Updating Excel Files...Old Template To New Template?
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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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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May 22, 2006
I am creating an excel worksheet. Every time a user opens the worksheet (from a template), I want to get the next numeric sequence number as a reference, showing it in the sheet. The template is available to multiple users but the sequence number should be unique, ie if user Tom has sequence 1, Jerry will get 2, then Anne will get 3 and Tom's next one will be 4. I considered an ASCII text file with a number in, eg 1. Upon opening get OPEN text file, READ text file, Convert to numeric.. add 1.. use this. Convert to string.. WRITE text file. It seems clumsy and since I can only open with READ or WRITE (append no good, since I want only 1 value held), the READ allows multiple users to access simulataneously, and potentially get the same sequence.
Is it possinle to:
LOCK file
OPEN file for read
READ file
CLOSE file
OPEN file for write
WRITE file
CLOSE file
UNCLOCK file
There are likely to be several users accessing the template and the chance of them opening it at the same time is limited, but possible.
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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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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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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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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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Jan 2, 2012
Quick rundown, I have a sales background, so other parts (accounting, inventory, etc) are what I want to improve so Im not running around when an order comes in, where is it, do I have it in stock.
I know microsoft has some templates, any worth downloading and starting with, then move the data or add functions to an inventory and accounting template to start, any other templates recommended for an online business.
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Apr 12, 2012
I was wondering if there was a template in excel 2003 that could be used for printing on a 3x5 index card. if so,e finding it or setting it up?
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Jan 21, 2013
How do I add a pivot table to a template so when the template is run the pivot table still shows?
I have added the pivot table - clicked SAVE , but when i run my template (Picking up external data) the pivot table disappears?
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Sep 9, 2011
I have an excel sheet on which to address, cc address, subject , attachement location and file name is mapped. Can some one help me out but executing the macro it will pick the file from the location and send to the Recipient with cc and subject and attach the file accordingly. The excel sheet is attached for your reference.
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Mar 12, 2013
I want to make a template in excel. Lets assume I have Opening Balance in A1 and closing balance in B1. How do I make template make new sheet and every time I make new sheets it should take the closing balance of the previous sheet as the opening balance and so on and so forth. But the very first sheet needs to have the opening balance as unlocked cell but the rest of them needs to be locked.
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Apr 8, 2013
I am using Excel 2010. The template only has 5 working days in it, but I need to set 6 working days (Saturday is also working day). Wondering, how to get this working without spoiling the functions. Also the date format is in US , need to change to UK without disrupting the Formula/Functions.
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Jul 24, 2014
Using Excel 2007. When I put password protection on the template, the template child doc also gets the same password protection. I want to prevent tampering on the template, but I want the child doc to be fully editable for the end user. After all, isn't that the purpose of a template? I just don't want anyone to be able to edit the template itself, which also seems like the purpose of a template. Am I missing something about not seeing how to configure this obvious functionality?
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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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Feb 24, 2014
Month Pay Tax Socia sec.tax
Jan 10000 2000 2999
Feb 15000 3499 3333
March 3455 222 333
I have an excel document with sheets representing employees and within the sheets it shows wages taxes nd social security tax for each month.
I want to create word documents for each month which inserts all the values for that particular month, aswell as the name of the employee into th word document. How to do this?
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Sep 5, 2012
In Excel 03 I could just password protect a template and prompt for to open the template at read only is there a way to do the same thing in Excel 07?
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Mar 9, 2014
Is it possible to make excel template work only on 1 computer by giving any vba password (on lines of license number).
Aim is to ensure it works on only client computer, even if template is shared outside it becomes useless.(We often see clients audit team getting access to templates using it for thier purpose & distributing).
In same spirit what are best practices one can take like protecting formulas with password etc
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Mar 31, 2014
I've set myself a project to try and automate some repetitive filling in of word documents and would like a point in the right direction. I've done some research on the MSDN and some sites on the web. The way I was thinking of doing it would be,
make a template with either Fields or Bookmarks (which would be best?) for each piece of data on the paper work.Put the repeated data into an excel sheet (with a button for the macro to be assigned to).
write some VB script that will, define and "label" the data in the XL sheetopen the word templateenter the data into each Field/BookmarkSave as a new file in a "New" folder (name of file and folder taken from the Data)open the next template and repeat.
would this be the best way of approaching this problem?Whats the best way of defining points in a word template, Fields, Bookmarks?what objects would I need to use to rename the folder?
