SaveAs From Template

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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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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Apr 9, 2009

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Dec 31, 2007


Sub CrearCSV()

Application.DisplayAlerts = False

ActiveWorkbook.Sheets("Prueba").Activate
ActiveSheet.SaveAs Filename:= _
ThisWorkbook.Path & "Prueba.csv", _
FileFormat:=xlCSVWindows, CreateBackup:=False
Set CSVfile = ActiveWorkbook
CSVfile.Close savechanges:=1
End Sub

Sheet "Prueba" is Hidden
Other Sheet is visible

Why SaveAs stores only the visible Sheet?
How does stored hidden Sheets with WorkSheet.SaveAs?

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SaveAs Code

Jan 14, 2010

It is supposed to bring up an input box, the date entered in input box becomes the date of file. The file is then Saved As. This all seems to work but when I try to open the newly saved file the sheet does not open. Is this a file type issue? Should it be .xls?

Code so Far

Dim InputDate As Variant
Dim FileType As String
Dim myFileName As String
Dim myFolder As String

FileType = ".xls"
myFileName = "Report"
myFolder = "Q:Sales FinanceAndyDUBLIN MACRO TEST"

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Aug 6, 2005

An already existing file will be changed by my macro and at the end I want the user to save the file with a different name in a different directory with the option to change the filename or directory. Therefore I use the excel-standard-dialog "save as". But I want the dialog to start in another path as the path the original-file is stored in. But also I use the ChDrive and ChDir Parameters the dialog even starts in the original-file-path. I think this is standard for the dialog and I should maybe use a parameter in the show-arguement? The code is below.

Option Explicit
Sub SaveMyFile()
Dim xFileName, xAnswer
ChDrive "J"
ChDir "J:myfolder"
xFileName = "testme.xls"
xAnswer = Application.Dialogs(xlDialogSaveAs).Show(xFileName)
End Sub

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Feb 4, 2009

By Code I am trying to SaveAs the present Workbook : Only in the same directory as the present Workbook- but with a different file name. The new file name would be :"the Filename of the Active Workbook" + " ("D9") of the Sheet("ADMIN")". This macro will only be run from the Sheet("Admin").

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I'm hoping someone can stop me going crazy with what should be something very simple. To make things easier at the end of my code, all I'd like to do is bring up the SaveAs dialog box and have it default to a specific directory so that the user doesn't have to click through the mountain of various files and folders we have.

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Dec 15, 2007

I have a very strange error at present. I am saving a sheet as a file using VBA from within Excel and when I run the program from the environment of my flash drive it works without a problem but when I run the same code on my main PC it causes an error :

Run time error 1004
Method SaveAs error ... and it causes Excel to crash and then recover the file.

The code that causes this is shown below : ....

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Feb 7, 2009

Hello Members, I been trying to save a workbook as the name that will be input into cell B2 and the folder from what is input into cell B6. Without any luck using different codes.

In cell B3 is typed an new name and cell B6 is a list of clients that can be choosen from a selection in a dropdown.

Example, If 250R was input into cell B3 and Honda was selected in cell B6. The new workbook would be placed into the Honda folder with the name 250R.xlsm

To Copy and Save a workbook upon closing the new workbook.

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Sep 3, 2009

way for other staff to do the following...

Open an exiting protected spreadsheet,
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Edit new sheet
Protect new sheet
Save it.

Hence we how have two protected sheets with different filenames and different contents.

Then, next time, the teacher will start again with the new spreadsheet file resulting in yet another version of the same data. etc etc.

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May 31, 2006

I want to use the SaveAs function using the Inputbox results. The user will input a date like 5-30-06. Then I want save the workbook as "WE5-30-06.xls". I can't figure out how to do this b/c it wants to use 5/30/06 which isn't allwoed in naming conventions. BTW the inputbox name is dWeekend.

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Feb 3, 2014

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[Code].........

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Mar 11, 2014

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[Code]....

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Jan 9, 2010

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The code I used:

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Nov 24, 2012

I am trying to use cell C6 in my control sheet

Which is this

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Jun 16, 2014

I am trying to use the string (sPath), I previously define to preform a saveas function after the script runs.

Code:
Sub CombineSheets()
Dim sPath As String
Dim sFname As String
Dim wBk As Workbook
Dim wSht As Variant

Application.EnableEvents = False
Application.ScreenUpdating = False

[Code] .......

These reports are always located in a subfolder defined as "D:DropboxWorkVerification Reportslocation name" where location name is the name that I want to use to save the workbook.

So as an example an excel workbook report generated in the folder:

"D:DropboxWorkVerification Reports!Test"

Would be saved as "!AirCheck AutoTest Report - !Test.xls"

or a report in the folder:

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Right now the code I guessed on isn't working and its generating an error on compile "Can't assign to read-only property".

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May 10, 2008

I'm using a VBscript that will copy a worksheet and it works perfectly except that it saves the copy to the same directory as the original workbook. I need it to save to a different directory.

