Word report automation sourcing numbers from Excel - excel

I need to automate reporting in word by extracting numbers from Excel. I searched and followed the code sourced from http://www.makeuseof.com/tag/integrate-excel-data-word-document/
Code doesn't run properly and encounters a number of errors.
1. Excel doesn't open
2. Encounter Run-time error '438': Object doesn't support this property or method.
I have used the "early binding" code suggested by website and doesn't work and the researched to use "late binding". still doesn't work. I inserted "Microsoft Excel 14.0 Object Library" and insert "Label" in word doc under "ActiveX Control"
Don't know what went wrong.
Current vba code
Private Sub CommandButton1_Click()
Dim objExcel As Object
Set objExcel = CreateObject("Excel.Application")
Set exWb = objExcel.Workbooks.Open("C:\Users\adong\Desktop\Reporting.xlsx")
ThisDocument.DMY.Caption = exWb.Sheets("Summary").Cell(5, 4)
exWb.Close
Set exWb = Nothing
End Sub
Previous code
Private Sub CommandButton1_Click()
Dim objExcel As New Excel.Application
Dim exWb As Excel.Workbook
Set exWb = objExcel.Workbooks.Open("C:\Users\adong\Desktop\Reporting.xlsx")
ThisDocument.DMY.Caption = exWb.Sheets("Summary").Cells(5, 4)
exWb.Close
Set exWb = Nothing
End Sub

Adapting code from: https://www.experts-exchange.com/questions/26874253/How-to-loop-with-VBA-on-all-controls-placed-in-a-Word-doc.html
You can write a utility function to get an ActiveX control given its name and the hosting document:
Private Sub CommandButton1_Click()
Dim con As Object
Dim objExcel As Object, exWb As Object
Set con = ActiveXControlByName(ThisDocument, "DMY")
If Not con Is Nothing Then
Set objExcel = CreateObject("Excel.Application")
Set exWb = objExcel.Workbooks.Open("C:\Users\adong\Desktop\Reporting.xlsx")
con.Caption = exWb.Sheets("Summary").Cell(5, 4).Value
exWb.Close False
Set exWb = Nothing
objExcel.Quit
End If
End Sub
Function ActiveXControlByName(doc As Document, theName As String) As Object
Dim ilsh As InlineShape
Dim sh As Shape, ob As Object
For Each ilsh In doc.InlineShapes
If ilsh.Type = wdInlineShapeOLEControlObject Then
Set ob = ilsh.OLEFormat.Object
If ob.Name = theName Then
Set ActiveXControlByName = ob
Exit Function
End If
End If
Next ilsh
For Each sh In ActiveDocument.Shapes
If sh.Type = msoOLEControlObject Then
Set ob = sh.OLEFormat.Object
If ob.Name = theName Then
Set ActiveXControlByName = ob
Exit Function
End If
End If
Next sh
'if got here then control was not found...
Set ActiveXControlByName = Nothing
End Function

