At the moment I have created a spreadsheet which takes a bunch of inputs, runs them through a list of formulas, and then spits out the results onto a "report" worksheet.
I've been manually saving each of these reports as separate CSVs but I was hoping for a better method moving forward as it is getting quite tiring to have to open 10 CSVs when i do my monthly reports.
I am looking for a way to start saving all of these reports into a "database". My hope to to have one cell be for an user entry name and for two buttons. One to save the current report under the name entered by the user, and two to remove old records. I would then be able to revisit old entries by selecting them in the dropdown.
I've dabbled with VBA and Macros in the past but this is a little more complicated than what I've dealt with in the past. Looking for some help/direction.
Thanks for your time!
Depending on how your reports need to be used, you might find it satisfactory to simply make your data into one big Excel Table ( Insert Tab > Table ). When you do this, Excel will automatically fill-down any formulas that you enter in a column, and also show the formula using the headers instead of A1-style references.
I use this format, adding Y under Remove from Active List on each line that is already done. Then whenever I save the file or look at it for today's status, I filter out what's old and just look at the new. The other filters enable copy-pasting or printing whatever arrangement I like.
The filters and other things in the table can be referenced in VBA as Sheets("ThisSheet").ListObjects(1), which is an object with a number of useful properties and methods.
For VBA information, read more here: https://www.thespreadsheetguru.com/blog/2014/6/20/the-vba-guide-to-listobject-excel-tables
This is my code for auto-filtering the table to hide inactive items at time of save. You add it at ThisWorkbook in the VBA editor:
Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean)
Sheets("Sheet1").Activate
SelectedCell = ActiveCell.Address 'this saves your screen selection for after the filtering
ActiveSheet.ListObjects(1).Range(1, 1).Select
If ActiveSheet.ListObjects(1).AutoFilter.FilterMode = True Then
ActiveSheet.ListObjects.Item(1).AutoFilter.ShowAllData
End If
A = ActiveSheet.ListObjects(1).Range.Rows(1).Find("Remove from List").Column - _
ActiveSheet.ListObjects(1).Range.Column + 1
ActiveSheet.ListObjects(1).Range.AutoFilter field:=A, Criteria1:="="
Range(SelectedCell).Select
End sub
Related
We have created a workbook which use ActiveX objects and macros to perform multiple actions (calculations, changing values in cells, forcing mandatory fields before save, colour changes, lock and unlock, etc). There are 3 sheets:
Lists - where we set the values for comboboxes, run mandatory checks against cells and comboboxes, etc. this is VeryHidden to the user
Form - this is where the user will enter their data. it contains all of the ActiveX objects
Import - this is a formatted sheet which we can import to our database with expected formatting on values (i.e. "inches" instead of "in.H2O#60F", days converted to hours). this sheet is VeryHidden.
This workbook can be downloaded blank from our website and imported back into the database successfully.
What we want to do is download a pre-populated version where "Form" shows data from the database. To do this we are populating the Import sheet with the values (as they are already linked to the comboboxes we need to populate). i.e. ComboA on "Form" is linked to cell A4 on "Import".
We expected the comboboxes with linked cells to the update when we downloaded and opened the pre-populated workbook. When it did not we tried:
Sheets("Import").EnableCalculation = False
Sheets("Import").EnableCalculation = True
Application.Calculate
to force the row to "recalculate" and therefore trigger the linked cell to work as when we manually went into one of the linked cells and pressed enter (or F9) the associated combobox updated.
This was partially successful in that is populated around 1/3 of the comboboxes but not all of them. There does not seem to be an order or data type causing the issue (some Y/N update, others do not. comboboxes A-D will update, then E-G will not, then H will).
We tried Application.CalculateFull as well as:
setting the linkedcells to Dirty
only applying .Calculate to the range on the worksheet
only applying .Calculate to the row on the worksheet (as it is all in one row)
We can manually force each combobox to populate with it's linked cell however given the number of comboboxes and the fact there will be more workbooks like this to build this is not an ideal solution.
We know it is hitting the workbook_Open() event as we put in some MsgBox items and the couple custom populations we do (converting degF to F then pushing to combobox) and that is working fine.
If we open the download, save it (skipping the mandatory fields before save), then reopen it everything populates/selects correctly (which is all the more frustrating).
Any thoughts on why the downloaded version is not acting as expected would be much appreciated.
given the other posts I have seen and the follow up information requested I though more was better. there is a code snippet there - and we found a solution to the issue. needed to add Application.Calculation = xlCalculationAutomatic to the open event before the code provided above. thanks anyways
I've been working on an independent project for a client of mine. They wanted to produce a button that, upon the user-click, it would open up a user-form and have a variety of macro-related options to choose from: a drop-down list, checkbox, option select button, etc.
I created a test formula and submitted it to the client; they enjoyed it thoroughly and decided to sent me a file to 'copy & paste' my original code within their excel file.