What I believe is the pertinent part of the code that needs adjusting is:

"Input box to name new file
NewName = InputBox("Please Specify the name of your new workbook", "New Copy")

' Save it with the NewName and in the same directory as original
ActiveWorkbook.SaveCopyAs ThisWorkbook.Path & "" & NewName & ".xls"
ActiveWorkbook.Close SaveChanges:=False "

How would this be changed to specify that "NewName.xls" be saved to: D:/newdirectory/copies

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Jun 7, 2009

I am running 2003, but I'm working on a WB from a colleague running 2007.

I have downloaded the converter from MS.

The document is a Template, which I open, load with data from a .csv file, then SaveAs.

My problem is, whenever I SaveAs, the resulting document is Read Only, and I don't want it to be.

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Oct 13, 2009

I have a macro that creates and saves an XML file with a specific file name. Is there a way to modify this code in such a way that the user will be able to specify the path?

Set wb = Workbooks.Add

NewFileName = "Export For " _
& "Cust " & Customer_Data.Range("custName") _
& ", LOB " & RequestLOB _
& ", Type " & RequestType _
& ", Site " & RequestSite

On Error GoTo DoNotReplaceExistingFile

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ReadOnlyRecommended:=False, _
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Oct 15, 2009

I think my code is close but I keep getting an error "Run-time error '1004': Application-defined or object-defined error"

I am trying to rename the active workbook by appending yesterday's date onto the filename, using the Save As.

I might be going about this all wrong anyway. My user needs the macro to save, rename, and close the renamed copy of the workbook but to leave the original workbook open. I'm trying to do it in steps so I might be doing this the hard way. However, my code to Save As is below:

Sub SaveAsRename()

Dim CurrentPath As String
Dim CurrentFileName As String
Dim NewFileName As String
Dim Today As Date

Today = Int(Range("A3") - 1) 'Cell A3 contains the =Today() formula
CurrentPath = ThisWorkbook.Path
CurrentFileName = "QU Backhaul Dispatch "
NewFileName = CurrentFileName & Today & ".xlsm"

ActiveWorkbook.SaveAs Filename:=CurrentPath & "" & NewFileName

End Sub

My Locals window has all of the correct values right up to the ActiveWorkbook.SaveAs which is where it fails.

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Jul 12, 2006

I have written a routine that automatically saves the file to a specified folder as the name of a cell from one of the worksheets. I am trying to use the following code to see if that filename already exists and stop the routine if it does. If I manually enter an existing filename the routine works well, however I cannot get it to recognise the automatically created filename, here is my .....

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Nov 21, 2006

I have the following
Private Sub cmdSave_Click()

SaveRow
On Error Goto ErrorHandler
ThisFile = Sheets("Data"). Range("B2").Value
ActiveWorkbook. SaveAs Filename:= _
"C:Documents and SettingsMy Documents" & ThisFile, FileFormat:= _
xlNormal, Password:="", WriteResPassword:="", ReadOnlyRecommended:=False _
, CreateBackup:=False
Workbooks.Close
ErrorHandler:
MsgBox ("Error locating file. " + Err.Description)

End Sub

This saves a workbook with the File Name based on a cell in a worksheet in the above Path Name.

Is there a way that I can change this code to ask for the Path Name with the File Name, from the worksheet, as a default.

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Jul 29, 2007

I have a code that opens a workbook and saves it under one file name and then saves it under 2 different file names, but it keeps on saving them as password protected and I can't work out why. Would it be something to do with the code or something else? The following is the code I am using:


Workbooks.Open "C:BatteriesStore InformationStores" & StoreFile
ActiveWorkbook.SaveAs "C:BatteriesStore InformationOld Stores" _
& StoreFile & " " & Format(Now, "d-mmm-yy"), xlNormal, Application.DisplayAlerts = False
ActiveWorkbook.SaveAs "C:BatteriesStore InformationStores" _
& StoreFile, xlNormal, Application.DisplayAlerts = False

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Jun 24, 2008

I've got a workbook that I want to keep intact in a central location on our local network, to make it easier for everybody to access, but don't want people to be able to save changes to the master workbook itself. I'd like to be able to disable the 'Save' feature while still allowing 'SaveAs'. The following code (installed in ThisWorkbook) results in the OPPOSITE of what I'm trying to accomplish (i.e., it allows 'Save' but disables 'SaveAs'):

Private Sub Workbook_BeforeSave(ByVal SaveUI As Boolean, Cancel As Boolean)

If SaveUI Then
MsgBox "The 'Save' function for this workbook has " & Chr(10) & "been disabled. Please use 'Save As'.", vbOKOnly + vbInformation, "Save Disabled"
Cancel = True
End If

End Sub

Obviously I'd also like to check the filename they're performing the 'SaveAs' under and disallow it if it matches the master filename.

I've thought about making the workbook into a template, which would sort of accomplish the same thing, but it would be much easier to just keep it as a workbook.

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