How to save copy of Excel workbook? - excel

I've been trying to make a macro that automatically saves a backup copy of my Excel workbook before I edit any of its data.
Every time I call it, even though it successfully saves a new copy, when it reaches the end the code stops execution, and macros I try to call below it don't execute.
I think when I run the code and the new backup version is created, the code continues to run on the backup workbook instead of the main workbook, so when I close the backup workbook I abruptly end the code.
I'd like to save a backup version of my main workbook, close the backup version and continue the code on the main workbook.
Public Sub BackupWorkbook()
Dim CurrentFile As String, BackupFile As String, DesiredWorkbookName As String
Dim NowDate As String
'Save current code and Excel spreadsheet data
ActiveWorkbook.Save
'Get necessary strings for filenames
CurrentFile = ThisWorkbook.FullName
NowDate = Replace(Format(Now, "dd-mm-yyyy, hh:mm:ss"), ":", ".")
BackupFile = ThisWorkbook.Path & "\" & "Chem Chart Backups" & "\" & "Chemical Chart" _
& " (" & NowDate & ")" & ".xlsm"
'Save as active workbook to backup file location, then reopen main workbook
ActiveWorkbook.SaveAs BackupFile, FileFormat:=52
Workbooks.Open CurrentFile
'This should close the backup version of workbook that opened because of SaveAs method
Workbooks(DesiredWorkbookName & " (" & NowDate & ")" & ".xlsm").Close SaveChanges:=True
End Sub
Public Sub TestMacros()
Call BackupWorkbook
'If this message box pops up after macro is called, it is successful
MsgBox "Success!"
End Sub

I use
Sub BackUp()
Dim BackUpPath As String
BackUpPath = "Your path"
Dim BackUpFile As String
BackUpFile = BackUpPath & "BackUp.xlsm"
ThisWorkbook.SaveCopyAs Filename:=BackUpFile
End Sub
I call this at various times in my project to backup the document as required, this seems to work okay for me and my code will continue to run in the original workbook.
I also generate a unique filename each time and do not actually use "BackUp" as the name of the new workbook as this overwrites my previous backup so I would recommend doing something similar.

Related

Saving a macro so that the file can be updated

Background Information - I have two buttons, that both run a set of code. The excel file has over 30 columns and 65,000 rows. This file is exported (.csv) from somewhere and is updated biweekly.
Goal - have the new file saved with the same name as the old. So that the values can be updated, buttons are still available and the code can run again with the new file.
Or That when a new file is exported, it is saved in a folder that runs the code INDEPENDENT of the user path. i.e Pathname = ActiveWorkbook.Path & "C:\Users\"this can be any name"\Desktop\Downloads\"
Attempt
Used a similar code to the one in a previous question "Run same excel macro on multiple excel files" with edits to tailor for my code. With no success
Sub ProcessFiles()
Dim Filename, Pathname As String
Dim wb As Workbook
Pathname = ActiveWorkbook.Path & "\Files\"
Filename = Dir(Pathname & "*.xls")
Do While Filename <> ""
Set wb = Workbooks.Open(Pathname & Filename)
DoWork wb
wb.Close SaveChanges:=True
Filename = Dir()
Loop
End Sub
Currently, when I attempt the first method I only replace (Old file + VBA) with (New file).
Please note that the solution does not need to be a VBA code. If it's just saving the file in a new method that stores the macro and updates the values I would be happy.
An example of my previous answer:
Sub SaveThisAs()
Dim wb As Workbook: Set wb = ThisWorkbook 'ThisWorkbook referrs to the workbook the macro is ran from
Dim PathToSaveTo As String
PathToSaveTo = wb.Path & "\"
PathToSaveTo = PathToSaveTo & Format(Now, "ddMMyyyy_hhmmss") & wb.Name 'Lets add a timestamp
'Do your macro stuff here
'....
'Save the workbook
wb.SaveAs PathToSaveTo
End Sub
Please note that I'm using wb.Name at the end of the file to save to... this will be fine first time you run this, but a second time the name will get longer... and longer ... and longer. Adjust as per your needs with an appropriate file name.