Related

VBA Inserting Comments from Excel to Word

I'm new to VBA and I'm having difficulty trying to insert comments from data that I have in Excel onto a Word document. I am trying to write the VBA in Word and want it to extract data from a separate spreadsheet
Sub ConvertCelltoWordComment()
Dim Rng As Range
Dim wApp As Object
Dim strValue As String
Dim xlapp As Object
Dim xlsheet As Object
Dim xlbook As Object
'Opens Excel'
Set xlapp = GetObject("C:\Users\eugenechang\Desktop\...xlsx")
If Err Then
Set xlapp = CreateObject("Excel.Application")
End If
On Error GoTo 0
Dim i As Integer
For i = 1 To 5
With xlsheet
strValue = ActiveSheet.Cells(i, 1).Offset(1, 0)
End With
'Insert comment into document'
ActiveDocument.Selection.GoTo What:=wdGoToPage, Which:=wdGoToNext, Name:="15"
ActiveDocument.Selection.GoTo What:=wdGoToLine, Which:=wdGoToRelative, Count:=5
ActiveDocument.Comments.Add Range:=Selection.Range, Text:=strValue
Next i
End Sub
I'm trying to get it to work, but it is giving me an error "Object not defined". I've tried setting up an object within the strValue line below "With xlsheet", but am hitting a wall. Any help??
You have not assigned anything to xlsheet - so this (by default) equates to Nothing.
Try setting xlSheet to something meaningful. The following is only an example:
For i = 1 To 5
Set xlsheet = xlbook.Worksheets(i) ' <--- example here
With xlsheet
strValue = .Cells(i, 1).Offset(1, 0) '<-- don't use ActiveSheet
End With
'Insert comment into document'
ActiveDocument.Selection.GoTo What:=wdGoToPage, Which:=wdGoToNext, Name:="15"
ActiveDocument.Selection.GoTo What:=wdGoToLine, Which:=wdGoToRelative, Count:=5
ActiveDocument.Comments.Add Range:=Selection.Range, Text:=strValue
Next I
An important note here is that you also have not set xlbook - you must also assign something meaningful to xlbook.
Add a couple DocVariables to your Word file and run the script below, from Excel.
Sub PushToWord()
Dim objWord As New Word.Application
Dim doc As Word.Document
Dim bkmk As Word.Bookmark
sWdFileName = Application.GetOpenFilename(, , , , False)
Set doc = objWord.Documents.Open(sWdFileName)
'On Error Resume Next
objWord.ActiveDocument.variables("FirstName").Value = Range("FirstName").Value
objWord.ActiveDocument.variables("LastName").Value = Range("LastName").Value
' etc., etc., etc.
objWord.ActiveDocument.Fields.Update
'On Error Resume Next
objWord.Visible = True
End Sub
This ended up writing comments from an Excel file. Obviously the names have been changed for privacy reasons. Please let me know if I can simplify this better.
Sub ConvertExceltoWordComment()
Dim wApp As Word.Application
Dim xlApp As Excel.Application
Dim PgNum As Integer
Dim LineNum As Integer
Dim objSelection As Word.Document
Dim strpgSearch As Long
Dim strlinSearch As Long
Dim myRange As Range
Dim XlLog As Excel.Worksheet
Dim RowCount As Long
'Opens Copied Word document'
Set xlApp = CreateObject("Excel.Application")
xlApp.Visible = True
If Err Then
Set xlApp = CreateObject("Excel.Application")
End If
On Error GoTo 0
Dim SaveDoc As Excel.Workbook
Set SaveDoc = xlApp.Workbooks.Open("FilePath.xlsm") 'Type filepath of document here'
Set XlLog = SaveDoc.Sheets("Worksheet_Name") 'Type Sheetname here'
RowCount = XlLog.Range("A1048576").End(xlUp).Row
If RowCount > 0 Then
Dim iTotalRows As Long
iTotalRows = XlLog.Rows.Count 'Get total rows in the table'
Dim txt As Variant
Dim iRows As Long
End If
Dim i As Integer
'Insert comment into Word document'
Set wApp = CreateObject("Word.Application")
wApp.Visible = True
If Err Then
Set wApp = CreateObject("Word.Application")
End If
Set objSelection = ActiveDocument
For iRows = 3 To iTotalRows
txt = XlLog.Cells(iRows, 8).Text 'Grabs appropriate comment text'
objSelection.Activate
objSelection.SelectAllEditableRanges
strpgSearch = XlLog.Cells(iRows, 2) 'Grabs appropriate Page number'
strlinSearch = XlLog.Cells(iRows, 3) 'Grabs appropriate Line number'
objSelection.ActiveWindow.Selection.GoTo What:=wdGoToPage, Which:=wdGoToNext,
Name:=strpgSearch
objSelection.ActiveWindow.Selection.GoTo What:=wdGoToLine, Which:=wdGoToRelative,
Count:=strlinSearch
Set myRange = ActiveWindow.Selection.Range
ActiveDocument.Comments.Add Range:=myRange, Text:=txt
Next iRows
Set xlApp = Nothing
Set SaveDoc = Nothing
Set XlLog = Nothing
Set objSelection = Nothing
Set myRange = Nothing
Set wApp = Nothing
SaveDoc.Close
End Sub

