Formatting file name as currency - excel

Can you explain why this code does not include a $ when saving as a file name?
Sheets("Input").Range("F18").Value & " - $" & Sheets("Input").Range("M13").Value
When I run the file to pdf it simply disregards the $. How can I change the cell value M13 to be formatted as a dollar amount, preferably including "," when at or over $1,000
Thanks!

You can't include a , in your file name! So you can't carry that format in to the filename in any way. However, if your just talking about the cell when looking on the sheet, right click and format it that way in the options
As for the "$" not showing, try this:
Dim FName as string
Fname = Sheets("Input").Range("F18").Value & " - $" & Sheets("Input").Range("M13").Value
Works fine when tested.
Update
Tested again with this:
Sub test()
Dim N1 As Double
N1 = Sheets("Sheet1").Range("B3")
ActiveWorkbook.SaveAs ("Test - $" & N1)
End Sub
where N1 = 1000 formated as $X,XXX.xx (where x is a number obviously) and works fine. The output I got was a file name called: Test - $1000.xls

Sub testSave()
Dim SaveToDirectory As String
'just checking string looks good comment or delete when happy
MsgBox ("other text you want " & Cells(18, 6).Value * 100 & "%-" & Format(Cells(13, 13).Value, "Currency"))
'set save directory
SaveToDirectory = "C:\Users\DMASON2\Documents\"
'set file name
ActiveWorkbook.SaveAs Filename:=SaveToDirectory & "FileName-" & Cells(18, 6).Value * 100 & "%-" & Format(Cells(13, 13).Value, "Currency"), FileFormat:=xlWorkbookDefault
End Sub

Related

How do I add a network path to a name in excel name manager

I have code that works to add a path to a name in the name manager, but only for local paths. When I try to use a network path, the name manager adds a colon before the first single backslash, which keeps the path from working. I have added code to debug, to remove colons, which it seems wasn't necessary. The File open dialog does return the correct path. VBA writes it like this with debug.print:
`="\\win10box3\business\... ..." `
When excel stores it in the name manager it stores it like this
`="\\Win10Box3:\Business\... ..." `
I wrote code to remove the colon before adding the name, but I'm finding the path debug.prints correct before it is stored in the Name Manager, even before the loop to remove the colon.
The only solution I have found is to manually edit the path in the name manager to remove the colon
Sub GetPath()
Debug.Print "Start GetPath routine"
'This sub gets the path to a File defined by the user within the routine
'It then calls another sub that applies that path to a name in the worksheet.
' Before calling this routine, The name should first be searched for, and then verified, then opportunity given to change the name.
Dim MyPath As String 'String to hold the path to an excel spreadsheet exported from quickbooks
Dim NametoChange As String 'String that holds the name manager name to store the path under
Dim NameComment As String 'Comment to identify the name in the name manager
Dim PathLength As Long
Dim PathTemp As String
NametoChange = "PathToEmployeeWithholding"
NameComment = "This Name contains the Path to the 'Employee Withholding' worksheet exported from quickbooks using VBA"
MyMessage = "If you have not already exported and" & vbCrLf & "saved the employee withholding data from Quickbooks," & vbCrLf & "Please choose cancel and export it now"
DoIt = MsgBox(MyMessage, vbOKCancel)
Debug.Print DoIt
If DoIt = vbCancel Then
Exit Sub
End If
With Application.FileDialog(msoFileDialogFilePicker)
If .Show <> 0 Then
MyPath = .SelectedItems(1)
End If
End With
Debug.Print MyPath 'NOTE:This is producing the correct path. It has no colon here...
'Where is the colon coming from?
'IT SEEMS NECESSARY TO REMOVE A COLON IF THE PATH IS A NETWORK PATH
'FIRST VERIFY IT IS NOT A DRIVE PATH... SHOULD BE IN THE FORM OF D:\
'WHAT IS UNIQUE IS THE COLON IS THE 2ND CHARACTER IN THE PATH IF A LOCAL DRIVE.
'TEST TO SEE IF THE INCREMENT IS 2. IF IT IS, SKIP IT, AND REMOVE ALL OTHER COLONS
PathLength = Len(MyPath)
For i = 1 To PathLength
If Not i = 2 Then
If Not Mid(MyPath, i, 1) = ":" Then
PathTemp = PathTemp & Mid(MyPath, i, 1)
End If
Else
PathTemp = PathTemp & Mid(MyPath, i, 1)
End If
Debug.Print "i = " & i & " The current Character is " & _
Mid(MyPath, i, 1) & xlcrlf & "the current PathTemp is " & PathTemp
Next
MyPath = PathTemp
Debug.Print MyPath
Debug.Print "Calling ChangeValueOfName Routine"; vbCrLf & vbCrLf
Call ChangeValueOfName(NametoChange, MyPath, NameComment) 'this routine stores the retrieved text string in the name manager
Debug.Print "Exit GetPath Routine" & vbCrLf & vbCrLf
End Sub
Sub ChangeValueOfName(NametoChange As String, NewNameValue As String, Comment As String)
Debug.Print "Start changeValueOfName routine"
' ChangeValueOfNameManagerName Macro
' Changes the Value of a defined name in the Name Manager
'This should be used to change the name.
'Once the file is selected data needs to be imported to an array, and the
'Employee name values need to be checked against the worksheets in the workbook and against the recap sheet
'If changes are needed, it needs to write them into the workbook, including changing recap sheet and adding
'worksheets for any new employees
With ThisWorkbook.Names(NametoChange)
.Name = NametoChange
.Comment = Comment
RefersToR1C1 = _
"=" & Chr(34) & NewNameValue & Chr(34)
End With
Debug.Print "The New Path added is " & "=" & Chr(34) & NewNameValue & Chr(34)
Debug.Print "Return from ChangeValueOfName routine" & vbCrLf & vbCrLf
End Sub

