How to save invoice created in excel using VBA - excel

Save invoice that automate into folder according to month. Means that if the invoice date on 15 January 2023 so when it save will go to January folder not the other month such as May June etc.
Sub SaveInvoice()
Dim path As String
Dim MyFile As String path = "\\Japan\admin\Planning & Costing\Finance\Billing\DATA BILLING\IMPORT\2023\"
MyFile = Range("C13") & "_" & Range("H11") & "_" & Range("J13").Text 
'create invoice in XLSX format
ActiveWorkbook.SaveAs Filename:=path & MyFile & ".xls", FileFormat:=xlOpenXMLWorkbookMacroEnabled 
'ActiveWorkbook.Close
Application.DisplayAlerts = True 
MsgBox "Saving Complete! Thank you~" 
End Sub

Save File in Subfolders By Year and By Month
Sub SaveInvoice()
Const DST_INITIAL_PATH As String = "\\Japan\admin\" _
& "Planning & Costing\Finance\Billing\DATA BILLING\IMPORT\"
If Len(Dir(DST_INITIAL_PATH, vbDirectory)) = 0 Then
MsgBox "The initial path """ & DST_INITIAL_PATH & """doesn't exist.", _
vbCritical
Exit Sub
End If
Dim iDate As Date: iDate = Date ' today
Dim dPath As String: dPath = DST_INITIAL_PATH & Format(iDate, "yyyy") & "\"
If Len(Dir(dPath, vbDirectory)) = 0 Then MkDir dPath
dPath = dPath & Format(iDate, "mmmm") & "\"
If Len(Dir(dPath, vbDirectory)) = 0 Then MkDir dPath
Dim dws As Worksheet: Set dws = ActiveSheet ' improve!
Dim dFileName As String: dFileName = dws.Range("C13").Text _
& dws.Range("H11").Text & dws.Range("J13").Text & ".xlsx"
With dws.Parent
Application.DisplayAlerts = False ' to overwrite without confirmation
.SaveAs Filename:=dPath & dFileName, FileFormat:=xlOpenXMLWorkbook
Application.DisplayAlerts = True
.Close SaveChanges:=False
End With
MsgBox "Saving Complete! Thank you.", vbInformation
End Sub

Related

Save the file to the corresponding folder based on month and year

I create a new file every day that is named based on the previous business day
It looks like "mmddyyyy ENCORE and Floor". It's a csv file and I need to convert it to xlsm
This code successfully saves my file with the correct name and file type but I need it to save to a different place on my computer with folders based on months:
ActiveWorkbook.SaveAs Filename:="C:\Users\Sarajevo2022\Downloads\" & _
Format(Evaluate("Workday(today(),-2)"), "mmddyyyy") & _
" ENCORE and Floor", FileFormat:=52
The correct file path looks like this:
C:\Users\Sarajevo2022\Company Name\Coworker - OCC ENCORE\2022\Dec 2022
Any direction?
Save As Macro-Enabled Workbook
Sub SaveAsMacroEnabled()
' Build the folder path.
Dim FolderLeft As String: FolderLeft = "C:\Users\Sarajevo2022"
' or:
'Dim FolderLeft As String: FolderLeft = Environ("USERPROFILE")
Dim FolderMid As String: FolderMid = "\Company Name\Coworker - OCC ENCORE\"
Dim SaveDate As Date: SaveDate = Application.WorkDay(Date, -2)
Dim FolderRight As String: FolderRight = Format(SaveDate, "yyyy") _
& "\" & UCase(Format(SaveDate, "mmm yyyy")) & "\"
Dim FolderPath As String: FolderPath = FolderLeft & FolderMid & FolderRight
' Check if the folder path exists.
Dim PathExists As Boolean
With CreateObject("Scripting.FileSystemObject")
PathExists = .FolderExists(FolderPath)
End With
If Not PathExists Then
MsgBox "The path '" & FolderPath & "' doesn't exist!" _
& vbLf & vbLf & "File not saved!", vbCritical
Exit Sub
End If
' Build the file path.
Dim FilePath As String: FilePath = FolderPath _
& Format(SaveDate, "mmddyyyy") & " ENCORE and Floor" & ".xlsm"
' Return the paths in the Immediate window (Ctrl+G).
Debug.Print FolderPath & vbLf & FilePath
' After you have confirmed that the paths are correct,
' out-comment the previous and uncomment the next line.
'ActiveWorkbook.SaveAs FilePath, xlOpenXMLWorkbookMacroEnabled ' or 52
End Sub