Copy Word Paragraph to Excel Cells

I am trying to copy Word paragraphs to Excel cells, but I am hung up on
Runtime error 9: Subscript out of range.
I have searched. Everything I read says it cannot find the file, but the file is in the same folder, and the name is not mis-spelled, and the extension is correct. So, I am stumped. The original code comes from here: How to copy a formatted paragraph from Word 2013 to Excel?.
Private Sub Load_Schedule()
Dim ParaCount As Integer
Dim wDoc As Word.Document
Dim wb As Workbook
Dim ws As Worksheet
Set wDoc = ActiveDocument
Set wb = Workbooks("new.xlsm")
Set ws = wb.Sheets("Sheet1")
ws.Activate
ws.Columns(1).AutoFit
For ParaCount = 1 To wDoc.Paragraphs.Count
wDoc.Paragraphs(ParaCount).Range.FormattedText.Copy
Sheets(ws).Cells(ParaCount, 1).PasteSpecial
Paste:=xlPasteFormats
Next ParaCount
End Sub
The error comes on this line: Set wb = Workbooks("new.xlsm")
As you work with both applications, you should use full declarations like Word.Document and Excel.Workbook (if you already referenced the appropriate libraries).
An already opened Excel file can be referenced without path.
The Paste:= ... parameter belongs to the previous code line, so you have to add a blank + undersore at the end of the previous line or put them together into one line.
Please reference your worksheet's cell by ws.Cells ... and not by Sheets(ws), as your "ws" already is a worksheet object and not a string.
The further answer depends, if you run your code from Word-VBA or from Excel-VBA.
Word VBA
If you want to reference an Excel file from Word-VBA, you need the Excel.Application object additionally.
If Excel is already started, you can use the existing application object - otherwise you create one and make it visible.
Same with your Excel file: If it's already open, you use it - if not, you open it.
Private Sub LoadSchedule()
Dim ParaCount As Integer
Dim wDoc As Word.Document
Dim objExcel As Excel.Application
Dim wb As Excel.Workbook
Dim ws As Excel.Worksheet
On Error Resume Next
Set objExcel = GetObject(, "Excel.Application")
On Error GoTo 0
If objExcel Is Nothing Then
Set objExcel = CreateObject("Excel.Application")
objExcel.Visible = True
End If
On Error Resume Next
Set wb = objExcel.Workbooks("new.xlsm")
On Error GoTo 0
If wb Is Nothing Then
Set wb = objExcel.Workbooks.Open(objExcel.DefaultFilePath & "\new.xlsm")
' or ThisDocument.Path or whatever path
End If
Set wDoc = ActiveDocument
Set ws = wb.Sheets("Sheet1")
For ParaCount = 1 To wDoc.Paragraphs.Count
wDoc.Paragraphs(ParaCount).Range.FormattedText.Copy
ws.Cells(ParaCount, 1).PasteSpecial Paste:=xlPasteFormats
Next ParaCount
ws.Columns(1).AutoFit
'ws.Activate
End Sub
Excel VBA
In Excel you can try to reference an already opened Word file directly as ActiveDocument without getting the Word.Application additionally.
Private Sub LoadSchedule()
Dim ParaCount As Integer
Dim wDoc As Word.Document
Dim wb As Excel.Workbook
Dim ws As Excel.Worksheet
On Error Resume Next
Set wb = Workbooks("new.xlsm")
On Error GoTo 0
If wb Is Nothing Then
Set wb = Workbooks.Open(Application.DefaultFilePath & "\new.xlsm")
End If
Set wDoc = ActiveDocument
Set ws = wb.Sheets("Sheet1")
For ParaCount = 1 To wDoc.Paragraphs.Count
wDoc.Paragraphs(ParaCount).Range.FormattedText.Copy
ws.Cells(ParaCount, 1).PasteSpecial Paste:=xlPasteFormats
Next ParaCount
ws.Columns(1).AutoFit
'ws.Activate
End Sub
You need to specify the full path to the excel file - you say it's the same as the word document so this will work:
Sub GetXLFileInWord()
Dim xl As Excel.Application
Set xl = New Excel.Application
Dim wb As Excel.Workbook
Set wb = xl.Documents.Open(ThisDocument.Path & "\new.xlsm")

