Saving Reports Into Different Folders With Different Logos And Title
Nov 21, 2012
I have 40+ reports that I generate weekly for different clients.
I have the workbook set up so that each report is in a new sheet/tab and have a macro that runs through and saves each report as a PDF using the file name I desigate in a cell within the sheet.
My clients are now wanting the reports individualy branded to them.
My thinking is that I can list each clients name, phone, website, etc. in a new sheet then develope a marco that runs through and save the reports with row 2's infomation filled in on the reports, then row 3's and so on but one I don't know how to create a marco to do that and two they also want their logos on the reports.
Can I place an image in a cell and have it called into another cell? Can I place them all in a folder and have it call the image in based on the location and name?
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Sep 29, 2013
I have this code that generates excel pages as pdf files, but I can't get it to save it in its individual folders. For example, I have the sheet name as Brian Lin, I want to save the pdf into the folder called Brian Lin, then if I have the sheet name as Lilly Tran, the pdf should save into the folder called Lilly Tran. Here's my code. The code is one step short of what I want it to do, it saves in the folder right before the name folders.
Code:
Sub Macro1()
Dim wsh As Worksheet, vWshs
Dim sFolderName As String, set_Path As String, name As String, hwas As String, sname As String, swsname As String
vWshs = Array("Rates", "Inputs")
set_Path = "C:UsersJonathanDesktopFaFundInvoices" & hwas & ""
[Code]...
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Jun 3, 2006
I'm trying to save a spreadsheet using VBA which will also check that the directory exists and create it if not, all based on cell values in my spreadsheet. When I run my code it comes up with Run Time Error 76: Path not found.
Dim fname As String, dname As String, dname2 As String
fname = ActiveSheet.Range("E2").Value
dname = ActiveSheet.Range("G2").Value
dname2 = ActiveSheet.Range("H2").Value
Windows("Register Template.xls").Activate
ChDir ("H:")
If Len(Dir(dname2, vbDirectory)) = 0 Then
MkDir dname2
End If
ChDir dname2
ActiveWorkbook.SaveAs Filename:=fname
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Oct 30, 2007
I want to add the text (a date) in cell A6 to the title of my spreadsheet when I file => save as. I have the file => save as written into my code at the end and it is the last operation of the code, but I want the date that appears in A6 to automatically appear in the title. This date is not todays date. This way the title will always be EP120-the text in cell A6.
i.e. EP120-Aug-18-2007
Here is the code I have so far...
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Mar 22, 2013
I want to use a macro to save an .xls file as an .mht file. I have:
ActiveWorkbook.SaveAs Filename:="C:ReportsBook2.mht", FileFormat:= _
xlWebArchive, CreateBackup:=False
which works for saving, but how can I Change the resulting web Page Title using VBA? I tried recording the macro as I changed the title and saved but nothing recorded for that. I know I can always just go in after the macro runs and manually change it but it seems like there must be another way.
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Nov 13, 2012
I'm actually using a macro that saves all the sheets from a workbook in new separate files, and save them in a specified folder.
Code:
Sub Estrazione_Schede()
Dim n As Long
Dim myNome As String
Dim myPath As String
myPath = "D:path"
[Code] ......
What I'm trying to do is that, instead of saving all the sheets in one folder, the macro would save them in different folders, depending on specific values in a specific cell of each sheet. I tried to modify the macro like this, but it doesn't seem to work properly:
Code:
Dim n As Long
Dim myNome As String
Dim myPathOne As String
Dim myPathTwo As String
myPathOne = "D:pathOne"
[Code] .....
With this code the macro ends up to check the condition only in the first sheet and then it copies all the sheet in the same folder.
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Feb 17, 2014
I have an expense workbook (Data) with 4 columns (ID, Item, Cost, Date). I would like to create macros that will generate 3 different reports and write to 3 different worksheets.
The first report is sorted and sum up the cost for each item. Please see the worksheet "Item".
The second report is sorted and sum up the cost for each part ID. Please see the worksheet "ID".
The third report is the cost for each month and Year-to-Date cost right next to it. Please see worksheet "Summary".
write the macros for each of these reports assuming that we don't know the number of rows in the "Data" worksheet.
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Jun 12, 2014
I need to back up files, which may be excel or MSword, by copying them from different directories, say C: to the backup directory, say X:. any vba to backup the files? I expect the vba can copy all file listed in column A.
E.g. C: est1File1.xls or C: est2File2.doc, and then pasted to the directory in column B. e.g. X:BackupFolder1 or X:BackupFolder2.