Problem is; because I'm a tad bit inexperienced with VBA I've run into a problem where once I click the button - the user form doesn't show up.
Below is a Dropbox link of the original file I created and it's original code; as well as the file that I am trying to copy.
Any help would be all welcome and appreciated.
Link to dropbox: https://www.dropbox.com/sh/l1t37lz8uritrua/AAAdWPGvw0GDZ6hW4SwmbBdRa?dl=0
OriginalProject.xlsm has a form named honor_roll_form which contains 100 lines of code.
CopyOfOriginal.xlsm has a form named UserForm1 which contains no useful code.
I do not believe there is any method of directly copying user forms from one workbook to another. Instead
Within VB Editor of OriginalProject.xlsm, select honor_roll_form.
Click File then Export File and save the form on your desktop or where ever you like.
You will now have two files on your desktop; one with an extension of frm and one with an extension of frx.
Within VB Editor of CopyOfOriginal.xlsm, click File then Import file.
Import honor_roll_form.frm
When I try clicking button "Honor Roll", I get "Method or data member not found" for project1Box. I will investigate after dinner (18:57 here) unless you tell me you already know why I am getting this error.
Extra comments in response to request from OP
It is late here but I have started looking down sub execute_button_Click within the second CopyOfOriginal.xlsm. I will comment on what I see even if it is not directly relevant to the non-execution of the macro.
If you open the VB Editor and look on the left you will see the Project Explorer. Near the top you will see:
Microsoft Excel Objects
Sheet1 (Sheet1)
I have always found this confusing. The first “Sheet1” is Excel’s Id for the worksheet and cannot be changed. The second “Sheet1” is the default name for the worksheet which can be changed. You can write Sheet1.Range("A1") or Worksheets("Sheet1").Range("A1"). That is: you can reference a worksheet by its Id or its name. You have named a variable of type Worksheet as Sheet1. Using Excel’s names as variable names can lead to bizarre errors so it is important to avoid doing anything like this.
It is better to always use meaningful names. At the moment, you know what Sheet1 means but if you come back to this macro in six or twelve months will you remember. I would use a variable as you have but I would name it WshtCis208 or WshtVBAProg or something similar.
Set ID = Range(Sheet1.Cells(2, 1), Sheet1.Cells(52, 1)) could be written as:
With WshtCis208
Set ID = Range(.Cells(2, 1), .Cells(52, 1))
End With
Using With statements produces faster code and, almost always, code that it easier to read.
“52” is the current bottom row for this table. Will you amend the macro for them every time they add or remove a student? There are several techniques for finding the last row, none of which is perfect in every situation. The technique that is the most convenient most of the time is:
Const ColCis208Id as Long = 1
Const ColCis208MidTermExam as Long = 5
Dim RowCis208Last as Long
RowCis208Last = .Cells(.Rows.Count, ColCis208Id).End(xlUp).Row
At the moment, column 1 is the Id column. It is perhaps unlikely that the Id column will move but it is very likely that some of the others columns will move when some new column is identified as useful. Do you want to scan the code trying to decide which 5s refer to the MidtermExam column when a Project3 column is added?
Constants allow you to name literals that might change. It makes your code easier to read and saves so much pain when a value changes.
.Rows.Count gives the number of rows in a worksheet for the current version of Excel so .Cells(.Rows.Count, ColCis208Id) identifies the bottom cell of column 1. End(xlUp).Row says go up until you hit a cell with a value and returns its row number. It is the VBA equivalent of Ctrl+Up.
The next statement subjectCount = … fails because projectBox does not exist on the form. You have changed the captions but not the names.
As far as I can see the form fails to execute because you have started updating it but have not finished.
I have a dialog box with a couple of buttons that launch macros to activate and change to different sheets.
The problem I am having is after I click the button, the macro activates the new sheet and I see it. But when I go to delete data, add data or try to delete a row "Nothing happens" the data on the screen is still there. If I go back to the previous sheet, the cells and rows that I had intended to delete were deleted in that sheet. It is very wierd and never seen anything like that. It appears that my macro code is note doing enough to actually change to the new sheet. I do not have this problem if I click a different sheet tab to change to it. Or if I click the dialog button to go to the new sheet and quickly do a ctrl-pgDown and Ctrl-PgUp to change from another tab and back that seems to fix the problem.
This is the code in my macro I am using to try to change to the desired tab.
