Chart Template Saving

Jan 12, 2010

I am trying to save a chart as a template but when i apply it to another chart it doesn;t have all the original formatting i did. I doesn't retain the gradient fills on the series, the fact that i've changed one series to line on a col chart??

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Code For Saving As A Template

Feb 17, 2008

I have some code and then
ChDir "W:MET Logbook"
ActiveWorkbook.SaveAs Filename:= _
"Micro Evaluation " _
& Format(Date, "(mm-dd) ") & Format(Time, "hh.mm.ss AM/PM") & ".xls", _
FileFormat:=xlNormal, Password:="", WriteResPassword:="", _
ReadOnlyRecommended:=False, CreateBackup:=False

End Sub
And I want this to save my workbook in the different location as a template. Only it saves the workbook as a regular excel workbook instead. Any help with what I can change to save it as a template?

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Saving File (template) Automatically

Jan 7, 2010

how do i go about saving an Excel sheet (template) automatically, using data stored in the A1 cell of Sheet1 as the file name. i want to use an Excel template to capture data, and then store the data in a central location. to do this i am thinking of getting the template to automatically save to a set location e.g. C/: files. is there a simple way to do this.

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Template Excel File - Stop User From Saving

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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Copy And Rename Sheet (template) From Cell Value Entered In Template?

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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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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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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Exporting Data From Master File To Template File (Auto-Populate Template)

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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Copy From Template And Select Any Sheet That Starts With S And Copy / Paste This Template To

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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Export Data From A Template File To Total List File Using Macro In Template File

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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Saving A File Without Saving Macro

Jan 30, 2003

I have a spreadsheet that imports data, manipulates it then deletes 2 of the sheets then saves the file under a different name to the network. Is there any way to save this new worksheet without it storing the macros - so when the user open it, only the data is there and they get no prompt to enable macros?

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Saving User Inputted Data From A Worksheet To Another Worksheet And Saving It

Jan 7, 2009

I have created a form in a worksheet which I have added questions too and then locked all cells except the ones where I want the answers in.

I have then added a button to the bottom of the sheet called "Print and Save". This work sheet is called "form"

On a second sheet called "database", I have all the titles of the questions running from a -> k and nother else.

What I want to happen is the user input the information on "form" into the boxes available. Once they have completed the questions, I want them to be able to click on "Print and Save" so that firstly the page "form" prints, and then for all of the answers to be saved in "database" below the titles for each question.

I have had a play, but just don't know where to start. Also, once there is a row of questions below the titles, I don't want it to overwrite information already there, it needs to go onto the next empty row available.

Attached is my excel file.

You will see in the code that I have the code for printing.. I just found this on the net and it seems to work fine for me.

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Paste First Chart Into Second Chart But Maintain Format Of Second Chart?

Jul 12, 2013

How do I paste the first chart into the second chart but maintain the format of the second chart?

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Excel 2003 :: Daily Stock Chart AND Random Scatter Chart Data

Jan 14, 2014

I need to plot various data on top of stock charts.

This data could be irregular in date: it could be weekly, or simply random.

To plot this data by itself requires a Scatter Chart.

From what I know so far, you CANNOT DO THIS.

However, I suspect this could be done if I build a Stock Chart from scratch using a Scatter Chart.

Error bars can be used to make the tails, however, I don't know how they built the body bar which has the characteristics of a bar (border, and interior.)

But since I don't really need those two characteristics, I just need a wider error bar line that is provided in the chart edit window. I'm guess through a macro, there are wider line widths assignable.

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Chart Hyperlinks: Attach A Macro So That When The Chart Is Clicked It Returns To Sheet - Home

Feb 24, 2007

I know this has been discussed a number of times, but here is my problem
I have three charts in my workbook. I want to attach a macro so that when the chart is clicked it returns to Sheet - Home. I have using the following:
worksheets("Home").activate. But after I protect each chart and the workbook, and save and exit. When I reload the Workbook it has forgotten the assigned macros and nothing happens.

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Excel 2010 :: Add Pie Chart Into Data Point Marker On Line Chart

Nov 27, 2011

I am looking for a creative way to display a pie chart within a data point marker of a line chart.

My database has 3 value columns, Type1, Type2 and the Total (Type1 + Type2)
these are recorded per day (Date, in Column A)

I have a line chart that displays the total by date, but I want to find a way to display the percentage split of a particular day by type.

I was thinking to load the chart image into the Data point marker, but i don't think that is the best way as the data is updated daily and I would have to do it each day for a few line charts.

The other way I was thinking about was to have a generic Pie chat in the Line chart (Maybe in a corner) and the pie would update depending on way date series was selected or Mouseover'd)

the way that I am approaching it at the movement (Not the best way and by far not the coolest way. Is to have a list of all the dates in a column next to the Line chart and using some VBA, what ever date is selected in the column the pie chart displays the corresponding data. But eh challenge is that when there is alot of dates, I am going to be scrolling up and down.

