Modules & VBA :: How To Auto Fill Excel Template
Jun 19, 2013
I have info on my access form which is located here....
Code : Forms![Front Page]![Site 2 Owner]
and here
Code : Forms![Front Page]![Postcode S2]
I would like to export this information into cells B2 & C2( individually and respectively) on the excel spreadsheet which I have saved as a template here...
Code : C:UsersmedesktopAutoExcel Auto
Is this easily achievable? To be honest I will be using it to fill in about 12 cells but how it would be done for the first two i can just modify it as necessary.
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Jul 26, 2013
I have the following VBA code that auto populates a word template:
Private Sub Command24_Click()
On Error GoTo ErrorHandler:
ErrorHandler:
[Code].....
The code executes flawlessy but there are three values that are based off check boxes set as YES/NO (EMPLOYEDATREGISTRATION, EMPLOYED and FRINGEBENEFITS). These values show up as -1 for YES and 0 for NO.
Is there anyway to add code to mine that would allow me to change these values before they are sent to the Word template?
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Jul 20, 2014
I created a form with lots of conditional formatting that did pretty much everything I wanted it to do. The only problem is that it takes about 4 full minutes for the form to open.
As an experiment I am reluctantly now trying to display the results in Excel. I have created a template xls sheet and all I want to do is, on the press of a button, copy the results from my query and paste them in to cell a1 of my spreadsheet.
I found the following code online which I am trying to adapt.
Code:
Private Sub update_tracker_Click()
Dim XL As Excel.Application
Dim wbTarget As Workbook
Dim qdfResults As QueryDef
Dim rsResults As Recordset
'Set up refernce to the query to export
[Code] ....
My limited knowledge however results in a couple of errors.
The first error User defined type not defined error appears at the very first line of my code
Code:
Dim XL As Excel.Application
The next error occurs as I am not sure how to reference the query to export. The query is called 2014 Resources and outputs also to a form called 2014 Resources.
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Apr 29, 2014
I am able to use DoCmd.TransferSpreadsheet to export data from Access to Excel, however, I want to be able transfer data into a specific sheet within an Excel template (e.g. Tasking.xls), that will then save under a different name (e.g. Tasking 20140429.xls). The other sheets within the Excel template contain pivots etc. so they will need updating during this process. The Excel template should just close down and remain in its original format.
This process will occur once a week so the dates will have to change accordingly.
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Jun 25, 2014
Any definitive way of exporting a query to an Excel file and then saving it as a new file without saving over the original.
I've tried to remove any confidential info from the code below so it's not exactly the same.
Code:
Dim XLApp As Excel.Application
Dim XLSheet As Excel.Worksheet
Dim tmpRS As DAO.Recordset
Dim strFolder as String
strFolder = ("C:Profiles"& [Name] & "")
[Code] ....
The error seems to be with the SQL statement although that may just be the first error that it got to. I read that you can't refer to a Query if it has a criteria and that you have to write the SQL directly into the code.
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Jun 12, 2015
I have this UDF in my excel template that changes a set of numbers in to letters corresponding a code.
For example the code is "EUCHARISTO" it would simply mean
E=1, U=2, C=3, H=4, A=5, R=6, I=7, S=8, T=9, O=0 and by default the tenths position (".0")=X the hundredths position (.0"0") = Y and If a number repeats it becomes G.
Examples
12.50 = EUAY
123.00 = EUCXY
12.25 = EUGA
99.00 = TGXY
99.50 = TGAY
999.00 = TGTXY
999.99= TGTGT
Here's the UDF:
Code:
Function LetterCode(ByVal Numbers As String, Letters As String) As String
Dim X As Long
Numbers = Format(Numbers, "0.00") * 100
Letters = UCase(Right(Letters, 1) & Left(Letters, Len(Letters) - 1))
If Numbers Like "*0" Then Mid(Numbers, Len(Numbers)) = "Y"
[Code] ...
Also, where best to put this code, In a query or in a module.
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Jul 20, 2015
I have a few problems and I want them to be able to be done from switchboard:
1. Is there a way for me to export a particular report (after selecting it) to a closed excel template, that is formatted? It would open the excel template (that has a logo and column headings), export data to below the column headings, then save the file with a unique name?
2. Also, a way to import data from an excel file, after allowing the user to select file? Only data below the column headings mentioned above. Same data will be appended to existing table.
