Automatically update macro when changing filename - vba

I have the following macro to filter specific data out of my directory with employee hours files and place it into my zmaster file. However, I need various master documents for various projects (EG. change name to: "project 300000"). When I change my master file name from zmaster to anything else, my macro cannot find the appropriate file, obviously.
Is there a way to change my macro in such a way that zmaster.xlsm is automatically replaced in my macro by the current file name?
Option Explicit
Sub CopyToMasterFile()
Dim MasterWB As Workbook
Dim MasterSht As Worksheet
Dim MasterWBShtLstRw As Long
Dim FolderPath As String
Dim TempFile
Dim CurrentWB As Workbook
Dim CurrentWBSht As Worksheet
Dim CurrentShtLstRw As Long
Dim CurrentShtRowRef As Long
Dim CopyRange As Range
Dim ProjectNumber As String
FolderPath = "C:\test\"
TempFile = Dir(FolderPath)
Dim WkBk As Workbook
Dim WkBkIsOpen As Boolean
'Check if zmaster is open already
For Each WkBk In Workbooks
If WkBk.Name = "zmaster.xlsm" Then WkBkIsOpen = True
Next WkBk
If WkBkIsOpen Then
Set MasterWB = Workbooks("zmaster.xlsm")
Set MasterSht = MasterWB.Sheets("Sheet1")
Else
Set MasterWB = Workbooks.Open(FolderPath & "zmaster.xlsm")
Set MasterSht = MasterWB.Sheets("Sheet1")
End If
ProjectNumber = MasterSht.Cells(1, 1).Value
Do While Len(TempFile) > 0
'Checking that the file is not the master and that it is a xlsx
If Not TempFile = "zmaster.xlsm" And InStr(1, TempFile, "xlsx", vbTextCompare) Then
Set CopyRange = Nothing
'Note this is the last used Row, next empty row will be this plus 1
With MasterSht
MasterWBShtLstRw = .Cells(.Rows.Count, "A").End(xlUp).Row
End With
Set CurrentWB = Workbooks.Open(FolderPath & TempFile)
Set CurrentWBSht = CurrentWB.Sheets("Sheet1")
With CurrentWBSht
CurrentShtLstRw = .Cells(.Rows.Count, "A").End(xlUp).Row
End With
For CurrentShtRowRef = 1 To CurrentShtLstRw
If CurrentWBSht.Cells(CurrentShtRowRef, "A").Value = ProjectNumber Then
'This is set to copy from Column A to Column L as per the question
If CopyRange Is Nothing Then
'If there is nothing in Copy range then union wont work
'so first row of the work sheet needs to set the initial copyrange
Set CopyRange = CurrentWBSht.Range("A" & CurrentShtRowRef & _
":L" & CurrentShtRowRef)
Else
'Union is quicker to be able to copy from the sheet once
Set CopyRange = Union(CopyRange, _
CurrentWBSht.Range("A" & CurrentShtRowRef & _
":L" & CurrentShtRowRef))
End If ' ending If CopyRange Is Nothing ....
End If ' ending If CurrentWBSht.Cells....
Next CurrentShtRowRef
CopyRange.Select
'add 1 to the master file last row to be the next open row
CopyRange.Copy MasterSht.Cells(MasterWBShtLstRw + 1, 1)
CurrentWB.Close savechanges:=False
End If 'ending If Not TempFile = "zmaster.xlsx" And ....
TempFile = Dir
Loop
ActiveSheet.Range("A1:L200").RemoveDuplicates Columns:=Array(1, 2, 4, 8, 9, 10, 11, 12), Header:=xlYes
End Sub

One way to escape from hard coded workbook names is to use ActiveWorkbook or ThisWorkbook objects - they both return instance of Workbook object.
ThisWorkbook
Returns a Workbook object that represents the workbook
where the current macro code is running. Read-only.
ActiveWorkbook
Returns a Workbook object that represents the workbook in the active
window (the window on top). Read-only. Returns Nothing if there are no
windows open or if either the Info window or the Clipboard window is
the active window.
Then you can get the name of the workbook with Name property of the returned Workbook object.
Another way could be if you pass such a data as parameter to your functions.
For example:
Sub CopyToMasterFile(wbName as String, sheetName as String)
In this variant if you call your Sub from another macro code, you can pass whatever you want to use - this ways you can escape the hard coded stuff in your functions.
This is also valid for the Worksheet objects - have a look on the ActiveSheet

