How to retain the original workbook during SaveAs - vba

I am trying to retain the original workbook opened and close all other saved(saved with different names) files without reopening. I am doing the SaveAs through a button click. Any suggestions on this?
sub save()
Application.DisplayAlerts= False
FileName1 = Range("D4")
ActiveWorkbook.SaveCopyAs FileName:="C:\Users\felonj\Desktop\list\" & FileName1 & "-" & "Audit checklist" & ".xlsm"
MsgBox "File Saved successfully!", , "Save"
Application.DisplayAlerts = True
End sub

If I have to use your code, try something like this:
Option Explicit
Sub save()
Dim obj_wb As Object
Set obj_wb = ThisWorkbook
Application.DisplayAlerts = False
ActiveWorkbook.SaveCopyAs Filename:=ActiveWorkbook.Path & "Audit checklist" & ".xlsm"
MsgBox "File Saved successfully!", , "Save"
Debug.Print obj_wb.Name
Application.DisplayAlerts = True
Set obj_wb = Nothing
End Sub
obj_wb is the old file, accessible through this variable. Probably it is a good idea to use "ThisWorkbook" in stead of "ActiveWorkbook". Or to refer it always as a variable and not to use any of those at all.

Related

Saving new Excel document as macro-free workbook without prompt

I'm using Excel 2010. I have an Excel macro-enabled template that has a data connection to a text file that is set to automatically refresh when a new document is created using this template.
The following macro is within the "ThisWorkbook" object to remove the data connection before saving the new document:
Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean)
Do While ActiveWorkbook.Connections.Count > 0
ActiveWorkbook.Connections.Item(ActiveWorkbook.Connections.Count).Delete
Loop
End Sub
When a user clicks the save icon / hits ctrl+S, inputs a filename and then clicks save to save as a macro-free Excel workbook (as is the default and required filetype) they are prompted with a message stating:
The following features cannot be saved in macro-free workbooks:
• VB project
To save a file with these features, click No, and then choose a
macro-enabled file type in the File Type list.
To continue saving as a macro-free workbook, click Yes.
Is it possible to prevent this message from appearing and have Excel assume that the user wants to continue with a macro-free workbook?
I've searched all over and understand that I may be able to add code to the workbook object that removes itself so that Excel has no VB project to cause this message but this would require each user to change Trust Center Settings (Trust access to the VBA project object model) which I want to avoid.
I've also seen suggestions of using:
Application.DisplayAlerts = False
but can't get this to work. Every example of it's use seems to be within a sub that is also handling the saving of the document whereas in my situation the BeforeSave sub ends before the document is saved in the default, non-vba way which is perhaps why it does not work?
Does this property reset to a default True after the sub has ended / before the save actually occurs?
Apologies for any nonsense I may have dispensed, my experience with VBA is very limited.
I cannot test on Excel 2010, but at least for 2016, it's working fine:
Sub SaveAsRegularWorkbook()
Dim wb As Workbook
Dim Path As String
Set wb = ThisWorkbook
Path = "T:\he\Path\you\prefer\"
Application.DisplayAlerts = False
Application.EnableEvents = False
wb.SaveAs Filename:=Path & "Test.xlsx", FileFormat:=51
Application.DisplayAlerts = True
Application.EnableEvents = True
End Sub
Give it a try.
Different approach... when the template is loaded, require the user to save as (I have a workbook/template with a similar situation...). This should open them up to the user's Documents folder, though you can adjust to save to whatever location.
Inside of the ThisWorkbook module, put:
Option Explicit
Private Sub Workbook_Open()
Dim loc As Variant
