I'm currently trying to create code that will allow myself, and other users of the excel workbook I create, to export tasks, start dates and finish dates from Excel to MS Project.
I've tried a number of ways, without much success.
I've seen that you can simply create and save a map between Excel and Project - however, this will only work for one user. Is there a way to export a map so that all users can use the same map? e.g. saving the map on a shared drive, and getting the code to import tasks into Project using that mapping?
I'm currently saving the Excel output I need to export under the headings the mapping creates:
ID, Outline_Level, Name, Start_Date, Finish_Date.
I've also seen that it is possible to add a task in Project using VBA from Excel. However, I could not find a way to state the start date and finish date. Ideally, I would like a macro in Excel which reads down a list of tasks, and adds them one by one into MS Project, exporting the Start and Finish dates.
I know it would be quicker to do this all in one go, but I will not be using it for a huge array of tasks per project.
Any help is well received! Thanks in advance!
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I have a .doc template I use for building CVs for many friends.
I'm trying to automate this process using simple library/program, for exmaple, that can accept data like name, email, phone number, job title, and can create the .doc automatically.
What framework can be used for that to make it fastest i can?
Thanks,
Tal
Where exactly are keeping this template and are your friends plugging in the data or are you doing it all yourself?
No matter what, you're basically looking to do a data merge. An example of a data merge is a mail merge:
https://support.microsoft.com/en-us/help/294683/how-to-use-mail-merge-to-create-form-letters-in-word
The same thing really applies to what you're accomplishing to do.
You can take a template, specify the fields that require variable data (aka the different information that's changing), and then just use a spreadsheet to pull the data from and plug it in.
Now the question you'll probably be wondering next is how data merges use spreadsheets. The way data merges work is that each column you set with data in it, that should correspond to the changing lines in your template. I strongly recommend you read up on this further - it's not that difficult to do once you get the hang of it.
The last question is probably how you'll compile the data into this spreadsheet. Are your friends going to fill out an online form perhaps? If so, you'll need an online form of some sort perhaps, so you'll need to use some PHP, have a database to store the information from the form, and then just go to the table and export the information as a .csv file after you see you have enough data populated in your database table to do a data merge.
If you don't have access to MS Office, I'm sure you can accomplish this in OpenOffice.org instead (which is free/open-source).
Hope this helps.
At my job we do data merges all the time - for mail merges, for letters that need to be personally address to individual recipients, and we do this for people who need to print dozens of different business cards for different employees. We take their business card template and just do a data merge from a spreadsheet to save time on needing to set up individual files. P.S. you can also use Adobe inDesign for this, if you know how to use it.
I am building an Access 2010 db which will store and query information relating to time spend by users in our team. Part of the reporting needs to include whether timesheets have been submitted on time.
The process is currently being managed in Excel but is becoming cumbersome due to the growing size of the consolidated data. In the current process, the flag on whether someone is late with their timesheet is applied manually.
Instead of manually adding a Yes / No value to the excel data, I wondered whether it was possible to set up separate TransferSpreadsheet processes in Access to upload the excel data (and attach them to separate command buttons) such that, depending on which one is executed, the import process adds a Yes or a No value to the last column in the data as it's being uploaded.
That way we can import the excel data for those who submitted their timesheets on time (and 'stamp' them Yes for being on time) and then any subsequently late submitted timesheet data can be imported later (and 'stamped' with a No).
I have spent several hours looking at online forums and instruction pages but cannot find anything close to what I am trying to achieve, hence the reason for posting this here.
This is just one of the options I am considering but my VBA skills are insufficient to establish whether such a process could be handled in VBA. All help appreciated. Thanks.
Solved this one myself with a bit of perseverance. Ended up running a few DoCmd.RunSQL commands to Alter / Delete / Insert the tables I had and used a 'join' table to load the data from excel and then ran a command to append the data from the 'join' table to the main table. I just invoke slightly different commands to update the table field based on whether the data has been submitted late or on time.
I have a MS Access database with a macro. The macro will, obviously, import files, run queries and generating spreadsheet reports on a daily basis.
Now I want to modify the macro to process files within a start/end date range. But the file names used in the TransferText and TransferSpreadsheet actions are all fixed and I need to separate the files into different folders.
Can I change that using VBA?
I have been try looking up in the web but I have difficulty find any resources that explain how to manipulate the actions within a macro.
File copying would be another option but I would take that as the last resort.
Trying to figure out the best way to kick off an excel macro at a certain time. I found a few suggestions, but I still have plenty of questions on the idea and was hoping you guys could provide some clarification.
