Clear copy of current file from data - vba

There is workflow to fill in a sheet and mail it when you're done. The method to mail will send the current sheet as attachment, but it should directly create a new copy of the sheet where all your data is removed from.
I can clear the current sheet, but that's wrong, as I need to clear the new sheet. I have read about running macros on other workbooks, but it fails to run the macro. What's the best solution?
Sub SendData_Click()
If MsgBox("Sure to send?", vbYesNo, "Confirm") = vbYes Then
' Save current sheet
ActiveWorkbook.Save
' Send the current file
Mail_ActiveSheet
' Mark this sheet as sent
Worksheets("Data").Range("B6").Value = True
' Create a new emptied version
Create_New_Copy
MsgBox "Your data is sent"
End If
End Sub
Sub Create_New_Copy()
Dim Wb As Workbook
Dim NewFileName As String
Dim FileExtStr As String
Dim FilePath As String
Set Wb = ActiveWorkbook
NewFileName = "FileNameHere " & Format(DateAdd("d", 1, Now), "yyyy-mm-dd")
FileExtStr = "." & LCase(Right(Wb.Name, Len(Wb.Name) - InStrRev(Wb.Name, ".", , 1)))
FilePath = ActiveWorkbook.Path & "\" & NewFileName & FileExtStr
' # This is the problem, how to clear only the new file??
' Clear_Sheet_Invoices
' Save this sheet as the new file
Wb.SaveCopyAs FilePath
End Sub
Sub Clear_Sheet_Invoices()
Dim Ws As Worksheet
Set Ws = Worksheets("MyDataSheet")
' Remove all contents
Ws.Range("B2:F999").ClearContents
' Mark the "sent" flag for the new sheet to False
Worksheets("Data").Range("B6").Value = False
End Sub
As you might note, I am using ActiveWorkbook.SaveCopyAs to create a copy, and I have a Sub Clear_Sheet_Invoices which can clear all required data. How to run this sub on the new file?
I have thought to copy the MyDataSheet to a new sheet, clear the data sheet, save the new file and copy the sheet back. On opening a file, I check if a copy of the sheet is present and I will remove the sheet. Yeah, damn ugly, there should be a better way right? ;)

You can change the definition of Clear_Sheet_Invoices() in that way that it requires a parameter of Workbook type and it would clear worksheet "MyDataSheet" in this workbook.
Then you can invoke this sub and pass the newly created workbook as a parameter.
Below is the code you need to change to implement it:
Sub Clear_Sheet_Invoices(Wb As Workbook)
Dim Ws As Worksheet
Set Ws = Wb.Worksheets("MyDataSheet")
' Remove all contents
Ws.Range("B2:F999").ClearContents
' Mark the "sent" flag for the new sheet to False
Wb.Worksheets("Data").Range("B6").Value = False
End Sub
Sub Create_New_Copy()
Dim Wb As Workbook
Dim NewWb As Workbook
Dim NewFileName As String
Dim FileExtStr As String
Dim FilePath As String
Set Wb = ActiveWorkbook
NewFileName = "FileNameHere " & Format(DateAdd("d", 1, Now), "yyyy-mm-dd")
FileExtStr = "." & LCase(Right(Wb.Name, Len(Wb.Name) - InStrRev(Wb.Name, ".", , 1)))
FilePath = ActiveWorkbook.Path & "\" & NewFileName & FileExtStr
' Save this sheet as the new file
Wb.SaveCopyAs FilePath
Set NewWb = Excel.Workbooks.Open(FilePath)
' # This is the problem, how to clear only the new file??
Call Clear_Sheet_Invoices(NewWb)
Call NewWb.Close(True)
End Sub
Method SendData_Click doesn't require any changes.

