Using VBA To Select Data / Copy Into Template And Save As
Jan 20, 2012
picking things up. At the moment I am trying to create a macro using VBA to do the following in this exact order:
1. Delete Column A and B (once only)
2. Automatically pick up credit card number (In column A)
3. Copy all instances of this credit card number (and all data on same row)
4. Open a template I have set up
5. Paste the copied data onto a specific sheet on this template
6. Save as file name "xxxx - branch name - XXXX - DDMMMYY"
7. Repeat (loop?) this for all credit card numbers on the sheet.
There are approximately 90 credit cards, and I need a new workbook for each one to work on separately.
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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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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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Aug 20, 2009
I am pretty much a novice at this whole excel / vba stuff, but I have been trying! unfortunately I have now got well and truely stumped! I require the macro to perform a loop and once saved the first row of data, select the next row of data (in exactly the same way) until it reaches the last row. The macro I have created does the first part fine, but I have reached the end of my knowledge base!
Below is the macro I have created:
Sub TEST_1()
'
' TEST_1 Macro
' Macro recorded 20/08/2009 by ..........'
'
Sheets("Input").Select
Range("A1:CI1").Select
Selection.Copy
Sheets("Results").Select
Range("G3").Select
ActiveWindow.LargeScroll ToRight:=7
Range("G3:CO3").Select..............
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Feb 14, 2014
I am trying to create a beforesave code within my template. The template has certain fields that are blank and when the end user enters data, I want them to be able to click on save or the blue disk and it saves it to a new location, based on their user and some of the cells within the form. I do not want the template to be saved with the data they input. The data they input is saved only when they click the blue disk and it saves to another location, with their username and certain cells in the form. Then the end user can continue using that same template for the next entry and so on. I have a beforeclose that asks them if they really want to close or not. The only time they would close, or hit the big red X is when they are done with all their entries for the day. Here is my code for beforesave:
[Code] ......
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Jan 21, 2014
I have been working on the following VBA code, which should copy specific charts from excel into specific places in a word-template.
I Am quite new with VBA, so I googled the code, changed a few things, and it works exactly as it should - except from one thing. When the Word-document is loaded from the template, I would like the document to be "saved as..."
Instead of just opening the template. I have tried
Code:
.ActiveDocument.SaveAs Filename:=fname & ".doc"
The code is as follows:
Option Explicit
Sub EksporterTilWord()
Dim appWrd As Object
Dim objDoc As Object
Dim FilePath As String
Dim FileName As String
[Code] ...........
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Jun 4, 2008
Is it possible to open a template, prompt the user to enter data and have the template save itself as the user defined data?
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Apr 4, 2014
I have a word document that is a rental agreement. Im trying to make an easy to use user form where a person can input the information and it populates in the correct areas and saves as a pdf. How I could put the word document into excel and have a userform populate designated areas.
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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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Jun 15, 2014
I am trying to create a macro to copy a set of datas in a row , paste into another workbook (specific sheet),then save it as one of the datas that was copied over.
Workbook1
Ticket#
Description
Name
12345
Test 1
David
32145
Test 2
Steve
Workbook2 - sheet (ABC)
Copy row 2 from Workbook1, paste to row 1 in Workbook2 sheet(ABC)12345
Test 1
David
Saveas Workbook2 - ABC - "12345" - Ticket #
Copy row 3 from Workbook1, paste to row 1 in Workbook2 sheet(ABC)
And so on. I will have a set of data to trasfer to Workbook2, each row different workbook.
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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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Feb 5, 2014
I have a code in which we can split the data using column values into new and same sheet also. I want to modify this accordingly to my need but i am new in VBA so can't modify this. i want 2 changes in this macro:
1. I want to set a value (Like:"Resolved"," In Process" ) in the macro to extract the data related to the value only. Means, when i run this macro it will extract the data only for "Resolved" status. I have to create two macros for each defined status.
2. After splitting, it will ask me to save the new workbook location.
3. Save it.
The codes i m having are :
First code to make directories:
Code:
Public Type BROWSEINFO
hOwner As Long
pidlRoot As Long
pszDisplayName As String
lpszTitle As String
ulFlags As Long
lpfn As Long
[code].....
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Sep 5, 2006
I'm trying to create a sub that will save my worksheet to a tab delimited text file anytime there is a change in the worsheet data (all cells are linked to cells in other workbooks). I've figured out the command to save the file
ActiveWorkbook.SaveAs Filename:= _
"C:Documents and SettingsChrisMy DocumentsBook1.txt", FileFormat:=xlText _
, CreateBackup:=False
but I'm not sure how to get a sub routine to start running when the file opens and to have it run continuously while open. I've found the command:
Application.Volatile
that will flag when any cells in my range are recomputed and run a function, but functions don't allow me to save the file.
