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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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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May 31, 2007
I need to read data for a group of charts into a master template file.
Sometimes my chart data range needs to be
AS31:AT35
Other times, when different data is read in, the same chart may need to only read
AS31:AT33
Is there any to name a range to read until row AT reaches it's first blank?
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Sep 12, 2006
I've been looking around to find a solution for my problem and as a last resort I have decided to make a post, and I will get straight to the point. I have 3 xl Files of relevance:
1 - is my "database" which consists of multiple sheets with different information in each. Each sheet is correlated with each other by one common ID. 2 - is my "template" which is 2 sheets, which functions as a report. The template serves as the Report which will be printed. The data from each row from the database can fill the spaces in the template.
3 - "the tool" xl file is where i have my macros and the mapping for the which columns from the database belong to which cells in the template.
Basically what I'm trying to get to work is: User opens Tool clicks "create Reports" and the tool should then open the database, pick the range of rows from the database put the data into the relevant cell in the template save the "template" with the info on it, close it and do it again with each row of data from the database. So if I pick rows 4 to 34 in my tool, it should create 30 xls files from the template and fill in the data from each row into each newly generated "report".
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Aug 14, 2014
I am after a VBA code that I can use to populate a fax template based on criteria's
Basically I have records which are being logged throughout the day via a User form and sometimes there may/maynot be a charge. the user decides at the time. The column is named "to be charged" and is filled with either Yes/ No.
I need to be able to select the date to print or Just the same day date and print all faxes' that have "Yes" for charge This way all the information for each fax is populated and the user can just print.
and if possible mark a Colum non the master sheet as printed with a X or something
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Nov 12, 2007
I need a little help creating the macro for a template file which is going to be used for data input and further analysis. I have a set of arrays, which can be altered. The arrays may look like so:
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Jan 7, 2007
I have a file with two sheets - Main and Reference. The file has a macro that when used from Main sheet displays some data (images to be specific) from the Reference sheet. The main sheet is of a specific format and has some buttons to call the macro.
I want to have the capability to create any number of main sheets of the same format. I know this can be done by saving the Main sheet as a template and right clicking on a sheet and clicking 'Insert..'. But that would require the template to be stored in the excel start file on the local computer.
I want to know if there is any way the worksheet template can be stored within an excel file, so that if the file is sent to people on a different computer, the user can easily add more worksheets using the template?
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Jun 24, 2014
I'll start with the attachment since it's always easier:
Attachment 327508
This file is far from finished so there is some useless stuff there. What I'm interested in is in the sheet RecapTable (and in Etiq1 to Etiq4).
I'd like to write a macro that'll populate my Etiq1 -> 4 according to the RecapTable. Data would be set up as in Etiq1 A1:A3.
I don't have to have 4 template sheets and it could change if it's easier to do something else. The goal is to print labels so I maybe only 1 Etiq is needed, and the macro could populate, print, erase, finish populating, print again
1. Count entries in RecapTable (found something that does that! yeey!)
n = Worksheets("RecapTable").Range("A:A").Cells.SpecialCells(xlCellTypeConstants).count
((2. Divide that by 65 (which is the number of labels per sheet) and round at upper number. For example: if n=100, 100/65 = 1.54 so 2 sheets needed)) [maybe a useless thing to do]
[Assuming I only populate 2 cells]
If v is the row# in RecapTable,
If w is the column# in RecapTable,
If x is the row# in Etiq,
If y is the column# in Etiq,
v=1, w=1, x=1
[code].....
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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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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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Apr 21, 2007
Does VBA code created in an Excel file that is saved as a Template (.xlt) work the same when the file is opened as an .xls file?
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Jul 13, 2006
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!
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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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Sep 10, 2009
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?
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Sep 30, 2009
I've created a single worksheet that is essentially a "dashboard" type of report that displays data for a single employee/person. This worksheet (let's assume it's my "template") contains formulae that is driven by a single lookup cell (in this case, the employee's ID, in cell, for example, A1).
This "dashboard" report (for just one individual) needs to be duplicated for the entire employee population (let's say ~100 people); this employee population is stored as a list in a separate worksheet, in a single column.
Is there a vba solution that will copy my template and populate the cell A1 (of each duplicated template worksheet) with the the employee IDs - of course, it would be ideal if the solution can search in my employee ID list and continue down until there are no more IDs and create the same number of worksheets as there are IDs?
