Import file into microsoft access: field mapping - excel

This is driving me insane. I've been banging my head against importing some excel data into microsoft access. Silly me for thinking that this should be easy since they are both microsoft products.
There are three excel files of about 40MB each. Four tabs in each file, each tab has the same fields in the same order between the files. ie, tab A in file 1 has the same field names in the same order as tab A in file 2 and file 3. And the corresponding table in the access database as the exact same field names in the exact same order as in the files also. Same goes for the other tabs. There are about 90K rows and about 40 columns in each tab.
The first tab I imported directly into Access and created a new table. Even though the other files have the same layout, I just can't seem to get access to import the other files correctly. Even though the fields have the exact same names in the exact same order, it keeps screwing up the mapping.
Not grossly, I either get a type conversion error for a field or two (which I also don't get since all the fields in the access table are of type "short text" so i can just import whatever is in the data files with no processing) or a couple of the wrong source fields from the files get imported into the wrong target fields in the database.
It's almost more annoying that just a few fields get messed up because it means I have to check the whole table to figure out if things went off. And it's not consistent, it screws up differently each time I try it.
I tried importing the data from the excel files and also by saving each tab as a csv. Nothing works. WTF am I doing wrong. Happy to try using some other database (filemaker, etc). I don't care about using access, I just thought it would be easier but I don't get why this is so freaking difficult.

Import data from all worksheets in all files in a folder.
Dim blnHasFieldNames As Boolean, blnEXCEL As Boolean, blnReadOnly As Boolean
Dim intWorkbookCounter As Integer
Dim lngCount As Long
Dim objExcel As Object, objWorkbook As Object
Dim colWorksheets As Collection
Dim strPath As String, strFile As String
Dim strPassword As String
' Establish an EXCEL application object
On Error Resume Next
Set objExcel = GetObject(, "Excel.Application")
If Err.Number <> 0 Then
Set objExcel = CreateObject("Excel.Application")
blnEXCEL = True
End If
Err.Clear
On Error GoTo 0
' Change this next line to True if the first row in EXCEL worksheet
' has field names
blnHasFieldNames = False
' Replace C:\MyFolder\ with the actual path to the folder that holds the EXCEL files
strPath = "C:\MyFolder\"
' Replace passwordtext with the real password;
' if there is no password, replace it with vbNullString constant
' (e.g., strPassword = vbNullString)
strPassword = "passwordtext"
blnReadOnly = True ' open EXCEL file in read-only mode
strFile = Dir(strPath & "*.xls")
intWorkbookCounter = 0
Do While strFile <> ""
intWorkbookCounter = intWorkbookCounter + 1
Set colWorksheets = New Collection
Set objWorkbook = objExcel.Workbooks.Open(strPath & strFile, , _
blnReadOnly, , strPassword)
For lngCount = 1 To objWorkbook.Worksheets.Count
colWorksheets.Add objWorkbook.Worksheets(lngCount).Name
Next lngCount
' Close the EXCEL file without saving the file, and clean up the EXCEL objects
objWorkbook.Close False
Set objWorkbook = Nothing
' Import the data from each worksheet into a separate table
For lngCount = colWorksheets.Count To 1 Step -1
DoCmd.TransferSpreadsheet acImport, acSpreadsheetTypeExcel9, _
"tbl" & colWorksheets(lngCount) & intWorkbookCounter, _
strPath & strFile, blnHasFieldNames, _
colWorksheets(lngCount) & "$"
Next lngCount
' Delete the collection
Set colWorksheets = Nothing
' Uncomment out the next code step if you want to delete the
' EXCEL file after it's been imported
' Kill strPath & strFile
strFile = Dir()
Loop
If blnEXCEL = True Then objExcel.Quit
Set objExcel = Nothing
http://www.accessmvp.com/KDSnell/EXCEL_Import.htm#ImpAllWkshtsFilesSepTbls

Related

Excel Reports generated by Microsoft Access routine gets Error 1004: Method Open Object Workbooks Failed

I have several Excel reports reports that are launched on demand by buttons on a MS Access database application. The routine that launches these reports has worked fine for years with no issues, until last week when our share drive hit storage capacity.
