We're looking for a way to use a fex to pass information into one of the Excel file properties fields (Title/Tags/Comments/etc) and have been struggling to find any guidance on how to accomplish this.

Does anyone have any ideas or suggestions? We're currently running Excel 2016, if that helps.

This message has been edited. Last edited by: FP Mod Chuck,

The only way I know of to do this would be to see if you could do this in a macro. For example, have sheet 1 as your report, an put the values you want to store on sheet 2. Then use a macro to cut and paste the values in properties. I tried it in Excel 2010 and the paste into the Comments did not record in the macro. So unless it works in 2016, you may be out of luck.

Lisa, if you create a template file in Excel (.xltm) and add an auto_open macro you can make Excel do whatever you want. Create the report in Excel, open it and then record a macro to make all the changes you want. Edit the macro and change the name to auto_open. Save the file as an .xltm file and then upload it. You'll then need to change the "ON TABLE HOLD" line to use this new file as a template. Hope I explained this well enough.

J.L., it did not work when I tried it. The copy/paste into the workbook comments would not record. So unless there is a field like Workbook.Properties.Comments that can be set, I'm not sure how one would dynamically update it.

Thank you both for your suggestions. Unfortunately, we're trying to do this for a large number of reports so creating individual templates is not practical.