Application.DisplayAlerts = False
loc = Application.GetSaveAsFilename(FileFilter:="Excel Files (*.xlsx), *.xlsx", Title:="Save As...", InitialFileName:="%USERPROFILE%\Documents\NAME_OF_FILE")
If loc <> False Then
ActiveWorkbook.SaveAs Filename:=loc, FileFormat:=51
Exit Sub
End If
Application.DisplayAlerts = True
End Sub
Edit1: Adding the if statement using a base-template name, so subsequent saves do not prompt the save-as:
Option Explicit
Private Sub Workbook_Open()
If ActiveWorkbook.Name = "_NAME_OF_FILE.xlsb" Then
Dim loc As Variant
Application.DisplayAlerts = False
loc = Application.GetSaveAsFilename(FileFilter:="Excel Files (*.xlsx), *.xlsx", Title:="Save As...", InitialFileName:="%USERPROFILE%\Documents\_NAME_OF_FILE")
If loc <> False Then
ActiveWorkbook.SaveAs Filename:=loc, FileFormat:=51
Exit Sub
End If
Application.DisplayAlerts = True
End If
End Sub
For this answer, I'm assuming that by Excel macro-enabled template, you mean a xltm file. I also guess that what you mean by "new document" is the document that is generated when a user double-clicks on the xtlm file (hence this new file has no location on since it hasn't been saved yet).
To solve your issue, you could use a custom SaveAs window (Application.GetSaveAsFilename) to have more control on how the user saves the file when the Workbook_BeforeSave event macro gets called.
Here is how to implement it:
1 - Copy this code into a new module.
Option Explicit
Sub SaveAsCustomWindow()
Const C_PROC_NAME As String = "SaveAsCustomWindow"
Dim strFullFileName As String, strPreferedFolder As String, strDefaultName As String
Dim UserInput1 As Variant, UserInput2 As Variant
Dim isValidName As Boolean, isFileClosed As Boolean, isWorkbookClosed As Boolean
Dim strFilename As String, strFilePath As String
'To avoid Warning when overwriting
Application.DisplayAlerts = False
'Disable events (mostly for the BeforeSave event) to avoid creating infinite loop
Application.EnableEvents = False
On Error GoTo ErrHandler
'Customizable section
strDefaultName = ThisWorkbook.Name
strPreferedFolder = Environ("USERPROFILE")
Do While isWorkbookClosed = False
Do While isFileClosed = False
Do While isValidName = False
UserInput1 = Application.GetSaveAsFilename(InitialFileName:=strPreferedFolder & "\" & strDefaultName, FileFilter:="Excel Workbook (*.xlsx),*.xlsx")
If UserInput1 = False Then
GoTo ClosingStatements 'This is important to take care of the case when the user presses cancel
Else
strFullFileName = UserInput1
End If
strFilename = Right(strFullFileName, Len(strFullFileName) - InStrRev(strFullFileName, "\"))
strDefaultName = strFilename
strFilePath = Left(strFullFileName, InStrRev(strFullFileName, "\") - 1)
strPreferedFolder = strFilePath
'If the file exist, ask for overwrite permission
If Dir(strFullFileName) <> "" Then
UserInput2 = MsgBox(strFilename & " already exists." & vbNewLine & "Do you want to overwrite?", vbYesNoCancel Or vbExclamation)
If UserInput2 = vbNo Then
isValidName = False
ElseIf UserInput2 = vbYes Then
isValidName = True
ElseIf UserInput2 = vbCancel Then
GoTo ClosingStatements
Else
GoTo ClosingStatements
End If
Else
isValidName = True
End If
Loop
'Check if file is actually open
If isFileOpen(strFullFileName) Then
MsgBox "The workbook you want to overwrite is currently open. Choose a different name, or close the workbook before saving.", vbExclamation
isValidName = False
isFileClosed = False
Else
isFileClosed = True
End If
Loop
'Check if an opened workbook has the same name
If isWorkbookOpen(strFilename) Then
MsgBox "You cannot save this workbook with the same name as another open workbook or add-in. Choose a different name, or close the other workbook or add-in before saving.", vbExclamation
isValidName = False
isFileClosed = False
isWorkbookClosed = False
Else
isWorkbookClosed = True
End If
Loop
