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jhuskey's avatar
jhuskey
Copper Contributor
Oct 07, 2021

How do I automate and populate multiple separate forms from excel data?

Help :

 

I am looking for forms to be created from excel data for 190+ employees for their annual performance review. Previously this has always been a manual process for HR to create all the forms. I have two separate form templates and all the data I need populated on the forms in a spreadsheet (emp name, dept, title, etc.). The spreadsheet data also has a column noting which form they should receive. Is there a quick way to automatically create all the forms from the data or do I need to manually enter? See attached spreadsheet for example data and the two separate forms (standard vs supervisor forms). Any help is so so greatly appreciated. 

  • jhuskey 

    You can view the code as follows:

    Press Alt+F8.

    Select GenerateForms.

    Click Edit.

     

    The code determines the last used row in column B.

    Then it loops through the rows from row 2 to the last row.

    Depending on the type of review, it copies the Standard Review sheet or the Supervisory Review sheet to a new workbook.

    It copies the contents of the cells in columns B, D, E and F to the appropriate cells in the review.

    Finally it saves the new workbook with the name of the employee in the same folder as the template workbook.

    • jhuskey's avatar
      jhuskey
      Copper Contributor
      Wow.. how did you do that? I'm not sure I understand macros.
      THANK YOU
      • jhuskey 

        You can view the code as follows:

        Press Alt+F8.

        Select GenerateForms.

        Click Edit.

         

        The code determines the last used row in column B.

        Then it loops through the rows from row 2 to the last row.

        Depending on the type of review, it copies the Standard Review sheet or the Supervisory Review sheet to a new workbook.

        It copies the contents of the cells in columns B, D, E and F to the appropriate cells in the review.

        Finally it saves the new workbook with the name of the employee in the same folder as the template workbook.

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