Related

Excel 2013 cannot find and open the file in ThisWorkbook directory

The following issue occured to me. I use MS Excel 2013.
With the macro below I tried to find those accounts (which meets the criteria "In scope", e.g. account 12345678), to copy them, to search in the same folder (where ThisWorkbook is), to find another excel file which has as name the number of account (e.g. "12345678.xlsx") and to open it.
After the proposed corrections below, my macro finds and opens the desired file. But now the problem is that no actions can be performed on it: copy, paste, etc.
Could you please help on this?
Sub FileFinder()
'Excel variables:
Dim RngS As Excel.Range
Dim wbResults As Workbook
'Go to the column with specific text
Worksheets("Accounts source data").Activate
X = 3
Y = 25
While Not IsEmpty(Sheets("Accounts source data").Cells(X, Y))
Sheets("Accounts source data").Cells(X, Y).Select
If ActiveCell = "In scope" Then
Sheets("Accounts source data").Cells(X, Y - 22).Select
'Copy the account in scope
Set RngS = Selection
Selection.Copy
'Search, in same directory where the file is located, the file with that account (file comes with account number as name)
sDir = Dir$(ThisWorkbook.Path & "\" & RngS & ".xlsx", vbNormal)
Set oWB = Workbooks.Open(ThisWorkbook.Path & "\" & sDir)
'Here is where my error occurs
'[Run-time error 5: Invalid procedure call or argument]
Sheet2.Cells("B27:B30").Copy
oWB.Close
End If
X = X + 1
Wend
End Sub
Try the code below, I have my explanation and questions for you in the code (as commnets):
Option Explicit
Sub FileFinder()
' Excel variables:
Dim wbResults As Workbook
Dim oWB As Workbook
Dim Sht As Worksheet
Dim RngS As Range
Dim sDir As String
Dim LastRow As Long
Dim i As Long, Col As Long
Col = 25
' set ThisWorkbook object
Set wbResults = ThisWorkbook
' set the worksheet object
Set Sht = Worksheets("Accounts source data")
With Sht
' find last row with data in Column "Y" (Col = 25)
LastRow = .Cells(.Rows.Count, 25).End(xlUp).Row
For i = 3 To LastRow
If .Cells(i, Col) = "In scope" Then
' Set the range directly, no need to use `Select` and `Selection`
Set RngS = .Cells(i, Col).Offset(, -22)
' Search, in same directory where the file is located, the file with that account (file comes with account number as name)
sDir = Dir$(ThisWorkbook.Path & "\" & RngS.Value & ".xlsx", vbNormal)
Set oWB = Workbooks.Open(ThisWorkbook.Path & "\" & sDir)
oWB.Worksheets("Report").Range("B27:B30").Copy
' *** Paste in ThisWorkbook, in my exmaple "Sheet2" <-- modify to your needs
wbResults.Worksheets("Sheet2").Range("C1").PasteSpecial Paste:=xlPasteAll, Transpose:=True
oWB.Close SaveChanges:=False
' sDir = Dir$
' clear objects
Set RngS = Nothing
Set oWB = Nothing
End If
Next i
End With
End Sub