Related

Macro to copy sheets from different files into single one

I currently have a workbook for each person in my team where they have a worksheet named "Panel" that contains their initiatives and progress.
I want to develop a unified spreadsheet containing all their initiatives to have a view of the whole area.
In each "Panel" sheet, the "U5" cell contains the name of the owner. In my consolidated file, I want to put the name of the owner as the name of the corresponding sheet.
I made this macro to get, from a separate folder where they will all put their individual sheets, all the "Panel" sheets, put them in the main file and rename them to identify the owner.
Later on, I'll develop a database with the initiatives, identifying the start and end of the data fields to compile them in a single manner for a dashboard.
This is my code:
Sub GetSheets()
Path = "C:\Users\Admin\Desktop\PMO\Test consolidation\Independent files"
Filename = Dir(Path & "*.xlsm")
Dim wsname As String
Do While Filename <> ""
Workbooks.Open Filename:=Path & Filename, ReadOnly:=True
Worksheets("Panel").Activate
Sheet.Copy After:=ThisWorkbook.Sheets(1)
Worksheets("Panel").Select
wsname = Range("U5")
Worksheets("Panel").Name = wsname
Workbooks(Filename).Close
Filename = Dir()
Loop
End Sub
Can you help to identify why this is not working?
Thanks!
Here is an example which checks whether path has \ present, whether sheets exists (code a la Rory) and also whether U5 is empty. Assumes, U5 in workbooks you are opening are being used for renaming.
Option Explicit
Sub GetSheets()
Dim path As String
Dim Filename As String
Dim wbMaster As Workbook
Dim wbActive As Workbook
Dim wsPanel As Worksheet
Set wbMaster = ThisWorkbook
path = "C:\Users\Admin\Desktop\PMO\Test consolidation\Independent files"
If Right$(path, 1) <> "\" Then path = path & "\"
Filename = Dir(path & "*.xlsm")
Dim wsname As String
Do While Filename <> ""
Set wbActive = Workbooks.Open(Filename:=path & Filename, ReadOnly:=True)
With wbActive
If Evaluate("ISREF('" & "Panel" & "'!A1)") Then 'Rory 'https://stackoverflow.com/questions/6688131/test-or-check-if-sheet-exists
Set wsPanel = wbActive.Worksheets("Panel")
wsPanel.Copy After:=wbMaster.Worksheets(1)
If Not IsEmpty(wsPanel.Range("U5")) Then
ActiveSheet.Name = wsPanel.Range("U5")
Else
MsgBox "Missing value to rename worksheet in " & Filename
End If
End If
End With
wbActive.Close
Filename = Dir()
Loop
End Sub

Why is the VBA code not saving individual sheets?

The code below should save every sheet in my automated file. Why does it save the whole file again and again with sheets(i) simply highlighted?
Sub Splitbook()
MyPath = ThisWorkbook.Path
For i = 1 To Worksheets.Count
Sheets(i).Activate
Sheets(i).SaveAs _
Filename:=MyPath & "\" & Sheets(i).Name & ".xlsx"
'ActiveWorkbook.Close savechanges:=False
Next i
End Sub
As #braX said - Each sheet will be saved in a new workbook.
As #TimWilliams said - each sheet needs copying to a new workbook before saving.
ThisWorkbook is the file containing the VBA code.
When a worksheet is copied to a new file the new file becomes the active workbook so we can reference it that way (it would be great if we could write Set wrkBk = wrkSht.Copy, but VBA doesn't like that).
Once we have a reference to the new file we can save it using the sheet name - you may want to add code that ensures the sheet name is a viable file name.
Public Sub SplitWorkbook()
Dim wrkSht As Worksheet
Dim wrkBk As Workbook
For Each wrkSht In ThisWorkbook.Worksheets
wrkSht.Copy
Set wrkBk = ActiveWorkbook
'Save the new file without closing.
'wrkBk.SaveAs ThisWorkbook.Path & "\" & wrkBk.Worksheets(1).Name
'Save the new file and close.
wrkBk.Close True, ThisWorkbook.Path & "\" & wrkBk.Worksheets(1).Name
Next wrkSht
End Sub

