Excel Macro, Sending user's data - excel

So I am currently studying SQL Server but right now I am just working a standard office admin job while I'm studying.
I never really made macro's before and little knowledge on VB but decided to design a macro for work to make things a bit easier for my team.
The macro just very simply allows the user to enter data, stats etc and gives the percentage or average statistic resulting in a total letting the user know if the statistics have been hit that day, week, month etc.
It works well but I would like to add a "SUBMIT" button that when a user clicked it would send the data they have entered in specified cells to myself. I am not sure how to go about it, If needed I don't have access to systems like SQL, Visual Studio etc in work as said just basic admin job at the moment.
Would It need to be submitted as a CSV? or could it be submitted from the user's sheet straight onto another macro I have designed giving the results for the whole team? As said I am totally new to this idea.
Cheers Guys.

Awright, according to what you may need in a very simple approach, the first thing you need to do it's to know the cells where they're going to enter info (care with ranges ), let's assume for this example that whe only had one data entered in the first cell of the team worksheet. So, create a button called 'button1' or as you wish and on the click event use this code :
Private Sub button1_click()
Teamsheet.Cells(row,column) = Yoursheet.Cells(destinyrow,destinycolumn)
End Sub
That would copy the value from one sheet to another, now, if you had you sheet locked via password, you must unlock it before doing that,then lock it again so code would be like this :
Private Sub button1_click()
On Error Resume Next
yoursheet.unprotect password:="yourpassword"
Teamsheet.Cells(row,column) = Yoursheet.Cells(destinyrow,destinycolumn)
On Error Resume Next
yoursheet.PROTECT password:="yourpassword"
End Sub
I clarify that this is a very simple approach, so, if you're using specific cells you can copy one by one and this would do (so you can make anny calculation son your admin sheet), but when you're copying ranges should be like this :
Teamsheet.Range("A1:D3").Value = yoursheet.Range("A1:D3").Value
Also, always consider how they enter this data you need.
UPDATE :
Let's say you have a team workbook and yours is admin_workbook, concept it's similar. This code will do what you need but both workbooks should be at the same folder or path :
Private Sub button1_click()
Var_data = Teamsheet.Cells(row,column)
Application.ScreenUpdating = False
Workbooks.Open Filename:=ThisWorkbook.Path & "\admin_workbook.xls"
ThisWorkbook.Activate
Admin_sheet.Cells(destinyrow,destinycolumn) = var_data
Workbooks("admin_workbook.xls").Close SaveChanges:=True
Application.ScreenUpdating = True
End Sub
First you capture data on a var, then you open your admin book, put the data on the cell you want and close that workbook saving changes (you decide if you keep this line or mantain the workbook open and save manually). Also, Application.screenupdating it's a line that helps your screen doesn't flick when changing between workbooks.
Hope it helps friend !

Related

VBA CheckOut method on SharePoint: issue when multiple users run the code simultaneously

I have made an userform excel system to SignUp or Login users to a kind of quizz. All this files are available on sharepoint of my company to be run. When someone SignUp, all information he had written in the userform are sent to an external workbook that gathered all users inscriptions. All works find individually, but when two people or more are submitting their signup data barely at the same time, their is a conflict in the external workbook because the users overwrite what the earliest one as putted into the cells while I asked to write in the next empty row. I think this is because, the external workbook has not the time to update on SharePoint what the very previous user as written.
To avoid this trubble, I have decide the CheckOut if an other user is already writting in the external workbook. However, I have a kind of similar issue with the CheckOut VBA code lines I used below. When the two users send their data barely at the same time, they come togather in the "CanCheckOut", then one of them succed to checkout the workbook, but the other one is bring to a message box who say "The workbook is already checkout. Would you like to open the file as readOnly or cancel file opening". My wish is that that only one of the users enter in the "If CanCheckOut Then", or to close automaticaly in VBA the messagebox for the second user trying to checkin. I don't know if I can avoid the two users to come inside this "if" because it could a standard lag of syncronisation due to SharePoint. So I tryed the second solution that is to close automaticaly in VBA the messagebox for the second user trying to checkin, however it seems that "Application.DisplayAlerts = False" or "On Error GoTo ErrorUser" don't work so I am kind of stuck and looking for your help and your experience in VBA with multi-users configurations on SharePoint to solve this issue.
Sub UseCheckOut()
Dim App As New Excel.Application
Dim wBook As Excel.Workbook
Dim FileNameUser As String
FileNameUser = ThisWorkbook.Path & "/Support/UsersData.xlsm"
If Workbooks.CanCheckOut(FileNameUser) = True Then
Workbooks.CheckOut FileNameUser ' When two users run the code simultaneously they
' both come to this line
Set wBook = App.Workbooks.Open(FileNameUser)
Else
MsgBox "Someone else signup to the quizz. Please, submit you registration again"
Exit Sub
End If
End Sub

