Normal.dotm equivalent in Excel for referencing the same single VBA code - vba

Just curiosity.
The only way I know so far is to create an add-in with code, put it in some trusted directory and hope it opens when you need it. The drawback is that it sometimes does not open together with application (e.g. I have a custom UDF in the add-in, I use it in the worksheet and an error is what I get, because the addin hasn't started). For this I have a button on my ribbon which calls a sub in the addin which does nothing, but then the addin is activated the UDF works.
Is there any other efficient way to reference code in another workbooks, like in Word we have normal.dotm template?

Indeed, Excel DOES have a common code file, similar in concept to Word's normal.dotm. It is called Personal.xlsb. I use it myself for common functions that I need for several linked yet independent spreadsheets.
Using Personal.xlsb has some disadvantages too, so you'll have to decide if that works better than the Add-in approach. Note that Personal.xlsb works best when its just one person needing common functions across spreadsheets; its not well suited for multi-user access to the spreadsheets in an enterprise environment.
Some useful links are below to get started. Also just google search "excel Personal.xlsb" and you will find a lot more information:
http://www.rondebruin.nl/win/personal.htm
http://chandoo.org/wp/2013/11/18/using-personal-macro-workbook/

To create an equalevant to normal.dot in Excel do this (at least ver. 2016):
Record a macro from the Developer tab (you likely have to enable this tab first)
This will create the file %appdata%\Microsoft\Excel\XLSTART\PERSONAL.XLSB which is Excel's equalevant to normal.dot
Now unhide the hidden workbook called "PERSONAL.XLSB"
Press Alt+F8 or Alt+F11 to edit the VBA code
Extra: VBA example for SaveAs:
Application.Dialogs(xlDialogSaveAs).Show

Related

Running functions from Excel Add-Ins in vba, is there an easier way than using Run "mySub"?

I'm trying to create my first Excel Add-In for Excel 2010. Most of it is working, it's running from the ribbon buttons, but I'm having trouble addressing the Add-In's subroutines from my workbook's VBA code.
According to this answer on SO, it should be possible to simply use the syntax:
mySub
or
Call mySub
But this causes the error "Sub or Function not defined". I've only managed to run them this way:
Run "mySub"
or
Application.Run("myAddIn.xlam!mySub")
Is there a way to include the Add-In so I can address it the easy way?
The Add-In is already checked in the Tools->Add-Ins list, and has a unique name (CalcFunctions) which is different from its file name (CalculationFunctions.xlam). The Add-In file is on a different disk and I'm working on a server, but I don't expect that that matters.
(Posted on behalf of the OP).
Turns out I'm just dumb. I only set a reference to the Add-In in the regular Excel window. I assumed that was what people meant by Tools->References->Add-Ins (I use Excel in Dutch and there's no "Tools" menu). Anyway, the solution was setting a reference in that menu in the VBA editor window.
Here's how to add a reference in VBA:
ThisWorkbook.VBProject.References.AddFromFile refPath
With refPath being the full path to the file.
To be able to add references you need to have permission to edit the VBA project. You can enable this in excel settings->trust center->macro settings. If you're on a company pc it's likely the administrator has to set these settings for you.

How to call a VBA-macro in another MS Word document?

in MS Excel I have been distributing a xls-file that contains a macro. From the users "random" current open workbook I have successfully been calling this macro by telling Word in which file to look for it. Like this, when the user clicks a button on the ribbon:
C:\\"'MyExcelFileWithTheMacro.xls'!MyMacroName"
Can I do the same in MS Word?
That is, to call a macro in a Word-file located in any given folder from an instance of Word that has not opened that file?
I have tried, of course, but Word keeps saying it can't find the macro.
The reason I want to do it this way is that it is makes for easy distribution and updating of the macro. Next up is signing the macro. I hope it can be done when doing things this way, but not sure.
No, it's not possible to call and run a macro in any Office application if the file that contains the macro is not loaded in the application interface.
That being said, if you place the macro in a *.dotm template and have the user put the template in the STARTUP folder used by the Word application, then Word will load the template as an "Add-in". And in that case you should be able to access the macro.
Or, if you don't want it in the Startup folder and you have code that automates the Word.Application, anyway, then that code can load the *.dotm as an "Addin", which should make the macro available (and remove it when you're done with it). Research Application.Addins.Load and Addin.Installed in the Word language reference as well as on-line for examples.