Exporting Selection to CSV

I've created a excel spreadsheet template for our customers to populate and send back to us. I want to manually select their populated data and save it as a .csv to import into another piece of software. I, first, attempted this by recording a macro. This didn't work because different customers send different numbers of records.
I've tried snippets of code from online research and came up with this.
Sub Select_To_CSV()
Dim rng As Range
Dim myrangearea()
Range(ActiveCell, ActiveCell.End(xlDown).End(xlToRight)).Select
Dim myPath As String, v
myPath = "p:\" & _
Format(Date, "yyyymmdd") & ".csv"
'myPath = "x:\" & Format(Date, "yyyymmdd") & ".csv"
v = SaveAs(myPath)
If v <> False Then ThisWorkbook.SaveAs v
End Sub
Function SaveAs(initialFilename As String)
On Error GoTo EndNow
SaveAs = False
With Application.FileDialog(msoFileDialogSaveAs)
.AllowMultiSelect = False
.ButtonName = "&Save As"
.initialFilename = initialFilename
.Title = "File Save As"
'.Execute
.Show
SaveAs = .SelectedItems(1)
End With
EndNow:
End Function
Sub Select_To_CSV()
Dim rng As Range
Dim myrangearea()
Range(ActiveCell, ActiveCell.End(xlDown).End(xlToRight)).Select
Dim myPath As String, v
myPath = "p:\" & _
Format(Date, "yyyymmdd") & ".csv"
'myPath = "x:\" & Format(Date, "yyyymmdd") & ".csv"
v = SaveAs(myPath)
If v <> False Then ThisWorkbook.SaveAs v
End Sub
This worked really well except when I went back to look at the .csv in the folder it was the same worksheet not the selected columns.
Ultimately what I am looking to do is,
Manually select the columns I want
Run a macro that converts the selected columns to a .csv
Have the Save As Dialog Box appear
Navigate to the certain folder I want.
Here you go:
Sub MacroMan()
ChDrive "P:" '// <~~ change current drive to P:\
Dim copyRng As Excel.Range
Dim ThisWB As Excel.Workbook
Dim OtherWB As Excel.Workbook
Dim sName As String
'// set reference to the 'Master' workbook
Set ThisWB = ActiveWorkbook
'// assign selected range to 'copyRng'
Set copyRng = Application.InputBox(Prompt:="Select range to convert to CSV", Type:=8)
'// If the user selected a range, then proceed with rest of code:
If Not copyRng Is Nothing Then
'// Create a new workbook with 1 sheet.
Set OtherWB = Workbooks.Add(1)
'// Get A1, then expand this 'selection' to the same size as copyRng.
'// Then assign the value of copyRng to this area (similar to copy/paste)
OtherWB.Sheets(1).Range("A1").Resize(copyRng.Rows.Count, copyRng.Columns.Count).Value = copyRng.Value
'// Get save name for CSV file.
sName = Application.GetSaveAsFilename(FileFilter:="CSV files (*.csv), *.csv")
'// If the user entered a save name then proceed:
If Not LCase(sName) = "false" Then
'// Turn off alerts
Application.DisplayAlerts = False
'// Save the 'copy' workbook as a CSV file
OtherWB.SaveAs sName, xlCSV
'// Close the 'copy' workbook
OtherWB.Close
'// Turn alerts back on
Application.DisplayAlerts = True
End If
'// Make the 'Master' workbook the active workbook again
ThisWB.Activate
MsgBox "Conversion complete", vbInformation
End If
End Sub
This will allow you to manually select a range (including entire columns). It will then transfer said range onto a new sheet, save that sheet as a CSV, using the Save As dialog, and then close it afterwards.

Excel VBA : Looping a simple copy of a worksheet over multiple workbooks in a folder

I'm attempting to apply a macro that would copy and paste one specific worksheet (call the title of that worksheet "x") from one workBOOK ("x1") , onto a master workBOOK (call that workBOOK "xmaster"), after it copy and pastes the worksheet from workbook x1 it should also rename the title of the worksheet "x" to cell B3. This should be done before it moves to the next workbook.
It would need to do this for workBOOK x1 through, say, x100. I cannot refer to the workbook by name though, because they are each named a string of text that is in no real sortable method.
This code I know works, copying "x" from "x1" to "xmaster", along with renaming the sheet, and breaking the links, is the following:
Sub CombineCapExFiles()
Sheets("Capital-Projects over 3K").Move After:=Workbooks("CapEx Master File.xlsm").Sheets _
(3)
ActiveSheet.Name = Range("B3").Value
Application.DisplayAlerts = False
For Each wb In Application.Workbooks
Select Case wb.Name
Case ThisWorkbook.Name, "CapEx Master File.xlsm"
' do nothing
Case Else
wb.Close
End Select
Next wb
Application.DisplayAlerts = True
End Sub
The Activate Previous window isn't working, also not sure how to fix that portion of it.
I'm not sure how to build this to loop through all workBOOKs in the directory, however.
Should I use this:?
MyPath = "C:\directory here"
strFilename = Dir(MyPath & "\*.xlsx", vbNormal) 'change to xlsm if needed ?
If Len(strFilename) = 0 Then Exit Sub ' exit if no files in folder
Do Until strFilename = ""
'Your code here
strFilename = Dir()
Loop
An additional constraint is that it needs to not run the macro on xmaster (it will have an error because it will not have the sheet "x" which will be renamed from the previous workbooks.)
Thanks!
Matthew
like this?
(not tested)
Option Explicit
Sub LoopFiles()
Dim strDir As String, strFileName As String
Dim wbCopyBook As Workbook
Dim wbNewBook As Workbook
Dim wbname as String
strDir = "C:\"
strFileName = Dir(strDir & "*.xlsx")
Set wbNewBook = Workbooks.Add 'instead of adding a workbook, set = to the name of your master workbook
wbname = ThisWorkbook.FullName
Do While strFileName <> ""
Set wbCopyBook = Workbooks.Open(strDir & strFileName)
If wbCopyBook.FullName <> wbname Then
wbCopyBook.Sheets(1).Copy Before:=wbNewBook.Sheets(1)
wbCopyBook.Close False
strFileName = Dir()
Else
strFileName = Dir()
End If
Loop
End Sub
This bit will work to avoid running the macro on xmaster.
xmaster = "filename for xmaster"
MyPath = "C:\directory here"
strFilename = Dir(MyPath & "\*.xls*", vbNormal) 'this will get .xls, .xlsx, .xlsm and .xlsb files
If Len(strFilename) = 0 Then Exit Sub ' exit if no files in folder
Do Until strFilename = ""
If strFileName = xmaster Then ' skip the xmaster file
strFilename = Dir()
End If
'Your code here
strFilename = Dir()
Loop
I can't help on the other part though. I don't see any Activate Previous window part in your code.