How do I follow a hyperlink in Excel and close the originating file?

I have a series of files with names that follow a naming convention that includes a week ending date.
For example: 2020 Field - PP 28 - 07-05.xlsm
I have a cell that increments this value and acts as a hyperlink to the next file and one that hyperlinks to the previous file. This works flawlessly. The only drawback is that you end up with all the files still open draining resources.
Sometimes I do want several open at once but I would like to have the option to close the originating file when moving to the next file.
I was thinking to create a button that calls VBA code to follow the hyperlink and close the file, while the existing cell will act as it does and open the file without closing the current one. One of each for Next and one of each for Previous
I have tried to dabble a bit with some code but I don't know enough VB to blow my nose.
I came up with this, but since it doesn't work I know there will be more to it:
Sub CommandButton1()
Workbooks.Open Filename:=ActiveWorkbook.Sheets(1).Cells(1, 10).Value
ActiveWorkbook.Close savechanges:=True
End Sub
In case it is needed, the formula in the cell is this:
=HYPERLINK(CONCATENATE(YEAR(C1)," Field - PP ",IF((WEEKNUM(C1+14,2))<10,0,""),WEEKNUM(C1+14,2)," - ",IF(MONTH(C1+7)<10,"0"&MONTH(C1+7),MONTH(C1+7)),"-",IF(DAY(C1+7)<10,"0"&DAY(C1+7),DAY(C1+7)),".xlsm"),"Next PP")
C1 being the cell with the current files week ending date.
Some help would be greatly appreciated!
Try something like this:
Sub CommandButton1()
Dim dt, f
dt = ActiveSheet.Range("C1").Value
f = Format(dt, "yyyy") & " Field - PP " & Format(dt + 14, "ww") & _
" - " & Format(dt + 7, "mm") & " - " & Format(dt + 7, "dd") & ".xlsm"
Debug.Print "Opening: " & ThisWorkbook.Path & "\" & f
Workbooks.Open ThisWorkbook.Path & "\" & f
ThisWorkbook.Close savechanges:=True
End Sub