Please note, I use a convention of a ready-made Excel Workbook that has most of the formatting to produce the final report, and adding the data to it by using VBA with the Excel Object library to build my final report. I call these "Templates" not to be associated in anyway with Microsoft Word template conventions. To avoid confusion, I will mark my reference to this convention throughout this description as Template***
The errors have become significantly less frequent since share drive space was freed up by the IT team here, but for about 30% of users, the following error is still returned when launching an excel download: "Error 1004: Method Open Object Workbooks Failed".
The line of code where the error hits has never had issues before:
Set WB = xlApp.Workbooks.Open(strPathToTemplate)
Where strPathToTemplate is the share drive path where the excel Template*** is saved.
After many calls with our IT, one help desk person applied the following solution:
Navigate to ,locate a Microsoft Macro-Enabled Word Template file titled "Normal.dotm" and rename it to "Old.Normal.dotm". This IMMEDIATELY restored the functionality of the excel report downloads from the dashboard. The help desk person couldn't/wouldn't explain how they knew this was the issue or why it affected the excel downloads.
The problem now is that although this solution works for every user I've applied it to, it's also temporary. Every time the user reboots, the normal.dotm file restores itself and has to be renamed again or the 1004 error will appear in the dashboard again.
I've called back to the help desk and haven't gotten any farther with an explanation or a more permanent solution.
My biggest question (aside from how to permanently solve this) is why does this MS Word normal.dotm file have any affect at all on excel files launched from the MS Access database? There are zero instances in the programming where we refer to this roaming templates file path and we don't use Word at all. I can find plenty online about how the normal.dotm file can cause problems in Word, but nothing on how it can affect other Microsoft applications other than Word.
Again, the convention I use to produce my Excel reports even though I call them Template*** has nothing to do with normal.dotm. I can't help but think that this IT help desk introduced a different problem.
Things I've tried:
1. Freeing more share drive space
2. Deleting all instances of temp files from the share drive
3. Compact and Repair on Access
4. using new excel Template*** files
5. Rewriting paths of excel Template***
6. ensuring there are no personal macros in MS word
7. Rewriting the procedure that creates the excel reports to do early binding instead of late binding
8. Rebooting several times on different computers to prove that restoration of the normal.dotm file is what causes the errors to return in the dashboard
9. Testing the dotm file renaming solution on other users' computers.
I provide as much of the vba code that may be in question below
Here is the main vba for the launch of our Status of Funds report where I use a formatted Excel workbook Template*** to produce the report by 'marrying' it to the data.
Sub CreateSOFRpt(strPathtoTemplate As String, bEOM As Boolean)
Dim strWHERE As String
Dim strSQL As String
Dim strSQL1 As String
Dim strSQL2 As String
Dim strSavePath As String
strSavePath = Environ$("UserProfile") & "\Documents\Status of Funds as of " & datestring & ".xlsm"
'This first part of the IF statement is launched only when bEOM (end of month reports) = true and if the user chooses to launch the reports.
'There are no data restrictions here because the only people who can launch end of month are the Comptroller's personnel
If bEOM = True Then
strSQL = "SELECT * FROM tbl_SOF_TRUECOMM IN '" & SharedRoot & "\02_Engines\SABRS.accdb';"
strSQL1 = "SELECT * FROM tbl_SOF_TRUECOMM IN '" & SharedRoot & "\02_Engines\1EXP_YR\SABRS.accdb';"
strSQL2 = "SELECT * FROM tbl_SOF_TRUECOMM IN '" & SharedRoot & "\02_Engines\2EXP_YR\SABRS.accdb';"
Call CreateExcel("Status of Funds_EndofMonth", strSavePath, strSQL, strPathtoTemplate, "PivotTable1", "MainCurrent", "Raw", _
"Raw1", "PivotTable2", "Main1EXP", strSQL1, "Raw2", "PivotTable3", "Main2EXP", strSQL2)