Excel VBA - Save Userform Changes

Is it possible to save changes to a Label Caption in a userform in Excel VBA, so that they are permanently saved, and only changed when you enter a new change?
I have checked, that the code is changing the caption, but I cannot get it to stick, so that it is still there next time I open the userform.
Thank you in advance
Private Sub cmdSubmit_Click()
'resets participants email and name
If Me.optProg.Value = True Then
Me.NameLabelProg.Caption = Me.CB_Part.Value
Me.MailLabelProg.Caption = Me.TB_Mail.Value
ElseIf Me.optTester.Value = True Then
Me.MailLabelTest.Caption = Me.CB_Part.Value
Me.NameLabelTest.Caption = Me.TB_Mail.Value
End If
End Sub
Check out this userform example and you'll find answers to many of your questions.
Source of userform
Forgive the lengthy answer initially, but there is a bit of a risk involved with making permanent changes to UserForms through VBA.
In order to change the caption of a Label (or UserForm or any other Control permanently, you will have to "Trust access to the VBA project object model" in order to do it via VBA code. Now, while this is possible it is not usually recommended because it can seriously put a user's PC at Risk should they encounter a Macro developed for nefarious purposes.
(To clarify in case the question is raised, your end user(s) will have to make this Trust setting change on their PC's as well . . . you cannot make the change on your PC, setup the code to work and then hand the file over to another user and have it work on their PC without them making the same change.)
There are methods to do this programmatically, but, this falls into the "nefarious Macro" rabbit hole and would need to be disclosed to the end user you are making this change. . . Research at your own risk.
If you are OK with putting yourself at risk, you can do it using VBA similar to the following snippet I found here. You will have to substitute your UserForm name and Label name as appropriate. I tested it on my own UserForm and it works as expected.
Sub Change_Userform()
ThisDocument.VBProject.VBComponents("Userform1").Designer.Controls("Label1").Caption = "Some new caption text"
End Sub
You will need to do some research on how to "Trust access to the VBA project object model" yourself and understand the risks to do this in order for the above code to work.
If I understand the intent of what you are trying to accomplish correctly though, you could achieve this effect without having to put yourself or your end user(s) at risk.
(Most end user(s) typically would not have direct access to the VBA Designer where they would see the UserForm's un-initialized environment.) To do this, you would have to place your code in the UserForm's event.
The following assumes your Me.optProg.Value and Me.optTester.Value are Option Buttons which a user would change. If you create a "Settings" sheet in the file, you can place values in the cells of this sheet and then hide it so the users do not modify them directly. Then, reference the values of the cells and change the appearances of the Option Buttons at the same time as the UserForm's launch. (Additionally, you can set the Click events of the Option Buttons to change the values of the same cells and provide that change to affect the UserForm's Initialize event when called, but this should get you going in the right direction.)
Sub UserForm_Initialize()
'The Range below is completely up to you.
'Since you are using Boolean True/False, a simple "1" or "0" _
is easy to use to make the changes.
If Thisworkbook.Sheets("Some_Settings").Range("A1").Value = "1" Then
Me.optProg.Value = True
Else
Me.optTester.Value = True
End If
'do some other code here as needed to finish initializing the UserForm
If Me.optProg.Value = True Then
Me.NameLabelProg.Caption = Me.CB_Part.Value
Me.MailLabelProg.Caption = Me.TB_Mail.Value
ElseIf Me.optTester.Value = True Then
Me.MailLabelTest.Caption = Me.CB_Part.Value
Me.NameLabelTest.Caption = Me.TB_Mail.Value
End If
End Sub

Locking specific cells and creating a summary sheet

I have a workbook I'm trying to create a vba code for but I keep running into different errors...runtimee error, object error etc
I have created a series of forms and I need to lock the cells that contain specific texts. The forms ask a series of questions, including First name, Last name and Degree. I need to lock the cells containing these texts but leave those that will contain the responses open.
Also, I need the responses for the cells containing Degrees and location to feed a summary sheet.
The closest I got was using an If function but it didn't quite cover everything I wanted to do. Please help if you can.
If you are using User Forms to collect the data then you are likely using VBA to transfer the user form data to te worksheet. If the worksheet is protected with the UserInterfaceOnly:=true argument, you can do anything you want with the worksheet's data (e.g. add/revise/delete/etc) through VBA and the user cannot make any modifications.
Run this once.
sub allowVBA()
with thisworkbook.worksheets("sheet1")
.unprotect password:="password"
.protect password:="password", userinterfaceonly:=true
end with
end sub

Waiting for user input - with DoEvents a good idea?

