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Data storage

  1. #1
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    Data storage

    Hi there,
    I have created an invoice template, everything works perfect, but every time that I need a new invoice, I have to clear all data.
    Question. "NOW THE WHOLE WORLD IS QUARANTINE What do I need to learn in order to use the same template with a storage data, in other words "have like a SUBMIT button, then store data and clear the template" Any website, videos.
    Any answer will be helpful
    Thank you and stay well.

  2. #2
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    Re: Data storage

    Copy your Template and hide a copy.

    When you need to clear it.

    Delete your sheet

    Unhide the hidden sheet

    Create a copy

    Hide your template.


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    Last edited by mehmetcik; 04-03-2020 at 07:18 PM.
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    Re: Data storage

    Thank you.

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    Re: Data storage

    Add a new sheet "Master File" with column headers corresponding to the input fields on the template.
    Turn on the macro recorder and manually copy/paste the template data to the appropriate column on the master file sheet.
    Select the template input cells and clear them.
    We can help with finding the next row for copy, etc.
    Ben Van Johnson

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    Re: Data storage

    Well, I learned from your reply that I must learn macro, any place you could recommend ?
    Thanks for your reply.

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    Re: Data storage

    Ahh. You do not know any VBA.

    Ok I will talk you through this so you have a good solution

    Create a workbook containing three Sheets.

    Sheet 1: Your Template called "Template"
    Sheet 2: Empty Sheet called "Clear"
    Sheet 3: An Empty Sheet Called "Invoice"

    Right Click on the name "Clear" at the bottom of Excel and select Tab Color and select Red.
    Right Click on the name "Clear" at the bottom of Excel and select view code

    Paste this code into the module that opens and close it.
    Thats it you are ready to go.

    Select your sheet "Invoice" and type something in cell A1.
    Now select your tab "Clear". Did anything happen?

    Again.

    Select your sheet "Invoice" and type something in cell A1.
    Now select your tab "Clear". Did anything happen?


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    Re: Data storage

    Hi, thank very much for your time and patience, I followed your steps and this happened.
    1. It cleared the sheet, except DATE and Invoice # cells (not a big deal). It worked great.
    2. It delete the sheet named TEMPLATE.
    3. I cannot access to the sheet named INVOICE.

  8. #8
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    Re: Data storage

    Ok.

    1. It did not clear the sheet.
    It deleted your sheet "Invoice" and replaced it with the Template
    So the date and Invoice number must be in your Template.
    You should modify the macro to increment the Invoice Number.


    2. It did not delete the sheet "Template" that sheet is hidden.
    Right Click on a sheet name at the bottom of excel and select unhide.
    Select "Template" and then OK.

    3. Not understood. Your sheet name is "Invoice"
    Where did the sheet "INVOICE" come from and why can you not access it?


    I have modified my sample for you.

    The Invoice number is in B1.

    Click on "Clear" and watch the Invoice number increase as the Invoice is Deleted and a new Invoice is created.

    The Question is do you want the Invoices deleted.


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    Last edited by mehmetcik; 04-04-2020 at 09:59 AM.

  9. #9
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    Re: Data storage

    It worked, thanks again for help and support.

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