Else
strWHERE = GetBEA(AcquireUser)
Select Case strWHERE
Case "ALL"
strSQL = "SELECT VAL([FY FULL]) AS [FY FULL_], MRI, ARI, SRI, WCI, BEA, BESA, BSYM, SBHD, [FUND FUNC], BLI, [DIR BEA BESA RCVD BAL ITD AMT], " _
& "[TrueComm], [OBL ITD AMT], [EXP ITD AMT], [LIQ ITD AMT], [UNCMT AMT], [UNOBL AMT], WCI_Desc, Organization " _
& "FROM tbl_SOF_TrueComm;"
Case "ZZ"
MsgBox "Please see Admin to get access to section you are responsible for.", vbInformation, "Permission required"
Exit Sub
Case Else
strSQL = "SELECT VAL([FY FULL]) AS [FY FULL_], MRI, ARI, SRI, WCI, BEA, BESA, BSYM, SBHD, [FUND FUNC], BLI, [DIR BEA BESA RCVD BAL ITD AMT], " _
& "[TrueComm], [OBL ITD AMT], [EXP ITD AMT], [LIQ ITD AMT], [UNCMT AMT], [UNOBL AMT], WCI_Desc, Organization " _
& "FROM tbl_SOF_TrueComm " _
& "WHERE BEA " & strWHERE & ";"
End Select
Call CreateExcel("Status of Funds", strSavePath, strSQL, strPathtoTemplate, "PivotTable1", "Main", "Raw")
End If
End Sub
Here is the CreateExcel routine referred to above
Sub CreateExcel(strRptTitle As String, strSavePath As String, Optional strQueryName As String, Optional strPathtoTemplate As String, Optional strPivotName As String, Optional strSheetName As String, Optional strRawSheetName As String, _
Optional strRawSheetName1 As String, Optional strPivotName1 As String, Optional strSheetName1 As String, Optional strQueryname1 As String, _
Optional strRawSheetName2 As String, Optional strPivotName2 As String, Optional strSheetName2 As String, Optional strQueryname2 As String)
'strQueryName = the query the raw data is sourced from
'strRptTitle = the name of the file after it is generated
'strPathtoTemplate = the directions to the template file for the excel
'strSavePath = the final save location of the completed excel file
'strPivotName = the title of the pivot table to refresh
'strSheetname = the title of the sheet where the pivot is
'any optional variable ending in a number (e.g, strSheetName2) refers to when an excel needs to be created with multiple raw data sheets and pivot tables.
'It allows the routine to expand and be more flexible when necessary
'this routine was originally just used to add excel files to KPI emails, now we call it from Form Choose and use it to generate email reports
Dim xlApp As Object
Dim WB As Object
Dim xlSheet As Object
Dim xlSheet1 As Object
Dim intCOL As Integer
Dim rs As DAO.Recordset
Dim fld As Variant
Dim db As DAO.Database
Dim pt As PivotTable
Set db = CurrentDb
Set xlApp = CreateObject("Excel.Application")
Set WB = xlApp.Workbooks.Open(strPathtoTemplate)
xlApp.Visible = False
'Generates the initial sheet, query, etc
Set xlSheet = WB.Sheets(strRawSheetName)
Set rs = db.OpenRecordset(strQueryName)
'PLACE
intCOL = 1
For Each fld In rs.Fields
xlSheet.Cells(1, intCOL).Value = fld.Name
intCOL = intCOL + 1
Next
With xlSheet
.Rows("2:" & xlSheet.Rows.Count).ClearContents
.Range("A2").CopyFromRecordset rs
.Cells.EntireColumn.AutoFit
End With
Set xlSheet = WB.Sheets(strSheetName)
'we could set the template to refresh on opening, but it won't refresh if someone uses outlook previewer. Better to make the excel file refresh before it ever gets sent.
Set pt = xlSheet.PivotTables(strPivotName)
pt.RefreshTable
'If a second sheet and query needs to be created, then:
'The first part of this If statement checks to see if the optional variable has been provided
'If it hasn't been provided (denoted by whether strRawSheetName1 is = to nothing) then do nothing because the place it's called from doesn't require a second sheet
'If it has been provided, then place the raw data from the query and autofit everything
If strRawSheetName1 = "" Then
Else
Set xlSheet = WB.Sheets(strRawSheetName1)
Set rs = db.OpenRecordset(strQueryname1)
'PLACE
intCOL = 1
For Each fld In rs.Fields
xlSheet.Cells(1, intCOL).Value = fld.Name
intCOL = intCOL + 1
Next
With xlSheet
.Rows("2:" & xlSheet.Rows.Count).ClearContents
.Range("A2").CopyFromRecordset rs
.Cells.EntireColumn.AutoFit
End With
Set xlSheet = WB.Sheets(strSheetName1)
'we could set the template to refresh on opening, but it won't refresh if someone uses outlook previewer. Better to make the excel file refresh before it ever gets sent.
