I wonder if anyone could help with some VBA code to automatically save a copy of a workbook on a monthly basis (Say the 1st of each month, or the nearest date to that if it has not been saved on the 1st.)
I would like this to be done without user input, and to be saved with the current workbook name + the current date. It can also be saved in the current workbook folder. I am using Win XP Pro and Excel 2003. This would also obviously need to check if the file currently exists, we can say the filename is Cars and the directory is C:Data. Finally I do not wish to stop the users from saving their own version with save or save as.
I m executing some macros in my file. After executing I need to save my file automatically (which is already saved). Means I dont need to press "CTRL + S".
i have a workbook that is doing a copy and paste between 2 workbooks.
the trouble i am having is every month workbook a changes to be the name of the current month and year workbook b never changes. so when a change in month happens the macro stops working due to new workbook name.
how could i have the macro reed the name of the work book and input that name into the necessary locations withing the macro.
I have a spreadsheet that has 3 columns, date, id and amount for the whole year.
what I need to do is have a macro on another sheet or workbook that has an entry for month. when i enter the month, i need to get all the data for that particular month and then save it with the month name. i am not very sure how i can do this. pivot table does not work as i need to save a file each month.
My excel database has a master sheet where all data is included. It consists of 8 columns with two rows of headers (1st row: Sheet title, 2nd row: Categories for the columns like, name, salary, emp. start date, Boro,emp. number...etc.
Master sheet aside, I have 12 other sheets in the same workbook (Feb-Jan), we run a fiscal year, not calender. The data that is included in the master sheet needs to copy over to the corresponding worksheet sheet month as long as the date in the emp. start date falls with the month range. For example, if my master sheet has data in rows 4,5,7,9,19,23,101...600 and the emp. start date is in the range of from June 1st, 20xx through June 31st, 20xx then all the data in that row should copy over to the next available row in the month of June's worksheet. The same should happen the months of Feb - Jan.
I have a table of yearly totals for the amount spent by x. I also have a growth rate for each month so for example in 2001 in jan the growth rate might have been 0.3% and feb 0.5% What I want to do is for each month based on the growth rate and the total produce a value for each month which sum to the total amount. It's also important to note that it restarts each year.
I’m currently pulling data into two columns labeled “Monthly” & “Non-Monthly” respectively. They indicate work orders with a frequency of “Monthly” or “Non-Monthly”
The Monthly data is obtained using the following formula:....
I get this monthly report that has 5 tabs in it. The last tab, ALL_FAILURES_1mon, is a list of part and serial numbers that have failed that month. From that tab I copy the information into a master workbook that houses all the failures broken up by part number, each part number is a separate tab. I am wondering if there is a way to search in the "Monthly_Report" document for all rows containing the part number, 07X-000-ZZZ" and copy the entire row into the master fails list. I have attached a couple examples with sensitive information blocked out.
What I need is for when the macro is run, it will search "Monthly_Report.xlsx" ALL_FAILURES_1mon tab, for "07X-000-ZZZ" and copy all rows containing the part number and paste them in the next blank row of "Master_Fails_List" in appropriate tab.
*NOTE*I have attached both examples however my "Monthly_Report" document was too large so I had to upload it as a .xlsb but the original is .xlsx
Is there a way that I can have an excel document "autosave"?
Specificaly I would like: If a value in a specific cell's value is changed I would like the document to automatically save the document as the name of the value that is typed into that cell when the user closes the document.
I'm not sure if this is possible, but it would be great if there was some way to do this.
I am trying to use the following macro to autosave a document to a pdf file. It works except it always saves it as the same name. Is there a way I can make it save it and when it saves it, title it as the contents in cell A5?
I have macro enabled workbooks that the contract number increases by one everytime they are opened. Is there a way to make it auto save though when its opened. Right now I have to click save as soon as I open it. If I do not do this when I open it, when I open it again the contract number will stay the same as it was, because I save it at the end after I put all customer info in.
I'm trying to write a macro in excel that will save the document every couple of minutes. After searching the forums here for a bit I found something that might work:
I am using the following code to automatically save the workbook when excel is being closed.
