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I want to know if it is possible to do the following:
I have a worksheet with hours worked for approx 400 employees. As employees request a look at their hours, I copy their individual data into a template, which I then email to them. The template has a small pivot table, which I have set up to auto-refresh as data in the cells is changed. I want to try to automate this process as much as possible: I want to copy the rows for an employee into this template (using "paste special" and "values" only, to preserve the formatting of this template). The selected rows would depend on the employee number, which is the first column of the main workbook. Then I want to save it with the employee number as the file name. Then, it would repeat this process for each employee. Each employee's data would have to be copied into the "blank" template before saving, since some employees might have fewer rows than the previous employee. |
#2
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Hi
Maybe in one step (with mail code) http://www.rondebruin.nl/mail/folder3/row2.htm See also this page http://www.rondebruin.nl/copy5.htm -- Regards Ron de Bruin http://www.rondebruin.nl/tips.htm "richzip" wrote in message ... I want to know if it is possible to do the following: I have a worksheet with hours worked for approx 400 employees. As employees request a look at their hours, I copy their individual data into a template, which I then email to them. The template has a small pivot table, which I have set up to auto-refresh as data in the cells is changed. I want to try to automate this process as much as possible: I want to copy the rows for an employee into this template (using "paste special" and "values" only, to preserve the formatting of this template). The selected rows would depend on the employee number, which is the first column of the main workbook. Then I want to save it with the employee number as the file name. Then, it would repeat this process for each employee. Each employee's data would have to be copied into the "blank" template before saving, since some employees might have fewer rows than the previous employee. |
#3
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Hi there ..thank you so much for your help. I have a couple of other
questions: I probalby won't use the mail thing you mentioned, since names are not on the source workbook. However, copying the data to a new work book will be very helpful. I used the section titled "Create a new workbook for all unique values" and it worked great. however, I want the source data to be copied to a "template" in a totally separate workbook,that I already have saved in "my document". that template has its own header row, and I want to paste the data to the row right below that header (row 3). Should I modify the "Create a new workbook for all unique values" or the Add data to an existing sheet (AutoFilter))" instructions? If so, what needs to be modified? Thanks again!! "Ron de Bruin" wrote: Hi Maybe in one step (with mail code) http://www.rondebruin.nl/mail/folder3/row2.htm See also this page http://www.rondebruin.nl/copy5.htm -- Regards Ron de Bruin http://www.rondebruin.nl/tips.htm "richzip" wrote in message ... I want to know if it is possible to do the following: I have a worksheet with hours worked for approx 400 employees. As employees request a look at their hours, I copy their individual data into a template, which I then email to them. The template has a small pivot table, which I have set up to auto-refresh as data in the cells is changed. I want to try to automate this process as much as possible: I want to copy the rows for an employee into this template (using "paste special" and "values" only, to preserve the formatting of this template). The selected rows would depend on the employee number, which is the first column of the main workbook. Then I want to save it with the employee number as the file name. Then, it would repeat this process for each employee. Each employee's data would have to be copied into the "blank" template before saving, since some employees might have fewer rows than the previous employee. |
#4
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Hi richzip