Create CSV in VBA for Excel for certain range with prompt if file exists

I've mixed code and get good results considering that I wish to create csv file without header and for first 12 columns of file.
Also, I've found way to send message about successful creation. My main problem now, is the fact that I can't push code to ask me if file exists, and to create it just after confirmation.
The best solution will be if I may on easier way do next:
create csv for range defined in code
confirm if I wish to overwrite existing file
open file in notepad
Below is code and obviously I need help
Private Sub CommandButton1_Click()
Dim fs As Object, a As Object, i As Integer, s As String, t As String, l As String, mn As String, PathCSV As String, NameCSV As String
PathCSV = "D:\BOM\"
NameCSV = "MMA - " & Format(Date, "mmmm yyyy") & ".csv"
Set fs = CreateObject("Scripting.FileSystemObject")
Set a = fs.CreateTextFile("D:\BOM\MMA - " & Format(Date, "mmmm yyyy") & ".csv", True)
For r = 5 To Range("A65536").End(xlUp).Row 'start in row 5 due row 1-4 is header
s = ""
c = 1
While c < 13
s = s & Cells(r, c) & ","
c = c + 1
Wend
a.writeline s 'write line
Next r
MsgBox "CSV file successfully save to " & PathCSV & NameCSV
End Sub
try use the snippet
if fs.FileExists(pathcsv & namecsv) then
overwrite = msgbox("overwrite?", vbyesno)
if overwrite = vbno then exit sub
end if

Excel vba Next invoice number with creation of automatic directory folder by month