Excel adjust to non-active worksheets while looping through directory

I have the following macro to loop through directory and put data in my master file. The masterfolder contains all information about employee hours spend on a specific project. However, the sheet name of the employee hour files (non-master files) might differ. I managed to change this for the activesheet (master sheet) but I'm not sure how to adjust this for the non-active (non-master) sheets (in formula this specific sentence: Set CurrentWBSht = CurrentWB.Sheets("Sheet1")
Option Explicit
Sub CopyToMasterFile()
Dim MasterWB As Workbook
Dim MasterSht As Worksheet
Dim MasterWBShtLstRw As Long
Dim FolderPath As String
Dim TempFile
Dim CurrentWB As Workbook
Dim CurrentWBSht As Worksheet
Dim CurrentShtLstRw As Long
Dim CurrentShtRowRef As Long
Dim CopyRange As Range
Dim ProjectNumber As String
Dim wbname As String
Dim sheetname As String
wbname = ActiveWorkbook.Name
sheetname = ActiveSheet.Name
FolderPath = "C:\test file\"
TempFile = Dir(FolderPath)
Dim WkBk As Workbook
Dim WkBkIsOpen As Boolean
'Check is master is open already
For Each WkBk In Workbooks
If WkBk.Name = wbname Then WkBkIsOpen = True
Next WkBk
If WkBkIsOpen Then
Set MasterWB = Workbooks(wbname)
Set MasterSht = MasterWB.Sheets(sheetname)
Else
Set MasterWB = Workbooks.Open(FolderPath & wbname)
Set MasterSht = MasterWB.Sheets(sheetname)
End If
ProjectNumber = MasterSht.Cells(1, 1).Value
Do While Len(TempFile) > 0
'Checking that the file is not the master and that it is a xlsx
If Not TempFile = wbname And InStr(1, TempFile, "xlsx", vbTextCompare) Then
Set CopyRange = Nothing
'Note this is the last used Row, next empty row will be this plus 1
With MasterSht
MasterWBShtLstRw = .Cells(.Rows.Count, "A").End(xlUp).Row
End With
Set CurrentWB = Workbooks.Open(FolderPath & TempFile)
Set CurrentWBSht = CurrentWB.Sheets("Sheet1")
With CurrentWBSht
CurrentShtLstRw = .Cells(.Rows.Count, "AE").End(xlUp).Row
End With
For CurrentShtRowRef = 1 To CurrentShtLstRw
If CurrentWBSht.Cells(CurrentShtRowRef, "AE").Value = ProjectNumber Then
'This is set to copy from Column A to Column L as per the question
If CopyRange Is Nothing Then
'If there is nothing in Copy range then union wont work
'so first row of the work sheet needs to set the initial copyrange
Set CopyRange = CurrentWBSht.Range("AE" & CurrentShtRowRef & _
":AQ" & CurrentShtRowRef)
Else
'Union is quicker to be able to copy from the sheet once
Set CopyRange = Union(CopyRange, _
CurrentWBSht.Range("AE" & CurrentShtRowRef & _
":AQ" & CurrentShtRowRef))
End If ' ending If CopyRange Is Nothing ....
End If ' ending If CurrentWBSht.Cells....
Next CurrentShtRowRef
CopyRange.Select
'add 1 to the master file last row to be the next open row
CopyRange.Copy
MasterSht.Cells(MasterWBShtLstRw + 1, 1).PasteSpecial xlPasteValues
CurrentWB.Close savechanges:=False
End If 'ending If Not TempFile = "master.xlsx" And ....
TempFile = Dir
Loop
ActiveSheet.Range("A1:M200").RemoveDuplicates Columns:=Array(1, 2, 4, 8, 9, 10, 11, 12), Header:=xlYes
End Sub
There are a few ways to refer to a worksheet, without knowing their names in advance:
'To get a specific worksheet:
Set CurrentWBSht = CurrentWB.Worksheets(10)
'To get the last worksheet:
Set CurrentWBSht = CurrentWB.Worksheets(Worksheets.Count)
'To get the pre last worksheet:
Set CurrentWBSht = CurrentWB.Worksheets(Worksheets.Count-1)
If the workbook only has 1 sheet then you can simply do this:
Set CurrentWBSht = CurrentWB.Sheets(1)
If there are more than 1 sheet in the 'non-master' workbook, you could have this:
Set CurrentWB = Workbooks.Open(FolderPath & TempFile)
Dim oWS As Worksheet
' Loop through all sheets to find the sheet we want
For Each oWS In CurrentWB.Worksheets
If oWS.Name = sheetname Then
Set CurrentWBSht = oWS
Exit For
End If
Next
You could add a flag in the loop above to confirm if you found a sheet
Also, from what I can see, your macro is in your master sheet?. If that's the case, you don't need to do the check if the 'Master workbook' is open. You can just use ThisWorkbook.Worksheets(1).Name (ThisWorkbook is the object for the workbook where your macro is running from)

