Vat Form 1 In Excel Format
Vella Massart
A template for Excel is a pre-built spreadsheet or workbook that's already formatted, organized, and populated with formulas tailored for its purpose. If you need to organize or plan something, there's probably an Excel spreadsheet or workbook template perfect for the task. You can use pre-built Excel templates for time management, budgeting, project planning, and much more.
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I have a question related to forms. I work in Teams on a excel file (name: File A) that I need my team to populate with data. Now File A is quite big (and for outsiders a bit messy :)) and I do not want my team members to go into File A.
Still, I need their help on gathering information. I thought of using Microsoft Forms to help me. I would set up a questionnaire, let everyone fill it out and I have my data in a new excel file (name: File B). Now the thing is, data would come in every now and then, meaning I regularly have to go back to File B and copy my data in to File A.
Is there a way I can let the form populate File A directly and choose where the data would land manually? And if so, how?
If not, would any of you have a suggestion how to best tackle my problem?
@Laurens2207 the form can't populate File A directly but you can grab each form response with a flow in Power Automate and add the answers to each question to the appropriate column in a table in File A on OneDrive.
@tjzarra you don't want that apply to each: it is an error in the template that Microsoft have never fixed and it causes problems. Delete it. Immediately after your when a new response is submitted trigger you need the get response details action then everything should be fine after that.
In the appropriate Sharepoint (or OneDrive) folder online create a new file called Forms for Excel (using the New button). It will be tied to the created Form and live updated based on the form submissions. Unfortunately, I believe Forms for Excel can only be added to a new Excel file but you can copy over any old info from your current Excel file.
More info about creating Forms for Excel on this video. They talk about Microsoft Forms vs Forms for Excel. The Forms for Excel part starts at 3:00 if you want to skip ahead. This is not my video, just the simplest most to the point one I could find quickly.
3. this gives you option to add an existing form ( I would create from scratch tbh thinking of all the stuff you may require on the form) (do not be afraid of testing the forms branching options as this can be really useful tool)
6. this enables the form to be edited in that teams channel if you require it too... each edit will add an extra column on excel to end but you can drag the excel columns around without affecting your form
If you format the column in question as number, you can copy all correctly formatted numbers into Notepad. Then just create a new column formatted as text, and copy the Notepad representation into the new column.
This is very strange and I'll be interested to hear if anyone can resolve this. I can say that the formatting for most (perhaps all) of the columns in Excel is a number format. When I change them to text formatting, a few of the columns now import correctly - but most do not. I have no idea why the columns are showing up as blank. For example, changing the formatting to text brings in the S-FTRC-Generation column correctly, but the Test-Series column is still missing.
I don't understand why this does not work for me. I had tried changing the format - as you did in your attached file. But when I open it in JMP, the columns are still missing. So, why is it not working?
Making a flow that parses a table in an excel spreadsheet to send out an email with a list of all rows with a date that is within a month of flow execution. However after googling for hours I've finally come to realize that my problem stems from excel storing dates as serial date format.
I know I need to compose an expression prior to running my comparison between formatDateTime of the spreadsheet and the current time, however all solutions I've found seem to run into different errors such as the value needing to be an array rather than a string despite converting back from string.
Please feel free to ask any questions if necessary, this project is really important to my clients and me. I know people don't like when someone asks a question without prior research, but I have been at it for like 5 hours now. Thank you in advance for any assistance you can provide.
This is because Excel stores dates as an integer. The integer represents the number of days that have elapsed since the 1st January, 1900. The following post should tell you everything you need to know to solve your problem: Easily convert Excel Dates to usable Power Automate Dates. Note the section on Validate the Excel data first .
I am trying to re-use a formatted excel spreadsheet and fill it with the data from the workflow. The output is setting the data on the cell I want to but the format from the template is lost once the Workflow has ran. The configuration I am using I have used it before with other workflows and it worked in the past but it suddenly it stopped working.
@marydjc I have been populating Excel templates as a primary output where I'm working since it is the preferred client format. I personally never allow Alteryx to output to an existing formatted worksheet because it causes more problems than it is worth and creates a maintenance nightmare for future updates. Here are the best practices that I have found which have been used for years of error free running and no support calls based on template errors:
It's true there are other ways such as data connections or using powerquery, etc, but this is the best method I've found with the fewest steps for the client and least amount of file corruption issues and support calls.
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Im still new with the excel VBA. When I key in the date in the VBA form using this format (dd/mm/yyyy), it will interpret automatically as mm/dd/yyyy in the worksheet. My computer system settings for the date format is in dd/mm/yyyy and the excel date format is dd/mm/yyyy (I tried to put it as General and custom, both didnt work). Is there any solution for this? The VBA coding might help I guess.
My apologies for the late reply but I did not get an email notification of your comment. I wonder with this forum if emails are sent if a comment is appended or only when "Reply" is clicked and then write the reply.
The second example does the opposite. It copies a date from the worksheet to a Userform. I included this example because often it is necessary to get a date from the Worksheet and display that date on the Userform.
Good Morning
Taking advantage of your explanation, does that mean that if we are recording and reading the date from a table in an excel sheet, we don't need to worry about formatting the date column as "Date"? Can the column be, for example, as General or something else?
Thank you for your help
The OP for this thread was having difficulties with Excel interpretting the dates that were entered in the Userform TextBox and I provided a method of splitting the date into its' Day, Month and Year and creating a date from that information.
Thanks for the explanation, in my case I'm not using userforms but cells.
I've tried unsuccessfully to format the table cell and column both in Date dd/mm/yyy, but to no avail. Always change the date.
Can I use this system of yours in the cells? Format table column and cell in Text mode?
I think I have my PC well configured, as well as the other computers that access the file.
I have a doubt. Having an office in English but configured with the language in Portugal like mine, can it interfere with anything? Right now 2 are in English.
Everything is formatted for dates in dd/mm/yyyy, but sometimes it records correctly and sometimes it doesn't. It's random.
I think the only solution is to always have the dates as Text and convert to dates whenever I want to do calculations with them.