Regarding creating an automatic Excel sheet from an Excel template for a user that uses data from the database.
Essentially, I'm looking for a way to fill out the fields in this Excel sheet (and have the graph automatically change) and for the Excel sheet to pop up as a new file for the user (i.e. the template would stay untouched). You'll see in the Excel sheet that there are a number of cells that need to be filled from Access. I have a query in Access PER CELL that needs to be filled.
So, essentially I have 14 queries and I need the results of those queries to appear in the cells of a local version of an Excel template.
I've found this but I'm having troubles connecting the dots to my actual task that needs to be done.
Related
I have an Excel file which will be kept in SharePoint. It runs a query every 5 minutes to get data from another Excel file in which data comes regularly through power automate. This is what the table looks like:
I want to lock this sheet and get filtered data dynamically in another sheet in the same Excel file. I am trying to get all entries where "Approval Status" is "Approved".
Can we do this without using macros? I want to keep the .xlsx extension of the file.
Can you use FILTER?
=FILTER(Table1,Table1[Approval Status]="Approved")
I'm trying to find solutions for creating a master template in Excel. We have almost 100 Excel workbooks where data in them varies but the formatting and cell and row layout including header names remains the same. When a row is deleted in one, it needs to be deleted in all of them. When a row header is updated, it needs to be updated in all of them. When conditional formatting changes in one, it needs to be updated in all of them. Get the gist?
Solutions I've researched that won't work:
Cell linking - only copies the data and not the format; doesn't account for adding/deleting rows/columns
Format Paint - doesn't work well between different workbooks and still needs to be applied to each workbook individually; doesn't copy conditional formatting; doesn't account for adding/deleting rows/columns
Power Query - formatting is based on the destination file and there's concern that when refreshed it would delete/overwrite all of the data specific to that workbook; doesn't copy conditional formatting
Find/replace - not ideal and doesn't work with exact match (when trying to replace AP it makes no distinction between AP or apply)
MS Access - for business reasons this needs to stay in Excel (i.e. can't use Access or other database programs); this option doesn't address the conditional formatting applied to all of the workbooks
I've seen numerous threads from people looking at how to create a master template in Excel. I get that its not possible (and I have no idea why Microsoft in all its wisdom hasn't created function yet), but what I'm looking for are possible workarounds. Right now the process can take a couple people several days to update all of the workbooks. Any work arounds that can reduce this to a single person in just a few hours would be fantastic.
Posting here in case someone has a VBA suggestion that would encompass everything I need. I'm using Excel 2010 and the workbooks are stored in a document library on SharePoint.
I have an excel spreadsheet where i work out my quotation data. I have been then copying and pasting the different totals for each line of the quote into a Word document. I am trying to get tht code right to transfer each individual field into different parts of the word doc with one click instead of manually copying each one. There are 10 to 20 lines with $amounts that i want to transfer to my word template
In Excel I have
Qty 50
Components 40
Hardware 130
Panel 375
NRE 850
Then in Word I have
Qty
PCB Cost
Components
Hardware
Panel
NRE
USD Exchange
Total
How can i get the numbers from excel into the correct lines in word?
The trick is to set bookmarks in the word document at the locations where you want to data to appear. So to transfer the quantity place a bookmark called "quantity" just to the right of the text "Qty". You can then use Bookmarks("quantity") to refer to that location. You haven't said whether you want to run your code in Word and fetch the excel data, or run it in Excel and push it to Word - but the principle is the same. Set a reference in the code running app to the other, declare a variable to point to the other app, launch it, open the source or receiving file, declare the source range as an excel range object (lets say we call it rSource) and declare a word range object (lets call it myqty) to point to Bookmarks("quantity").range
you can then say
myqty = rSource.text
If it's always the same workbook & range of cells, you can link the document or its template to the workbook so there is nothing to copy/paste each time. To set up such a link, copy a given Excel range, then paste it into your document or template using Paste Special, with the 'paste link' option and your preferred paste format. That way the document - or a new document created from the template - will automatically reflect the Excel data. If you're using a template, you might then break the links (e.g. via Ctrl-A, Ctrl-Shift-F9) so the new documents don't keep updating when you re-open them.
I recently made an Excel workbook (with the help of Stackoverflow) where I have a regular input of data (each entry is one row with different columns). I then have a macro that extracts the data from a specified row to a different sheet and saves this sheet as a .PDF.
That way, I can extract specific data from this Excel "database" to a readable pdf. I do this because I need a paper version from specific entries.
For a different project I need to implement the same principle. The only difference is that I need to work with an .mdb file where the data is stored, instead of an Excel workbook.
Is there a way I can reuse my code from Excel or is it now a completely different story?
Thank you for the advice.
You can link your excel workbook to your Access tables. On the "DATA" ribbon there is a section for "External Data".
Once you've got the Access data displayed on one of your worksheets, you should be able to adapt your existing code accordingly.
From Microsoft:
Connect an Access database to your workbook
I have a single sheet spreadsheet with formulas already in it.
With CFSPREADSHEET, I populate the fields that the formulas reference and send the newly created spreadsheet to the user.
Once the new spreadsheet has been downloaded and opened (and enable editing clicked), the formulas do not execute. The fields just stay blank.
Is there a way to get them to update automatically that I am missing?