Saving a Excel sheet

So i have found 2 macros which i want to use to save and create a back up files for the said file.
The Macro which i want to primarily use is this one:
Sub DateFolderSave()
Dim strGenericFilePath As String: strGenericFilePath = "D:\"
Dim strYear As String: strYear = Year(Date) & "\"
Dim strMonth As String: strMonth = MonthName(Month(Date)) & "\"
Dim strDay As String: strDay = Day(Date) & "\"
Dim strFileName As String: strFileName = "_Dispatch Process_"
Application.DisplayAlerts = False
' Check for year folder and create if needed
If Len(Dir(strGenericFilePath & strYear, vbDirectory)) = 0 Then
MkDir strGenericFilePath & strYear
End If
' Check for month folder and create if needed
If Len(Dir(strGenericFilePath & strYear & strMonth, vbDirectory)) = 0 Then
MkDir strGenericFilePath & strYear & strMonth
End If
' Check for date folder and create if needed
If Len(Dir(strGenericFilePath & strYear & strMonth & strDay, vbDirectory)) = 0 Then
MkDir strGenericFilePath & strYear & strMonth & strDay
End If
' Save File
ActiveWorkbook.SaveAs FileName:= _
strGenericFilePath & strYear & strMonth & strDay & strFileName, _
FileFormat:=xlOpenXMLWorkbookMacroEnabled, CreateBackup:=False
Application.DisplayAlerts = True
' Popup Message
MsgBox "File Saved As: " & vbNewLine & strGenericFilePath & strYear & strMonth & strDay & strFileName
End Sub
So i found this another Macro which make continuous back up of the files and has a custom format to a file name
Sub Save_Backup(ByVal Backup_Folder_Path As String)
Dim fso As Object
Dim ExtensionName As String, FileName As String
Dim wbSource As Workbook
Set fso = CreateObject("Scripting.FileSystemObject")
Set wbSource = ThisWorkbook
ExtensionName = fso.GetExtensionName(wbSource.Name)
FileName = Replace(wbSource.Name, "." & ExtensionName, "")
fso.CopyFile ThisWorkbook.FullName, _
fso.BuildPath(Backup_Folder_Path, FileName & " (" & Format(Now(), "dd-mmm-yy hh.mm AM/PM") & ")." & ExtensionName)
Set fso = Nothing
Set wbSource = Nothing
End Sub
Private Sub Workbook_SheetChange(ByVal Sh As Object, ByVal Target As Range)
Call Save_Backup("C:\Users\admin\Downloads\Back Up\New Backup")
End Sub
So i want to create back up like the first macro(i.e. Folder inside a folders for the specific date) but want to have a continuous stream of files for back up(i.e. Want the date folder to create new save file each time i save the Document)
Is there a way to combine both these macros?