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Dec 20, 2011
I have folders with different assigned folder icons based on the content in the folders.
I would like to arrange these folders in the window based on the assigned folder icons and then by alphabetical order.
How it is to be done. Can we make use of vba having the folders path list in one column of excel sheet?
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Aug 14, 2014
I have a spreadsheet with a number of tabs and I want to add a logo to the header of each tab. My question is this: Do I have to add the logo to each header of each tab "one at a time" or is it possible to (somewhere) select and apply to all tabs?
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Apr 19, 2013
If I post a logo into a cell of a table, and then later move the table, the cell won't move with it. How do I set it so that the image is locked into the cell of the table? I've tried googling it but all I get are results to set the background of the cell to be the image, which isn't what I want.
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Jul 8, 2013
macro and I think this has me on my way; however, I do not understand the code and I am having difficulty modifying it. It returns the path in cell $A1 of my workbook, but I get reference errors in $B1:$L1.
I would like for the code to start entering the values in row 2 of my current worksheet. Row 1 I want to make a header row. The first column I like having the file path. Can the path be changed to a hyperlink? I would then like for it to return the values in $AP1:$BC1 to $B1:$O1 of my current workbook.
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May 21, 2014
I am attempting to create a macro that will create a new folder on the network drive Arie:quotes that will create the new folder and save the the file in the new folder. I need the name of the file and folder to be set to the master (worksheet) cell "B3". and then if possible have it be conditional that if cell "B40" on the same master (worksheet) has a value to have the value added at the end of the filename via hyphen. This workbook has numerous worksheets in it approx 15 worksheets. I am not sure if this is relevant.
As an brief example.
Cell "B3" on the master(worksheet) contains a job name I-40 bridge
So initially I would like the Folder name and file name to be I-40 Bridge
However once the Cell "B40" has been filled in with the value 54213 then I would like the file to renamed to I-40 Bridge-54213 and saved within the same folder.
I am currently working with Excel 2007 Pro edition on windows 8. I
I have found several other macro's that work with an auto save but i am unsure of how to change the directory to the network drive and show the correct file paths. This is the example of the macro I am currently working with.
Public Sub SaveAsA1()
ThisFile = Range("B3").ValueMkDir "C:NewFolder"ChDir "C:NewFolder"ActiveWorkbook.SaveAs Filename:=ThisFileEnd Sub
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Aug 16, 2009
I have managed to get this far - I have put together a macro (from different threads on this site) that opens closed workbooks, copies data in one of the sheets (same sheet in each of 28 books), and pastes the data it into a master book sheet, each paste starting below the last. So that bit is working. The first bit of help I need is a line of code that will make the macro loop through a number of sub folders in a main folder. My code at the moment works as long as I specify a path that ends with the name of one subfolder, and it only loops through this subfolder. I would like the path to end at the folder that holds all the subfolders ('Workbooks' in the path below), and then add some code that tells it to apply the macro to all subfolders in this folder, so it loops through them all.
The second issue is that after the macro goes to the closed book(s), copies the data in there and pastes it into the master sheet (into columns E:FG), I then need it to go back to the workbook it just copied from, go the same sheet, to three specific cells on that sheet (FH1:FH3), copy the content, go back to the master sheet, and now repeatedly paste the content (values only and transposed) of these three cells into three cells (in columns B:D, with row number being dependent on what rows the first lot of data was copied into) next to every row it just previously pasted in for me. When it loops to the next workbook, it needs to do the same, and the three cells will have different content than the ones in the previous workbook paste.
I dont know how to define the range it needs to paste into the second time. I tried using the definition I used for the first paste (MCDrow), to tell it that it is the same rows, just different columns, but this is not working.
Here is what I have so far, which does the first part of what I need, except for needing a way to have it loop through all subfolder in the 'Workbooks' folder (at the moment it lists Barwon South West as a subfolder in that path, but I actually have multiple subfolders, not all called Barwon South (all different names) that it needs to loop through and do both the first and the second paste for. I have taken out the code I was trying to use to do the second paste, as this was not working and the code is pretty messy as it is (I sort of bumble along, being so new, and I know the code is not very clean or efficient!).
Can someone help me put in the few lines I need to loop through all my subfolders (if you give me an example I can probably extrapolate), but to get you started, three of the subfolders are Barwon South West, Eastern Region and Gippsland. And can someone help me put in the code that will do the second paste for each workbook?