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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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Aug 7, 2013
I need a vb code which would open different workbook automatically, autofilter the first row and select data and copy and paste in the other workbook.
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Feb 20, 2014
I have a spreadsheet with a heap of raw data in it. I need to perform a search based on a customer name, then return certain columns from the raw data IF the customer name is matched in one column, AND a special flag name is matched in a second column. The customer name is always a single entry for the purpose of the query, however the special flag must be checked against a possible list of values in a table. I know this is hard to explain, and I can't add attachments to my posts, so I have created a sample document and placed in in dropbox:
[URL] ........
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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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Mar 18, 2007
I have created a template with a Worksheet called "Certificate".
There is a userform that is opened on Auto_Open of this template and
allows a file name and some other parameters to be input.
On pressing the OK button on this form, I want to do the following.
1. Create a new XLS workbook with the file name entered on the form
(this includes the full Windows folder address).
2. Copy the Certificate workbook from the template across to this new
file.
3. Close the original template (maybe closing needs to be done at the
end??) and make the "Certifcate" worksheet in the new workbook the
active worksheet.
4. Using the parameters entered on the userform, change the details in
"Certificate" (this code is already written but not set up for the new
workbook - currently it updates the template "Certificate" worksheet)
5. Save the new excel workbook with the changes.
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Aug 26, 2013
I have a macro that copies three sections of data from a word document and pastes it within the Excel worksheet. The column of data is pasted in a single column (data to be space-delimited and evaluated later), and what I would like the MACRO to do is separate the three sections of data based on the starting and ending values of the section and place them in different columns.
Section 1 : starts with the word "Team"
Section 1 : ends with the word "City"
Section 2 : starts with the word "Location"
Section 2 : ends with the word " Date"
Section 3 : starts with the word "Member"
Section 3: ends with the word "Age"
So section 1 would be pasted into cell C1, section 2 pasted into G1 and section 3 pasted into J1.
Each section will have vary in number of rows between the starting/ending values, so to cut and paste the section based on the starting and ending value is vital.
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Apr 2, 2009
I have a Workbook, that I would like to copy over to an existing PowerPoint template.
The order that the sheets are currently in, is the same order I would like the presentation to be.
Can this be done all at once with command button?
see attachment for examples of the Workbook and PowerPoint template
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Dec 30, 2009
I'm unsure how to adapt the code to suit my needs.
I have an Excel workbook that is created a few times a month from a template. When I update it I run a macro that saves a values only copy with the current date. I'd like to copy non-blank rows (from row 8 down) into the first empty row in a master workbook that is saved on a network drive. The path to the master workbook is "B:8MPBGTrade Pre-AdviceBG Trade Confirm Master.xls"
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Aug 28, 2006
I will try to keep a version control of a template I develop on an ongoing basis. The version number I will try and use to provide an easy way to upgrade any file based on an older version of the template by simply copying values that reside in cells that I see on a list of named ranges into a file that is a copy of the new template.
1: I will use the version control suggested by Tom Ogilvy in http://www.excelforum.com/showthread.php?t=479156
And keep the version number in a property named "Version".
2: I have a hidden sheet named "config" in which i have a list of cells holding the names of all the ranges that must be copied. The list of named ranges is right below a cell named "Config_values_to_copy", so
range("Config_values_to_copy").offset(1,0).value holds the name of a range (e.g. "Priority_Column") in which case there is a column off values there, that must be copied to a blank instance of a new template and placed in the same named range.
3: I will keep the newest version of the xls-file (template) - not as a xlt file, just xls for now somewhere - on the LAN in a specific folder and always have the name of the latest version being: "Risc and issue documentation Template, latest version.xls" (If possible I will manually include the version number into the file name instead, and make sure that there is only one file in the particular folder.) For this help let's just say that the folder is local "C:latest-version-template" I think that this can somehow be done based in parts on the answer Ron de Bruin gives to this topic http://www.excelforum.com/showthread.php?t=564858 - but I am not sure that it is all there...
4: When a user opens a workbook based on the template a control button named something like "check for new template version" should be accessible - alternatively I will hide the code and do this when the user opens the file.