ThisWorkbook.SaveAs Filename:=strFullFileName, FileFormat:=xlOpenXMLWorkbook
ClosingStatements:
Application.EnableEvents = True
Application.DisplayAlerts = True
Exit Sub
ErrHandler:
Call MsgBox("Run-time error '" & Err.Number & "': " & Err.Description & vbNewLine & _
"While running: " & C_PROC_NAME & IIf(Erl <> 0, vbNewLine & "Error Line: " & Erl, "")
GoTo ClosingStatements
End Sub
Function isFileOpen(ByVal Filename As String) As Boolean
Dim ff As Long, ErrNo As Long
On Error Resume Next
ff = FreeFile()
Open Filename For Input Lock Read As #ff
Close ff
ErrNo = Err
On Error GoTo 0
Select Case ErrNo
Case 0: isFileOpen = False
Case 70: isFileOpen = True
End Select
End Function
Function isWorkbookOpen(ByVal Filename As String) As Boolean
Dim wb As Workbook, ErrNo As Long
On Error Resume Next
Set wb = Workbooks(Filename)
ErrNo = Err
On Error GoTo 0
Select Case ErrNo
Case 0: isWorkbookOpen = True
Case Else: isWorkbookOpen = False
End Select
End Function
Explanation of part 1: This whole thing might seem a bit overkill, but all the error handling is important here to take into account potential errors and make sure that the setting for Application.EnableEvents is turned back to TRUE even if an error occurs. Otherwise, all event macros will be disabled in your Excel application.
2 - Call the SaveAsCustomWindow procedure inside the Workbook_BeforeSave event procedure like this:
Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean)
'Your code
If ThisWorkbook.Path = "" Then
SaveAsCustomWindow
Cancel = True
End If
End Sub
Note that we need to set the variable Cancel = True in order to prevent the default SaveAs window to show up. Also, the if statement is there to make sure that the custom SaveAs window will only be used if the file has never been saved.
To answer your questions:
Is it possible to prevent this message from appearing?
Yes, using the Application.DisplayAlerts property
Is it possible to have Excel assume that the user wants to continue with a macro-free workbook?
No, you have to write the procedure to save the workbook and bypass the SaveAs excel event and save the workbook using the user input (Path & Filename) with the required format.
The following procedure uses a FileDialog to capture the Path and Filename from the user then saves the file without displaying the warning message.
I have added some explanatory comments nevertheless, let me know of any questions you might have.
Copy these procedures in the ThisWorkbook module:
Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean)
Cancel = True 'Prevents repetitive Save
Call Workbook_BeforeSave_ApplySettings_And_Save
End Sub
Private Sub Workbook_BeforeSave_ApplySettings_And_Save()
Dim fd As FileDialog, sFilename As String
Rem Sets FileDialog to capture user input
Set fd = Application.FileDialog(msoFileDialogSaveAs)
With fd
.InitialView = msoFileDialogViewDetails
.Title = vbNullString 'Resets default value in case it was changed
.ButtonName = vbNullString 'Resets default value in case it was changed
.AllowMultiSelect = False
If .Show = 0 Then Exit Sub 'User pressed the Cancel Button
sFilename = .SelectedItems(1)
End With
With ThisWorkbook
Do While .Connections.Count > 0
.Connections.Item(.Connections.Count).Delete
Loop
Application.EnableEvents = False 'Prevents repetition of the Workbook_BeforeSave event
Application.DisplayAlerts = False 'Prevents Display of the warning message
On Error Resume Next 'Prevents Events and Display staying disable in case of error
.SaveAs Filename:=sFilename, FileFormat:=xlOpenXMLWorkbook 'Saves Template as standard excel using user input
If Err.Number <> 0 Then
MsgBox "Run-time error " & Err.Number & String(2, vbLf) _
& Err.Description & String(2, vbLf) _
& vbTab & "Process will be cancelled.", _
vbOKOnly, "Microsoft Visual Basic"
End If
On Error GoTo 0
Application.DisplayAlerts = True
Application.EnableEvents = True
End With
End Sub