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Feb 11, 2015
So I press a button on my Form1 and my tbl_customers table is exported onto a specific sheet in a templated Excel file "customer-template" that I have created.
This file has formulas on another sheet that based on the imported data.
The file is then saved to a specific location C:AccessCustomersHistory with the file name based on a date that was criteria from my original form E.g. "customers 11-02-15"
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Jun 21, 2013
I am in Access 2007. I have two tables (Employer Contacts and Employer Followup). I have been successful in linking the "Employer Name" sections between the tables, and I have added to the "Employer Followup" table a combo box for the "Employer Name" field that when clicked successfully shows all the companies we added to "Employer Contacts" table in the field of the name "employer name". This is what I want. Now the trouble comes with trying to get the data from the fields; Location, contact name, original contact date, phone and email to auto fill into "employer follow up" using the information captured from the "Employer Contact" table. I can see it all in the drop down box but cannot get it to auto fill.
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Apr 9, 2015
I have a Change Management database with several fields, the key fields that I need to talk to work together are as follows:
[Patch] , [CVE] & [Patch Approved]
When opening a form I have I can sort it by the patch number which will then sort out all other CVE's that are not associated with that patch. What I would like to be able to do is approve one patch under the [Patch Approved] field and have it carried through the rest of the filtered CVE's that have the same [Patch] number/ field.
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Jul 13, 2013
I have the code below which takes information from a form on access and sends it over to the correct place on an excel spreadsheet template. This works fine but I then need it to save and send on outlook.
The issue I am having is that the saved document is not attaching to the e-mail. The subject etc all work fine but the excel spreadsheet just doesn't attach. When I go into the folder I have specified for the document to be saved in it isn't there either. :0(
The code for the e-mail "callmail" function works perfectly for word documents but I don't know if it is different for an excel file.
Code:
Private Sub Command154_Click()
On Error Resume Next
Dim appExcel As Excel.Application
Dim wbook As Excel.Workbook
Dim wsheet As Excel.Worksheet
Set appExcel = New Excel.Application
[Code] .....
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Jun 20, 2015
How to open a pre filled excel template in read and write mode from msaccess vba and insert data from msaccess tables into specific columns in excel.
Rename the tabs in excel sheet based on a specific column in the access data.
Each row in the table will go to a seperate tab in excel.
Save the excel template after populating the necessary data into different tabs.
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Nov 5, 2013
I am having problems having my combo box auto fill the next text box. The table it pulls from is called Code-LeaseProvision and it has only 2 columns in it. So when built the combo box it pulls the both rows. One is labeled "Code" and other other "ProvisionDescription" I have it set when you use the combo box it fills Code but it will not fill the next text box labeled "ProvisionDescription". So when I put the event into the ProvisionDescription afterupdate as a VBA code. This is what I have:
Private Sub desc_AfterUpdate()
Me.[ProvisionDescription] = Me.[Code].Column(1)
End Sub
It fills the combo box but will not fill and update the LeaseProvision Text box.
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Mar 12, 2014
What I want to do instead is open an existing .XLSM wokrbook delete or update the 7 sheets it creates and replace them with the new query results from access.
I love this code below because it works really well but now I have a new requirement. I have a workbook that has a "dashboard" sheet that looks at the sheets from acccess and summerizes the data. So, I'd like Access to open that "template" excel workbook and delete the old sheets and put in the new ones..The required sheets to keep are called "Metrics", "Validation" and "Mara"
What I was trying to do for the past few hours was another work around which was to have Access run this code, then excel run some code to import the "dashboard" formulas but I can't get it to copy to another workbook because it links to the OLD workbook..Here is the working code that needs modding:
Code:
Option Compare Database
Public Function ExportAdvanced()
Dim strWorksheet As String
Dim strWorkSheetPath As String
Dim appExcel As Excel.Application
Dim sht As Excel.Worksheet
Dim wkb As Excel.Workbook
Dim Rng As Excel.Range
Dim strTable As String
Dim strRange As String
Dim strSaveName As String
Dim strPrompt As String
Dim strTitle As String
Dim strDefault As String
[code]...
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Sep 10, 2007
I searched the archive and didn't find quite what I was looking for, so..
I have an Excel 2003 spreadsheet work-in-progress being used as a template (developed by others) to prepare project cost estimates in a complex regulatory environment. We are 'modelling on the fly' for a number of projects until we are comfortable with the estimate model, after which time I intend to incorporate our 'stable' estimate methodology into Access. Meanwhile, I am 'stuck' with the Excel spreadsheet.