Loop to save worksheet in new workbook

I want to run through a specific sheet (from & to) save those ws as a new file in a folder, if the folder doesn't exist then create.
I'm able to do it to one sheet.
ActiveSheet.Next.Select
If Range("F3").Value = "" Then
Windows("Import OT.xlsm").Activate
Sheets("Cash").Select
Dim filename101 As String
Dim path101 As String
Application.DisplayAlerts = False
path101 = Environ("UserProfile") & "\Dropbox\A271\5 Oppgjor\" & 2020 & "\"
filename101 = Range("B1").Value & ".xlsx"
ActiveWorkbook.SaveAs path101 & Range("A2") & "\" & Range("A1") & " " & filename101,xlOpenXMLWorkbook
Application.DisplayAlerts = True
Else
Cells.Select
Range("F3").Activate
Selection.Copy
Workbooks.Add
ActiveSheet.Paste
Dim Path1 As String
Dim fpathname1 As String
Path1 = Environ("UserProfile") & "\Dropbox\A271\4 Lonnslipper\"
fpathname1 = Path1 & Range("F3") & "\" & Range("F2") & " " & Range("B3") & ".xlsx"
path01 = Environ("UserProfile") & "\Dropbox\A271\4 Lonnslipper\" & Range("F3")
Dim path001 As String
Dim Folder As String
Folder = Dir(path01, vbDirectory)
If Folder = vbNullString Then
VBA.FileSystem.MkDir (path01)
ActiveWorkbook.SaveAs filename:=fpathname1, FileFormat:=51
ActiveWorkbook.Close
Sheets("Cash").Select
Else
ActiveWorkbook.SaveAs filename:=fpathname1, FileFormat:=51
ActiveWorkbook.Close
Sheets("Cash").Select
End If
End If
End Sub
I want this as a loop is because I have a few tens of sheets. For it to work I think I need to write it specific time, but with loop I learned I don't need to do that.
Excel file sheet
https://onedrive.live.com/view.aspx?resid=AF6FF2618C09AC74!29027&ithint=file%2cxlsx&authkey=!AHcJjYCu8D0NTNY
According to your comment where you wrote the steps:
Read the comments
Try to run the code using F8 key and see where you need to change it.
As you're learning, please note to first write the steps in plain English Norsk and then develop your code.
See how I just followed your steps with readable code.
Code:
Public Sub GenerateCustomersFiles()
' 1) Active sheet (oppgjør 1-20)
Dim targetSheet As Worksheet
For Each targetSheet In ThisWorkbook.Sheets
' Check only sheets with string in name
If InStr(targetSheet.Name, "Oppgjør") > 0 Then
' 2) look if value in F3 is empty
If targetSheet.Range("F3").Value = vbNullString Then
' 3) if it is, do select "cash" sheet and save this file (its name and path are given above what it should be named)
Dim fileName As String
Dim filePath As String
Dim folderPath As String
folderPath = Environ("UserProfile") & "\Dropbox\A271\5 Oppgjor\" & 2020 & "\"
fileName = targetSheet.Range("B1").Value & ".xlsx"
filePath = folderPath & targetSheet.Range("A2") & "\" & targetSheet.Range("A1") & " " & fileName
ThisWorkbook.Worksheets("Cash").Select
ThisWorkbook.SaveAs filePath, xlOpenXMLWorkbook
Else
' 4) if it doesn't, do open selected sheet to a new workbook and save that in clients name folder (folder and path given above in code section)
folderPath = Environ("UserProfile") & "\Dropbox\A271\4 Lonnslipper\" & targetSheet.Range("F3")
fileName = targetSheet.Range("F2") & " " & targetSheet.Range("B3") & ".xlsx"
filePath = folderPath & "\" & fileName
' 5) check if clients folder exist or not for the file to be saved in.
' if folder doesnt exist,
' create new and save file there.
CreateFoldersInPath folderPath
' if folder exist just save the file there
Dim targetWorkbook As Workbook
Set targetWorkbook = Workbooks.Add
targetSheet.Copy before:=targetWorkbook.Sheets(1)
targetWorkbook.SaveAs filePath, 51
targetWorkbook.Close
End If
End If
Next targetSheet
End Sub
' Credits: https://stackoverflow.com/a/31034201/1521579
Private Sub CreateFoldersInPath(ByVal targetFolderPath As String)
Dim strBuildPath As String
Dim varFolder As Variant
If Right(targetFolderPath, 1) = "\" Then targetFolderPath = Left(targetFolderPath, Len(targetFolderPath) - 1)
For Each varFolder In Split(targetFolderPath, "\")
If Len(strBuildPath) = 0 Then
strBuildPath = varFolder & "\"
Else
strBuildPath = strBuildPath & varFolder & "\"
End If
If Len(Dir(strBuildPath, vbDirectory)) = 0 Then MkDir strBuildPath
Next varFolder
'The full folder path has been created regardless of nested subdirectories
'Continue with your code here
End Sub
Let me know how it goes

Fastest way to put files in a network folder / saveas or filecopy?