Set pt = xlSheet.PivotTables(strPivotName1)
pt.RefreshTable
End If
'If a third sheet and query needs to be created, then:
If strRawSheetName2 = "" Then
Else
Set xlSheet = WB.Sheets(strRawSheetName2)
Set rs = db.OpenRecordset(strQueryname2)
'PLACE
intCOL = 1
For Each fld In rs.Fields
xlSheet.Cells(1, intCOL).Value = fld.Name
intCOL = intCOL + 1
Next
With xlSheet
.Rows("2:" & xlSheet.Rows.Count).ClearContents
.Range("A2").CopyFromRecordset rs
.Cells.EntireColumn.AutoFit
End With
Set xlSheet = WB.Sheets(strSheetName2)
'we could set the template to refresh on opening, but it won't refresh if someone uses outlook previewer. Better to make the excel file refresh before it ever gets sent.
Set pt = xlSheet.PivotTables(strPivotName2)
pt.RefreshTable
End If
'cleanup
WB.SaveCopyAs strSavePath
WB.Close SaveChanges:=False
Set xlSheet = Nothing
Set pt = Nothing
Set rs = Nothing
Set WB = Nothing
Set xlApp = Nothing
Set db = Nothing
End Sub
(Sorry if my idea is stupid).
May-be is it related to a recent update of Windows or Office, so that the variable "strPathToTemplate" would become an internal or system variable name (for MS Word specificly), generating ambiguity with "Open" objet. Could you test just changing the name of that variable ?
(In fact, I hope this will not be the solution...).
Pierre.
I had similar issue and since than I use this snipped to open Excel (note the comma in GetObject):
'Start Excel
On Error Resume Next
Set oExcel = GetObject(, "Excel.Application") 'Bind to existing instance of Excel
If Err.Number <> 0 Then 'Could not get instance of Excel, so create a new one
Err.Clear
On Error GoTo Error_Handler
Set oExcel = CreateObject("Excel.Application")
bExcelOpened = False
Else 'Excel was already running
bExcelOpened = True
End If
On Error GoTo Error_Handler

How to rename a word document according to a mail merge attribute in VBA?

The title may be a bit gory, but here we are.
Currently I've got a word document that uses mail merge to insert two attributes from an Excel sheet (date and name). Once the merge is generated, I then have a macro to split each page of the resultant document into it's own separate document. The macro I'm using is just copied and pasted from VBA Express here, seen below.
Sub SplitIntoPages()
Dim docMultiple As Document
Dim docSingle As Document
Dim rngPage As Range
Dim iCurrentPage As Integer
Dim iPageCount As Integer
Dim strNewFileName As String
Application.ScreenUpdating = False 'Makes the code run faster and reduces screen _
flicker a bit.
Set docMultiple = ActiveDocument 'Work on the active document _
(the one currently containing the Selection)
Set rngPage = docMultiple.Range 'instantiate the range object
iCurrentPage = 1
'get the document's page count
iPageCount = docMultiple.Content.ComputeStatistics(wdStatisticPages)
Do Until iCurrentPage > iPageCount
If iCurrentPage = iPageCount Then
rngPage.End = ActiveDocument.Range.End 'last page (there won't be a next page)
Else
'Find the beginning of the next page
'Must use the Selection object. The Range.Goto method will not work on a page
Selection.GoTo wdGoToPage, wdGoToAbsolute, iCurrentPage + 1
'Set the end of the range to the point between the pages
rngPage.End = Selection.Start
End If
rngPage.Copy 'copy the page into the Windows clipboard
Set docSingle = Documents.Add 'create a new document
docSingle.Range.Paste 'paste the clipboard contents to the new document
'remove any manual page break to prevent a second blank
docSingle.Range.Find.Execute Findtext:="^m", ReplaceWith:=""
'build a new sequentially-numbered file name based on the original multi-paged file name and path
strNewFileName = Replace(docMultiple.FullName, ".doc", "_" & Right$("000" & iCurrentPage, 4) & ".doc")
docSingle.SaveAs strNewFileName 'save the new single-paged document
iCurrentPage = iCurrentPage + 1 'move to the next page
docSingle.Close 'close the new document
rngPage.Collapse wdCollapseEnd 'go to the next page
Loop 'go to the top of the do loop
Application.ScreenUpdating = True 'restore the screen updating
'Destroy the objects.