My macro is going to compare a sheet with another sheet. This second sheet needs the user to paste data in there. (Note: The data being copied is not in Excel).
One way is to run the macro, and end it by prompting the user to paste the data in, then run "Macro2". However, I'd like to keep it all in one macro, so have found a way to wait for user input before continuing. This seems to work for me, so my main question is:
How stable is doing it this way?
...macro stuff above here
MsgBox ("[Please copy the data into the new sheet, after clicking 'OK']")
Do While WorksheetFunction.CountA(newWS.Cells(1, 7)) < 1
DoEvents
Loop
...then after the user pastes info, continue on, using the data that's been pasted.
The idea is that DoEvents just runs and runs while my sheet is blank. Right after the user pastes the data into the newWS, the macro continues on (since it will see data in column 7)...
Is this an okay method, or is it a bad idea to use like that? I've never really used DoEvents, so don't know if it's doing something in the background that could cause issues.
Edit: The data is in Lotus Notes, which I can export to Excel. However, that takes a few more steps (and I'd rather not create some new temporary excel files), so copy/pasting is my preferred method. This question is half practical, and half theoretical. Sorry for any confusion!
Probably not the best idea. Instead, allow them to select the data and perform the copy, all through VBA:
MsgBox ("[Please select data to copy into the new sheet, then press 'OK']")
newWs.Cells(1,1).PasteSpecial '### Modify to your specific location to paste the data
'Here you can add logic to validate that they have pasted enough data,
' and use control statement to prompt them to paste more data, etc.,
' if necessary, or exit sub early
'For example:
If WorksheetFunction.CountA(newWS.Cells(1, 7)) < 1 Then
MsgBox "Try again!"
Exit Sub
End If
Alternatively, you can use a DataObject:
Dim dataObj As New MSForms.DataObject
dataObj.GetFromClipboard
newWs.Cells(1,7).Value = dataObj.GetText
You could restructure the code so that it lives inside of a userform with ShowModal set to false (in the properties). Code prior to when you want the user to gather data can be put in the useform's initialize event. Then the userfrom shows (with a simple label caption and an okay button). Since it is modeless the user can copy data from an external program and paste it in. Then the rest of the code runs after the user hits okay. The form itself can be hidden during this phase. As proof of concept I created the following form:
with the following code:
Private Sub CommandButton1_Click()
Me.Hide
MsgBox Range("A1").Value
Unload Me
End Sub
Private Sub UserForm_Initialize()
'macro code can go here
'it runs before the form shows
'e.g.
MsgBox "Initializing"
End Sub
I launch the form on a blank sheet. First a message box appears before the code (confirming that code can run while the form is being initialized but before it is visible) then the form shows:
I go to an open instance of Notepad which contain a sentence and, while the form is still open -- paste it into A1:
Finally I press okay and the userform then hides itself but continues to run code (which now has access to the copied data):
Remember to unload the form at the end.

Excel 2010: How to change pivot table source data without disconnecting slicers?

I have researched like mad about this, and I'm worried there isn't an answer. But maybe the really smart people on this site can help.
I have two workbooks that work together - Charts.xlsm and Data.xlsm. They are always kept together in the same folder. The Charts.xlsm obviously contains all of my charts, but they are all linked to tables in Data.xlsm for their source. I also have lots of slicers in my Charts.xlsm that are connected to the charts, and they share caches when they are connected to charts with the same data source. The two workbooks are always open at the same time so that the data source reference looks like this: 'Data.xlsm'!Table1
This all works great, until I put these workbooks on another computer (which is why I am doing this so I need to find out how to fix this).
Once the workbooks are closed, the source data references change to a specific location on my harddrive: 'C:\Folder\Data.xlsm'!Table1
If I want to manually change this back to a local reference, I have to first go through and disconnect every single slicer, refresh the tables, then reconnect every slicer. Not a viable solution for my clients.
I would use VBA to change the references every time Charts.xlsm is open, but when I tried it one of two things would happen: either the workbook produced errors that would prevent saving, or Excel would crash completely.
This is the code that works perfectly for disconnecting the slicers, but produces the 'save' error:
Sub Disconnect_Slicers()
Dim oSliceCache As SlicerCache
Dim PT As PivotTable
Dim i As Long
For Each oSliceCache In ThisWorkbook.SlicerCaches
With ActiveWorkbook.SlicerCaches(oSliceCache.Name).PivotTables
For i = .Count To 1 Step -1
.RemovePivotTable (.Item(i))
Next i
End With
Next oSliceCache
End Sub
So... I am asking the Excel/VBA geniuses out there if there is any way I can maintain a relative location for my charts when they are looking for Data.xlsm so that no matter what computer I open those workbooks on, they will always be actively linked.
Thank you SO much in advance!
If always both files are in the same folder you could possibly go this way.
A. Switch off auto 'UpdateLinks' of Chart.xlsm file. You could do this once manually or, for safety reason, always when BeforeClose event fires to avoid some possible problems:
Private Sub Workbook_BeforeClose(Cancel As Boolean)
ThisWorkbook.UpdateLinks = xlUpdateLinksNever
End Sub
B. When you open Chart.xlsm change the link to Data.Xlsm using Workbook Open event + additionally refresh links. In this situation we check path to Chart.Xlsm file and search Data.Xlsm in the same folder. I assume that there is only one link to any other file otherwise some changes could be required:
Private Sub Workbook_Open()
'changing first and only one link to new one
Dim a
a = ActiveWorkbook.LinkSources
ThisWorkbook.ChangeLink Name:=a(1), _
NewName:=ThisWorkbook.Path & "\Data.xlsm", Type:=xlExcelLinks
'update the link
ThisWorkbook.UpdateLink Name:=a(1), Type:=xlExcelLinks
End Sub
I admit I do not consider all the risks therefore some test are required.

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