Excel file linked to SharePoint list to refresh ever minute - excel

I have SharePoint 2010 and Office365.
I want an Excel spreadsheet, which has data from a SharePoint list to auto refresh every 1 min.
I tried to follow the procedure from the following blog
Here is the VBS code that I'm using:
Set xl = CreateObject("Excel.Application")
set wb = xl.WorkBooks.open("\\SPREADSHEET LOCATION\Sharepoint Pivot.xlsx",,TRUE)
xl.DisplayAlerts = False
WScript.Sleep 1000
wb.RefreshAll
wb.Save
wb.Close
xl.Quit
Then I created a task in Task Scheduler to run every minute.
Monitoring the progress in Task Manager, I can see that the file is being opened and it seems to work, but the data is not getting refreshed.
I have a feeling that this is because when the file is opened from SharePoint it's opening with the "Read-Only" message.
I thought that the code is taking care of that, but maybe it's not.
I wanted to debug the code by running one step at a time but I dont have access to cscript.exe
Am I doing something wrong here? I've looked around trying to find a solution but everyone seems to have the same code as above.
Thank you

I had a similar problem but found a solution - using .LockServerFile. See example code:
set xl = CreateObject("Excel.Application")
xl.Application.DisplayAlerts=False
set wb = xl.WorkBooks.open("location of excel file goes here")
WScript.Sleep 1000
xl.ActiveWorkbook.LockServerFile (only use if location is in Sharepoint to turn off edit mode)
wb.RefreshAll
wb.Save
xl.Application.DisplayAlerts=True
wb.Close
xl.Quit

Related

Is it possible to run a macro every day at a time?

I need to know if it is possible to have a macro executed daily at 7:00 am.
Would this be done through a macro, or through some visual basic component?
The issue with the Workbook_Open() event is that if you still need to action on your workbook manually during the day, the macro will launch, which can be source of errors depending on what your macro does.
Alternatively, you can use the Windows Task Scheduler as mentionned above to run a VB Script that will run the macro in your workbook.
Set xlApp = CreateObject("Excel.Application")
xlApp.DisplayAlerts = False 'turn off alerts
xlApp.Application.Visible = False 'keeps Excel hidden
Set xlBook = xlApp.Workbooks.Open("C:\MyPath\MyWorkbook.xlsm", 0, False)
xlApp.Run "MACRO_NAME"
xlBook.Save
xlBook.Close
xlApp.Quit
Set xlBook = Nothing
Set xlApp = Nothing
Just type your script within notepad and save as .vbs (and then have the Windows Task Scheduler to run you .vbs).
There are a couple ways that I know of to do this, neither of which are perfect.
The first is the Application.OnTime method in VBA (documentation here). This method will schedule another method to be run at a specific time. I haven't thoroughly testing this function, so I don't know if the schedule will be preserved across excel restarts or even workbook closures.
Another option is the Windows Task Scheduler(thanks Mistella). You can set up a basic task within the task scheduler to open a specific workbook in excel at a given time at a given interval and have the code you wish to be run within the Workbook's Open event. Within that event you could check the time. If the time is close enough to your designated task scheduler time you could perform the work you needed to do, save the workbook, and close it, all without user interaction.

VBScript to Refresh Excel Data Connections (Trouble with Office 365)

I have a large Excel file that uses PowerPivot to connect to several external data sources. The Excel file is stored in a SharePoint folder. I would like to be able to refresh the connections automatically overnight. To do this, I am using Windows Task Scheduler to trigger a VBScript each day at 2AM.
Previously, I had the script run a macro within the workbook to refresh all. This worked successfully until my organization recently updated to Microsoft Office 365 ProPlus. I am now struggling with the new read-only default setting for SharePoint. Following the update, whenever I open an Excel file from SharePoint, I see a yellow bar reading "Read-Only: We opened this workbook read-only from the server. Edit Workbook". When working with files manually, this has to be clicked before changes can be saved. I tried to research the programmatic workaround for this and found the recommendation to use the method .LockServerFile.
To streamline the trouble-shooting, I have tried to move the entire action into the VBScript script, rather than running a macro within the workbook. My code is below.
When I watch the process, the yellow "Read-Only" bar appears to pop up immediately before the save. I can run the process once with no apparent errors, but if I then manually open the file, I don't see the option to "Edit Workbook". If I manually change the file, save, and then run the script again, I get the error 800A03EC.
It seems that somehow the script is failing to correctly "release" the lock on the server file after it finishes.
Is there a way to fix this?
Set objExcel = CreateObject("Excel.Application")
Set objWorkbook = objExcel.Workbooks.Open("[[The Sharepoint Path]]")
objExcel.Application.DisplayAlerts = False
objExcel.Application.Visible = True
objExcel.ActiveWorkbook.LockServerFile
objExcel.ActiveWorkbook.EnableConnections
objExcel.ActiveWorkbook.Sheets(1).Range("P2").Value = Date
objExcel.ActiveWorkbook.RefreshAll
objExcel.ActiveWorkbook.Save
objExcel.ActiveWorkbook.Close false
objExcel.Application.Quit
set objworkbook = Nothing
set objExcel = Nothing
WScript.Quit

