Open/Close workbook and Refresh Connection - excel

Question

I have two workbooks on a shared network drive:
Workbook A (Table)
Workbook B (Pivot Table -Connected to source Workbook A)
I'm trying to, when Workbook B is opened, run macro and do this:
Unprotect a certain worksheet on Workbook B
If workbook A is Open, refresh data connections on workbook B
If workbook A is closed, open workbook A and refresh data connections on workbook B, then close workbook A.
Protect a certain worksheet on Workbook B
The code below works as intended in most scenarios when testing so far, but if someone else tries to open workbook B on their computer when someone else has Workbook A opened on another computer, it opens workbook A as a read-only file and keeps it open on their computer. I need it to close on their computer, and keep the initial one open that's on the other computer.
Public Sub RefreshPvt()
ThisWorkbook.Worksheets("Sheet1").Unprotect
Application.ScreenUpdating = False
Application.DisplayAlerts = False
Dim wkb As Workbook
If IsFileOpen("S:\\Testing\Job Closeout Status Test.xlsx") Then
ThisWorkbook.RefreshAll
Else
Set wkb = Workbooks.Open(filename:="S:\\Testing\Job Closeout Status Test.xlsx")
ThisWorkbook.RefreshAll
wkb.Close SaveChanges:=False
End If
ThisWorkbook.Worksheets("Sheet1").Protect DrawingObjects:=True, Contents:=True, Scenarios:=True _
, AllowFormattingCells:=True, AllowFormattingColumns:=True, _
AllowFormattingRows:=True
Application.DisplayAlerts = True
Application.ScreenUpdating = True
End Sub
Function IsFileOpen(filename As String)
Dim filenum As Integer, errnum As Integer
On Error Resume Next ' Turn error checking off.
filenum = FreeFile() ' Get a free file number.
' Attempt to open the file and lock it.
Open filename For Input Lock Read As #filenum
Close filenum ' Close the file.
errnum = Err ' Save the error number that occurred.
On Error GoTo 0 ' Turn error checking back on.
' Check to see which error occurred.
Select Case errnum
' No error occurred.
' File is NOT already open by another user.
Case 0
IsFileOpen = False
' Error number for "Permission Denied."
' File is already opened by another user.
Case 70
IsFileOpen = True
' Another error occurred.
Case Else
Error errnum
End Select
End Function

Answer 1

if you run ThisWorkbook.RefreshAll on workboook B in the immediate window does it work?
You could also make XLApp.Visible = true to see whether or not it's opening
I think you should be using something more like:
Dim pt As PivotTable
For Each pt In ActiveSheet.PivotTables
pt.RefreshTable
Next pt
To do the whole workbook you could use:
Sub AllWorkbookPivots()
Dim pt As PivotTable
Dim ws As Worksheet
For Each ws In ActiveWorkbook.Worksheets
For Each pt In ws.PivotTables
pt.RefreshTable
Next pt
Next ws
End Sub

Answer 2

Microsoft Office tracks those locks using files that are created in the same directory as the original file. The document filename.xlsx gets a temporary lock file: ~$filename.xlsx. If the document is in use, other user/macro opens the document as read-only. It's by design.
We might try to use Shared workbook feature of Excel, but there are some limitations.
For more detail information, please refer to the following link:
https://support.office.com/en-za/article/Use-a-shared-workbook-to-collaborate-79bd9dee-1aa3-49b5-bc27-a1ad28ffcbce
As mentioned here: https://social.technet.microsoft.com/Forums/ie/en-US/c1b179e1-ec4a-4ab9-abf4-21dc8b0c9326/vba-excel-to-excel-data-connection-it-opens-the-source-file-at-refresh?forum=excel