From: Gord Dibben on
If you save the original as a true Template(*.xlt or *.xltx) the template
does not open, just a copy of it.

So the Template itself never gets overwritten.

The copy that opens has to be saved with a new name.

No code necessary.


Gord Dibben MS Excel MVP

On Fri, 4 Jun 2010 08:22:39 -0700, sg <sg(a)discussions.microsoft.com> wrote:

>Sorry I wasn't a little more specific about the spreadsheet. It is a
>pre-existing spreadsheet. I appreciate your feedback, but I am really hoping
>to get the Save As dialog box to open so they are more likely to save it with
>a new name. If I just give them a reminder, they may just hit Save and I
>don't want for this one to be overridden.
>
>I wanted to set it up as a template so when they save, it prompts them for a
>file name, but something in the transfer of data from Access to Excel doesn't
>work correctly when I try to transfer to a template file. The data doesn't
>actually get moved from Access to Excel.
>
>"Rich Locus" wrote:
>
>> Hello:
>> I could not tell from your post if the Excel worksheet was pre-existing or
>> created by Access,
>>
>> If it is pre-existing, you can add a module to alert the user when the file
>> opens, or save the file when they close it.
>>
>> Add one of these modules:
>>
>> Option Explicit
>>
>> Public Sub Auto_Open()
>> MsgBox ("Don't Forget to Save Your File")
>> End Sub
>>
>> Or
>>
>> Public Sub Auto_Close()
>> ... Put Code to Save The File Here
>> End Sub
>>
>> These are activated by Opening an Excel spreadsheet or closing it.
>> --
>> Rich Locus
>> Logicwurks, LLC
>>
>>
>> "sg" wrote:
>>
>> > I have an Excel 2007 workbook that is populated by an Access table. Once the
>> > data is transferred to Excel, Access opens Excel so we can view the data. I
>> > would like to have the Excel spreadsheet then prompt the users to save so
>> > they don't forget. I tried to just set up the Excel spreadsheet as a
>> > template, but get an error when Excel opens from Access and then the data
>> > doesn't transfer from Access. Any ideas on how I can do this? Thanks in
>> > advance.

From: Rich Locus on
Gord:
I saw your post and that would have been my suggestion, except that the
"SG", the one who asked the question said this: "I tried to just set up the
Excel spreadsheet as a template, but get an error when Excel opens from
Access and then the data doesn't transfer from Access".
So apparently there is some issue with the template approach.

--
Rich Locus
Logicwurks, LLC


"Gord Dibben" wrote:

> If you save the original as a true Template(*.xlt or *.xltx) the template
> does not open, just a copy of it.
>
> So the Template itself never gets overwritten.
>
> The copy that opens has to be saved with a new name.
>
> No code necessary.
>
>
> Gord Dibben MS Excel MVP
>
> On Fri, 4 Jun 2010 08:22:39 -0700, sg <sg(a)discussions.microsoft.com> wrote:
>
> >Sorry I wasn't a little more specific about the spreadsheet. It is a
> >pre-existing spreadsheet. I appreciate your feedback, but I am really hoping
> >to get the Save As dialog box to open so they are more likely to save it with
> >a new name. If I just give them a reminder, they may just hit Save and I
> >don't want for this one to be overridden.
> >
> >I wanted to set it up as a template so when they save, it prompts them for a
> >file name, but something in the transfer of data from Access to Excel doesn't
> >work correctly when I try to transfer to a template file. The data doesn't
> >actually get moved from Access to Excel.
> >
> >"Rich Locus" wrote:
> >
> >> Hello:
> >> I could not tell from your post if the Excel worksheet was pre-existing or
> >> created by Access,
> >>
> >> If it is pre-existing, you can add a module to alert the user when the file
> >> opens, or save the file when they close it.
> >>
> >> Add one of these modules:
> >>
> >> Option Explicit
> >>
> >> Public Sub Auto_Open()
> >> MsgBox ("Don't Forget to Save Your File")
> >> End Sub
> >>
> >> Or
> >>
> >> Public Sub Auto_Close()
> >> ... Put Code to Save The File Here
> >> End Sub
> >>
> >> These are activated by Opening an Excel spreadsheet or closing it.
> >> --
> >> Rich Locus
> >> Logicwurks, LLC
> >>
> >>
> >> "sg" wrote:
> >>
> >> > I have an Excel 2007 workbook that is populated by an Access table. Once the
> >> > data is transferred to Excel, Access opens Excel so we can view the data. I
> >> > would like to have the Excel spreadsheet then prompt the users to save so
> >> > they don't forget. I tried to just set up the Excel spreadsheet as a
> >> > template, but get an error when Excel opens from Access and then the data
> >> > doesn't transfer from Access. Any ideas on how I can do this? Thanks in
> >> > advance.
>
> .
>
From: sg on
Thanks for getting back to me again. I hate to sound like I don't know what
I'm doing, but I guess I don't in this case...

I don't see what you mean by double-clicking on "ThisWorksheet". Can you
help me to get to the right place? Thanks!

