there is some useless stuff there. What I'm interested in is in the sheet RecapTable (and in Etiq1 to Etiq4).
I'd like to write a macro that'll populate my Etiq1 -> 4 according to the RecapTable. Data would be set up as in Etiq1 A1:A3.
I don't have to have 4 template sheets and it could change if it's easier to do something else. The goal is to print labels so I maybe only 1 Etiq is needed, and the macro could populate, print, erase, finish populating, print again
1. Count entries in RecapTable (found something that does that! yeey!)
n = Worksheets("RecapTable").Range("A:A").Cells.SpecialCells(xlCellTypeConstants).count
((2. Divide that by 65 (which is the number of labels per sheet) and round at upper number. For example: if n=100, 100/65 = 1.54 so 2 sheets needed)) [maybe a useless thing to do]
[Assuming I only populate 2 cells]
If v is the row# in RecapTable,
If w is the column# in RecapTable,
If x is the row# in Etiq,
If y is the column# in Etiq,
v=1, w=1, x=1
[code].....
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Jun 29, 2012
I would like to take certain cells from 1 sheet, and import them into a template to organize leads
Im importing information from a list of leads that have the following info:
NAME
STREET
CITY
STATE
ZIP
PHONE
TYPE
HOUSE VALUE
LOAN AMOUNT
LOAN DATE
CURRENT RATE
LTV
LENDER NAME
To a information block, where I can fit about 5 - 10 leads per printed sheet
NAME CURRENT RATE
ADDRESS CURRENT LOAN AMOUNT
PHONE CURRENT HOUSE VALUE
I know i need a template then import the data sheets to that template.. I do not know anything about making these templates. or how to import data from one sheet to another... I have looked and tried to find this info without asking, but have not had any luck...
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Oct 12, 2013
I have a template sheet which i want to copy in to same workbook but want it to be renamed using a name which i fill in on a seperate sheet "articles". But I only want the template copied with the new name every time i fill in a new name in the sheet "articles". Also this procedure may not overwrite existing sheets.
So there is not a predipefined table in articles but rather it grows each time I need a new copy of template.
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Aug 2, 2008
*Inserts an existing worksheet template and places it at the end (or after all) the existing worksheets.
What I would like the macro to also do is:
*Automatically rename the inserted worksheet (via my worksheet template) in sequence to the existing worksheets
Example: So let's say I have 3 existing worksheets titled Sheet1, Sheet2, Sheet3 (that's basically the default naming Excel uses). But would when I insert a new worksheet (via my worksheet template) it is shown as Sheet. And if I insert another one, it would be Sheet (2). So basically it is showing as such:
Sheet1, Sheet2, Sheet3, Sheet, Sheet (2)
What I would like the macro to do is automatically rename those last 2 worksheets (and any subsequent worksheets thereafter) in sequential order. Basically displaying it as such:
Sheet1, Sheet2, Sheet3, Sheet4, Sheet5...(and so on and so forth)
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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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Mar 21, 2008
I am trying to use the worksheets.add method with the Type specifier pointing to a file location containing a worksheet template.
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Jun 15, 2014
I have .Raw data in 3 different configurations, which can be opened in Excel.
I want to automatically extract relevant data (Columns) from these 3 different types of .Raw data before running analysis using chart using Macros.
Now here is the problem, Data from the .Rawdata needs to be accumulated. That is, I have multiple sheets of excel, which I have to open manually and extract specific data from individual columns onto another sheet to accumulate every data before running analysis.
How to tackle this situation?
1. Able to detect the right type .Raw data for use in Excel.
2. Extract data from many excel onto one main sheet, using Macros.
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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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Apr 17, 2014
I currently have a large spreadsheet that multiple people fill out. Each person fills out all the information in a row. At the end of the row, I would like a button that says "Generate Form" so that when clicked, a new sheet automatically opens with a template form that I created and is already filled out with the information that was just inputted into the spreadsheet. Also, there are four different template forms that could generate. For example, there are forms A, B, C and D. If the user inputs "B" into the first column of the row, then when he goes to click "Generate Form", a new sheet is created with all the information filled out in Form B.
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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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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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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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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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May 26, 2009
I am looking to create a macro that will create a new sheet when data is added on a summary sheet. Example.
1. Summary sheet called "Variations" contains columns that will contain the information needed for new sheet (Columns A to D)
2. When data is entered on "Variations" sheet: Column B, then macro automatically creates new sheet renamed to e.g. VO1 (Number used on "Variations" tab) and is a copy of "Master" tab.
3. Data entered in Column A to D on "Variations" tab is automatically entered onto new sheet created (e.g VO1). Shown is blue on attached file. Additional data is updated on "VO1" sheet and this then links back to "Variations" tab
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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.
Anyway, I'll get to the point, I want to add the hours up in a row of cells for the week sunday through saturday. Like so:
1100-2100 | 1100-2100 | OFF | 1100-2100 etc... I want it to add these cells hours up and have the total end up in the 8th cell.
Is this possible? I am a new excel user, or at least, setting up my own sheet.
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Mar 22, 2008
I am creating a large workbook using the same worksheet "form" over and over. How can I use a shortcut or someother method to add the form to a new sheet without having to copy and paste from the last sheet?
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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.
I tried saving the book as .xlt, but then when I reopen it and make material changes, it lets me save over it. I have't worked with templated before, is there something I am doing wrong?
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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.
I want the file name to be blank in the Saveas Text box of the UI also. Unfortunatley my code is bugging out & I can't work out why.
ActiveWorkbook.SaveAs Filename:="C:", FileFormat:=xlNormal _
, Password:="", WriteResPassword:="", ReadOnlyRecommended:=False, _
CreateBackup:=False
The save to path does change so I want to be able to change the save location.
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Jul 13, 2006
I do not want the user to be able to change the workbook.
I will put a small macro to export any specific sheet which the user can change into to a new workbook.
For the main file (which the user can interact with, but is not allowed to overwrite), what is the concensus- make it Readonly or save as a template?
I think the template option looks quite fancy. I also think, but I'm not sure, that a ReadOnly can be undone by the user?
I'm leaning towards template format, but I don't really know it. Are there any significant disadvantages?
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