I want to save Excel files in both the local drive and in the network folder. Currently I am doing it with SaveAs (local) and another SaveAs (network), is it faster to do a SaveAs then FileCopy?
Code below:
Sub SaveAs()
Dim ws As Worksheet
Dim ws_console As Worksheet
Dim long_col_number As Long
Dim long_sheets_count As Long
Dim arr_sheet_names As Variant
Dim str_password As String
Dim str_datetoday As String
Dim str_datetoday_path As String
Dim str_datetoday_network_path As String
str_datetoday = Format(Date, "yyyy-mm-dd")
str_datetoday_path = "C:\Users\" & Environ("Username") & "\Desktop\Report\" & str_datetoday
str_datetoday_network_path = "\\servername\data\reports\US Reports Daily\" & str_datetoday
If Dir(str_datetoday_path, vbDirectory) = "" Then
MkDir (str_datetoday_path)
MsgBox "Making directory"
End If
If Dir(str_datetoday_network_path, vbDirectory) = "" Then
MkDir (str_datetoday_network_path)
End If
For Each ws In ThisWorkbook.Worksheets
If ws.CodeName = "AILD_01_Console" Then
Set ws_console = ws
Exit For
End If
Next ws
long_col_number = 0
For long_col_number = 1 To 8
long_sheets_count = Application.WorksheetFunction.CountA(ws_console.Range(Cells(16, long_col_number), Cells(24, long_col_number)))
arr_sheet_names = ws_console.Range(Cells(16, long_col_number), Cells(15 + long_sheets_count, long_col_number))
arr_sheet_names = Application.WorksheetFunction.Transpose(arr_sheet_names)
Worksheets(arr_sheet_names).Copy
ActiveWorkbook.SaveAs _
Filename:=str_datetoday_path & "\" & ws_console.Cells(15, long_col_number) & " - " & Format(Date, "yyyy-mm-dd"), _
FileFormat:=51
ActiveWorkbook.SaveAs _
Filename:=str_datetoday_network_path & "\" & ws_console.Cells(15, long_col_number), _
FileFormat:=51
ActiveWorkbook.Close False
Next long_col_number
ws_console.Activate
End Sub
Thank you very much for all the help.

Create new workbook from existing worksheet

How to copy the entire worksheet from a workbook and save it as new workbook to a specific directory with the customized filename(I am trying to pick the filename from on of the cells in the worksheet. The sheet that I need to copy has few merged cells too.
Sub CopyItOver()
Dim fname As String
Dim fpath As String
Dim NewBook As Workbook
Dim name as String
fpath = "C:\Users\..\"
fname = "List" & name & ".xlsm"
name = Range("c3").Value
Set NewBook = Workbooks.Add
ActiveWorkbook.Sheets("Generator").Copy Before:=NewBook.Sheets(1)
If Dir(fpath & "\" & fname) <> "" Then
MsgBox "File " & fpath & "\" & fname & " already exists"
Else
NewBook.SaveAs FileName:=fpath & "\" & fname
End If
End Sub
When I run this it, give me Subscript out of range error in this line
ActiveWorkbook.Sheets("Generator").Copy Before:=NewBook.Sheets(1)
Suggest you try it like this:
Check to see if Generator exists before progressing
If you use .Copy then the worksheet is automatically copied to a new workbook (so you don't need to add a new book first)
code
Sub CopyItOver()
Dim fname As String
Dim fpath As String
Dim name As String
Dim ws As Worksheet
fpath = "C:\Users\..\"
fname = "List" & name & ".xlsm"
name = Range("c3").Value
On Error Resume Next
Set ws = ThisWorkbook.Sheets("Generator")
On Error GoTo 0
If ws Is Nothing Then
MsgBox "sheet doesn't exist"
Exit Sub
End If
If Dir(fpath & "\" & fname) = vbNullString Then
ThisWorkbook.Sheets("Generator").Copy
ActiveWorkbook.SaveAs Filename:=fpath & "\" & fname
Else
MsgBox "File " & fpath & "\" & fname & " already exists"
End If
End Sub

Resources