How to store a VBA program independent of the Office document? - excel

Say I have an Excel sheet. I add some programs to it (VBA) to make my workflow smoother. Then, after some time, I need another sheet which is very similar to the old one - especially because I want to use the same VBA program in it.
Is there a way to move the program from my old sheet to the new one save from copying the old sheet?

If you export the modules to a .bas file you could then import that code to any Excel sheet you needed it in.
It would also allow some customisation, as any changes you make after you import the module in will not have any effect on the original.

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Dynamic Workbook Name changes and cell references - Is it possible?

my question is a pre-code question, as I would like to verify if and which is the best option to go about this - either formula, VBA or not possible.
I have a main workbook with an array of codes inside cells in sheet 1 - all in the format HXXX-XXX-XXX where X is numbers ranging from 0-9. Each code has an associated revision number as shown in the attached picture.
The workbook itself is named in the format: 'HXXX-XXX-XXX-YY Example Title' where YY can be any number starting from 0 to infinity (in theory). Only YY is subject to updates in the title. If changes are made in this workbook, then a new version is saved, with the YY changing in the title to the next consecutive number - Nothing else changes.
From this main workbook there are a large number of other workbooks (around 50) which share the same codes and revisions. My goal is to link all these workbooks up so that I only have to update a core main workbook and the rest of the codes (HXXX-XXX-XXX) revisions in all the other linked workbooks update accordingly.
The problem is that the other linked workbooks have a dynamic name in the format: 'HXXX-XXX-XXX-YY Example Title 2' where YY can be any number starting from 0 to infinity. YY gets updated to the next consecutive number if a change is made inside the document and this document is then saved as a separate document using Save As. NOTE: not all workbooks will get updated at the same time, as it all depends on which codes and therefore revisions are changing.
My question is firstly, is this possible with current excel functions to update links with ever-changing workbook links, which are saved as different files each time in the same folder?
Secondly, I have read about the INDIRECT function, but it is limited only to having the required workbooks opened at the same time as the updates to the main workbook, hence I am unsure that Formulas will work (I will be linking 50 workbooks to the main workbook) - From this I am gauging that VBA may be the best option, but I would like to double check this is possible before I begin attempting the code.
Of course the use of Formulas in the sheets would be much better, but because the file names are dynamic, and since the updated workbooks are saved as different files each time changes are made to it, I don't believe this is possible.
If I understand your problem correctly you need to differentiate between 3 things.
Using only Excel Formulas.
The problem with this is that formulas crossing workbooks have the big disadvantage, that you need to have the source-workbook open, otherwise manny formulas will not work correctly or update. You also have the disadvantage that saving the file needs still to be done automatically. The advantage is that you do not need VBA macros.
Using Power Query
With Power Query youmight be able to solve the problems with the dynamic names.You can even read a whole folder of files, combine them and do transformations without the need to open the files manually. But you still need to save new files manually and the files will only update once they are opened.
Using VBA
You can prettymuch do everything you asked in your problem description but VBA has its own disadvantages. Firstly the file-format ".xlsm" is not allowed by the IT department everywhere. Also to work, every user using the files needs to activate macros, otherwise the macros won't get executed. Therefore I think a VBA solution is better fitted if you only have a small circle of users or if you can execute the macros on your own (e.g. if the main workbook was updated, you need to execute a macro which opens, modifies and saves all affected files). After that you colleagues do not need VBA themself.
Possible solution:
To avoid VBA you could try to create a Power Query in each "other workbook". The query will read all filenames in the folder where the main workbook is located. Now you sort and filter for the workbook with the newest/highest ID/Titel automatically and load the result as an seperate Excel sheet (all that is possible with power query and without VBA).
Now you can use the "indirect" formula to use the ID/Titel to link to the newest main workbook. As mentioned above this will require that the main workbook is opened. Otherwise the indirect formula will not update the values. If that is out of the question, you probably need to go with VBA.

Is it possible to import and replace macros in a spreadsheet via another macro?

I developed and support a spreadsheet that is used across an organization. The contents of the worksheets are very stable, but occasionally, I need to update the macros that manage them. Instead of releasing new copies of the spreadsheet, I would like to develop an automated macro-based process in the spreadsheet that checks if there are new versions of the macros and if there are, import and replace the macros that are in the user file. Is this possible and if so, how could it done?