Excel macro loop using VBS

I would like to run a VBA macro named MyMacro, which is saved as MyMacro.bas for many excel files. I have the VBS code below, but it is not doing what I want. I would really appreciate if somebody could take a look at it.
I am using Excel 2013. The files are saved as .xls.
Thank you.
Const sRootFolder = "C:\Documents"
Const sExportedModule = "C:\Documents\MyMacro.bas"
Const sMacroName = "MyMacro"
Dim oFSO, oFDR, oFile ' File and Folder variables
Dim oExcel, oWB ' Excel variables (Application and Workbook)
Start
'------------------------------
Sub Start()
Initialize
ProcessFilesInFolder sRootFolder
Finish
End Sub
'------------------------------
Sub ProcessFilesInFolder(sFolder)
' Process the files in this folder
For Each oFile In oFSO.GetFolder(sFolder).Files
If IsExcelFile(oFile) Then ProcessExcelFile oFile.Path
Next
End Sub
'------------------------------
Sub Initialize()
Set oFSO = CreateObject("Scripting.FileSystemObject")
Set oExcel = CreateObject("Excel.Application")
End Sub
'------------------------------
Sub Finish()
oExcel.Quit
Set oExcel = Nothing
Set oFSO = Nothing
End Sub
'------------------------------
Function IsExcelFile(oFile)
IsExcelFile = (InStr(1, oFSO.GetExtensionName(oFile), "xls", vbTextCompare) > 0) And (Left(oFile.Name, 1) <> "~")
End Function
'------------------------------
Sub ProcessExcelFile(sFileName)
On Error Resume Next
wscript.echo "Processing file: " & sFileName ' Comment this unless using cscript in command prompt
Set oWB = oExcel.Workbooks.Open(sFileName)
oWB.VBProject.VBComponents.Import sExportedModule
oExcel.Run sMacroName
oWB.Save
oWB.Close
Set oWB = Nothing
End Sub
'------------------------------
Here is a vbs code for a single file which works:
Option Explicit
ExcelMacroExample
Sub ExcelMacroExample()
Dim xlApp
Dim xlBook
Dim objWorkbook
Set xlApp = CreateObject("Excel.Application")
Set xlBook = xlApp.Workbooks.Open("C:\Documents\test.xls", 0, True)
Set objWorkbook = xlApp.Workbooks.Open("C:\Documents\test.xls")
xlApp.Run "MyMacro"
xlApp.Quit
Set xlBook = Nothing
Set xlApp = Nothing
End Sub
I finally got it working:
Const sRootFolder = "C:\Documents"
Const sExportedModule = "C:\Documents\MyMacro.bas"
Const sMacroName = "Trip"
Dim oFSO, oFile ' File and Folder variables
Dim xlApp, xlBook, objWorkbook
Start
Sub Start()
Initialize
ProcessFilesInFolder sRootFolder
Finish
End Sub
Sub ProcessFilesInFolder(sFolder)
' Process the files in this folder
For Each oFile In oFSO.GetFolder(sFolder).Files
If IsExcelFile(oFile) Then ProcessExcelFile oFile.Path
Next
End Sub
Sub Initialize()
Set oFSO = CreateObject("Scripting.FileSystemObject")
Set xlApp = CreateObject("Excel.Application")
End Sub
Sub Finish()
xlApp.Quit
Set xlBook = Nothing
Set xlApp = Nothing
Set oFSO = Nothing
End Sub
Function IsExcelFile(oFile)
IsExcelFile = (InStr(1, oFSO.GetExtensionName(oFile), "xls", vbTextCompare) > 0) And (Left(oFile.Name, 1) <> "~")
End Function
Sub ProcessExcelFile(sFileName)
wscript.echo "Processing file: " & sFileName ' Comment this unless using cscript in command prompt
Set xlBook = xlApp.Workbooks.Open(sFileName, 0, True)
Set objWorkbook = xlApp.Workbooks.Open(sFileName)
objWorkbook.VBProject.VBComponents.Import sExportedModule
xlApp.Run sMacroName
End Sub
Also, make sure that Trust access to the VBA project object model enabled. I certainly may be wrong, but the game changer here seems to be this piece:
Set objWorkbook = xlApp.Workbooks.Open(sFileName)