I have a project tracking database (Access 2003), and I want to be able to track my estimates. I do NOT want to embed my spreadsheets into the db, just a filelink. There can be more than 1 estimate per project.
Ideally, the user should be able to define a project in the Access db (or select one already defined) and click a 'make estimate' button, which would generate a new Excel file in a predefined directory (based on the present version of the .xlt file), give it an appropriate filename (based on the Access ProjectID and estimate sequence number for that project if there were others already), open up that workbook in Excel, and then autopopulate some cells based on information showing on the original form in Access!
A separate button for 'Open existing estimate' will eventually be required, but I think I could do that if I can get someone to walk me through the steps required above.
I am somewhat familiar with vba in Access, but am an absolute rookie when it comes to excel.
Edit: I left out that I would also add an appropriate record to a table like tblEstimate which would contain the link(s) to the estimate(s). This table will obviously contain a FK to tblProject
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Jun 26, 2014
I have the following code to export a query into a excel file:
Code:
Dim outputFileName As String
outputFileName = "C:AccountSpreadsheet est.xls"
DoCmd.TransferSpreadsheet acExport, acSpreadsheetTypeExcel9, "Q_Search_Invoices", outputFileName, True
Dim xlApp As Object
Set xlApp = CreateObject("Excel.Application")
xlApp.Visible = True
xlApp.Workbooks.Open "C:AccountSpreadsheet est.xls", True, False
Set xlApp = Nothing
This works almost exactly how I want it to work.
The only thing wrong is that the columns are all the same width and they are all to narrow.
Is there a way to make the columns automatically become the width of the longest text within them (exactly what happens when you double click on the side of a squashed column in excel)?
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Oct 9, 2014
I know Access can setup an Outlook Task to auto-export query to Excel, but it requires the Outlook to be always open on the user's computer.
Is there an easy way to setup a schedule that can automatically export a query to Excel and this schedule will then auto-email the exported Excel file to an email address every Monday at 5AM for example?
If this can only be done in VBA, any reference I may start with?
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Feb 5, 2006
Hello All,
I thought i would ask this question an how to import data from excel into access.
I am using sage to invoice clients and i can output this in to excel format then i would like the best and simplest way to pull the data though into access.
The data file has column headings at the first row ie A1 though to J1 and after this is the data, i have a table setup with the relivent table names, I had thought how easy this would be, but as always this was not the case.
The outputed excel sheet will vary in location so i think i need a diolog box to select the file and then some how link it to extract the data, is this right and if so how can it be achived.
Any thoughts
Alastair
UPDATE
**************************************Resolved Thanks to Pat Hartman *************************
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Jan 27, 2008
Hi all,
I'm not very experienced with Access. I'm looking for a very simple sample of how to export Query results to an Excel Template document. Especially to specific cell references. Would anyone have one to share. I'm trying to get my head around the concept first.
I may have to use Access 2000 and later versions to run the database, so do I have to cater for both DAO and ADO?
Thanks in advance for any help
rgs
Ginny
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Oct 11, 2005
Hello, I am here back in the forum because would like some help to define a code.
Meloncolly has already helped me but I think that I have mixed up two pieces of code and cannot find the solution.
I need to export my access data to a document in excel.
I will select the recorset of the data to export, using a combo box on a form named MENU.
The excel file is a template named MASTER. Before the recorset is copied, I need to make a copy of the template via code. The copy will be the document into which copy the data. Once the data is copies, I would like an input box asking users if they would like to save the new excel file and be able to name it with the name they will type in the input box.
My last problem is that the database is used by 20 users and what happens if are all exporting to the template? Will this automatically name itselft, MASTER1, MASTER 2, etc?
This is the code that I am using and tried to put together. It does copy the data into master 1 but leaves the template opened. It also tells me that there is something missing.