Ok , here is the thing,
I have created a next invoice number program in which by pressing of a macro assigned button active invoice automatically saved and closed and the next invoice with a number increased appear.My problem is that, I want excel invoices to be created in their relevant folder by their first two digits of invoice number . as an example : 04-001 where 04 stands for April. also, when invoice number is given 05-002, the directory folder of may 2018-19 should be auto created and invoice should be there in the folder only. i am trying to figure out the code since some time but no luck till now. So far , The invoices are created according to date only but as darren said it is a problem for me when i am trying to create invoices from december on first day of january.
This is my current code :
Sub SaveInvoiceM()
Dim NewFN As Variant
If Len(Dir("C:\Invoices\" & Format(Date, "MMM YYYY") & "-" & (Format(Date, "YY") + 1), vbDirectory)) = 0 Then
MkDir "C:\Invoices\" & Format(Date, "MMM YYYY") & "-" & (Format(Date, "YY") + 1)
End If
' Copy Invoice to a New Workbook
NewFN = "C:\Invoices\" & Format(Date, "MMM YYYY") & "-" & (Format(Date, "YY") + 1) & "\Inv" & Range("F5") & ".xlsx"
ActiveWorkbook.saveas NewFN, FileFormat:=xlOpenXMLWorkbook
NextInvoice
End Sub
Range("F5") stands for my invoice number which is 04-001
I see what you are trying to do (keep nicely organized, automatically) and that's an excellent goal.
I have a suggestion of an alternate invoice numbering system (based on what I'm understanding of your situation & experience level) that will make tasks (like this "auto-filing" process) much easier, and will also simplify the process any time you (or especially anyone else) needs to look back at these invoices. There are a number of obvious benefits (same idea as metric vs imperial).
Ideal numbering system: (in my opinion)
To reduce confusion: Give each invoice and filename the same name instead of having a filename with a month and
Since you want granularity from months to years (but not days): make the invoice/file name include the all of those fields.
To make sorting & finding these logical (easier): place each "date part" in order of biggest to smallest. A unique sequential number goes at the very end.
Your code sample was a good start - I just have a bit of OCD when it comes to this kind of thing, and creation of a numbering system is an important task. (Also this will be "date-proof", and error-checked along the way...
This is a little different than what you had because instead of you telling the code what the next invoice number is, it tells you (by figuring out the next number in sequence based on the existing files).
Like yours, it creates a folder if necessary. Since the files are number YYMM-nnn then are always in the correct order when you sort them. (The "month folders" are unnecessary since the month is in the filename, but I included them anyway since that was your plan. You could just keep every month's invoices in one folder, and they'd still be organized in order of month.)
VBA #1: Save file with next sequential invoice number (creating folder if necessary)
Sub createInvoiceNumberAndSave()
'creates a new invoice number based on date in specified cell & creates new folder if necessary
'finds next unused invoice number & verifies that file is properly saved
Const invoicePath = "c:\invoices\" ' invoice root save path
Const fNamePrefix = "Inv" ' prefix for the filename
Const fNameExt = ".xlsm" ' file extension
Const getInvoiceDate = "F5" ' we GET the DATE of the invoice from F5
Const putInvoiceNumber = "F6" ' we will PUT the new filename into cell F6
Dim invDate As Date, folderName As String, fName As String, fNum As Long, nextInvoiceNum As Long
'get the invoice date and make sure it's valid
If IsDate(Range(getInvoiceDate).Value) Then
'valid date found in cell F5
invDate = Range(getInvoiceDate).Value
Else
'valid date not found in F5. Do we want to default to today's date?
If MsgBox("Cell " & getInvoiceDate & " does not contain a valid date." & vbLf & vbLf & _
"Do you want to use today's date instead?", vbQuestion + vbOKCancel, "Date not found") <> vbOK Then
Call MsgBox("Invoice Not Saved.", vbCritical + vbononly, "User Cancelled")
Exit Sub 'stop running
Else
invDate = Date 'use today's date
End If
End If
'find the next unused invoice number for this month
folderName = Format(invDate, "YYMM")
nextInvoiceNum = 0
'figure out the next unused "file number"
fName = Dir(invoicePath & folderName & "\" & fNamePrefix & folderName & "-*" & fNameExt)
If fName = "" Then
'file not found
If Dir(invoicePath & folderName, vbDirectory) = "" Then
'month not found - create folder?
If MsgBox("Okay to create folder '" & invoicePath & folderName & "' for invoice #" & folderName & "-001 ?", _
vbOKCancel + vbQuestion, "Folder not Found") <> vbOK Then Exit Sub
'create folder
MkDir (invoicePath & folderName)
End If
Else
'month found. Now find the highest invoice number in the folder.
Do While fName <> ""
Debug.Print "Found File: " & fName
'get the number (filename = fNamePrefix & "YYMM-___.xlsx" so we know where it is
If IsNumeric(Mid(fName, 6 + Len(fNamePrefix), 3)) Then 'it's a valid number
fNum = Val(Mid(fName, 6 + Len(fNamePrefix), 3))
'if it's the biggest so far, remember it
If fNum > nextInvoiceNum Then nextInvoiceNum = fNum 'biggest one so far
End If
fName = Dir
Loop
End If
'we have the next available invoice#
nextInvoiceNum = nextInvoiceNum + 1 'new invoice# (numeric)
'PUT the new invoice# (text) in cell F6
Range(putInvoiceNumber).Value = fNamePrefix & folderName & "-" & Format(nextInvoiceNum, "000")
fName = invoicePath & folderName & "\" & Range(putInvoiceNumber).Value & fNameExt
Debug.Print "Saving as: " & fName
'save file
ActiveWorkbook.SaveAs fName
'DOUBLE CHECK check that file exists (couple lines of code now save a headache later)
If Dir(fName) = "" Then
'something went wrong (file wasn't saved)
Call MsgBox("ERROR! FILE NOT SAVED: " & fName, vbCritical + vbOKOnly, "ERROR!")
Stop
End If
'success message!
Call MsgBox("Invoice saved successfully:" & vbLf & vbLf & fName, vbInformation, "Invoice Created")
'NextInvoice '?
End Sub
EDIT: ("Back to your way")
I can think of a number of ways that your method will be a problem, some of which I tried explaining, but you're determined to number & organize these files your way, so "here you go".
VBA #2: Save file with cell value as name:
This procedure saves the current file, named from the invoice number (like 04-001) that you enter in cell F5 (creating folder if necessary):
Sub SaveFileBasedOnInvoiceNumber()
Dim monthNum As Long, yearString As String, folderName As String, fName As String
'build filename
On Error Resume Next 'skip errors for now
monthNum = Val(Left(Range("F5"), 2))
yearString = Year(Date) & "-" & Right(Year(Date) + 1, 2)
folderName = "c:\invoices\" & StrConv(monthName(monthNum, True), vbUpperCase) & " " & yearString
fName = folderName & "\INV" & Range("F5") & ".xlsm"
'check if there was a problem
If Err Then MsgBox "Invalid invoice number": Exit Sub
MkDir (folderName) 'create folder
On Error GoTo 0 'turn error checking back on
'Confirm file saved properly
ActiveWorkbook.SaveAs fName 'save file
If Dir(fName) = "" Then MsgBox "Error! File not saved: " & fName: Exit Sub
MsgBox "Invoice saved successfully:" & vbLf & fName
End Sub
I'll leave "VBA #1" in the the top of the answer for others seeking a logical numbering & storage system with auto-generated invoice numbers.
(One day you'll figure out why that way would've been better, but be forewarned, it will be a lot more of a hassle to change your organization method later!)
Good luck!