Workbooks.open hangs

I have a macro that will open another workbook from a network location, compare some values in a range, copy/paste any that are different, and then close the file. I use variables to open the file, because the appropriate filename is based on the current date. I also set Application.ScreenUpdating = False, and Application.EnableEvents = False
for some reason, the code has begun to hang on the worksheets.open line and I can't even CTRL+Break to get out of it. I have to manually close Excel and sometimes it give me an error message, complaining about there not being "enough memory to complete this action".
I can put a stop in the code and confirmed the variables are supplying the correct string, which equates to:
"\Clarkbg01\public\PRODUCTION MEETING\PROD MEETING 3-21-18.xlsm"
I can paste this into Windows Explorer and it will open right up with no issues. I can manually select the file from Explorer and it will open with no issues. I can paste the following line into the immediate window and it will hang...
workbooks.Open("\\Clarkbg01\public\PRODUCTION MEETING\PROD MEETING 3-21-18.xlsm")
This happens even if I open a blank sheet and execute that line from the immediate window.
from my macro, stepping through the code goes without a hitch. I can verify all the variables are correct, but when it steps across workbooks.open, it hangs.
I have other macros that open workbooks, do much more complicated routines, then close them with zero issues, but I'm really stuck on why this one is giving me so many problems.
Any ideas?
Here is the code:
'This will open the most recent meeting file and copy over the latest for jobs flagged with offsets
Dim Path As String
Path = ThisWorkbook.Path
'Debug.Print Path
Dim FileDate As String
FileDate = ThisWorkbook.Sheets("MEETING").Range("3:3").Find("PREVIOUS NOTES").Offset(-1, 0).Text
'Debug.Print FileDate
Dim FileName As String
FileName = "PROD MEETING " & FileDate & ".xlsm"
Debug.Print "Looking up Offsets from: " & FileName
Dim TargetFile As String
TargetFile = Path & "\" & FileName
Debug.Print TargetFile
Application.ScreenUpdating = False
Application.EnableEvents = False
'The old way I was opening it...
'Workbooks.Open FileName:=Path & "\" & FileName, UpdateLinks:=False ', ReadOnly:=True
'The most recent way to open
Dim wb As Workbook
Set wb = Workbooks.Open(TargetFile, UpdateLinks:=False, ReadOnly:=True)
'Do Stuff
wb.Close savechanges:=False
Application.ScreenUpdating = True
Application.EnableEvents = True
MsgBox "Offsets should now reflect settings made in meeting on " & FileDate
End Sub
If the workbook you're opening contains code in the Workbook_Open event then this will attempt to execute when the event fires .
To stop this behaviour use the Application.AutomationSecurity Property.
Public Sub Test()
Dim OriginalSecuritySetting As MsoAutomationSecurity
OriginalSecuritySetting = Application.AutomationSecurity
Application.AutomationSecurity = msoAutomationSecurityForceDisable
'Open other workbook
Application.AutomationSecurity = OriginalSecuritySetting
End Sub

Delete Cell content after Saveas

I am trying to delete the contents of few cell in the saved copies of my workbook that is under different file names. As code below, this is deleting the content from original workbook and retaining the content in the saved wb. It is doing the right opposite task that I wanted for!
Also, any suggestion on how to disable few modules and delete few pictures in the saved wb ?
Thanks in Advance for help !
Sub SaveAsNewCopy()
Dim Path As String
Dim FileName1 As String
Application.DisplayAlerts = False
FileName1 = Range("D3")
ThisWorkbook.SaveCopyAs FileName:="C:\Users\..\..\..\" & FileName1 & "-" & "List" & ".xlsm"
MsgBox "File Saved successfully!", , "Save"
ThisWorkbook.Sheets("Sheet1").Range("E5:F5").ClearContents
ThisWorkbook.Sheets("Sheet1").Range("E9:F9").ClearContents
Application.DisplayAlerts = True
End Sub
You need to get a handle on the workbook you just saved, make the changes you want and then save it again. The easiest way to do this is to assign a variable to it. In your declarations do something like this:
Dim wb as Workbook
then before your save-as line assign the saved workbook to that variable like this:
Set wb = ThisWorkbook.SaveCopyAs FileName:="C:\Users......\" & FileName1 & "-" & "List" & ".xlsm"
Then you can work with wb as required as save it with wb.Save True etc etc