THanks:
Private Sub ExportToExcel_Click()
Dim myid
Dim obj As Object
Set obj = GetObject("C: estMaster.xls")
'Dim mypath
obj.Application.Visible = True
obj.Windows(1).Visible = True
obj.Application.ScreenUpdating = False
myid = Me.[MyCombo]
'grab the three field values from the table
Dim mySSN, myFirstname, myLname
mySSN = DLookup("[WESSN]", "[MASTER]", "[id]=" & myid)
myFirstname = DLookup("[WEFN]", "[MASTER]", "[ID]=" & myid)
myLname = DLookup("[WELN]", "[MASTER]", "[ID]=" & myid)
'open excel and the required file
Dim appXL3 As Excel.Application
Dim blnStartXL3 As Boolean
On Error Resume Next
' Check if Excel is already running
Set appXL3 = GetObject(, "Excel.Application")
If appXL3 Is Nothing Then
blnStartXL3 = True
'Else
' We have to start Excel ourselves
Set appXL3 = CreateObject("Excel.Application")
If appXL3 Is Nothing Then
MsgBox "Can't start Excel", vbExclamation
GoTo exit_handler
End If
End If
With appXL3
'.Visible = True
On Error GoTo Err_Handler
'open the excel file
'mypath = "C: estMaster.xls"
'.Workbooks.Open mypath
.ActiveWorkbook.SaveAs "c: estMaster1.xls"
.Sheets("Data").Select
'enter variable values into cells
.Range("B6") = mySSN
.Range("B3") = myFirstname
.Range("B5") = myLname
'do some other stuff
'save the workbook
.ActiveWorkbook.Save
'close it too
.ActiveWorkbook.Close
.ActiveWorkbook.Close
'exit and tidy up
exit_handler:
On Error Resume Next
If blnStartXL3 = True Then
'We must quit Excel
appXL3.Quit
End If
Set appXL3 = Nothing
Exit Sub
Err_Handler:
MsgBox Err.Description, vbExclamation
DoCmd.SetWarnings True
Resume exit_handler
MsgBox "The tables have been successfully exported to " & txtExportFile & "."
Exit Sub
End With
End Sub
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Jun 18, 2014
i have an excel spreadsheet in my documents (H:My Documentsbreakdown.xls)
i have a query called Qry_Breakdown, a form with a button named "Update Breakdown"
How do i get the details created in the query, to appear in my breakdown sheet, starting from "A2" as i have several headers matching the query
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Apr 30, 2013
What I have now is an excel template (with ~12 worksheets) that many regional offices use to enter in some lease data, from which the excel sheet creates a rental schedule and does a whole ton of calculations on that data. Some are NPV calculations, some are yields etc etc.Eventually, I would like to:
1) Enable users to fill out one of these templates, and save the data to the database (Just the inputs? All the data? My reading suggests just the inputs)
2) Use the database to produce one of these templates for any lease in our system (shouldn't be hard, from what I've read)
3) Sum up calculations from this template for many records (eg. if a tenant has many leases, what is the NPV of all of those leases, or what is the total NPV for all tenants)
I have the inputs (from Access) I will have no problem using them in the excel version, but does it make sense to use Access given that I may need to somehow be switching back and forth to get the info I want for my various reports? I am very comfortable writing macros in VBA for excel, so if that's the solution, that is no problem. I assume what I need for #1 and #2 is a macro to arrange the inputs from the excel sheet into a format that can easily be dropped into access tables and vice versa.
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Jun 8, 2005
I've tried googling this, but I can't find anything helpful. I have five columns in my 'Main' table. In each row, column B, C & D are solely dependant on column A. And column E is completely independant of all of them. I want to be able to select a choice in column A using a drop-down menu (which I know how to do) and have columns B, C, & D automatically fill themselves in (which I don't know how to do). Column E I would just manually enter.
How do I get columns B, C, & D to automatically fill themselves in my 'Main' table. I would select a value from a drop-down menu in column A and want everything else to fill in. The values for A,B,C,& D are all in seperate tables with an ID and linked to their respective fields in the 'Main' table. Appreciate any help.
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Aug 14, 2007
Hi
Does anyone know how I can auto fill all the records of a field by just entering it once
Thanks
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Jan 17, 2008
I am looking to find the experssion that will allow me to put a date in a query under date completed and have it fill another field for schedule.
I know that in Excel it would be =sum(A1 +90 ) and this will give a date 90 days after the date inputed into field A1 and so on down the column. and it would auto fill the next column for me
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Sep 27, 2005
In using a form to input new information, I want to utilize the autofill feature, but I don't know how.
For example. When someone inputs a month, I want the season to be automatically entered in, in the following entry.
Can someone please give me some direction or help me to do this!?
:D Thanks!
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