Sub Click2()
Application. ScreenUpdating = True
Dim MCDrow As Long
'Dim SubFolders As String
MCDrow = ThisWorkbook.Sheets("Client Data").Range("A65536").End(xlUp).Row
Fpath = "Q:Clinical ServicesCS Statewide DatabaseWorkbooksBarwon South West" ' change to your directory
'SubFolders = True
Fname = Dir(Fpath & "*.xls")
Do While Fname <> ""
ThisWorkbook.Sheets("Client Data").Unprotect
Workbooks.Open Fpath & Fname
Worksheets("Client Data").Activate
Worksheets("Client Data").Unprotect
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Mar 31, 2014
I want to open C:Projects
and for each Project in Projects, create a new folder with the actual month (e.g. "03" or "12")
Im running the Makro from a file where I'd like to put the month in a cell -> so the code refers to cell("A1") wich has value 01 and creates a folder "01" in every projectfolder in C:Projects
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Jan 30, 2003
I have a spreadsheet that imports data, manipulates it then deletes 2 of the sheets then saves the file under a different name to the network. Is there any way to save this new worksheet without it storing the macros - so when the user open it, only the data is there and they get no prompt to enable macros?
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May 26, 2007
Files :- [url]
i have upload 2 worksheets (in a zip file)
i have attached my 2 files,
1 is report of Feb 2007 & other is March 2007
on 1 Branch,
i got 200 Branches reports & i have to compare the people recored and have to identify following things
1) in which Days bukket is fall in Previous report ( compare with current)
2) if the Account # doesnot match then it should be HIGHLighted!
what i have to do is to compare the Account # with Previous & add a New Column & write the previous days (in number) plus highlight or show some remards that doesnot exisits in last report,
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May 14, 2008
I am trying to create a report that takes two user inputs and looks them up on another worksheet in the workbook and returns the right value. As an example I have the user input a date and a job location and on another sheet there is also a date and a job location that has a population associated with it. Is there a way to return this information so that it changes whenever the user changes these two criteria
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Nov 13, 2008
I'd like to created a 'Filtered Report' in which data changes based on my selection. For example, in this scenario I have 2 columns, 'Part Type'(you may pick Part1, Part2, Part3) and the 'Results' columns. I have displayed 100 entries(which means at this point they're all displayed, no filters).
When I apply the filter, and I choose Part Type to display Part1 and its "Results', I would like to dynamically be able to display somewhere in that Sheet something like this:
Part Type: Part1
Total: This would be a =sum(of the 2 cells below, in this case it'd be 17)
Pass: 14
Fail: 3
But I'm not sure how to dynamically count it based on what I've filtered, so when I change to Part2, it would give me:
Part Type: Part2
Total: This would be another =sum of the 2 cells below
Pass: 25
Fail: 4
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Apr 18, 2006
I use excel pivot tables a lot for most of my information gathering for reports that I produce. Problem I keep running into is the 64k row limit. I work with up to 200K rows of excel data at a time and just need to pick out a summary of certain columns. I have read (mostly adverts) good things about crystal reports and have been considering giving it a try. It will be a steep learning curve for me, but I was wondering have this group any views on the program before I splash out on books, DVD courses etc.
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Jul 2, 2007
I have an Excel Spreadsheet WorkSheet Analysis Work there are two reports side by side. A) Source of Truth & B) Analysis Studio.
What i'm trying to do is find out if Analysis Studio Matches off with the Source of Truth.
The columns in Analysis Studio being Column M & Column N have to match the Source of Truth Columns E "Cil account" & Column I "Code Name". Now the problem is that the names in Analysis studio Column M Example Cash is Different to the Source of Truth Coloumn I Example Cash Assets. This is what I would match as Yes being the Same as it is. The other Problem is Analysis Studio Column N has the Account & Name in one cell whilst the Source of Truth has both these in separate Columns. I’m happy if it can just match off Column E being the account to the Analysis Studio Column N. Ideally would love the results to fall either go in Column O being YES it matches or Column P it does not match the Source of Truth.
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Dec 3, 2013
calculating the percentage for outstanding reports.
My employees have 30 days to complete a report so if they complete the report within 30 days it is 100%
Each day the report is outstanding the % is reduced i.e. 32 days = 98%
I also have dates set-up to give me the actual # of days the report is outstanding i.e. (date received by me) - (date of the meeting) 12/1/13 - 11/30/13= 30, but the % is not working well
What I have tried for the % is
number of days outstanding /100 * 30 (number of days per month)
91/100*30
The % is needed for yearly evaluations
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May 16, 2008
Every week I run the same report for different projects to show financials and such.