Excel VBA code to open a file

I created a macro button to open my daily files from a excel production sheet where I have all the my macro button for specific files.
The format for all my files are conventionally the same:
Businese Unit Name: YMCA
Year:2012
Month: April
Week: Week 2
Day: 12
File Name: YMC Template 041212.xlsm
I am having issue with the last excel file name extension.
how do I add the MyDaily Template and MyDateProd along with the .xlsm.
I have this -J:.....\& myDailyTemplate & myDateProd.xlsm") see below for entire file path names.
Sub Open_DailyProd()
Dim myFolderYear As String
Dim myFolderMonth As String
Dim myFolderWeek As String
Dim myFolderDaily As String
Dim myDateProd As String
Dim myBusinessUnit As String
Dim myDailyTemplate As String
myBusinessUnit = Sheet1.Cells(32, 2)
myFolderYear = Sheet1.Cells(11, 2)
myFolderMonth = Sheet1.Cells(12, 2)
myFolderWeek = Sheet1.Cells(13, 2)
myFolderDaily = Sheet1.Cells(14, 2)
myDateProd = Sheet1.Cells(15, 2)
myDailyTemplate = Sheet1.Cells(6, 5)
Application.Workbooks.Open ("J:\IAS\3CMC05HA01\IAC Clients\myBusinessUnit\myFolderYear\myFolderMonth\myFolderWeek\myFolderDaily\& myDailyTemplate & myDateProd.xlsm")
End Sub
Excel is looking for a file called:
"J:\IAS\3CMC05HA01\IAC Clients\myBusinessUnit\myFolderYear\myFolderMonth\myFolderWeek\myFolderDaily\& myDailyTemplate & myDateProd.xlsm"
since that is what is included in the quotes, but from your code, you appear to have a number of variables that are part of this string, you need to take them out of the quotes and concatenate them together. Try something like this:
"J:\IAS\3CMC05HA01\IAC Clients\" & myBusinessUnit & "\" & myFolderYear _
& "\" & myFolderMonth & "\" & myFolderWeek & "\" & myFolderDaily & _
"\" & myDailyTemplate & myDateProd & ".xlsm"
I added the continuation _ to make it more readable onthe screen here, but it is not necessary, you can put everything on one line together if you prefer.
Unless you need all of the myBusinessUnit, myFolderYear, etc variables elsewhere, I would think about doing it in some sort of array and then doing a Join function to concatenate everything. I, personally, find this easier to maintain going forward and easier to see the hierarchy in the folder structure rather than looking at a very long string and trying to find what part of the path is wrong.
Sub Open_DailyProd()
Dim pathParts(1 To 10) As String
Dim path As String
pathParts(1) = "J:"
pathParts(2) = "IAS"
pathParts(3) = "3CMC05HA01"
pathParts(4) = "IAC Clients"
pathParts(5) = Sheet1.Cells(32, 2)
pathParts(6) = Sheet1.Cells(11, 2)
pathParts(7) = Sheet1.Cells(12, 2)
pathParts(8) = Sheet1.Cells(13, 2)
pathParts(9) = Sheet1.Cells(14, 2)
pathParts(10) = Sheet1.Cells(6, 5) & Sheet1.Cells(15, 2) & ".xlsm"
path = Join(pathParts, "\")
Application.Workbooks.Open (path)
End Sub

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