Set docMultiple = Nothing
Set docSingle = Nothing
Set rngPage = Nothing
End Sub
However, there are over 90 pages of the mail merge and, as seen in the code above, they are all named by just adding numbers to the end of the file name. Instead of this, I would like to have it so that it would read the merged Date attribute from each page and use that as the file name instead. I've tried tinkering around with the code and reading up about it on the MS Dev Centre, but I've had no luck.
Can anyone help? Thanks.
A far better approach is to create the separate documents from the outset. By adding the following macro to your mailmerge main document, you can generate one output file per record. Files are saved to the same folder as the mailmerge main document, using the 'Date' field in the data source for the filenames. PDF & DOCX output formats are catered for. Do be aware that, should your data source have duplicate dates, only the last one processed will survive.
Sub Merge_To_Individual_Files()
'Merges one record at a time to the folder containing the mailmerge main document.
' Sourced from: http://www.msofficeforums.com/mail-merge/21803-mailmerge-tips-tricks.html
Application.ScreenUpdating = False
Dim StrFolder As String, StrName As String, MainDoc As Document, i As Long, j As Long
Set MainDoc = ActiveDocument
With MainDoc
StrFolder = .Path & Application.PathSeparator
For i = 1 To .MailMerge.DataSource.RecordCount
With .MailMerge
.Destination = wdSendToNewDocument
.SuppressBlankLines = True
With .DataSource
.FirstRecord = i
.LastRecord = i
.ActiveRecord = i
If Trim(.DataFields("Date")) = "" Then Exit For
StrName = Format(.DataFields("Date"), "YYYY-MM-DD")
End With
.Execute Pause:=False
If Err.Number = 5631 Then
Err.Clear
GoTo NextRecord
End If
End With
With ActiveDocument
.SaveAs FileName:=StrFolder & StrName & ".docx", FileFormat:=wdFormatXMLDocument, AddToRecentFiles:=False
' and/or:
.SaveAs FileName:=StrFolder & StrName & ".pdf", FileFormat:=wdFormatPDF, AddToRecentFiles:=False
.Close SaveChanges:=False
End With
NextRecord:
Next i
End With
Application.ScreenUpdating = True
End Sub
Note 1: The above code defaults to saving the output to the mailmerge main document's folder. You can change the destination folder by editing:
StrFolder = .Path & Application.PathSeparator
Note 2: If you rename the above macro as 'MailMergeToDoc', clicking on the 'Edit Individual Documents' button will intercept the merge and the process will run automatically. The potential disadvantage of intercepting the 'Edit Individual Documents' process this way is that you no longer get to choose which records to merge at that stage. However, you can still achieve the same outcome - and with greater control - via the 'Edit Recipient List' tools.

Consolidation VBA of files in directory via ms-access

I have 33 linked tables all in same directory(sharepoint site). i would like some code to copy in all the tables in this directory and create a consolidated table of this data
all tables are same format and live in same folder.
i have tried Union and other ways but these have been restricted with the number of columns i could use.
The excel template has columns up to GG
You can try using Dir to loop through the directory, and use the DoCmd.TransferSpreadsheet to import the spreadsheets in that particular directory. Replace "YourTable" with your table name and "\yourdirectory\" with the location of the SP folder.
Sub ExcelImport()
Dim MyObj As Object, MySource As Object, file As Variant
file = Dir("\\yourdirectory\")
While (file <> "")
If InStr(file, "xls") Or InStr(file, "xlsx") > 0 Then
DoCmd.TransferSpreadsheet acImport, acSpreadsheetTypeExcel12, "YourTable", file, True
End If
file = Dir
Wend
End Sub
I'd do a similar thing to that mentioned by Ryan, but wouldn't import direct into the table I would want to query (mainly because there could be loads of housekeeping and/or data quality issues you may need to deal with first).
I'd first create a staging table with multiple alphanumeric fields (GG would take you to 189 fields; I'd call them F1-F189), PLUS a field to store the filename (and perhaps a couple of extra fields to handle the avoidance of duplicate records or to handle in-table updates - a datetimestamp and a process flag).
You can then have a loop that imports each file in turn into the staging table, and then within the loop execute a query (referring to a pre-written Access query is best as you will need to set up a Parameter to handle the filename; plus, you may want to tweak it over time) that will insert the records from the staging table into your proper destination table with the filename from your FOR-NEXT loop.