Save logfile within Excel file using VBA

I am trying to develop a manner in VBA to track changes in a document without having to hide the contents in an extra sheet within a workbook.
I understand that if you change the extension of an Excel file to ".zip", you can access the Excel document as components sorted into directories. Is there a way to save and write to a text file within one of these directories so that I can access it every time the document is opened, without having to have the user drag a log file along with the Excel document?
Some facts:
When Excel opens the file, the file is blocked by Excel. There is no possibility to write to that file within VBA
You can store additional data into that file externally or after the Excel workbook has been closed
You would need to have code externally from the workbook to accomplish writing to that file after it has been closed. You may want to use VSTO or an oldschool Excel Addin.
you have to ensure that Excel will not destroy your changes when restructuring or repairing the file.
In the first run, your idea sounds very natural, to not use sheets from a programmer's point of view. You only have full control on Excel files when
you use external libraries (e.g. Spreadsheet Gear) or
you remote control Excel via automation.
you use openxml SDK for Excel
you use VBA
You could insert additonal information and take care that this information is not skipped by Excel.
When you want to do the tracking this way, I would suggest you to use an Excel Addin. There is actually no need for installation when using this kind of Addin. Attach to open workbook and close workbook events and ensure that all changes are written to the Excel Workbook after it has been closed. Certainly you would have to attach to all kind of other events to track all changes to the workbook. You may need to have in mind that there can be more than one workbook opened at a time.
Actually there are alternatives.
write your logging code in VBA or whatever fits
abstract away how your persist the code (e.g. use a data provider)
think about these two alternatives to store logging data:
You can save logging data in cells of excel. When using a "newer" version of excel, you have a limit of 1 million rows. You may want to implement a rolling mechanism that ensures that you never go over the border of 1 million records. (you may be dont want to track a million changes)
You can use the document properties to store you information as xml.
Last but not least, the most obvious: Why not using Excel's functionality of tracking changes? Understand track changes in Excel 2013

Non-portable Excel VBA macro behavior

I'm using Excel 2010 and adding a small VBA macro to a spreadsheet. (The purpose of the macro is to take the data on the active sheet and export it to a CSV file, but that's tangential to the question.) The macro determines the output path for the file using ThisWorkbook.Path. I also added a custom button to the Quick Access Toolbar to activate the macro.
After getting a working algorithm in place in my experimental spreadsheet (Test.xlsm, stored in one path), I made a copy of the spreadsheet in another path and renamed it to _Database.xlsm. Then I opened _Database.xlsm and ran the macro. To my surprise, the file was written to the original path, not the new one. And looking down at the Windows toolbar, I saw that Excel had opened the original file over in its original path as well.
After a lot of jiggering around with code tweaks, checking properties and such I finally found that I could prevent this by opening the copied spreadsheet, removing the Quick Access Toolbar button, re-adding it, and then saving the file. My questions are:
Why isn't the macro "independently portable" along with the spreadsheet? I.e. why does the copy maintain this kind of tie to the original sheet?
Is there a way I can create or modify the macro to make it portable in that sense?
If you want a toolbar/button to travel with a file (ie. not always link back to the original version) then you need to add it to the file itself, not to the QAT. The QAT only "knows" about the actual file you linked the button to.
It might be better to add the macro to your Personal Macro Workbook and then just have it operate on the ActiveWorkbook.
However, if you want to distribute it to other users, you can keep the macro in the "database" workbook and add a custom ribbon part. See: http://www.rondebruin.nl/win/s2/win001.htm

Excel VBA macro not found by worksheet, #NAME

I'm trying to get a simple VBA function to run in an excel (.xlsm) worksheet.
I created this function:
Function abc()
abc = 2
End Function
in Module2, and it worked.
But after I copied the spreadsheet to another system, it now just shows "#name" as if it can't find it. The function shows up on the available list of functions however.
This makes me think there is some kind of setting I need to enable, but I've enabled whatever I was prompted for. Any ideas?
I should've known it was in the trust center:
http://office.microsoft.com/en-us/excel-help/change-macro-security-settings-in-excel-HP010096919.aspx
Basically, hit the ball and poke around until you find "trust" and "enable macros" and select the least secure options.
And then close and re-open the spreadsheet.
I think we may need more information. What version of Excel are you using? Is it different from the destination system version?
You'll want to make sure that Module2 was in the Workbook you copied into the other system. Excel 2007 stores macros on a personal workbook by default sometimes so you'll need to check the the code is actually inside of the .xlsm file.
If you're still stuck and need a quick fix just copy the code text into the new system's Excel workbook directly without making a .xlsm file (create new module in the other system then paste).
If you would like to learn how to put together add-ins you can get started here or here.

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