5: Now here goes: The code must somehow check current version from step (1) against the version found in the folder with the latest-greatest version of this template. If the template available in that folder is newer than the template that this current file is based upon, then prompt the user if he wants to upgrade. If YES then I must somehow iterate throught the named ranges and copy all the values onto a copy of the new template and afterwards save this intelligently on the users harddrive.
I imagine using this kind of iteration to go through the named ranges - this code is altered a bit from elsewhere in the file:
i=1
While Len(Range("Config_values_to_copy").Offset(i, 0).Value) > 1
' As long as I am in this loop, then I have values that must be copied to the new workbook.
[new workbook!] Range(Range("Config_values_to_copy").Offset(i, 0).Value).Value = Range(Range("Config_values_to_copy").Offset(i, 0).Value).Value
i = i + 1
Wend
Can I do this - how do I copy a version of the newer template and paste the values (by value) into the identical named ranges? Probably the line
[new workbook!] Range(Range("Config_values_to_copy").Offset(i, 0).Value).Value = Range(Range("Config_values_to_copy").Offset(i, 0).Value).Value
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Mar 27, 2008
I have a sheet which I would like to back up online every time it is saved.
I have a sub, OnlineFile(), which I have used many times without any problems, which creates a .BAT file to use ftp to upload files onto our server. As arguments, it takes the local file path that you want to upload (or download to), the name of the file as you would like it stored, the online file path, and whether you want to upload the file onto the server, or download it off the server.
It should be very easy to combine the two: what I tried was:
Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, cancel As Boolean)
ThisWorkbook.SaveCopyAs ThisWorkbook.Path & "" & "Rubbish.xls"
Call OnlineFile(ThisWorkbook.Path & "" & "Rubbish.xls", "Rubbish.xls", "wwwrootexcelfilesMasters", "Upload")
Kill ThisWorkbook.Path & "" & "Rubbish.xls"
End Sub
Every time I ran this, the file got uploaded correctly, but Excel had a series of problems. Often the code ran fine the first time it was run, but crashed the second time round.
After a fair bit of troubleshooting, I found that the problem came about when the file was trying to save itself - i.e. after the end of the sub. If you pause any macros from running, it still saved fine, but when the code ran, it found errors, froze or closed excel.
My thought at this point was that the code was fragmented or something. I made a new sheet, and retyped just the relevant bits of code (i.e. the BeforeSave sub, the OnlineFile sub and created the form called by OnlineFile). The problem persisted.
I've come up with a workaround for this now (which uses the same OnlineFile sub & form, and works fine), but it's driving me crazy - why does this cause excel to die? Particularly on the second time through? The code seems far too simple to cause such problems - is there a bug in Excel perhaps (I'm using Excel 2000 on Windows XP).
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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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Dec 22, 2011
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.
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Jun 20, 2006
Here is what i want to do. # I have a workbook say 'Template', which has two columns: ColA -> Names , ColB -> Value, his acts as a template, i.e a budget. # Another workbook 'sample' which has similar ColA(may contain additional rows) and corresponding value in ColB.
Here is what i need::
I need to copy the contents of ColA and ColB of 'sample' wholse ColB valules are greater than ColB values of 'Template' for corresponding ColA values in both, into a new workbook. SO basically, template acts as a budget check for the sample workbook, and if any value in ColB goes above the budget in template, it will show up in the new workbook. I have attached both the workbooks. Basically the red highlighted cells in Sample are the ones i want in a new workbook.
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Mar 25, 2014
I have what is probably a simple request to all the VBA experts out there, and simply want to take a template sheet in a workbook and copy it across to 100 sheets numbered/named 101 -200, and add the name of each sheet as a text reference, e.g. sheet name 101 will have a cell within the worksheet that refers to sheet 101.
I have attached a simplified spreadsheet which indicates what i'm trying to achieve.
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Apr 6, 2009
I have very limited VBA skills and I have tried to get a vlookup working on a userform. I need data from a range selected in ComboBox1 to drop into Textbox1. I have tried but it doesn't work.
I also need if possible a button that pushes the result of TextBox1 to a cell and another button that allows the user to edit the TextBox1 value in situ.
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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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Jul 19, 2013
I am trying to write the code to;
1) change to a different sheet
2) select a specific cell range
3) save that range as a text / xml file with a filename derived from a cell outside the given range
Here is where I have got to so far, but it fails
Private Sub Export_Click()
Sheets("Parsed Data").Select
ThisFile = Range("B1").Value
ActiveWindow.SmallScroll Down:=-15
Range("A1:A41").Copy
SaveAs Filename:=ThisFile, _
FileFormat:=xlTextMSDOS
Application.WindowState = xlMinimized
End Sub
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