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Jul 7, 2014
I have a .dot word template that has the little 'grey' boxes that is awaiting information to be filled in, this information is already stored on a master excel sheet and the doc is simply for 'archiving' and users benefit, from my point of view its pointless.
So what I want to know is...
If I always have a .dot file which has :
Username : DATAHERE
Password: DATAHERE
Email: DATAHERE
and I have an excel file which is A1 : Username B1 : Password C1 : Email how easy / hard is it to create a button macro to automatically go to the .dot file location, open it and then put the create data in.
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Jul 9, 2013
I am trying (and failing) to set up a mail merge with a Word document. I would like for the doc to take information entered in specific columns and display it in the right field. I've set up the field and the excel doc and went through the mail merge wizard's steps for setting it up but it doesn't seem to be doing what I want.I am attaching the doc and spreadsheet below.
MichaelFields TEST.Contract Entries.xlsxFields Test.Contract to Provide Legal Services.docx
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Jan 9, 2013
(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
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Oct 3, 2008
I have a template excel file that is loaded with macros. When the file is opened, a userform opens and the user makes several different selections. Based on the selections, the excel file is populated with information and pictures. I want to make sure that the user does not accidentally save over the template file when he/she is finished with the document.
My original solution was: when the user opened the excel file, it would automatically save under a different name in a temporary location. This would stop the user from being able to overwrite the source file. The users were not happy because the excel file is very large and takes a long time to save.
on another method to stop the user from overwriting the source file? using code? or another method?
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Jun 4, 2014
I want to pull data from my excel file (using VBA) into Ms Word. I created a template in Word and wrote a macro to do this, it worked, however, anytime a new row is inserted or deleted in my excel spreadsheet my macro produces wrong results in my Ms Word template because the cell position has shifted, thereby producing the wrong result. How do i make it that my result remain the same when new row is added to my spreadsheet.
Example:
Excel row1: vicky 528
row2: sam 532
row3: john 092
row4: Own 211 word template: 092
This is what happen next:
Excel (New row added) Macro: ThisDocument.ScreenedPatients.Caption = wb.Sheets("CSAs").Cells(16, 1)
row1: pat 542
row2: vicky 528
row3: sam 532
row4: john 092
row5: Own 211 resulting Word template(running macro): word template: 532
But I want John to automatically go on the Word template without going into macro to change it all the time when a new row is added.
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Jul 31, 2013
I have been given a task where I need to define 3-4 process and present the various formulas etc.. that lay out the calculation methodology. I was looking for some ready to use excel templates that have an index page, hyperlinks to different tabs etc...that I can customize to my needs.
The idea is to be able to build a user friendly excel process document that will have all the data from our various (3-4) reports that are interlinked. It will serve as a reference point for existing employees and new hires.
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Aug 20, 2013
The easiest way I can describe the scenario I am trying to create, is to use a company list of personnel (my index) and to generate a time-sheet workbook per person based on a pre-populated template. This time-sheet is saved as the persons name and has the persons name entered into cell D:10
I have a workbook which contains two worksheets;
1) An Index sheet which contains a list of names that I wish to use in Q16 downwards (note the length of this list will vary each time I run this)
2) A "template" sheet which I wish to duplicate in new workbooks
3) A second "data" sheet that I wish to copy across in new workbooks
I need a macro that will take the "template" and "data" sheets and copy it into a new workbook, renaming each new workbook to each name in my Index sheet. I also want that same Name to be copied into cell reference D:10 of the "template" each time.
The end result is that I should have a series of new files generated and saved which are named the same as the Index list, with both the "Template" sheet and the "Data" sheet present, with the cell D:10 pre-populated with the Name provided in the "Template" sheet.
I'm using Excel 2010.
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Jan 23, 2014
All I want is to generate a word document with built in word header and footer (header and footer style name is "alphabet") based on the values which i mention in excel(path,word file name and header content.
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Apr 24, 2012
I'm trying to make a macro in Excel 2003 to create x amount of named worksheets that are a copy of a different worksheet.
1. I have a main worksheet that will have a number manually entered into a cell (lets say A1);
2. I have a 'template' worksheet;
3. I'll assign the macro to a button on the main worksheet
If I enter '10' into cell A1 of the main worksheet, I'd like to click the button and have Excel create 10 copies of the template worksheet. These new worksheets should all share the same name with a number after them (ex: banana 1, banana 2..... banana 10).
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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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