Excel VBA - loop over files in folder, copy range, paste in this workbook

I have 500 excel files with data. I would merge all this data into one file.
Task list to achieve this:
I want to loop over all the files in a folder
open the file,
copy this range "B3:I102"
paste it into the 1st sheet of the active workbook
repeat but paste new data underneath
I've done task 1-4 but i need help with task 5, last bit - pasting the data under the existing data and making it dynamic. I've highlighted this bit with '#### in my code.
Here is my code which I've put together from other people's question :)
Any suggestions on how to do this?
Sub LoopThroughFiles()
Dim MyObj As Object,
MySource As Object,
file As Variant
Dim wbThis As Workbook 'workbook where the data is to be pasted, aka Master file
Dim wbTarget As Workbook 'workbook from where the data is to be copied from, aka Overnights file
Dim LastRow As Long
Dim sht1 As Worksheet
Dim sht2 As Worksheet
'set to the current active workbook (the source book, the Master!)
Set wbThis = ActiveWorkbook
Set sht1 = wbThis.Sheets("Sheet1")
Folder = "\\dne\ldc\research-dept\3 CEEMEA\15. EMB\Turkey\TLC Overnight & Weekly Reports\weekly (majeed)\"
Fname = Dir(Folder)
While (Fname <> "")
Set wbTarget = Workbooks.Open(Filename:=Folder & Fname)
wbTarget.Activate
Range("b3:i102").Copy
wbThis.Activate
'################################
'NEED HELP HERE. I GET A ERROR HERE. NEEDS TO BE MORE DYNAMIC.
sht1.Range("b1:i100").PasteSpecial
Fname = Dir
'close the overnight's file
wbTarget.Close
Wend
End Sub
I think using variant is useful than copy method.
Sub LoopThroughFiles()
Dim MyObj As Object, MySource As Object
file As Variant
Dim wbThis As Workbook 'workbook where the data is to be pasted, aka Master file
Dim wbTarget As Workbook 'workbook from where the data is to be copied from, aka Overnights file
Dim LastRow As Long
Dim sht1 As Worksheet
Dim sht2 As Worksheet
Dim vDB As Variant
'set to the current active workbook (the source book, the Master!)
Set wbThis = ActiveWorkbook
Set sht1 = wbThis.Sheets("Sheet1")
Folder = "\\dne\ldc\research-dept\3 CEEMEA\15. EMB\Turkey\TLC Overnight & Weekly Reports\weekly (majeed)\"
Fname = Dir(Folder)
While (Fname <> "")
Set wbTarget = Workbooks.Open(Filename:=Folder & Fname)
vDB = wbTarget.Sheets(1).Range("b3:i102")
'################################
'NEED HELP HERE. I GET A ERROR HERE. NEEDS TO BE MORE DYNAMIC.
sht1.Range("b" & Rows.Count).End(xlUp)(2).Resize(UBound(vDB, 1), UBound(vDB, 2)) = vDB
Fname = Dir
'close the overnight's file
wbTarget.Close
Wend
End Sub
I see you already added a long variable for this, so do a lookup on the last row before you paste. Also, paste in a single cell in case of varying amounts of data.
I altered your script as follows.
Sub LoopThroughFiles()
Dim MyObj As Object,
MySource As Object,
file As Variant
Dim wbThis As Workbook 'workbook where the data is to be pasted, aka Master file
Dim wbTarget As Workbook 'workbook from where the data is to be copied from, aka Overnights file
Dim LastRow As Long
Dim sht1 As Worksheet
Dim sht2 As Worksheet
'set to the current active workbook (the source book, the Master!)
Set wbThis = ActiveWorkbook
Set sht1 = wbThis.Sheets("Sheet1")
Folder = "\\dne\ldc\research-dept\3 CEEMEA\15. EMB\Turkey\TLC Overnight & Weekly Reports\weekly (majeed)\"
Fname = Dir(Folder)
While (Fname <> "")
Set wbTarget = Workbooks.Open(Filename:=Folder & Fname)
wbTarget.Activate
Range("b3:i102").Copy
wbThis.Activate
'Just add this line:
lastrow = sht1.Range("b1").End(xlDown).Row + 1
'And alter this one as follows:
sht1.Range("B" & lastrow).PasteSpecial
Fname = Dir
'close the overnight's file
wbTarget.Close
Wend
End Sub
How about you define sht1.Range("b1:i102") as variables instead of constants?
Something like:
Dim x As Long
Dim y As Long
x = 1
y = 1
Dim rng As Range
Set rng = Range("b"&x ,"i"&y)
And then use:
sht1.rng
Just remember to add x = x+100 and y = y +100 at the end of your while statement (so it will update new values between each paste.)
Why don't you place a counter? Like this:
Dim counter As Long
counter = 1
And then:
While (Fname <> "")
Set wbTarget = Workbooks.Open(Filename:=Folder & Fname)
wbTarget.Activate
Range("b3:i102").Copy
wbThis.Activate
'Solution:
sht1.Range("b" & counter & ":i" & counter + 99).PasteSpecial
counter = counter + 100
Fname = Dir
'close the overnight's file
wbTarget.Close
Wend
You can addbelow section as step 5. I have used offset with Variable incremented in loop
Dim i as Long
Range("B1").Select // 'select the column where you want to paste value
ActiveCell.Offset(i, 0).Select //'place the offset counter with variable
sht1.Range("b1:i100").PasteSpecial
i=i+100 //'increment the offset with the number of data rows