Within the loop, after you have imported each file you may then want to perform some housekeeping before moving onto the next file.
Below is something I've pretty much pasted in from what I use - it is messy, and it does use bits that are adapted from someone else's code, so I will credit that where I remember and apologies in advance for those I don't:
Sub import_ASSGMU()
' Macro loops through the specified directory (strPath)
' and imports Excel files to staging table in the Access Database
' (tbl_import_generic)
' before using an Access query to insert into the cleaned-up destination table
' (tbl_transformed_ASSGMU)
Dim strPath As String
strPath = "c:\data" ' YOU MUST SET YOUR OWN PATH HERE
If Right(strPath, 1) <> "\" Then strPath = strPath & "\"
' this bit is if you want to move files out of the folder after they are processed
' Dim ImportSuccessPath As String
' ImportSuccessPath = "c:\data\Processed" 'hard-coded sub-folder name
' If Right(ImportSuccessPath, 1) <> "\" Then ImportSuccessPath = ImportSuccessPath & "\"
Dim strFile As String 'Filename
Dim strFileList() As Variant 'File Array
Dim intFile As Integer 'File Number
'Loop through the folder & build file list - file name prefix is HARDCODED
strFile = Dir(strPath & "ASSG_MU_*.xls*")
' this takes all the filenames and adds them to an array
While strFile <> ""
'add files to the list
intFile = intFile + 1
ReDim Preserve strFileList(1 To intFile)
strFileList(intFile) = strFile
strFile = Dir()
Wend
'see if any files were found
If intFile = 0 Then
'MsgBox "No files found"
Exit Sub
End If
' sorts the array so files are in filename order
' needs a procedure from here:
' http://www.access-programmers.co.uk/forums/showthread.php?t=194737
Call SortArray(strFileList())
' cycle through the list of files in the array & import to Access
For intFile = 1 To UBound(strFileList)
' empty staging table
DoCmd.SetWarnings False
DoCmd.RunSQL "DELETE FROM tbl_import_generic;"
DoCmd.SetWarnings True
' delete records from same filename previously imported
'DoCmd.SetWarnings False
' DoCmd.RunSQL "DELETE FROM tbl_transformed_ASSGMU WHERE import_file = """ & strFileList(intFile) & """;"
'DoCmd.SetWarnings True
' allows import of xls AND xlsx
If Right(strFileList(intFile), 1) = "s" Then
DoCmd.TransferSpreadsheet acImport, 8, "tbl_import_generic", strPath & strFileList(intFile), False, "A1:GG50000"
ElseIf Right(strFileList(intFile), 1) = "x" Then
DoCmd.TransferSpreadsheet acImport, 10, "tbl_import_generic", strPath & strFileList(intFile), False, "A1:GG50000"
End If
'DoCmd.Echo False, ""
DoCmd.SetWarnings False
Set db = CurrentDb
Dim qdf As DAO.QueryDef
' create an Access INSERT query with a name that matches the next code line that will take records from the tbl_import_generic and write them to the destination table. At this stage you can embed some hygeine factors or parse data in the Access query
Set qdf = db.QueryDefs("qry_transform_ASSGMU")
' create a Parameter called param_filename and use it to populate a
' destination field - this will then put the name of the imported
' file in your destination table
qdf!param_filename = strFileList(intFile)
qdf.Execute 'dbFailOnError ' useful when testing your query
DoCmd.SetWarnings True
' if you want to "move" files out of the folder when processed
' copy processed file to Processed folder & delete file from Import
' FileCopy strPath & strFileList(intFile), ImportSuccessPath & strFileList(intFile)
' Kill strPath & strFileList(intFile)
Next
MsgBox UBound(strFileList) & " file(s) were imported."
End Sub
Have a play around with it. Hope this is useful to you.

Updatelinks in Powerpoint from identical workbook in different directory (through vba?)

I am working on linking charts in powerpoint (ppt) slides to charts in Excel (xls) workbooks. This works fine without vba code, as I just use paste special to create a link. The problem is however when I change the directoy of the ppt as well as the xls, as the ppt will still try to update the data from the xls in the old directory. My goal however would be to share these files, so everyone can just update their ppt with their xls.