Allow for users to change sheet names, VSTO

This is similar to my question here, but my workaround dosn't help for these instances and the cause is more defined. I have a workbook level customization that will add sheets from a folder where it retains the name of the sheet that was copied in. This works well and doesn't cause any problems unless the user renames the sheet. If the user renames the sheet, saves the workbook, and then come backs to it, then tries to do any action which references the workbook or worksheet they get the error:
Microsoft.VisualStudio.Tools.Applications.Runtime.ControlNotFoundException:
This document might not function as expected because the following control is missing:
Sheet5. Data that relies on this control will not be automatically displayed or updated,
and other custom functionality will not be available. Contact your administrator or the
author of this document for further assistance. --->
System.Runtime.InteropServices.COMException: Programmatic access to the Microsoft Office
Visual Basic for Applications project system could not be enabled. If Microsoft Office
Word or Microsoft Office Excel is running, it can prevent programmatic access from being
enabled. Exit Word or Excel before opening or creating your project.
Now closing and opening the Excel doesn't help, moving the sheet to a new position doesn't help, and deleting the offending sheet doesn't help if more than 1 sheet has been added. The base template has 6 sheets, and I've tried adding the sheets to the middle (where we would want them) and at the end (just for kicks). This doesn't seem to help. If you delete all the added sheets, save the workbook, and open it again, then functionality is restored. The sheets that are added are not named sheets in the VSTO, but are referenced mostly by number or name (there are 6 sheets to start with, so if they get added after 3 they would have an index of 4 to (ThisWorkBook.Sheets.Count-3), or if Sheet.Name is not any of the names from the original 6 (which they would never be, and I have scripted a prevention for).
My problem is that I really need to be able to allow the users to add a generic report sheet if the ones I've designed won't work. This means I need to be able to add a sheet, allow them to rename it, save it and come back to it. This error doesn't happen until the sheet has been saved, closed, and re-opened if that helps anyone. I also can not replicate this on any machine with VS2012 installed, even if the project was never worked on in that computer (VSTO just installed). Though all those VS2012 machines were used for other Excel VSTO projects. I can however replicate it on XP-Win8 and Excel Office '07-365.
**So my distilled question: is there a way to allow a user to add sheets and rename them (outside of the VSTO preferably), without running into a Runtime.ControlNotFoundException?
Thanks.
Basically, you need to re-initialize the sheets as VSTO objects everytime the workbook is re-opened. Since these sheets aren't hard-coded into your solution, VSTO has no way of recognizing them unless your code looks for such things and "re-connects" them at run-time. This is explained in the VSTO documentation:
http://msdn.microsoft.com/en-us/library/cc442981.aspx
But I believe you require an add-in in order to do this for sheets. I don't think it can be incorporated into the workbook's "code behind".

Standalone code for Excel

Can VBA code be written to perform actions on any Excel file?
When I create a project in Visual Studio, it asks for an Excel file to be linked to it. All the code that I write is in ThisWorkbook.vb and hence acts only on the Excel file linked to the project.
Ideally, I want a script that:
When the user double-clicks, he/she should be allowed to select an Excel file of choice for the actions to be performed on that file.
If the above is not possible, I'd at least like to invoke the VBA script from within an Excel file.
Basically, the VBA code should be independent of any Excel file.
I looked at VBScript, but the syntax for it seems to differ slightly.
You've mentioned Visual Studio, VBA, and VBScript. The solution I'm outlining works directly with VBA rather than Visual Studio or VBScript. (However, you might adapt Visual Studio (C# or VB) along the lines of what I'm outlining below.) Hope it's helpful, so here goes:
Here's what I do, and, it ultimately results in an .xlam Excel AddIn as #chris above has commented.
Overview
I start with ordinary .xslx workbook, to which I add a VBA project, making it an .xlsm. Then create some VBA Subs (macros). Then create some Excel QAT (Quick Access Toolbar) buttons for the workbook, which are bound to (i.e. they invoke) the VBA subs/macros. Then convert the workbook (with VBA in it) to an .xlam, which is an Excel AddIn. When you're all done, the buttons are accessible from any workbook (and the VBA code has access to any user workbooks as well as those originally in your .xlsm). Further, the workbook associated with the .xlam is invisible. So it just looks like you've added some buttons to the QAT that appear on all users .xlsx windows. The .xlam is pretty easy for users to install (though I provide a buttons to uninstall/reinstall/check version). You can upgrade an .xlam independently of users' workbooks; users' workbooks can thus be data only (.xlsx, no VBA).
Details
Write some Excel Subs you want to use later
You need to be aware that the buttons can only invoke macros (VBA Subs) without parameters, so the macros will have to check things like ActiveSheet and ActiveWorkbook and Selection to figure on what sheet the button was pressed, hence what user data to really operate on. (If you need to refer to your workbook with the VBA code in it, use “ThisWorkbook”). You should be aware that there can be naming conflicts, so try to name the parameterless subs with rather long names, such as MySomewhatUniqueProjectName_button1, etc…
Add Buttons to your .xlsm
Using Excel 2010 (I think this works with 2007 or later), I put workbook-specific buttons on the QAT part of the ribbon, which connect to macros (VBA subs) in the VBA code.
To do this, you from the Quick Access Toolbar customization drop down (the tiny down arrow at the very top row of the Excel window, the last icon from left to right) choose "More Commands…". When the “Customize Quick Access Toolbar” dialog box comes up, from the (2nd) "Customize Quick Access Toolbar:" heading (top to the right), choose "For XYZ.xlsm" from the dropdown instead of the "For all documents (default)". And from under "Choose Commands From:", use "Macros" (instead of “Popular Commands”) from the dropdown. Once you have those two things selected, you can move VBA subs from the left box to the right box using “Add >>”. Each so moved will become buttons visible in your QAT. As you’re doing this you can also edit the icon and text for the buttons, add a separator as needed (I always end with a separator in case other .xlam’s use the QAT). (Now is a good time to save this .xlsm.)
Convert the .xlsm into a .xlam
Then I convert the .xlsm to an Excel add-in, by merely saving it as an .xlam file. This will end up (1) hiding the workbook associated with the code you have (though it is still accessible to itself.). Further, now, (2) the (invisible, as now it's an .xlam) workbook will load whenever Excel is loaded. (To keep this fast for when users use Excel but don’t run my VBA code, I don't run any code when the .xlam is loaded, I only run code when a button is pushed.)
You can manage the AddIn using Excel’s AddIn manager. To update the AddIn, you have to use some trickery. While you can copy over it when Excel is not running, on the other hand, you cannot directly uninstall the AddIn, you can only disable it from Excel. But once disabled, you can delete the .xlam, and relaunch Excel, go to the AddIn manager to try to work with the (now gone) AddIn and you’ll get Excel saying it can’t find it, so do you want to delete it. Say yes, and it will be uninstalled.
FYI, Notes
I keep the .xlsm to edit later, but you can actually debug and edit the .xlam and later convert it back to an .xlsm with a minor bit of trickery: find its "ThisWorkbook" entry in VBA, and then the "IsAddIn" property, set to false, its workbook will suddenly appear and you can save as .xlsm, or edit its workbook and set the property back to true to resave as .xlam directly.)
Answer 1
You can do that in VB.Net too. Just make a regular project. (comment by #SLaks)
This worked for me very well and was exactly what I was looking for.
Answer 2
The very descriptive answer posted by #ErikEidt
I haven't tried this, but it seems like a good and alternative way of getting macros to work.