Saving excel file at two different locations

I have to do this whenever I save the excel file:
Save the file at one drive location (overwrite if same name file exists)
Go back to original location of the file and save it there as well (overwrite the file)
Code:
Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean)
Application.ScreenUpdating = False
Application.EnableEvents = False
Application.DisplayAlerts = False
Dim thisPath As String
Dim oneDrivePath As String
thisPath = ThisWorkbook.Path & "\" & ThisWorkbook.Name
oneDrivePath = "C:\Users\Folder\OneDrive\" & ThisWorkbook.Name
ActiveWorkbook.SaveAs _
Filename:=oneDrivePath
Do
Loop Until ThisWorkbook.Saved
ActiveWorkbook.SaveAs _
Filename:=thisPath
Do
Loop Until ThisWorkbook.Saved
Application.DisplayAlerts = True
Application.EnableEvents = True
Application.ScreenUpdating = True
End Sub
But this doesn't works it's stucks in an infinte loop or Excel goes in Not Responding State. Anyidea how to achieve this task ?
The reason I can think of why it fails is maybe it's triggered everytime the file is saved but shouldn't Application.EnableEvents = False stop it from happening ? '
EDIT#1:
I tried stepping through the code it goes into Not Responding State after the Code gets though End Sub line
FileCopy may be useful here, since you don't care to overwrite the data, I think that would save you the loop for saved state (since Filesystem Object would take care of resolving the network delays ideally). I'd change the logic to:
1. Save this workbook
2. Overwrite my desired location
3. User is left in the original workbook since you are only saving a copy of this workbook.
Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean)
Dim FileSystemLibrary As Variant: Set FileSystemLibrary = CreateObject("Scripting.FileSystemObject")
Dim thisPath As String: thisPath = ThisWorkbook.Path & "\" & ThisWorkbook.Name
Dim oneDrivePath As String: oneDrivePath = "C:\Users\Folder\OneDrive\" & ThisWorkbook.Name
Application.ScreenUpdating = False
Application.EnableEvents = False
Application.DisplayAlerts = False
ThisWorkbook.Save
FileSystemLibrary.CopyFile FileSystemLibrary.GetFile(thisPath), oneDrivePath
Application.DisplayAlerts = True
Application.EnableEvents = True
Application.ScreenUpdating = True
End Sub
you don't need to loop if all your doing is saving. try the below
Sub save()
pathForFirstSave = "C:\folder1\"
pathForSecondSave = "C:\anotherFolder\"
ActiveWorkbook.SaveAs Filename:=pathForFirstSave & "asdf.xlsx" _
, FileFormat:=xlOpenXMLWorkbook, CreateBackup:=False
ActiveWorkbook.SaveAs Filename:=pathForSecondSave & "asdf.xlsx" _
, FileFormat:=xlOpenXMLWorkbook, CreateBackup:=False
End Sub

Force yes for save over and save as macro free workbook

The macro I made saves a template workbook as two separate files. One is saved per test (Location1,2,3, or 4) then is used in another macro to use the data from each test. The Second is a raw data file kept for back up. Now the issue is every time I run the test per location and run this macro it ask me if I want to save over the previous test. How can I tell it to say yes with out asking. Same for the do i want to save this workbook as a macro free workbook. What do i have to put in my code and where should i put it? Any helps is much appreciated.
Thanks
Solved Code:
Sub Auto_Open()
With Range("A30")
.Value = Time
.NumberFormat = "h-mm-ss AM/PM"
End With
Dim FileName As String
Dim FilePath As String
Dim FileDate As String
MyNote = "Is Cell 'B27' Overview Information" & SavePath & " Location1,2,3,or 4?"
Answer = MsgBox(MyNote, vbQuestion + vbYesNo)
If Answer = vbYes Then
FilePath = "C:\Users\aholiday\Desktop\FRF_Data_Macro_Insert_Test"
FileName = Sheets("Data").Range("B27").Text
Application.DisplayAlerts = False
ThisWorkbook.SaveAs FileName:=FilePath & "\" & FileName
Dim FileCopyName As String
Dim FileCopyPath As String
Dim FileTime As String
FilePath = "C:\Users\aholiday\Desktop\Backup"
FileName = Sheets("Data").Range("B27").Text
FileTime = Sheets("Data").Range("A30").Text
ThisWorkbook.SaveAs FileName:=FilePath & "\" & FileName & FileTime & ".xlsx", FileFormat:=xlOpenXMLWorkbook
MsgBox "File was saved!"
MsgBox "Ready for Next Test, Please Exit."
Application.DisplayAlerts = True
Else
MsgBox "File was not saved, Please Use Location_1,2,3or,4 Durring SIG ATM Test"
End If
End Sub
Add Application.DisplayAlerts = False before you try and save. Remember to turn in back to True after you've saved.
ConflictResolution should be xlLocalSessionChanges to not see the prompt
ConflictResolution:=Excel.XlSaveConflictResolution.xlLocalSessionChanges
from
How to use workbook.saveas with automatic Overwrite