So, to put it shortly, I want to update the ppt, but choose a different workbook (with a different directory). This workbook will be identical to the old one in terms of structure, just with diffeerent data.
I know there is the method updatelinks, but there doesn't seem to be any way to choose a different directory with this method. Does anyone have any tips?
So, to put it shortly, I want to update the ppt, but choose a different workbook (with a different directory). This workbook will be identical to the old one in terms of structure, just with different data.
TRIED AND TESTED with MS-OFFICE 2010
I have commented the code so that you will not have a problem understanding it. If you still do then feel free to ask.
Option Explicit
Sub UpDateLinks()
'~~> Powerpoint Variables/Objects
Dim ofd As FileDialog
Dim initDir As String
Dim OldSourcePath As String, NewSourcePath As String
'~~> Excel Objects
Dim oXLApp As Object, oXLWb As Object
'~~> Other Variables
Dim sPath As String, OldPath As String, sFullFileOld As String
Dim oldFileName As String, newFileName As String
'Set the initial directory path of File Dialog
initDir = "C:\"
'~~> Get the SourceFullName of the chart. It will be something like
' C:\MyFile.xlsx!Sheet1![MyFile.xlsx]Sheet1 Chart 1
OldSourcePath = ActivePresentation.Slides(1).Shapes(1).LinkFormat.SourceFullName
Set ofd = Application.FileDialog(msoFileDialogFilePicker)
With ofd
.InitialFileName = initDir
.AllowMultiSelect = False
If .Show = -1 Then
'~~> Get the path of the newly selected workbook. It will be something like
' C:\Book2.xlsx
sPath = .SelectedItems(1)
'~~> Launch Excel
Set oXLApp = CreateObject("Excel.Application")
oXLApp.Visible = True
'~~> Open the Excel File. Required to update the chart's source
Set oXLWb = oXLApp.Workbooks.Open(sPath)
'~~> Get the path "C:\MyFile.xlsx" from
'~~> say "C:\MyFile.xlsx!Sheet1![MyFile.xlsx]Sheet1 Chart 1"
OldPath = Split(OldSourcePath, "!")(0)
'~~> Get just the filename "MyFile.xlsx"
oldFileName = GetFilenameFromPath(OldPath)
'~~> Get just the filename "Book2.xlsx" from the newly
'~~> Selected file
newFileName = GetFilenameFromPath(.SelectedItems(1))
'~~> Replace old file with the new file
NewSourcePath = Replace(OldSourcePath, oldFileName, newFileName)
'Debug.Print NewSourcePath
'~~> Change the source and update
ActivePresentation.Slides(1).Shapes(1).LinkFormat.SourceFullName = NewSourcePath
ActivePresentation.Slides(1).Shapes(1).LinkFormat.Update
DoEvents
'~~> Close Excel and clean up
oXLWb.Close (False)
Set oXLWb = Nothing
oXLApp.Quit
Set oXLApp = Nothing
End If
End With
Set ofd = Nothing
End Sub
Public Function GetFilenameFromPath(ByVal strPath As String) As String
If Right$(strPath, 1) <> "\" And Len(strPath) > 0 Then
GetFilenameFromPath = _
GetFilenameFromPath(Left$(strPath, Len(strPath) - 1)) + Right$(strPath, 1)
End If
End Function

Automate creation of charts in multiple excel files?

I just spent a significant amount of time creating identical graphs in several dozen excel files (all containing identically formatted data,) and believe there has to be a more efficient way of completing what I've just done.
To simplify things, consider 50 excel documents with data in the same format. Does there exist a method of automatically:
Creating a simple line graph
Adding axis labels, a chart label, removing horizontal grid lines
Including a trend line/R^2 value
Saving the new workbook to a certain location with "_graphed" appended to the filename
Would this be something that an Excel VBA could be used for?
For this sort of problem I would start by recording a macro of the steps you take manually into a personal macro workbook. You can then look at the code produced by Excel and you may find that you don't need to make too many changes for this to be useful as a generic procedure.
After testing, if you wanted to take the automation one step further you could write a little procedure to loop through all of the Excel files in a directory and call your chart procedure for each file when it is open. I can dig out come code I wrote doing something similar if it will help.
Update
Here is a thread where I have provided some code to loop through all of the files containing some given text (in this example ".pdf" but could just as easily be ".xls" to cover xlsx, xlsm etc).
