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How to use a template when inputting csv files?

  1. #1
    rob
    Guest

    How to use a template when inputting csv files?

    I constantly get csv files from another party which I have to do a lot
    of formatting on in order to use. I do all this formatting and then save
    them in XL format.

    The format I use is always the same (column widths, coloring, and the
    like, nothing complicated but it takes several minutes to do it every
    time) so I'd like to use a template to pull this off.

    I made a template with all my formatted and then did File/New and
    selected my template. To bring in a csv file I did File/Open and
    selected a csv file. It made a separate workbook with the csv data in
    the usual XL default format and ignored my template. I can't find any
    other options on how to input the file or use the template.

    Surely I'm missing something and XL will do what I need. Can one of you
    XL wizards give me some clues here? Thanks a lot.

  2. #2
    Forum Contributor
    Join Date
    04-11-2005
    Location
    London
    Posts
    259
    Someone will no doubt say it's a silly solution, but it's Friday and I've been to the pub.

    If you save the formatting (with headings etc. without the data) as a template, you've got your blank master. Now what you need to do is use Data->Import External Data->Import Data to add the actual data. Hopefully this will do what you want.

    MS

  3. #3
    Jim Rech
    Guest

    Re: How to use a template when inputting csv files?

    I'd open the CSV in Excel as you're doing and then select the data and do a
    copy followed by a Edit, Paste Special, Values into the template.

    You can directly read the text into your template however using the Data
    menu. The command varies with your Excel version (always a good idea to
    mention it in a post) but it's Import External Data in Excel 2003.

    --
    Jim
    "rob" <[email protected]> wrote in message
    news:[email protected]...
    |I constantly get csv files from another party which I have to do a lot
    | of formatting on in order to use. I do all this formatting and then save
    | them in XL format.
    |
    | The format I use is always the same (column widths, coloring, and the
    | like, nothing complicated but it takes several minutes to do it every
    | time) so I'd like to use a template to pull this off.
    |
    | I made a template with all my formatted and then did File/New and
    | selected my template. To bring in a csv file I did File/Open and
    | selected a csv file. It made a separate workbook with the csv data in
    | the usual XL default format and ignored my template. I can't find any
    | other options on how to input the file or use the template.
    |
    | Surely I'm missing something and XL will do what I need. Can one of you
    | XL wizards give me some clues here? Thanks a lot.



  4. #4
    rob
    Guest

    Re: How to use a template when inputting csv files?

    Jim Rech wrote:
    > I'd open the CSV in Excel as you're doing and then select the data and do a
    > copy followed by a Edit, Paste Special, Values into the template.
    >
    > You can directly read the text into your template however using the Data
    > menu. The command varies with your Excel version (always a good idea to
    > mention it in a post) but it's Import External Data in Excel 2003.
    >

    Jim, thanks for taking the time to help. I guess this Import External
    Data command is newer than my Office 2000 version of XL. I'd update
    except for the fact that Bill Gates will trash all macros,
    customization, preferences, etc if I do. Thanks again, Rob

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