vba savecopyas: how to open the copied workbook then delete it's VBA Scripts

I have a savecopyas code at an at close prompt code that works, but if someone opens the copied document then trys to close it, the same copied VBA script within itself will try running the savecopyas to it's own path, resulting in an error/debug messagebox. My first idea would be to open the copied workbook in the background and delete all the VBA scripts then close and save as read only, however I also had a thought maybe I should just try to change the copied workbook to an .xlsx instead of it's original version .xslm format.
Any suggestions?
Here is what I have so far, but my question I guess is how do I open the copied workbook(not the original) and delete the VBA scripts in it in the background(not visible) then save and close?
Any help/suggestions would be much appreciated.
This is in my 'ThisWorkBook' module:
Private Sub Workbook_BeforeClose(Cancel As Boolean)
If Not Me.Saved Then
Msg = "Do you want to save the changes you made to "
Msg = Msg & Me.Name & "?"
Ans = MsgBox(Msg, vbQuestion + vbYesNoCancel)
Select Case Ans
Case vbYes
Me.Save
Case vbNo
Me.Saved = True
Case vbCancel
Cancel = True
Exit Sub
End Select
End If
Call Auto_Save 'Change this to your own subroutine
End Sub
This is in my 'Module1':
Option Explicit
Private Sub Workbook_BeforeSave(ByVal SaveAsUI As Boolean, Cancel As Boolean)
Dim backupfolder As String
backupfolder = "C:\Users\" & Environ("username") & "\Documents\John's Backup\"
ThisWorkbook.SaveCopyAs Filename:=backupfolder & ThisWorkbook.Name
End Sub
Sub Auto_Save()
Dim savedate
savedate = Date
Dim savetime
savetime = Time
Dim formattime As String
formattime = Format(savetime, "hh.MM.ss")
Dim formatdate As String
formatdate = Format(savedate, "DD - MM - YYYY")
Application.DisplayAlerts = False
Dim backupfolder As String
backupfolder = "C:\Users\" & Environ("username") & "\Documents\John's Backup\"
ActiveWorkbook.SaveCopyAs Filename:=backupfolder & ActiveWorkbook.Name
ActiveWorkbook.Save
Application.DisplayAlerts = True
MsgBox "Backup Run. Please Check at: " & backupfolder & " !"
End Sub
You nailed it - remove the macros by saving the workbook as an xlsx file (assuming you are using Excel 2007+).
If I understand your situation correctly, the workbook backup is saved when the workbook closes. So, I would save the workbook, then SaveAs the workbook, and then close the workbook.
One implementation could look like this:
ActiveWorkbook.Save
' Note that xlOpenXMLWorkbook = 41
ActiveWorkbook.SaveAs backupfolder & ActiveWorkbook.Name, FileFormat:= xlOpenXMLWorkbook
Separately, the folder location could fail if a user is on an older version of Windows (or if a future version has a different location for the Documents folder). So, instead of this:
backupfolder = "C:\Users\" & Environ("username") & "\Documents\John's Backup\"
do something like this:
Dim WshShell as Object
Set WshShell = CreateObject("WScript.Shell")
backupfolder = WshShell.SpecialFolders("MyDocuments") + "\John's Backup\"