What I am trying to do: I have live excel workbooks that are connected to my database. So at 11:30PM on the last day of every month I want to go into several excel workbooks (I have one for every vendor that we sell), enable the security and editing and refresh the connection so all of the information in the sheets is up to date. Lastly I would like to then save a copy of that file in a sub folder inside the current folder.
Run on time method:
Here is this run on time method that I found on ozgrid. My question is, I am assuming that excel would need to be running at the time in order to execute the method? If so what would be one way of opening up excel and refreshing a workbook to be saved?
Running excel on Windows Task Scheduler Windows Task Scheduler
Essentially this method is using an Excel Controller to run excel using VBS...Seems more promising than the run on time method but I am not very familiar with how an excel controller works or VBS, so any help or ideas on this one would be greatly appreciated.
Any input is greatly appreciated. If my ideas are way out in left field could you guys help point me in the right direction?
Thanks for all the help in advance!
Turn the problem around. Create a workbook with normal Excel query tools and have it load the result set of the query when the workbook is opened (You don't specify a version, but see Refresh an external data connection for Excel 2013).
Then, either create a view in the database that contains the results you require, or to materialise the result of a view into a staging table that is then read by the workbook.
Users can then open the workbook whenever they require data, and the current results will be available. A parametrised version of the query could then access a history table to older periods.
This way all data is only prepared when required, and is always available without the scheduling complexity.
I'm creating a program in VB.net that does the following:
At a high level I receive a file in email, put the attachment in a monitored folder, import the text file to excel, format the excel, and then email the excel file to a list of recipients.
Here is my plan:
Completed: Outlook VBA to monitor all incoming email for specific message. Once message is received drop attached .txt file in a specific network folder.
Completed: (VB.net) Monitor folder, when text file is added begin processing
Not Complete: (VB.net) Import text file to Excel
Not Complete: (VB.net) Format Excel Text file. (add in a row of data, format column headers with color/size, add some blank columns, add data validation to some of the blank columns that allow drop down selections)
Completed: (VB.net) Save file.
Completed: (VB.net) Send file to list of recipients.
Obviously the items above that are not complete are the bulk of the work, but I wanted to get some advice on what some of you think would be the best way to approach something like this. The import and formatting of the file are causing me some problems because I just can't decide what would be the most efficient way to do this.
What I've thought of so far:
The way stated above. Import to excel -> format
Having a template excel that contains all of the formatting already done for me and attempting to transition the data to this document (no clue if/how I can do this). Is it even feasible? Have the template already created and then import the text file to a new excel file, then transition that data to the excel template?
Something I thought about, in terms of formatting the document, was to record a macro of me doing all of the formatting that I'm going to need and then attempt to convert that macro into my vb.net code, but I'm not sure if that will work. I will need to verify that the text file comes in the EXACT format every time correct?
I really appreciate any advice/suggestions that anyone is willing to give.
You will want to use http://epplus.codeplex.com/
It allows you to create an Excel file from scratch, without having to start Excel itself. Automating Excel will make the process slow and it lacks robustness (Excel process can hang or not close properly).
In addition, using a .Net library allows you to run it on a server or so where no Excel is installed. (Next step would be to inspect the mailbox via POP, IMAP or the Exchange API, so that part doesn't have to be run on a client machine either)
http://msdn.microsoft.com/en-us/library/kh3965hw(v=vs.100).aspx
You can also just use the Interops from MS to interact with Excel, Outlook, Word, etc. They're not difficult at all to use. I'm not familiar with CodePlex, so that may be a better route or an easier one. I just wanted to provide you with an alternative.
With Microsoft Office 2010 Interops you can not generate Office files from .net applications anymore.
You can manipulate data from existing Excel files so you need templates(your 4th point). Then Excel allows you to query some databases. You may be able to simulate one with your folder, otherwise I suggest to convert your .txt files into some databases. (3rd point)
If you do use an older version, you can crate your Excel files by loading them into an instance of Excel and manipulating them as you wish.
By the way I supposed your attached files would have some sort of format.
If you want to manipulate Excel files, I can recommand you the NPOI library found on CodePlex. It has several advantages over OLE-automation:
NPOI is not dependent on a specific Excel version.
Excel (or any other Office component) need not to be installed.
It is faster.
It works with both .XLS and .XLSX files.
We are using a third party software called excel writer. May not be what you are looking for becauseit needs to be license, but it is very fast and the clients does not have to wait for a chart or a data output. Because we have that tool, have not try anything else.