Is it a normal workbook the template or a real template workbook (xlt) -- Regards Ron de Bruin http://www.rondebruin.nl/tips.htm "richzip" wrote in message ... Hi there ..thank you so much for your help. I have a couple of other questions: I probalby won't use the mail thing you mentioned, since names are not on the source workbook. However, copying the data to a new work book will be very helpful. I used the section titled "Create a new workbook for all unique values" and it worked great. however, I want the source data to be copied to a "template" in a totally separate workbook,that I already have saved in "my document". that template has its own header row, and I want to paste the data to the row right below that header (row 3). Should I modify the "Create a new workbook for all unique values" or the Add data to an existing sheet (AutoFilter))" instructions? If so, what needs to be modified? Thanks again!! "Ron de Bruin" wrote: Hi Maybe in one step (with mail code) http://www.rondebruin.nl/mail/folder3/row2.htm See also this page http://www.rondebruin.nl/copy5.htm -- Regards Ron de Bruin http://www.rondebruin.nl/tips.htm "richzip" wrote in message ... I want to know if it is possible to do the following: I have a worksheet with hours worked for approx 400 employees. As employees request a look at their hours, I copy their individual data into a template, which I then email to them. The template has a small pivot table, which I have set up to auto-refresh as data in the cells is changed. I want to try to automate this process as much as possible: I want to copy the rows for an employee into this template (using "paste special" and "values" only, to preserve the formatting of this template). The selected rows would depend on the employee number, which is the first column of the main workbook. Then I want to save it with the employee number as the file name. Then, it would repeat this process for each employee. Each employee's data would have to be copied into the "blank" template before saving, since some employees might have fewer rows than the previous employee. |
#5
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It has a .xls file name, so I'm guessing a normal workbook. It has 2
worksheets: "paysheet" (the one I want to paste the data to) and another one, which is used to help calculate a pivot table that is contained within "paysheet" "Ron de Bruin" wrote: Hi richzip Is it a normal workbook the template or a real template workbook (xlt) -- Regards Ron de Bruin http://www.rondebruin.nl/tips.htm "richzip" wrote in message ... Hi there ..thank you so much for your help. I have a couple of other questions: I probalby won't use the mail thing you mentioned, since names are not on the source workbook. However, copying the data to a new work book will be very helpful. I used the section titled "Create a new workbook for all unique values" and it worked great. however, I want the source data to be copied to a "template" in a totally separate workbook,that I already have saved in "my document". that template has its own header row, and I want to paste the data to the row right below that header (row 3). Should I modify the "Create a new workbook for all unique values" or the Add data to an existing sheet (AutoFilter))" instructions? If so, what needs to be modified? Thanks again!! "Ron de Bruin" wrote: Hi Maybe in one step (with mail code) http://www.rondebruin.nl/mail/folder3/row2.htm See also this page http://www.rondebruin.nl/copy5.htm -- Regards Ron de Bruin http://www.rondebruin.nl/tips.htm "richzip" wrote in message ... I want to know if it is possible to do the following: I have a worksheet with hours worked for approx 400 employees. As employees request a look at their hours, I copy their individual data into a template, which I then email to them. The template has a small pivot table, which I have set up to auto-refresh as data in the cells is changed. I want to try to automate this process as much as possible: I want to copy the rows for an employee into this template (using "paste special" and "values" only, to preserve the formatting of this template). The selected rows would depend on the employee number, which is the first column of the main workbook. Then I want to save it with the employee number as the file name. Then, it would repeat this process for each employee. Each employee's data would have to be copied into the "blank" template before saving, since some employees might have fewer rows than the previous employee. |
#6
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Test this one
Change the path here Set WBNew = Workbooks.Open("C:\Users\Ron\Documents\mytemplate. xls") And the paste cell here With WBNew.Sheets("paysheet").Range("A3") Sub Copy_To_Workbooks() Dim CalcMode As Long Dim ws1 As Worksheet Dim ws2 As Worksheet Dim WBNew As Workbook Dim rng As Range Dim cell As Range Dim Lrow As Long Dim foldername As String Dim MyPath As String Dim FieldNum As Integer Dim FileExtStr As String Dim FileFormatNum As Long 'Name of the sheet with your data Set ws1 = Sheets("Sheet1") '<<< Change 'Determine the Excel version and file extension/format If Val(Application.Version) < 12 Then 'You use Excel 97-2003 FileExtStr = ".xls": FileFormatNum = -4143 Else 'You use Excel 2007 If ws1.Parent.FileFormat = 56 Then FileExtStr = ".xls": FileFormatNum = 56 Else FileExtStr = ".xlsx": FileFormatNum = 51 End If End If 'Set filter range : A1 is the top left cell of your filter range and 'the header of the first column, D is the last column in the filter range Set rng = ws1.Range("A1:D" & Rows.Count) 'Set Field number of the filter column 'This example filters on the first field in the range(change the field if needed) 'In this case the range starts in A so Field:=1 is column A, 2 = column B, ...... FieldNum = 1 With Application CalcMode = .Calculation .Calculation = xlCalculationManual .ScreenUpdating = False End With ' Add worksheet to copy/Paste the unique list Set ws2 = Worksheets.Add 'Fill in the path\folder where you want the new folder with the files 'you can use also this "C:\Users\Ron\test" MyPath = Application.DefaultFilePath 'Add a slash at the end if the user forget it If Right(MyPath, 1) < "\" Then MyPath = MyPath & "\" End If 'Create folder for the new files foldername = MyPath & Format(Now, "yyyy-mm-dd hh-mm-ss") & "\" MkDir foldername With ws2 'first we copy the Unique data from the filter field to ws2 rng.Columns(FieldNum).AdvancedFilter _ Action:=xlFilterCopy, _ CopyToRange:=.Range("A1"), Unique:=True 'loop through the unique list in ws2 and filter/copy to a new workbook Lrow = .Cells(Rows.Count, "A").End(xlUp).Row For Each cell In .Range("A2:A" & Lrow) Set WBNew = Workbooks.Open("C:\Users\Ron\Documents\mytemplate. xls") 'Firstly, remove the AutoFilter ws1.AutoFilterMode = False 'Filter the range rng.AutoFilter Field:=FieldNum, Criteria1:="=" & cell.Value 'Copy the visible data and use PasteSpecial to paste to the new worksheet ws1.AutoFilter.Range.Copy With WBNew.Sheets("paysheet").Range("A3") .Parent.Select ' Paste:=8 will copy the columnwidth in Excel 2000 and higher .PasteSpecial Paste:=8 .PasteSpecial xlPasteValues .PasteSpecial xlPasteFormats Application.CutCopyMode = False .Select End With 'Save the file in the new folder and close it WBNew.SaveAs foldername & " Value = " _ & cell.Value & FileExtStr, FileFormatNum WBNew.Close False 'Close AutoFilter ws1.AutoFilterMode = False Next cell 'Delete the ws2 sheet On Error Resume Next Application.DisplayAlerts = False .Delete Application.DisplayAlerts = True On Error GoTo 0 End With MsgBox "Look in " & foldername & " for the files" With Application .ScreenUpdating = True .Calculation = CalcMode End With End Sub -- Regards Ron de Bruin http://www.rondebruin.nl/tips.htm "richzip" wrote in message ... It has a .xls file name, so I'm guessing a normal workbook. It has 2 worksheets: "paysheet" (the one I want to paste the data to) and another one, which is used to help calculate a pivot table that is contained within "paysheet" "Ron de Bruin" wrote: Hi richzip Is it a normal workbook the template or a real template workbook (xlt) -- Regards Ron de Bruin http://www.rondebruin.nl/tips.htm "richzip" wrote in message ... Hi there ..thank you so much for your help. I have a couple of other questions: I probalby won't use the mail thing you mentioned, since names are not on the source workbook. However, copying the data to a new work book will be very helpful. I used the section titled "Create a new workbook for all unique values" and it worked great. however, I want the source data to be copied to a "template" in a totally separate workbook,that I already have saved in "my document". that template has its own header row, and I want to paste the data to the row right below that header (row 3). Should I modify the "Create a new workbook for all unique values" or the Add data to an existing sheet (AutoFilter))" instructions? If so, what needs to be modified? Thanks again!! "Ron de Bruin" wrote: Hi Maybe in one step (with mail code) http://www.rondebruin.nl/mail/folder3/row2.htm See also this page http://www.rondebruin.nl/copy5.htm -- Regards Ron de Bruin http://www.rondebruin.nl/tips.htm "richzip" wrote in message ... I want to know if it is possible to do the following: I have a worksheet with hours worked for approx 400 employees. As employees request a look at their hours, I copy their individual data into a template, which I then email to them. The template has a small pivot table, which I have set up to auto-refresh as data in the cells is changed. I want to try to automate this process as much as possible: I want to copy the rows for an employee into this template (using "paste special" and "values" only, to preserve the formatting of this template). The selected rows would depend on the employee number, which is the first column of the main workbook. Then I want to save it with the employee number as the file name. Then, it would repeat this process for each employee. Each employee's data would have to be copied into the "blank" template before saving, since some employees might have fewer rows than the previous employee. |
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