Excel VBA Open workbook, perform actions, save as, close

This question has been edited due to lengthy comments and updates from proposed answers.
As requested here is module 13;
Sub SaveInFormat()
Application.DisplayAlerts = False
Workbooks.Application.ActiveWorkbook.SaveAs Filename:="C:\Documents and Settings\jammil\Desktop\AutoFinance\ProjectControl\Data\" & Format(Date, "yyyymm") & "DB" & ".xlsx", leFormat:=51
Application.DisplayAlerts = True
End Sub
Also there are issues with the errorhandling, I know I've gone wrong with it but I'm more interested in fixing the close function at the moment before I get into it. Here is the error handling code that needs some work
Sub test()
Dim wk As String, yr As String, fname As String, fpath As String
Dim owb As Workbook
wk = ComboBox1.Value
yr = ComboBox2.Value
fname = yr & "W" & wk
fpath = "C:\Documents and Settings\jammil\Desktop\AutoFinance\ProjectControl\Data"
owb = Application.Workbooks.Open(fpath & "\" & fname)
On Error GoTo ErrorHandler:
ErrorHandler:
If MsgBox("This File Does Not Exist!", vbRetryCancel) = vbCancel Then Exit Sub Else Call Clear
'Do Some Stuff
Call Module13.SaveInFormat
owb.Close
this is your test code plus my changing of the file path and name
After discussion posting updated answer:
Option Explicit
Sub test()
Dim wk As String, yr As String
Dim fname As String, fpath As String
Dim owb As Workbook
With Application
.DisplayAlerts = False
.ScreenUpdating = False
.EnableEvents = False
End With
wk = ComboBox1.Value
yr = ComboBox2.Value
fname = yr & "W" & wk
fpath = "C:\Documents and Settings\jammil\Desktop\AutoFinance\ProjectControl\Data"
On Error GoTo ErrorHandler
Set owb = Application.Workbooks.Open(fpath & "\" & fname)
'Do Some Stuff
With owb
.SaveAs fpath & Format(Date, "yyyymm") & "DB" & ".xlsx", 51
.Close
End With
With Application
.DisplayAlerts = True
.ScreenUpdating = True
.EnableEvents = True
End With
Exit Sub
ErrorHandler: If MsgBox("This File Does Not Exist!", vbRetryCancel) = vbCancel Then
Else: Call Clear
End Sub
Error Handling:
You could try something like this to catch a specific error:
On Error Resume Next
Set owb = Application.Workbooks.Open(fpath & "\" & fname)
If Err.Number = 1004 Then
GoTo FileNotFound
Else
End If
...
Exit Sub
FileNotFound: If MsgBox("This File Does Not Exist!", vbRetryCancel) = vbCancel Then
Else: Call Clear
I'll try and answer several different things, however my contribution may not cover all of your questions. Maybe several of us can take different chunks out of this. However, this info should be helpful for you. Here we go..
Opening A Seperate File:
ChDir "[Path here]" 'get into the right folder here
Workbooks.Open Filename:= "[Path here]" 'include the filename in this path
'copy data into current workbook or whatever you want here
ActiveWindow.Close 'closes out the file
Opening A File With Specified Date If It Exists:
I'm not sure how to search your directory to see if a file exists, but in my case I wouldn't bother to search for it, I'd just try to open it and put in some error checking so that if it doesn't exist then display this message or do xyz.
Some common error checking statements:
On Error Resume Next 'if error occurs continues on to the next line (ignores it)
ChDir "[Path here]"
Workbooks.Open Filename:= "[Path here]" 'try to open file here
Or (better option):
if one doesn't exist then bring up either a message box or dialogue
box to say "the file does not exist, would you like to create a new
one?
you would most likely want to use the GoTo ErrorHandler shown below to achieve this
On Error GoTo ErrorHandler:
ChDir "[Path here]"
Workbooks.Open Filename:= "[Path here]" 'try to open file here
ErrorHandler:
'Display error message or any code you want to run on error here
Much more info on Error handling here: http://www.cpearson.com/excel/errorhandling.htm
Also if you want to learn more or need to know more generally in VBA I would recommend Siddharth Rout's site, he has lots of tutorials and example code here:
http://www.siddharthrout.com/vb-dot-net-and-excel/
Hope this helps!
Example on how to ensure error code doesn't run EVERYtime:
if you debug through the code without the Exit Sub BEFORE the error handler you'll soon realize the error handler will be run everytime regarldess of if there is an error or not. The link below the code example shows a previous answer to this question.
Sub Macro
On Error GoTo ErrorHandler:
ChDir "[Path here]"
Workbooks.Open Filename:= "[Path here]" 'try to open file here
Exit Sub 'Code will exit BEFORE ErrorHandler if everything goes smoothly
'Otherwise, on error, ErrorHandler will be run
ErrorHandler:
'Display error message or any code you want to run on error here
End Sub
Also, look at this other question in you need more reference to how this works:
goto block not working VBA