Copy and Paste between different Excel instances

I bought a software (with a large database), and its output is a simple Excel workbook, not saved anywhere (no path), named generically "Book1", that simply pops up on my screen.
Every time I ask the software for this output, I need to copy the content of this workbook and paste into another workbook, a mother-workbook, as I named it, to consolidate all the data.
I have to repeat this action dozens of times a day, so I thought it would be a great idea to create some VBA code to automate this task.
So... I made a very simple one:
ActiveWorkbook.ActiveSheet.Range("A1:C32").Copy
Workbooks("Mother-Workbook.xlsm").Worksheets("Sheet1").Range("B6:D37").PasteSpecial Paste:=xlPasteValues
The problem is... Each time the software outputs a new workbook, it seems that it is created in a new instance of Excel, which my macro can't reach. I mean, I run the code, but nothing happens, because my mother-workbook doesn't find the generic, unsaved and located in another excel instance "Book1".
If I open the mother-workbook after the output is opened, OK, the code works, because both are in the same instance. But as I need to keep the mother-workbook open all the time, I can't do this. I don't want to save each new output file either. It would take me a lot of time.
I'm using the 2016 version of Excel, but already tried the 2010 as well. My OS is Windows 10 Pro.
Any thoughts?
This code should do it.
Dim xlapp As Object
Set xlapp = GetObject("Book1").Application
xlapp.ActiveWorkbook.ActiveSheet.Range("A1:C32").Copy
Workbooks("Mother-Workbook.xlsm").Worksheets("Sheet1").Range("B6:D37").PasteSpecial Paste:=xlPasteValues
xlapp.DisplayAlerts = False
xlapp.Quit
Note that you need to close "Book1" at the end of your code to make sure that the next time an Excel file is created it will also be called "Book1" and not "Book2". And might as well close the Excel instance while we are at it!
For more information on the GetObject function, you can have a look at this page
Thanks a lot, DecimalTurn and Patrick Lepelletier!
The GetObject really helped me. The "closing" command worked better like this:
Sub CollectA()
Dim oApp As Application
Dim oWb As Workbook
Set oWb = GetObject("Book1")
Set oApp = oWb.Parent
oWb.ActiveSheet.Range("A1:C32").Copy
Workbooks("Mother-Workbook.xlsm").Worksheets("Sheet1").Range("B6:D37").PasteSpecial Paste:=xlPasteValues
oWb.Close False
oApp.Quit
End Sub
Cheers!

External data does not load in excel when scheduled from scheduled task

The problem is I made a script that opens and refreshes data in my excel.
The data is external data from a PHD server I get this data with a plugin installed on excel.
All works fine untill I try to schedule the script with task scheduler. when I schedule it as "run only when user is logged on" it workes fine. but when I try to schedule it as " run wheter user is logged on or not" it does not update the data.
(it does open the excel and saves it but no changes in the data)
It is set on a VM that acts as a desktop and the updates need to be done even when i'm logged of.
The code of the script: (that works fine when i manualy launch it)
Dim oExcel
Set oExcel = CreateObject("Excel.Application") 'launch excel.
oExcel.Visible = True ' makes the aplication visible (if not set to true the data won't be updated)
oExcel.DisplayAlerts = False' disables all excel allerts.
oExcel.AskToUpdateLinks = False 'now excel will not ask you to update links.
oExcel.AlertBeforeOverwriting = False 'excel will not display an alert before overwriting data in a cell.
code for the plugin to update data
Dim addIn
addIn = COMAddIn
Dim automationObject
automationObject = Object
Set addIn = oExcel.COMAddIns("ExcelCompanion")
Set automationObject = addIn.Object
automationObject.UNIF_workbook_refresh
code to save and close excel
oWorkbook.RefreshAll 'refreshes the workbook
oWorkbook.Save 'saves the updated workoob
oWorkbook.Final = True 'makes the file read-only
oExcel.Quit 'exits excel
Set oWorkbook = Nothing ' destroy the object (minimises damage if the object goes out of scope)
Set oExcel = Nothing ' destroy the object (minimises damage if the object goes out of scope)
these 3 block of code form the script.
Hencky!
Which version of Windows do you have? I had the same problem about a week ago, and I came across a very strange solution... :)
Try adding a folder into C:\Windows\SysWOW64\config\systemprofile, simply named "Desktop"... If you run a 32-bit version of Windows, do the same thing except the path must contain system32 instead of SysWOW64...
The "run wheter user is logged on or not" will now do the work... If you had a logging function in your script, you would've seen that the script stops somewhere arround Excel commands... I don't know why is that so, it simply is...

Refreshing an excel pivot table using windows scheduler

I am responsible for updating an Excel spreadsheet which pulls its information from an Access database on a daily basis. All the data that i need for my excel spreadsheet is available for me and all that i need to do is open the document, provide the password, enable to content and click the refresh button.
The database is very large and updating this during normal working hours causes problems as it slows down other users on the network. How would i use Windows Scheduler to do this for me outside of working hours? I'm not sure how to set up my script to follow my steps required.
I've had to do something quite similar to this recently, and with the help of this forum I've found something that works for me, and by the sounds of it may work for you too!
I created a notepad file with the following .vbs script
Dim oExcel
Set oExcel = CreateObject("Excel.Application")
oExcel.Visible = True
oExcel.DisplayAlerts = False
oExcel.AskToUpdateLinks = False
oExcel.AlertBeforeOverwriting = False
Set oWorkbook = oExcel.Workbooks.Open("Full Path of your file.xlsx")
oWorkbook.RefreshAll
oWorkbook.Save
oExcel.Quit
Set oWorkbook = Nothing
Set oExcel = Nothing
What this does, it opens the file, refreshes any data connections, then saves the file and exits.
I then put this as a scheduled task to run at an off peak time, so that when the user opens the workbook, it's up to date.
I hope this helps!
I managed to achieve this through the VBA
hit Alt - F11
right click ThisWorkbook and click view code.
the code is as follows:
Private Sub Workbook_Open()
Workbooks.Open ("location of your workbook"), Password:="whatever your password is"
ThisWorkbook.RefreshAll
End Sub
i save this document and ask the task scheduler to run it at a specific time.

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