Because the macro is creating numerous worksheets, is it possible to name the worksheets based off of an adjacent value (in the same sheet as the IDs) to each respective ID (I'm thinking of a concatenation of the employees' IDs and names)?
One major wrinkle in this process: the above process would be ideal if the "template" worksheet won't change (i.e. no changes to formatting, no additional data elements, etc.) However, it's likely that the client will want to add/remove/change items/elements to the "template" dashboard. Assuming, at this point, all 100 worksheets for each individual/employee have been created, it would be a huge pain to manually add/remove elements from each sheet. Is there another macro that would delete ALL employee sheets? That way, I can re-modify my single template and just run the original macro to re-create my duplicate sheets (but populated with different IDs) again.
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Jul 17, 2012
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).
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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 10, 2009
I have a workbook that will have multiple sheets that I wish to have the exact same formatting, however, the data on each sheet may vary.
I want to be able to use a "Master Sheet" to make all formatting (ie. cell size, text alignment, font size/style) changes and have the other sheets automatically update.
I do not want this to affect or interfere with the data.
The reason is that some workbooks may end up with a large amount of worksheets and when I want to make a change to cell sizing or alignment I don't want to have to go through all of them to do this.
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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 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 26, 2009
I have a template (attached) that needs to be populated. It's objective is to determine the QUARTER and YTD based on MONTH. For example, there's a M shown for the month Jul, Q also shown for the month Jul (since current month is Jul, current quarter month is only Jul and not Jul, Aug & Sep), and all months up to the current month shows Y for the year row. The above is currently done manually. I need a formula that will fill in the Q and Y's automatically based on the M. Is it possible?
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Dec 15, 2009
I have csv files auto generated (with date stamp in name) and saved in a specific folder everyday. I need to find a macro that will copy the row(s) every day and add to the next empty row in the master excel file. Some days the csv file may have a single row of data and on some other days it may have multiple rows of data to copy and paste.
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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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Dec 30, 2013
I am a lacrosse coach and am keeping track of key stats that our team values that cannot be found in the box score (ex: 'Secondary Assists'). To do this we have created a group of rather simple Excel spreadsheets to keep track of these. We have one master file will all the total data from the season and 10 or so secondary files for each game that we played. To this point, I have been adding the data from the different game files to the master file manually and it is very time consuming.
My question, is it possible to copy a row of data from one of the secondary files and have excel add that data to the existing data in the master file?
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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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Aug 2, 2008
*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)
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Aug 6, 2006
I have a template of an invoice (in excel) but I need it to automatically
generate a different invoice number every time I open it. Such as 001 the
1st time, 002 the 2nd time etc.
I have no knowledge of macros & do not want to uses Acess.
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May 11, 2009
I have never really used VBA and so am completely stuck at this problem. I need to create a macro which auto-populates a master worksheet from the individual user sheets in a shared workbook. Sheet 1 is the master sheet "Team Stats". There will be an undetermined number of individual worksheets to accomodate new staff. Each worksheet will be identical, using columns A-I with row 1 having the headings:
Date, Name, Reference, Value, Price, Age, Purchased?, Destination, Add. Products (the last 3 columns will have a drop-down list which will be used to enter data into the cell). There will be a varying number of rows in each of the individual sheets. If possible I would like the macro to run every time data is entered into one of the individual worksheets. If this is not then it would be fien to update every time the workbook is opened.
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Jul 29, 2014
I need the tabs of a project action log to auto-populate and auto-delete in a master log. (So when something is added or deleted in a tab it is added or deleted on the master) I use excel a little bit for work and personal finance purposes but I have zero experience with macros or VBA.
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Mar 7, 2012
I am receiving an error at
Set CopyRng = Wkb.worksheet1.Range(Cells(RowofCopyworksheet, 1),
Cells(Cells(Rows.Count, 1).End(xlUp).Row, Cells(1, Columns.Count).End(xlToLeft).Column))
I am trying to copy the first sheet in each file in the designated folder and paste it into a master worksheet.
Below is the code.
'Description: Combines all files in a specific folder to Format File for Upload.xls
Sub MergeMultipleFiles()
Dim path As String, ThisWB As String, lngFilecounter As Long
Dim wbDest As Workbook, shtDest As Worksheet, ws As Worksheet
Dim filename As String, Wkb As Workbook
Dim CopyRng As Range, Dest As Range
Dim RowofCopySheet As Integer
[Code] ....
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