SaveAs OK in excel 2013 but ignores filename in 2003

I have a code in excel VBA that saves a workbook with a coded path and filename which works perfectly on my computer at home running windows 8 and office 2013.
When I try to use it on my work computer which runs windows XP and office 2003 it ignores the coded path and file name and opens the save as dialogue box which defaults to the My Documents directory.
The intent is for the users at work to click save and the file will automatically go to a network drive with a personalised filename. They should not have to select a path or filename.
I have been testing with the path C:\Temp\ and saving a plain .XLS file which should work on both versions of Excel.
I tried it without disabling alerts and it gave no clues as to why it ignores the path and filename. I have also tried fileformat:=xlnormal etc. with no luck.
Why is this happening and how do I fix it?
Here is the code:
Sub FeedBackSave()
' Save the Feedback worksheet created by the user to the network drive using the path copied from
' the Management workhseet cell A11, the resource name copied from cell A1 and todays date as the filename.
Dim wsh As Worksheet
Dim nme, pth, TodaysDate As String
TodaysDate = format(Now, "dd-mm-yy")
nme = Range("A1").Value
pth = Worksheets("Management").Range("A11").Value
Application.ScreenUpdating = False
Application.DisplayAlerts = False ' Prevents alerts like incorrect file type or overwrite file y/n to permit 1 click save
'Save Feedback worksheet
ActiveWorkbook.Close SaveChanges:=True, Filename:=pth & "FeedBack " & nme & " " & TodaysDate & ".xls"
Application.DisplayAlerts = True
Application.ScreenUpdating = True
End Sub
Saveas Before you close the workbook, might help., check the ranges, not sure if they are on the same sheet or not.
Sub FeedBackSave()
' Save the Feedback worksheet created by the user to the network drive using the path copied from
' the Management workhseet cell A11, the resource name copied from cell A1 and todays date as the filename.
Dim wsh As Worksheet
Dim nme As String, pth As String, TodaysDate As String, FName As String
Set ws = Worksheets("Management")
TodaysDate = Format(Now, "dd-mm-yy")
nme = Range("A1").Value
pth = ws.Range("A11").Value
FName = pth & nme & "-" & TodaysDate & ".xls"
Application.DisplayAlerts = 0
With ActiveWorkbook
.SaveAs FileName:=FName
.Close
End With
End Sub

Is there an alternative to Scripting.FileSystemObject in Excel 2011 VBA for the mac?

The answers to How can I install/use “Scripting.FileSystemObject” in Excel 2011 for MAC? seem to indicate that using Scripting.FileSystemObject in Excel 2010 for the mac is not possible.
What other alternative is available so I can:
get a collection of all Excel files in a specific directory
iterate through each worksheet within each file and export it to a .csv file
Currently this is a six-step process for each file:
--how to create CSV files for all worksheets in a file:
1. open file
2. click "Developer"
3. click editor
4. click ThisWorkbook
5. copy in:
Sub save_all_csv()
On Error Resume Next
Dim ExcelFileName As String
ExcelFileName = ThisWorkbook.Name
For Each objWorksheet In ThisWorkbook.Worksheets
Filename = "FILE-" & ExcelFileName & "-WORKSHEET-" & objWorksheet.Name & ".csv"
objWorksheet.SaveAs Filename:="Macintosh HD:Users:edward:Documents:temporaryNoBackup:" & Filename, FileFormat:=xlCSV, CreateBackup:=False
Next
Application.DisplayAlerts = False
Application.Quit
End Sub
6. click run (it closes by itself)
I'm looking for a way to automate this on the Mac, ideally, a (cron job?, service?) would open the excel file every 10 minutes, which would in turn look in a directory, convert all the other Excel files to .csv files, and then close by itself.
Without Scripting.FileSystemObject, how can I make this Excel-to-CSV conversion fully automatic on the Mac?
The only way I can think of is using the "Dir" function. Since mac supports extra characters in their filenames, wildcards do not work with the "Dir" function. Here is a sample.
Function GetFileList(folderPath As String) As Collection
'mac vba does not support wildcards in DIR function
Dim file As String
Dim returnCollection As New Collection
If Right$(folderPath, 1) <> "/" Then
folderPath = folderPath & "/"
End If
file = Dir$(folderPath) 'setup initial file
Do While Len(file)
returnCollection.Add folderPath & file
file = Dir$
Loop
Set GetFileList = returnCollection
End Function
You can put the VBA in an add-in (.xlam file) that is attached to Excel itself, rather than the workbook. For your example code, the only modification would be to write against ActiveWorkbook instead of ThisWorkbook.
Sub save_all_csv()
On Error Resume Next
Dim ExcelFileName As String
ExcelFileName = ActiveWorkbook.Name
For Each objWorksheet In ActiveWorkbook.Worksheets
Filename = "FILE-" & ExcelFileName & "-WORKSHEET-" & objWorksheet.Name & ".csv"
objWorksheet.SaveAs Filename:="Macintosh HD:Users:edward:Documents:temporaryNoBackup:" & Filename, FileFormat:=xlCSV, CreateBackup:=False
Next
Application.DisplayAlerts = False
Application.Quit
End Sub
You can also leverage auto_open() to automate binding a hotkey. Once that's done, you can just open a workbook, press a hotkey, and get your CSV files.
Public Sub auto_open()
' Register hotkeys
' See key codes here
' https://msdn.microsoft.com/en-us/vba/excel-vba/articles/application-onkey-method-excel
' ^ = CTRL
' % = ALT
' + = SHIFT
Application.OnKey "^+e", "save_all_csv" ' Ctrl+Shift+E will call save_all_csv()
End Sub

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