Excel Template

[Sue]

How do I get an Excel Template that I've created, to 'Save As' with an
incremented number each time it is opened as an xls document such as Word
..dot templates do?

Whenever a Word Template is opened (new), it's opened as a document. When a
user saves it using the "save as" command, it will prompt to save as
"WordTemplate25" if the last template saved was WordTemplate24, for example.
(All documents my users create are currently saved on the same network
drive.)

I would like it to do the same thing with an Excel Template, but when my
users go to save the Template spreadsheet (which is an xls when they open
it), they keep getting the same number at the end - 1.

I hope I'm explaining this right. I am using Excel 2002 (where the templates
are created). My users open the templates in Excel 2000. Could this be the
problem?

 

[Dave Peterson]

Excel doesn't work that way.

And when I tried it in MSWord, I got Document1, Document2, Document3, ...
MSWord ignored the name of the template.

The only way I know how to do something like this in Excel is to keep track of
(or determine the last used) filename/number.

This would be a macro that the users would invoke instead of clicking on
File|SaveAs.

And the way to keep track of this would vary depending on how/where things are
saved. And the way to find the last used filename/number would depend on the
users always saving in the same location.

===
You sure MSWord works that way for you?

 

[Dick Kusleika]

Dave, Sue

You sure MSWord works that way for you?

I doesn't work that way for me, either, but I may know what's happening. If
the first words of the document are the template name, then Word will
suggest a name with an incrementing number (based on other docs in that
folder). You'll think it's using the template name, but it's actually just
using the first words of the text in your document.

To illustrate: Create a new document based on ContactLetter.dot and save it.
Since the first line of "real" text in that document is the word "Name",
Word will suggest that you name it Name.doc. Now create another document
based on the same template and save it. Word will suggest Name1.doc because
there's already a Name.doc in that folder. If you change the folder before
you save, it will then suggest Name.doc - apparently basing it on what's in
the folder that's current when the SaveAs dialog is shown.

So. If your template has it's name as the first line of text and all your
users save to the same directory, then this is probably what's happening.
Otherwise, ignore all this.

In any event, everything the Dave said is still true.

 

[Dave Peterson]

Doh.

When I created my little test template in MSWord, I used ASDFASDF as the only
text. It offered to save it using that.

I didn't put 1 + 1 together.

Thanks for the slap!

And if Sue wants that same kind of behavior, she could have that macro pick up
the value in one of the cells (A1 of Sheet1, say).

 

[Sue]

Dave,
Thanks for the reply.

Yes, when I open a Word template is does indeed say Document1, Document2....
However, when I save the document, it saves as the name as it is "Titled" in
the properties of the document. Anyway, that's how it works for me.

Sue

 

[Sue]

Got it!

Thanks guys!

Sue

Doh.

When I created my little test template in MSWord, I used ASDFASDF as the only
text. It offered to save it using that.

I didn't put 1 + 1 together.

Thanks for the slap!

And if Sue wants that same kind of behavior, she could have that macro pick up
the value in one of the cells (A1 of Sheet1, say).

 

[Dave Peterson]

Ahh...

Thanks for posting back how MSWord works. (I learned something new.)

(I very rarely use those properties in Word (or excel) and never noticed this
behavior.)