Private Sub Workbook_BeforeClose(Cancel As Boolean) ActiveWorkbook.Close SaveChanges:=True End Sub
This seems to be working fine (in the respect that when the user closes excel it saves this file without a prompt), the issue i have (and i appreciate it is a small issue) is that excel remains open but without any open workbooks. Is there a way i can amend my code so that excel closes too.
I have just upgraded from excel 2000 to excel 2003 I have always set autosave to 5 minutes in case I press the wrong button as I did tonight. I also had autosave set to save all open workbooks I am a heavy user of excel and often have many workbooks open at the one time.
I have seen a number of discussions on this subject. I used Roy's code posted here and wanted to make a small change. I want to give the user a warning msg, few minutes before the autoclose would be scheduled to occur. This would give the user a chance to change cell selction or do somethig to reset the timer. If the message goes unanswered, the autoclose should occur as scheduled.
I am attaching a workbook with the macros installed in workbook, standard module and worksheet.
It dosn't seem to do what I want. It seems to work, but it acts differently everytime I run it.
Can someone please look at the attached workbook and help me fix it?
I have a two column A and B at Sheet1. Col A is a Date wise column and Col B is of the Values. I need formula for getting sum monthwise in sheet2. i.e the sum of jan, feb, mar etc
I have the following situation. I work off-site most of the time in another office. I would like to have a macro on my main office PC to run on a monthly basis at a set time.
For instance on the 15th of every month at 9:00 am the macro would go into a shared drive and pull an updated copy of a report, redo the report and send it out to various offices. I have VB code that performs all the tasks except for setting a timer to tell it too run on the 15th of every month at 9:00 am.
I have a 12 month budget spreedsheet. Some expenses' are fixed every month. I would like those cells to be automatically filled with that fixed amount. Say on the 5th of every month a particular cell would have $50 automatically entered so i don't have to do it manually.
The quarterly data columns go: Mar-14, Jun-14 etc The monthly data columns goes Jan-14, Feb-14 etc
I am trying to use a vlookup and match formula but as you will see in the attached file it is only working for those months that are labelled in both data e.g. March 14, June 14
Is there a formula that will pick up for example that January and February numbers should be drawn from the March 14 quarter, April and May from June quarter etc?
I came up with some formulas to count my data monthly. I have 12 tables with this kind of formula in it:
[Code] ....
Where B12 is the year and A213 is my month number. My first try on the "date filter" looked like that:
[Code] .........
And it wasn't working so I thought it was because the 31 wasn't a good idea for non-31-days-months but none of the formulas above are working.
(BTW, IDK why it's not working but I have data in my table for months 10, 11 and 12 and the only calculation tables that are calculating data are the ones for months 9 and 10. The results are the same in these two tables and are counting all my Table1[Data1] and [Data2] (the count is not monthly))
I have, every month data like for one Year, every day in a month we will update the sales information in to excel sheets like jan, feb, march, ...December
In the Main sheet i want total, i have bunch of data and wide range of items, how to get monthly consumption into main sheet.
I have a list of dates with respective balances. I am wondering how to get Excel to determine if the end of the month has passed after a certain date and then calculate the return for that month. What is the most efficient way in your opinion?
I need to create a running monthly total formula for a worksheet. This is something i need in the data, so i can manipulate it without using a pivot table.
I think I would use the SUM, MONTH, and IF formulas, and maybe EOMONTH.
I guess where I'm stuck is figuring out how to make conditions for my SUM formula. So as the dates go down the page, I would like a running total in a column to the right, that will also restart with every new month.
where to start with automating a monthly report that I put together.
My report is generated from two or three tables of data - roughly 25,000 records.
Currently, I copy and paste this table of data into one worksheet, and then have pivot tables that are written to take data from this table (this is a typical marketing sales funnel - calls, raw leads, qualified leads, customers, revenue). Then I have another worksheet that is the display to the client, with the proper formatting, mathematical calculations, totals etc. On this client facing worksheet, I pull data from the pivot table (using =GETPIVOTDATA formulas).
It seems that I have constructed this report in a very inefficient way because I have a ton of manual work to do every month to make the client view presentable as changes come about in the raw data. For instance I segregate the client facing report by lead sources, but when new lead sources get added in month by month, I have to edit the client facing report at length.
where to start, or what steps to make this more automated