Private Sub Report1Button_Click()
On Error GoTo Handler
Sheets("Report1").Activate
If StayOpenBox.Value = False Then
Unload MainMenu
End If
Exit Sub
Handler:
MsgBox "Sheet 'Report1' not found or renamed"
End Sub
Thanks for any help or suggestions
UPDATE:
Here is code that I use to call the dialog box. I have a shape on the other sheet that is assigned to this macro to open dialog box
Sub ShowMainMenu()
With UserForm1
.Show
End With
End Sub
Also there is no further code to make edits to the new sheet. My Button click simply switches to the other sheet and when I attempt to make edits manually, they are actually done on the previous sheet which is not the one I am currently looking at. So anything I do, Bold text, delete text, delete row, etc, is not done on the current sheet I am looking at, but when I return to the previous sheet the changes where made there. Im on Excel 2013, I have reproduced this problem in 2 separate files, but I will try on a different computer and older version of excel. Screenshot of my situation is below.
UPDATE 2:
I ran this xlsm file on a 2nd computer with Xls 2007 and was not having the problem. So I ran the macro on a 3rd computer that also has Excel 2013 and it is experiencing the same problem. So it is not computer specific and seems to be a problem in XLS 2013 but not in XLS 2007. I will try to find a computer with Excel 2010 to test as well, but something about this code is causing a problem in 2013 but not in older versions of excel.
When you run VBA code, it will default to using the ActiveSheet if you don't define the Sheet. When you have objects/methods that you want performed on a specific sheet, you should always specify! You can do that one of two ways:
Sheets("Report1").[Object].[Method]
'or
Sheets("Report1").[Method]
or you can pass the Sheet name to a variable and use that for shorter code
Dim Report1 As Worksheet
Set Report1 = Sheets("Report1")
Report1.[Object].[Method]
'or
Report1.[Method]
Try changing the sequence of lines in your code. I had a similar situation and it turned out that I inserted the "delete sheet" code in between the commands that were copying data from sheet1 to sheet2. When I put the deletion lines (commands) after I finished copying sheets everything started to work correctly. Many commands activate one sheet while performing and this immediately disactivates another sheet. So if you used "ActiveSheet" sommand somewhere it may be incorrectly understood - the command may be executed not on the sheet you meant.
Just use the full address for the range you are trying to manipulate, for example instead of:
Sheets("mySheet").Activate
Range("A1:B10").Cut
Sheets("myOtherSheet").Activate
Range("A1:B10").Paste
use:
Sheets("mySheet").Range("A1:A10").Cut Destination:=Sheets("myOtherSheet").Range("A1:B10")
I just had the same problem, also with Excel 2013. So even if the thread is over 9 month inactive, I want to share my solution in case somebody gets here through a Google search.
The solution was really simple. Call the userform with:
UserForm1.show vbModeless
I have a excel VBA macro that dynamically generates and deletes spreadsheets based on user input. However, when I open the VBA IDE, it seems that although I am naming my spreadsheets in the subs that create/delete them, the overall count is still increasing.
For example, depending on how far into execution my program is, under the "Microsoft Excel Objects" folder in my current project, the spreadsheets in the current workbook could look something like
Sheet101(Sheet3)
Sheet103(Sheet2)
Sheet104(Sheet1)
Or
Sheet81(Inputs)
Sheet83(Date Adjustment Interpolation)
Sheet84(Pricing)
Sheet85(Comparison)
No matter if I delete the rest of them and add one, it still picks up where the last highest one left off.
I don't know how many times this macro will be run and I'd feel a lot better about putting it out there if I could reset this annoying tally on the number of spreadsheets that have ever been generated, since I don't know for sure where excel will cut me off. Plus it's just annoying.
My Question:
I would like to know how to alter that spreadsheet number, or at least what the relevant object is for doing so.
Thanks!
Thanks to #dijkay s suggestion on code names, I've found some code to accomplish this.
ThisWorkbook.VBProject.VBComponents("Sheet1").name = "test"
Will change the code name of Sheet1 to test, so in the Excel Objects folder, it will appear as test(Sheet1) for example.
This option, however, requires messing around with some trust/security settings in each individual excel client running the macro, which is unsuitable for my purposes, unfortunately. You can also change the value manually by changing the (Name) property directly in the IDE through the properties window.
here are some ideas you can try...
Sheets(x).Name = "Sheet" & x
or (assuming in this example, 'Sheet3' doesn't already exist:
Set Sheet3 = sheets.Add
Sheet3.name = "Sheet3"
This is more cleanup than re-setting
cheers,
Micéal
I'm currently creating a workbook which has an input tab, all of it's data flowing through into later tabs. I want to prevent a user from moving onto any other tabs until all of the relavent information is filled in on the input sheet.
I'm currently trying to use the workbook_sheetactivate event but have spent a lot of time going between this and worksheet_change event, neither of which I can get working properly. Any help would be greatly appreciated.
If you don't want to use forms then I would suggest adding code similar to the following to each sheet:
Private Sub Worksheet_Activate()
If Worksheets("Sheet1").Range("A1").Value = "" Then
Worksheets("Sheet1").Select
End If
End Sub
Obviously you will need to change the sheet names, range and value but I'm sure you get the idea.