Splitting an identified range of spreadsheets to a new workbook with a new name

I've been trying to come up with a way to split a workbook into separate workbooks based on identified worksheets in the workbook.
For example:
Say I had a worksheet for every letter in the alphabet.
I would want to split worksheets A through C into a new workbook named "A through C."
D through I will go into a new workbook named "D through I."
etc...
My idea would be to first insert a worksheet that in column A names the new workbook it will become and Columns b through as many columns as there are will the names of the worksheets to be copied into the new workbook.
Does anyone have an idea of how to make a macro for this? I've tried myself but have been unsuccessful.
Thank you!
I found this Macro out there. Does anyone think it can be modified to work?
Sub Test()
Dim Sh As Worksheet
Dim Rng As Range
Dim c As Range
Dim List As New Collection
Dim Item As Variant
Dim WB As Workbook
Application.ScreenUpdating = False
Set Sh = Worksheets("Sheet1")
Set Rng = Sh.Range("A2:A" & Sh.Range("A65536").End(xlUp).Row)
On Error Resume Next
For Each c In Rng
List.Add c.Value, CStr(c.Value)
Next c
On Error GoTo 0
Set Rng = Sh.Range("A1:H" & Sh.Range("A65536").End(xlUp).Row)
For Each Item In List
Set WB = Workbooks.Add
Rng.AutoFilter Field:=1, Criteria1:=Item
Rng.SpecialCells(xlCellTypeVisible).Copy WB.Worksheets(1).Range("A1")
Rng.AutoFilter
With WB
.SaveAs ThisWorkbook.Path & "\" & Item & ".xls"
.Close
End With
Next Item
Sh.Activate
Application.ScreenUpdating = True
End Sub
The following code assumes you have your control sheet (named "Split Parameters") in the workbook containing the macro, and it is set out with the desired filenames in column A, and the sheets that you wish to copy into that file (from the ActiveWorkbook, which might, or might not, be the one containing the macro) listed in columns B, C, etc. Row 1 is assumed to be headings, and is therefore ignored.
Sub SplitBook()
Dim lastRow As Long
Dim LastColumn As Long
Dim srcWB As Workbook
Dim newWB As Workbook
Dim i As Long
Dim c As Long
Dim XPath As String
Dim newName As String
Dim sheetName As String
Application.ScreenUpdating = False
Application.DisplayAlerts = False
Set srcWB = ActiveWorkbook
XPath = srcWB.Path
With ThisWorkbook.Worksheets("Split Parameters")
lastRow = .Cells(.Rows.Count, "A").End(xlUp).Row
For i = 2 To lastRow
'Take the first worksheet and create a new workbook
sheetName = .Cells(i, "B").Value
srcWB.Sheets(sheetName).Copy
Set newWB = ActiveWorkbook
'Now process all the other sheets that need to go into this workbook
LastColumn = .Cells(i, .Columns.Count).End(xlToLeft).Column
For c = 3 To LastColumn
sheetName = .Cells(i, c).Value
srcWB.Sheets(sheetname).Copy After:=newWB.Sheets(newWb.Sheets.Count)
Next
'Save the new workbook
newName = .Cells(i, "A").Value
newWB.SaveAs Filename:=xPath & "\" & newName & ".xls", FileFormat:=xlExcel8
newWB.Close False
Next
End With
Application.DisplayAlerts = True
Application.ScreenUpdating = True
End Sub