XLAM / XLA Addins: is there a better way?

This post is about installing XLAM's without creating links. (Everyone hates links). Consider the trivial addin:
Public Function UDF_HELLO(x)
UDF_HELLO = "Hello " & x
End Function
Put this code and nothing else into a Module and save as "Hello.xlam" on the Desktop (and NOT in the default excel addins folder). Next, while HELLO.XLAM is still open, create a new XLSX workbook with the formula
=UDF_Hello("world")
in cell A1, which simply displays "Hello world" in that cell. Save the workbook and exit Excel. Now, if you reopen the workbook without the XLAM, Excel will complain about "links to other sources ...". Whether you click "Update" or "Don't Update", Excel will mangle the formula in cell A1 like this:
='C:\Documents and Settings\tpascale\Desktop\Hello.xlam'!UDF_Hello("world")
Very often this "forced-linkage" is NOT desirable. In my computing environment there is a lot of ad-hoc analysis and it makes no sense to impose an install regimen on every XLAM we throw together to solve the problem of the day. I just want to hand out XLAM files to users and let those users open them when they need them, WITHOUT having to worry about the slightest mis-step causing their formulas to get mangled.
QUESTION:
Is there a way to instruct Excel to NEVER construct external links for UDFs, and simply to use UDFs if they're loaded and return #VALUEs otherwise ?
I don't know of a way around this with .xla/.xlam add-ins.
But this issue does not occur with .xll add-ins.
These can be created in C using the Excel 2010 SDK, or in managed languages like VB.NET or C# using the free Excel-DNA library.
(Disclaimer: I'm the developer of Excel-DNA. This issue is one of the reasons I went with the .xll interface for making managed UDF add-ins.)
You can have them open the .xla file and have an Auto_Open procedure install the add-in.
http://www.vbaexpress.com/kb/getarticle.php?kb_id=693
After excel closes you can have the add-in uninstall itself.
oAddIn.Installed = False
You can give your add-in a setting for the user to not uninstall after every use by using a worksheet named something then have cell A1 equal to true or false.
I haven't tested this but hopefully it works for you.
This should work to resolve your issue though it does not instruct Excel regarding external links. I have tested it myself by creating the XLAM, saving it to my desktop, installing it in the Excel add-ins and then using it on a new workbook.
Steps:
Once you have saved the add-in, close it.
Go to Excel Options-->Add-Ins
In the Manage drop-down select Excel Add-ins and press 'Go'
In the 'Add-Ins'dialogue that appears click 'Browse' and navigate to
the add-in you just created. Select it and hit 'Ok'
If prompted to save the add-in in the add-ins folder, select 'No'.
Selecting 'Yes' may cause an error if the add-in file suffix does
not match the version of Excel being used.
Your add-in should appear in the 'Add-Ins available' scrollbox,
check its box and hit 'Ok'
Your add-in should now be active whenever you open Excel.
Test this by opening a new workbook and try using your UDF.
Best,
I usually solve this problem by:
Saving an XLA/XLAM file (outside Personal folder, of course)
Connect to it in Tools - Addins
Write pseudo macros in your current Excel file that links to those macros / functions in the XLA/XLAM file.
See the detailed instructions in my reply here.