Excel VBA BuiltInDocumentProperties with references - excel

I´m currently building an excel userform, where you fill out textboxes in the form which then writes those inputs into excel sheet cells. After the form is being closed, that specific sheet is being saved as a pdf. Now since I don´t want to add the keywords in the metadata of the pdf after saving it, I have to add keywords to the excel file before the saving process, so that the pdf uses those same keywords. Until now, I gave those keywords with the code
ActiveWorkbook.BuiltInDocumentProperties("Keywords") = "example"
This worked pretty well. But it would be way easier and more automated, if I could fetch certain information, which is entered in the form, and use those as keywords. I have tried that with:
ActiveWorkbook.BuiltInDocumentProperties("Keywords") = UserForm1.TextBox1.Value
but that does not work. Does anyone know if there is a mistake or another way to do it?
THANK YOU!

Related

Edit word document through excel

i am trying to have VBA open up a specific word document (this document is protected but has boxes where you are able to edit text). i will then need to fill out said word documents editable areas with variables in the excel document. i have no idea where to start with this code and was posting to see if this is possible and how i could do it.
Additional note. Would it be easier to have vba create a whole new word document in the code so it can just add in all the text?
Since there isn't any code. I'm not sure what stage you're at in this but, from how I read your question you have two ways to do this. Either have your vba code in the word document that opens an Excel file to read cells or have the excel document create a word document with information already filled out. I would recommend using Word to read Excel.
This Question has information about setting fill-able values in Word. There are also a lot of resources out there to find out how to get cell values and open excel documents using VBA.
All this being said. I would say you should probably look for alternatives to all of this. Such as powerapps connecting to an excel file or change your excel file to a SQLExpress database to use that in finding data. The reason I recommend this is because it's much more scalable.

creating dynamic hyperlinks when importing data into excel

I am trying to automate a process where data is queried from the database, downloaded into an excel file and sent to recipients. One of the column in the excel file needs to be a hyperlink. How can i make this happen?
I selected =hyperlink(A,B) into the column but the function appears as text and not as hyperlink.
I tried changing the web options to 'update links on save' but it does not help.
Only when i click in the cell and hit enter does the hyperlink appear. This is not an option
Opening the file and adding a new column to use the hyperlink function is not an option either since the process is being automated.
The tool allows me to export into an xlsx and not a xlsm so i am assuming i cannot use macros to do the job.
I tried researching the answers for similar questions but didnt find any that i could use which will generate a url dynamically without me having to open the file. Any ideas?
I also tried another tool and they were able to send out emails with links. I do not know how they do it internally but i do not see any hyperlink functions when i tab into the hyperlink column.
Cell type should probably be set to "Generic".
You may also need to trigger a "Refresh" after the workbook is filled with all the data. Sometimes I need to that manually - but only once. I have no idea why it happens.

Excel - allow saving as pdf but no saving of original document

I have a heavily formulated workbook which will be used by staff members who will paste in potentially confidential client information. The workbook then comes up with graphics and data to summarize the imputed information
In an ideal world, the people using the program will be able to Save specific sheets as a PDF and would be able to close the program without saving changes to the worksheet but Excel always demands to save the template first, THEN will allow PDFs. This is obviously a problem as if a person uses it, paste's in a client's information and saves the result as a PDF then whoever next opens the Excel workbook will have that previous client's information showing.
SO. I either need a way to tell Excel to not require compulsory saving to allow PDF conversion or another option which will result in the same thing.
I should also note that the workbook has to allow users to paste in information so I don't imagine a Read Only will help :/
I have also attempted using a Macro-Enabled Template which still has the same problem
I imagine there's a ridiculously simple solution to this.
Thanks in advance

Excel - Inserting a pdf picture using a formula

I want excel to recall a certain PDF document and insert it into the worksheet if certain cells match the allocated PDF info.
I've tried using the object insert but it only gives me an un-editable formula which of course is:
=EMBED(" Forms.CommandButton.1")
Which does not work.
I then moved on to trying to nest IF & AND statements, but that doesn't get me very far, seeing that I don't know how, or whether it is possible to add a PDF document into that formula.
I've tried using hyperlinks but it seems that the hyperlinks are set and do not work with IF or AND statements.
Any suggestions or solutions are welcome.
Thanks!

Use SSIS to populate Excel workbook generated using OOXML

We are trying to generate MS Excel workbook using OOXML and populate data using SSIS.
We are able to generate Workbook and sheets, also able to create columns and insert data in the Header cell. We can also populate data using SSIS.
But the Sheet (DocumentFormat.OpenXml.Spreadsheet.Sheet) and all cells (DocumentFormat.OpenXml.Spreadsheet.Cell) becomes OpenXmlUnknownElement. So we are not able to read sheet / cell using following code: Sheet sheet = workbookPart.Workbook.Descendants<Sheet>().Where(s => s.Name == "Sheet1").SingleOrDefault<Sheet>();
We are able to read the same file if we first open it using MS Excel and save. Does anyone know how to resolve this?
You probably forgot to give your sheet a name. You can see this by using
Sheet sheet = workbookPart.Workbook.Descendants<Sheet>().FirstOrDefault
and you'll see that your sheet name is either undefined or garbage text.
If that does not help. Create a simple document in code save it in OOXML and open it in a xml viewer. then make a copy open it in Excel and save it and see the difference in xml. That is often a good start seeing what excel has added by default to the document.
Excel is very tolerant of things that you have done wrong when creating the document in code, and magically fix them when you open the document again.
A bad hack would be using interop to open the document saving it again in code. wich would fix everything for you.
Workbook wrkbk = app.Workbooks.Open(#"c:\del.xls");
wrkbk.Save();
wrkbk.Close();

Resources