Saving excel worksheet to CSV files with filename+worksheet name using VB [duplicate]

This question already has answers here:
Export each sheet to a separate csv file
(2 answers)
Closed 8 years ago.
I am very new with VB coding, I am trying to save multiple excel file worksheets to csv, I don't know to do this for multiple sheets, but I found a way to do for single file. I have found code on this site which are very useful for what I am trying to do, only problem is the files are saved with the worksheet name but I am trying to save them with the original file and worksheet name such as filename_worksheet name, I tried to do that myself but keep getting error, could you please advise what I am doing wrong?
The code I am using is as follows:
Public Sub SaveWorksheetsAsCsv()
Dim WS As Excel.Worksheet
Dim SaveToDirectory As String
Dim CurrentWorkbook As String
Dim CurrentFormat As Long
CurrentWorkbook = ThisWorkbook.FullName
CurrentFormat = ThisWorkbook.FileFormat
' Store current details for the workbook
SaveToDirectory = "H:\test\"
For Each WS In ThisWorkbook.Worksheets
WS.SaveAs SaveToDirectory & WS.Name, xlCSV
Next
Application.DisplayAlerts = False
ThisWorkbook.SaveAs Filename:=CurrentWorkbook, FileFormat:=CurrentFormat
Application.DisplayAlerts = True
' Temporarily turn alerts off to prevent the user being prompted
' about overwriting the original file.
End Sub
I think this is what you want...
Sub SaveWorksheetsAsCsv()
Dim WS As Excel.Worksheet
Dim SaveToDirectory As String
Dim CurrentWorkbook As String
Dim CurrentFormat As Long
CurrentWorkbook = ThisWorkbook.FullName
CurrentFormat = ThisWorkbook.FileFormat
' Store current details for the workbook
SaveToDirectory = "H:\test\"
For Each WS In Application.ActiveWorkbook.Worksheets
WS.SaveAs SaveToDirectory & WS.Name, xlCSV
Next
Application.DisplayAlerts = False
ThisWorkbook.SaveAs Filename:=CurrentWorkbook, FileFormat:=CurrentFormat
Application.DisplayAlerts = True
' Temporarily turn alerts off to prevent the user being prompted
' about overwriting the original file.
End Sub
I had a similar problem. Data in a worksheet I needed to save as a separate CSV file.
Here's my code behind a command button
Private Sub cmdSave()
Dim sFileName As String
Dim WB As Workbook
Application.DisplayAlerts = False
sFileName = "MyFileName.csv"
'Copy the contents of required sheet ready to paste into the new CSV
Sheets(1).Range("A1:T85").Copy 'Define your own range
'Open a new XLS workbook, save it as the file name
Set WB = Workbooks.Add
With WB
.Title = "MyTitle"
.Subject = "MySubject"
.Sheets(1).Select
ActiveSheet.Paste
.SaveAs "MyDirectory\" & sFileName, xlCSV
.Close
End With
Application.DisplayAlerts = True
End Sub
This works for me :-)
Is this what you are trying?
Option Explicit
Public Sub SaveWorksheetsAsCsv()
Dim WS As Worksheet
Dim SaveToDirectory As String, newName As String
SaveToDirectory = "H:\test\"
For Each WS In ThisWorkbook.Worksheets
newName = GetBookName(ThisWorkbook.Name) & "_" & WS.Name
WS.Copy
ActiveWorkbook.SaveAs SaveToDirectory & newName, xlCSV
ActiveWorkbook.Close Savechanges:=False
Next
End Sub
Function GetBookName(strwb As String) As String
GetBookName = Left(strwb, (InStrRev(strwb, ".", -1, vbTextCompare) - 1))
End Function
Best way to find out is to record the macro and perform the exact steps and see what VBA code it generates. you can then go and replace the bits you want to make generic (i.e. file names and stuff)
The code above works perfectly with one minor flaw; the resulting file is not saved with a .csv extension. – Tensigh 2 days ago
I added the following to code and it saved my file as a csv. Thanks for this bit of code.It all worked as expected.
ActiveWorkbook.SaveAs Filename:=SaveToDirectory & ThisWorkbook.Name & "-" & WS.Name & ".csv", FileFormat:=xlCSV