To end the instance created from VBA code in Task manager

I have written a VBA(Access) code to export data from Access database to Excel Worksheet. At the end of the code I have closed all the objects, Recordsets, worksheets and respectively 'nothing' is set.After the first run, I check the task Manager, I see an instance of Excel still exist in it. After the export, If I close the Access Database the instance in the Task Manager is ended. Is this normal ? or Do I have to edit my code?
Disdavantage: I am not able to run the code for second time when the database is still open.
Below is my code
Public Sub Expdata()
Dim rst As DAO.Recordset
Dim xlWBk As Object, Apxl As Object
Dim wsMetaData As Worksheet
Dim wsPlanning As Worksheet
Dim PathEx As String
Dim i As Long
Dim Tempsheetname As String
Dim blnEXCEL As Boolean
blnEXCEL = False
On Error Resume Next
Set Apxl = GetObject(, "Excel.Application")
If Err.Number <> 0 Then
Set Apxl = CreateObject("Excel.Application")
blnEXCEL = True
End If
Err.Clear
On Error GoTo 0
PathEx = Forms("Export").Text14 'path comes from the directory given in form
'Set Apxl = CreateObject("Excel.Application")
Set xlWBk = Apxl.Workbooks.Open(PathEx)
Tempsheetname = "Metadatasheet"
Worksheets.Add.Name = Tempsheetname
Set wsMetaData = xlWBk.Worksheets("Metadatasheet")
Set wsPlanning = xlWBk.Worksheets("PlanningData")
Apxl.Visible = True 'uncomment for debug to see excel file
Set rst = CurrentDb.OpenRecordset("LatestSNR")
For i = 1 To rst.Fields.Count
wsMetaData.Cells(1, i).Value = rst.Fields(i - 1).Name
Next i
rst.MoveFirst
wsMetaData.Range("A2").CopyFromRecordset rst
'calls Exp_Refresh module
Call Exp_Refresh.RfData(xlWBk)
Set xlWBk = Apxl.Workbooks.Open(PathEx)
xlWBk.Sheets("Metadatasheet").Select
DoCmd.SetWarnings False
xlWBk.Application.DisplayAlerts = False
xlWBk.Sheets("Metadatasheet").Delete
DoCmd.SetWarnings True
xlWBk.Application.DisplayAlerts = True
'Close all the objects and recordsets
rst.Close
Set rst = Nothing
xlWBk.Close SaveChanges:=True
Set xlWBk = Nothing
Set wsMetaData = Nothing
Set wsPlanning = Nothing
If blnEXCEL = True Then Apxl.Quit
Set Apxl = Nothing
MsgBox "Export Successful !!!"
End Sub
It's Excel not closing? Then CreateObject on the workbook, not ExcelApp.
Also if excel is set to visible then the rules of COM says you do not close if the user can see it.
After a bit of research.. I found the error point
Tempsheetname = "Metadatasheet"
Worksheets.Add.Name = Tempsheetname
At this point it had lost its reference from the object. So if "Access app has ANY reference to an Excel resource, Excel won't close".
All I had to do was;
Tempsheetname = "Metadatasheet"
xlWBk.Worksheets.Add.Name = Tempsheetname

How to copy value from a cell in MSExcel into a field in MSWord file with VB Code?

I need to have a vb code in ms word 2003 that copy a a specific cell in excel file and paste it in word (filed). Below is what I have done and it result in error.
Sub cmdGetNumber()
Dim XL As Object
Dim WBEx As Object
Dim ExelWS As Object
Dim appwd As Object
Dim wdApp As Word.Application
''''
'On Error GoTo OLE_ERROR
Set XL = CreateObject("Excel.Application")
Set wdApp = CreateObject("Word.Application")
'Open Excel document
Set WBEx = XL.Workbooks.Open("C:\Documents and Settings\121567\Desktop\tafket1.xls")
Set ExelWS = WBEx.Worksheets("Sheet1")
XL.Visible = True
'appwd.Visible = True
ExelWS.Range("c2").Select
'Selection.Copy
'wdApp.Selection.PasteSpecial Placement:=wdInLine, DataType:=wdPasteMetafilePicture
'wdApp.Documents.Save
Set wdApp = Nothing
Set ExelWS = Nothing
Set WBEx = Nothing
End Sub
Since this macro is in Word, you don't need to explicitly open a word instance. You can just do Documents.Add to add a new document, or Documents.Open to open an existing one.
Try this:
Sub cmdGetNumber()
Dim XL As Object
Dim WBEx As Object
Dim ExelWS As Object
Dim wdDoc As Word.Document
'On Error GoTo OLE_ERROR
Set XL = CreateObject("Excel.Application")
'Open Excel document
Set WBEx = XL.Workbooks.Open("C:\Documents and Settings\121567\Desktop\tafket1.xls")
Set ExelWS = WBEx.Worksheets("Sheet1")
'XL.Visible = True
ExelWS.Range("C2").Copy
Set wdDoc = Documents.Add
wdDoc.Activate
wdDoc.Select
Selection.Paste
WBEx.Close
XL.Quit
Set WBEx = Nothing
Set ExelWS = Nothing
Set XL = Nothing
End Sub
The above code will open your excel file, copy the cell C2, then open a new word document, and paste it there.
I see you have mentioned a (filed) in your question. Did you mean a Field or a File? If it is a Field then you may want to replace Selection.Paste with the relevant field name

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