Also this example prints out a list of the files it finds to a worksheet. This is a good start to test the results, but once this is okay you would need to replace the line:
Range(c).Offset(j, 0).Value = vFileList(i)
With some code to open that workbook and call your code to generate the chart. Let me know if you get stuck.
Further Update
I have reviewed the code referred to above and made a few improvements including an additional parameter for you to specify the name of a macro that you want to run against each of the workbooks opened (that meet the condition specified). The macro that you use in the call must exist in the workbook that you are calling all of the other workbooks from (e.g. if the chart macro is in your personal workbook then the code below should also be placed in your personal macro workbook):
Option Explicit
Sub FileLoop(pDirPath As String, _
Optional pPrintToSheet = False, _
Optional pStartCellAddr = "$A$1", _
Optional pCheckCondition = False, _
Optional pFileNameContains = "xxx", _
Optional pProcToRunOnWb)
On Error GoTo PrintFileList_err
' Local constants / variables
Const cProcName = "FileLoop"
Dim vFileList() As String ' array for file names
Dim i As Integer ' iterator for file name array
Dim j As Integer ' match counter
Dim c As String
' variables for optional param pProcToRunOnWb
Dim vFullPath As String
Dim vTmpPath As String
Dim wb As Workbook
vFullPath = Application.ThisWorkbook.FullName
vFileList = GetFileList(pDirPath)
c = pStartCellAddr
j = 0
For i = LBound(vFileList) To UBound(vFileList)
' if condition is met (i.e. filename cotains text or condition is not required...
If pCheckCondition And InStr(1, vFileList(i), pFileNameContains, vbTextCompare) > 0 _
Or Not pCheckCondition Then
' print name to sheet if required...
If pPrintToSheet Then
Range(c).Offset(j, 0).Value = vFileList(i)
j = j + 1 ' increment row offset
End If
' open wb to run macro if required...
If pProcToRunOnWb <> "" Then
Application.DisplayAlerts = False ' set alerts off so that macro can run in other wb
vTmpPath = pDirPath & "\" & vFileList(i)
Set wb = Workbooks.Open(Filename:=vTmpPath)
Workbooks(wb.Name).Activate
Application.Run "'" & vFullPath & "'!" & pProcToRunOnWb
wb.Close (True) ' save and close workbook
Application.DisplayAlerts = True ' set alerts back on
End If
End If
Debug.Print vFileList(i)
Next i
' clean up
Set wb = Nothing
PrintFileList_exit:
Exit Sub
PrintFileList_err:
Debug.Print "Error in ", cProcName, vbCrLf, "Err no: ", Err.Number, _
vbCrLf, "Err Description: ", Err.Description
Resume Next
End Sub
Function GetFileList(pDirPath As String) As Variant
On Error GoTo GetFileList_err
' Local constants / variables
Const cProcName = "GetFileList"
Dim objFSO As Object
Dim objFolder As Object
Dim objFile As Object
Dim c As Double ' upper bound for file name array
Dim i As Double ' iterator for file name array
Dim vFileList() As String ' array for file names
Set objFSO = CreateObject("Scripting.FileSystemObject")
Set objFolder = objFSO.GetFolder(pDirPath)
c = objFolder.Files.Count
i = 0
ReDim vFileList(1 To c) ' set bounds on file array now we know count
'Loop through the Files collection
For Each objFile In objFolder.Files
'Debug.Print objFile.Name
i = i + 1
vFileList(i) = objFile.Name
Next
'Clean up!
Set objFolder = Nothing
Set objFile = Nothing
Set objFSO = Nothing
GetFileList = vFileList
GetFileList_exit:
Exit Function
GetFileList_err:
Debug.Print "Error in ", cProcName, vbCrLf, "Err no: ", Err.Number, _
vbCrLf, "Err Description: ", Err.Description
Resume Next
End Function
You can call this from another macro or from the immediate window (ctrl+G) with the parameters required e.g. to get all files containing '.xls', and run a macro named 'your_macro_name_here' the code would be:
call FileLoop("C:\Users\Prosserc\Dropbox\Docs\Stack_Overflow\Test", False, "", True, ".xls", "your_macro_name_here")
Obviously change the path in the first parameter to point to the directory containing the files that you want to run the macro against.
There is a library called Xlsxwriter for both python and perl which allows for the automation of chart generation. For some sample python code, see my post here.

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