Each project will have a different number of rows based on how large they are or the scope or a combination.
The number of columns is always the same as well as the basic headings.
The system that provides the output creates a bland (well, ugly) report. Not the type of thing you want to distribute.
I'd like to create a report format that I can quickly and easily cut and paste (or use another functionality) to use on these reports. Yes, I can cut and paste the formatting from the "Master" report's format but it's not easy to do as I have to keep highlighting each report's data range before pasting. I'd like have my OWN template under autoformat.
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Oct 21, 2009
I do testing of industrial equipment, collecting a lot of data along the way. Once I've calculated the performance metrics of existing systems, I do a cost analysis on proposed repairs or replacements.
I have a couple of goals in trying to streamline my spreadsheet process and make it more effective.
My worksheets usually end up with way more columns than I can view on the screen and that gets pretty cumbersome, so I want to develop input forms that will make data entry simpler. I've tried transposing the formats but they get even more difficult to handle that way. I just ran across the "Build a UserForm for Excel" pdf in this forum and I think that's going to help quite a bit.
Then for each of these types of projects I need to develop at least two report formats, one that will be comprehensive for each individual piece of equipment or subsystem that I'm analyzing, and another that's more of a summary of entire systems, such as a network of pumps all owned by the same customer. Ideally, this summary report would allow me to rank the subsystems by various criteria, such best ROI or most critical to operations. Format-wise what I'm looking for here is to strip away anything not relevant to decision makers, just reporting the important ID info and key results.
Finally, I'd like to be able to store all similar jobs in a single database so I can easily search through past results for comparative purposes when doing higher level analysis on new projects. I keep seeing the term "relational database" bandied about but don't really know if that's what I'm talking about or not.
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Jan 19, 2013
i would like to create reports and queries in excel just like in access is this possible or do you import a layout,i have a sheet that has data on i would like to be able to pick just one row or mutiple rows and print them off could i save them to a menu to use over and over again,would i use a userform to search for these or can it be done otherways ,have seen pivot tables but seem bit complicated
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Mar 9, 2013
I coach High School track and recorded all the kids workouts in DATAEASE - I had to upgrade my PC - (Dataease no longer works) so I am trying to record the kids workouts in EXCEL and be able to produce reports either by Code or NAME. Attached worksheet - SHEET 1 - data entered / SHEET 2 - is a report I would like to produce.
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Jul 26, 2013
How to print multiple reports and have come up with the following code which does exactly what I want, except it prints the reports out individually. I need them all combined into one PDF.
Sub PrintCombined()Dim c As RangeApplication.ScreenUpdating = FalseWith Sheets("Key Metrics Report")
For Each c In .Range("S1", .Range("S1").End(xlDown)).Range("C2").Value = c.Value.PrintPreview 'PrintOutNext c
End With Application.ScreenUpdating = TrueEnd Sub
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Nov 13, 2006
Some notes on my example file:
The data would get pasted into the first sheet, in the shaded area. It might be exactly those IDs, or others - possibly a longer or shorter list each week.
Sheet 2 has the lookup master lists, or checklists. I can set these up ahead of time, and don't change week to week. The input IDs will be checked against these lists somehow on the Report pages.
Sheet 3 and Sheet 4 are the Report pages.
I want a formula in column A to match the input ID values from Sheet 1 to their appropriate checklist on Sheet 2, and return the ID value on the appropriate Report. If the value matches Checklist 1, it should repoirt on Report 1. If it matches Checklist 2, it should report on Report 2. If the value isn't on the checklist, it shouldn't report, don't report it. If there are ID values on the checklist that don't appear on the input, they also should not report.
On the Report pages, once I have the correct IDs reporting, I can put in other formulas to pull Revenue, Cost, etc. info from elsewhere, VLOOKUP-ed from the IDs. (I know how to do that.)
The key is that in terms of sorting out the correct ID values to the correct reports, I don't want to have to do anything to the Report pages each week (like sorting to get rid of blanks, etc.) - I just want to paste in the Input.
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May 13, 2007
I have 2 reports on one worksheet. I have put a button at the top of each report to navigate back and forth. One report is located at a1:S27 - it shows up fine. The issue is the other report located at BA1:BT52. No matter where I assign a name to it the report doesn't come up full page with cell BA1 at the top left hand corner.
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Jun 2, 2007
Is there any way to stop the MS error reports
It wont say what the problem is or how to solve it
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