"Rich Locus" wrote:

> Hello:
> Ahhh... I see what you want.
>
> Here's the solution (please click "Yes" to This answered by question".
>
> Get into the VBA editor.
>
> Double click on "ThisWorksheet". This is in the Worksheet area, not in the
> Module area.
> Then paste in this Procedure:
>
> Option Explicit
>
> Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean)
>
> If SaveAsUI = False Then
>
> Cancel = True
>
> MsgBox "You cannot save this workbook. Use Save As"
>
> End If
>
> End Sub
>
> --
> Rich Locus
> Logicwurks, LLC
>
>
> "sg" wrote:
>
> > Sorry I wasn't a little more specific about the spreadsheet. It is a
> > pre-existing spreadsheet. I appreciate your feedback, but I am really hoping
> > to get the Save As dialog box to open so they are more likely to save it with
> > a new name. If I just give them a reminder, they may just hit Save and I
> > don't want for this one to be overridden.
> >
> > I wanted to set it up as a template so when they save, it prompts them for a
> > file name, but something in the transfer of data from Access to Excel doesn't
> > work correctly when I try to transfer to a template file. The data doesn't
> > actually get moved from Access to Excel.
> >
> > "Rich Locus" wrote:
> >
> > > Hello:
> > > I could not tell from your post if the Excel worksheet was pre-existing or
> > > created by Access,
> > >
> > > If it is pre-existing, you can add a module to alert the user when the file
> > > opens, or save the file when they close it.
> > >
> > > Add one of these modules:
> > >
> > > Option Explicit
> > >
> > > Public Sub Auto_Open()
> > > MsgBox ("Don't Forget to Save Your File")
> > > End Sub
> > >
> > > Or
> > >
> > > Public Sub Auto_Close()
> > > ... Put Code to Save The File Here
> > > End Sub
> > >
> > > These are activated by Opening an Excel spreadsheet or closing it.
> > > --
> > > Rich Locus
> > > Logicwurks, LLC
> > >
> > >
> > > "sg" wrote:
> > >
> > > > I have an Excel 2007 workbook that is populated by an Access table. Once the
> > > > data is transferred to Excel, Access opens Excel so we can view the data. I
> > > > would like to have the Excel spreadsheet then prompt the users to save so
> > > > they don't forget. I tried to just set up the Excel spreadsheet as a
> > > > template, but get an error when Excel opens from Access and then the data
> > > > doesn't transfer from Access. Any ideas on how I can do this? Thanks in
> > > > advance.
From: Gord Dibben on
Alt + F11 to open the VBE

CTRL + r to open Project Explorer.

Find your workbook/project by name.

Click on the + to expand it.

Click the + on Microsoft Excel Objects to expand that.

Double-click on ThiisWorkbook to open.

Paste the code in there.


Gord Dibben MS Excel MVP

On Sun, 6 Jun 2010 20:39:44 -0700, sg <sg(a)discussions.microsoft.com> wrote:

>Thanks for getting back to me again. I hate to sound like I don't know what
>I'm doing, but I guess I don't in this case...
>
>I don't see what you mean by double-clicking on "ThisWorksheet". Can you
>help me to get to the right place? Thanks!
>
>"Rich Locus" wrote:
>
>> Hello:
>> Ahhh... I see what you want.
>>
>> Here's the solution (please click "Yes" to This answered by question".
>>
>> Get into the VBA editor.
>>
>> Double click on "ThisWorksheet". This is in the Worksheet area, not in the
>> Module area.
>> Then paste in this Procedure:
>>
>> Option Explicit
>>
>> Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean)
>>
>> If SaveAsUI = False Then
>>
>> Cancel = True
>>
>> MsgBox "You cannot save this workbook. Use Save As"
>>
>> End If
>>
>> End Sub
>>
>> --
>> Rich Locus
>> Logicwurks, LLC
>>
>>
>> "sg" wrote:
>>
>> > Sorry I wasn't a little more specific about the spreadsheet. It is a
>> > pre-existing spreadsheet. I appreciate your feedback, but I am really hoping
>> > to get the Save As dialog box to open so they are more likely to save it with
>> > a new name. If I just give them a reminder, they may just hit Save and I
>> > don't want for this one to be overridden.
>> >
>> > I wanted to set it up as a template so when they save, it prompts them for a
>> > file name, but something in the transfer of data from Access to Excel doesn't
>> > work correctly when I try to transfer to a template file. The data doesn't
>> > actually get moved from Access to Excel.
>> >
>> > "Rich Locus" wrote:
>> >
>> > > Hello:
>> > > I could not tell from your post if the Excel worksheet was pre-existing or
>> > > created by Access,
>> > >
>> > > If it is pre-existing, you can add a module to alert the user when the file
>> > > opens, or save the file when they close it.
>> > >
>> > > Add one of these modules:
>> > >
>> > > Option Explicit
>> > >
>> > > Public Sub Auto_Open()
>> > > MsgBox ("Don't Forget to Save Your File")
>> > > End Sub
>> > >
>> > > Or
>> > >
>> > > Public Sub Auto_Close()
>> > > ... Put Code to Save The File Here
>> > > End Sub
>> > >
>> > > These are activated by Opening an Excel spreadsheet or closing it.
>> > > --
>> > > Rich Locus
>> > > Logicwurks, LLC
>> > >
>> > >
>> > > "sg" wrote:
>> > >
>> > > > I have an Excel 2007 workbook that is populated by an Access table. Once the
>> > > > data is transferred to Excel, Access opens Excel so we can view the data. I
>> > > > would like to have the Excel spreadsheet then prompt the users to save so
>> > > > they don't forget. I tried to just set up the Excel spreadsheet as a
>> > > > template, but get an error when Excel opens from Access and then the data
>> > > > doesn't transfer from Access. Any ideas on how I can do this? Thanks in
>> > > > advance.