I am using Excel 2010, but I cant not use the slicer's as the other users do not have 2010, they have 2007.

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Excel 2003 :: Filter Data In Graph / Chart (without Having To Create New Chart)

Dec 29, 2011

I have a spreadsheet created in Excel 2003 (which is what we use at work, unfortunately).

My employees periodically take a test to ensure they have certain items memorized (or are making progress to that end). The spreadsheet rows show all 46 of my employees, and their test scores. The columns are the dates that the tests are administered. I can create a line graph based on the chart data, and interpolate these data with no problems.

The problem is that there are 46 employees! 46 lines on the same graph make for a very cluttered, hard to understand visual. I want to simplify the view by "filtering out" some of the data.

I have an additional column in my spreadsheet for each employee's work area (Area 1, Area 2, etc), and another column with data based on first letter of last name (the values here could be "A-G", "H-M", "N-S" and "T-Z", for example). I figure i could filter my line graph based on these two columns. For example, somehow select just Area 1, and reduce the number of lines on the graph to 16. Or better yet, Choose "Area 2" AND "A-M" and end up with 7 employees (and therefore 7 lines on the graph).

Here's what i have tried:

1) Select the work area column, and use the Filter, which created a drop-down list at the column heading. When i use this drop-down list, i can easily filter the data in the worksheet by Work Area, but this is not reflected in the line graph, which still shows all 46 lines. The problem was that i forgot that i had set the Calculation Options to "Manual". Setting this to "Automatic" (or leaving it on Manual and pressing F9) solved the problem, as the chart now updates when i use the filters. Calculation options are under the "Formula" tab in 2007, or in Tools -> Options -> [either calculation or formula, i forget what it's called] in 2003.

2) Create several separate line graphs in several separate sheets. I wouldn't want to assign someone else the task of maintaining a spreadsheet of such inefficient design.

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Jul 14, 2012

I have created a population pyramid and want to add another chart on the secondary axis which I can do. The part which I seem not to be able to complete is getting the line chart secondary axis to read from the primary y axis. It seems to add a new axis, even when I delete this the line chart does not read correctly.

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Apr 18, 2013

How can I add missing values to the axis in a pivot chart line chart? I have a numerical X-axis with values such as 0,1,5,8,14, etc. I have another set of Y values that correspond to the X values. If this was an XY-scatter plot I'd be able to plot X vs. Y and connect the dots for "gaps" in the X values. Since it's a pivot chart I cannot use an XY-scatter plot, I can only use a line chart. The line chart doesn't give me the ability to add the "missing" values, so it gives the impression that my data is more closely packed than it is. The data source is external to my spreadsheet, so I cannot add the values before creating the pivot table/chart.

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Mar 26, 2009

I am trying to combine data from multiple worksheets and make a chart. I have about 200 keywords in every worksheet (about 50), and some of them repeat themselves through worksheets and some don't. For every keyword, I have an associated value in the next column that I want to portray over time (each worksheet is for a different period).

So what I need to figure out is how to be able to pick any 10 keywords from the worksheets and put them in a line chart where I can see the associated value for each period for every worksheet so I can compare my keywords' efficiency. The tricky part is that some worksheets do not contain the keyword and other worksheets contain the keyword in a different cell than the previous wsheet.

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Jun 30, 2009

I would like combine (overlay) a bubble chart with a connected point scatter chart. I understand that, without VBA, this is not possible. However, I understand that, by using VBA, the markers of a scatter chart can be configured as circles with their size proportional to values in a specified column. This pseudo-bubble chart can then easily be combined with a connected point scatter chart.

My question is: does anyone have any VBA code to share that shows how to configure a scatter chart as the type of pseudo-bubble chart described above.

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Feb 15, 2012

I am trying to overlay a line chart on top of a stacked column chart. The stacked column chart is a chart where the x axis is dates and the y axis is amount. The line chart is a projected amount that I will reach in few years; the x axis is the date while the y axis is an amount. I can get a chart that has a line and stacked columns, but ever time, the dates get messed up. The line has an extremely wide date range while the columns only have about a month of data.

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Jan 22, 2008

Is there a way to display only the current month and the past 11 months in a Line Chart in Excel? So if I was to print Jan 2008 Excel graph, it would only display Feb 2007 - Jan 2008 data charting.

The spreadsheet of the data contains data for Jan 2005 - Jan 2008 so far, but only the current month with the past 11 months should display in the line chart depending on what is the current month.

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CSV Copy To Template Using VBA

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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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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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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Template Or Readonly

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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