Open New Template Via Macro
Jan 16, 2007I want to create a new worksheet in an existing workbook from an Excel-template.
How can I do this via code?
I want to create a new worksheet in an existing workbook from an Excel-template.
How can I do this via code?
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.
View 4 Replies View RelatedSomehow 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?--
View 7 Replies View RelatedIn 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?
View 6 Replies View RelatedI 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.
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!
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.
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.
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?
View 8 Replies View RelatedI 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?
I am trying to write a formula whether it be in VBA or a Macro that will do the following.
In cell A7 and A10 there are validation boxes that drop down with a list of items that can be selected.
We want the user to be able to add multiple items under each month but keep the list to only what is needed. Therefor the function I am trying to get is once cell A7 has a selction or isnot blank or is greater than 0 we want to add a line directly below it with all the same functionality as line 7. Everything else will shift down and maintain the same functionality.
I have a attached a sample workbook... Can this be done
This code works well when I run it saved as an .xls. When I save the file as a template and then try to run it bombs on the very last line.
View 2 Replies View RelatedI have created a template including a macro. It works as expected besides the issue that macros need to be enabled manually. This is totally annoying. I need to have it work directly.
Or what would be another way to have a macro available all the time I run Excel?
I created a macro in VBA that pops up a calendar with keyboard short cut and places the date in selected cell. It works great on my pc. I can't share the macro with anyone. I saved it as an add-in...installing the add-in did nothing. Then I saved it as a template...the template did not open with any macros associated. both cases, no errors. no message to enable to disable macro.
View 4 Replies View RelatedI 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
View 5 Replies View RelatedStep 1: I have data coming from a data dump which is placed on the "Summary" sheet of my excel workbook. I need to take column A (beginning at A8) and create a new sheet (based on "Template" located in the same workbook) for each name in column A.
Step 2: I need to place the name of the new sheets in cell C4 of each sheet so I can do a lookup using C4 as my lookup_value, so this can't be a formula like "=MID(CELL("filename",A1),FIND("]",CELL("filename",A1))+1,256)" because lookup doesn't function properly.
Step 3: Delete "Template", so that the only things left are the "Summary" sheet and the new sheets.
Each department will have their own workbook with a "summary" sheet and different sheet names although they will all start off with the same data dump and will all be in the same format. Each department could also have a different number of new sheets added depending on information from the data dump.
I found a utility (ASAP Utilities) which will do the steps I need done, but it won't record in the macro.
Budget time is fast approaching and each department needs their worksheets.
I need to create a "purchasing programme sheet from extracted data in a different workbook.
In short I need to open the Allocation, Add stock qauntities to the the boxes with a quantity in it and if its a zero i need (Once the button has been pressed) the information to be extracted to the corresponding boxes in the Purchasing Programme Document: Description, Part Number and quantity.
*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)
able to press the create report button ive created, which will open a template report sheet....
View 13 Replies View RelatedI'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.....
I am trying to use the worksheets.add method with the Type specifier pointing to a file location containing a worksheet template.
View 9 Replies View Related1)
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.
(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
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
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
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.
When I prepare a file with macro's (to be used by other people), I save this file as a template with macro's with the extension *.xltm (template with macro).
Therefore no one can overwrite my file. These other people can open this template (e.g. double-click, but not file-open). But when these people save this file, Excel automatically saves it as a normal Excel-file with the extension *.xlsx.
Ok, a message is seen after pressing <enter> or clicking Save, but does normal users know, what they have to do then?
If I'm making a template with macro's, I want Excel to have this file saved as a file with macro's. Whatever did I make a file with macro's for? Is this a bug or is it done on purpose?
We have a workbook that we create each month that has one worksheet per day of the month, labeled 12_01_2011, 12_02_2011, 12_13_2011...etc. The pages are an empty template with formulas and fields in place that we simply copy and paste the results of an SQL query into. Presently, we are copying the page manually several times over, and then manually renaming the pages with the new dates for the upcoming month.
So, here is my question. Macro that I might use that would:
1) Make a copy of the template for each day of the month.
2) Label each page in sequence with the dates for the upcoming month.
I did a macro on my mac to transfer a sheet from one workbook to another worbook. It works very well when the destination workbook is open. Therefore I wanted to add some piece of code to check if the destination workbook is open. If not then I wanted the macro to open it before tranfering the sheet. Here is the code I´m using for tranfering the sheet
Sub Transfer_Sluttet()
If ActiveSheet.Index <> Sheets.Count Then
Application.DisplayAlerts = False
Set ws = ActiveSheet
Sheets(ws.Index + 1).Delete
ws.Move Before:=Workbooks("Sluttet.xls").Sheets("sheet2")
'Moves active sheet to beginning of named workbook.
'Replace Test.xls with the full name of the target workbook you want.
Application.DisplayAlerts = True
End If
End Sub
This is the type of macro I useually use on my pc to check if a workbook is open and if not then open it
If IsWorkbookOpened("Filename.xls", "C:Documents and ..................
So I am trying to make a file that when opened will act as a template does and change the file name on start-up.
Typically, the template changes the file name by appending one number (e.g. "Book Template REV 1.1.xltm' upon opening would change the file name to 'Book Template REV 1.11.xlsx'). What I want to do, however, is to custom the name change so I could use the file 'Book Template REV 1.1.xltm' while having it change the file name upon opening to 'Custom Name 567.xlsx', without a user being notified of the change (since typically when a template opens the file, the user has no notification that the file name has changed ever so slightly).