Got stuck in using transpose

I was attempting to extract data from other workbooks into a master workbook. All of these workbooks were saved in one folder. And I wanted to open other workbooks automatically not manually. The data that I need to extract are non adjacent cells, and I want the data extracted from each source workbook to be shown in rows in the master workbook (because I have a head line in row 1, so after extracting data from the first workbook and paste in row 2, the data extracted from the second workbook will be listed in row 3 and so on)
However, when I ran the macro I got stuck in Transpose.
Below is my code
Sub LoopThroughDirectory()
Dim MyFile As String
Dim wkbSource As Workbook
Dim wkbTarget As Workbook
Dim erow As Single
Dim Filepath As String
Dim copyRange As Range
Dim cel As Range
Dim pasteRange As Range
Filepath = "C:\xxxxx\"
MyFile = Dir(Filepath)
Do While Len(MyFile) > 0
If MyFile = "Import Info.xlsm" Then GoTo NextFile
Set wkbTarget = Workbooks("Import Info.xlsm")
Set wkbSource = Workbooks.Open(Filepath & MyFile)
Set copyRange = wkbSource.Sheets("sheet1").Range("c3,f6,f9,f12,f15,f19,f21,f27,f30,f33,f37,f41")
Set pasteRange = wkbTarget.Sheets("sheet1").Range("a1")
For Each cel In copyRange
cel.Copy
ecolumn = wkbTarget.Sheets(1).Cells(1, Columns.Count).End(xlToLeft).Offset(0, 1).Column
wkbTarget.Worksheets("Sheet1").Paste Destination:=wkbTarget.Worksheets("Sheet1").Range(Cells(1, ecolumn).Address)
pasteRange.Cells(1, ecolumn).PasteSpecial xlPasteValues
Next
Application.CutCopyMode = False
wkbSource.Close
NextFile:
MyFile = Dir
Loop
End Sub
What I have done so far:
I transposed the data I extracted from source workbooks but they were not shown in the master workbook as what I expected. All of them are in row 1
I don't have much experience in VBA and I feel like the code I wrote to copy non adjacent cells and transpose in the master workbook makes the loop much more complicated. But I don't know where I went wrong or how to fix that.
Please help me. Thank you so much!
You have to set the destination range outside of the loop and offset it inside of the loops:
Sub LoopThroughDirectory()
Dim Filepath As String, MyFile As String
Dim wkbSource As Workbook, wkbTarget As Workbook
Dim copyRange As Range, cel As Range, pasteRange As Range
Set wkbTarget = Workbooks("Import Info.xlsm")
Set pasteRange = wkbTarget.Sheets("sheet1").Range("a2") ' start at row 2
Filepath = "C:\xxxxx\"
MyFile = Dir(Filepath)
While MyFile > ""
If MyFile = "Import Info.xlsm" Then GoTo NextFile
Set wkbSource = Workbooks.Open(Filepath & MyFile)
Set copyRange = wkbSource.Sheets("sheet1").Range("c3,f6,f9,f12,f15,f19,f21,f27,f30,f33,f37,f41")
For Each cel In copyRange
pasteRange.Value = cel.Value ' "copy" the value
Set pasteRange = pasteRange.Offset(, 1) ' move to the next column
Next
wkbSource.Close
Set pasteRange = pasteRange.EntireRow.Resize(1,1) ' move back to the first cell in the row
Set pasteRange = pasteRange.Offset(1) ' move to the cell bellow (next row)
NextFile:
MyFile = Dir
Wend
End Sub