This macro is the combination of 3 Excel macros: Create Worksheet per Filter Value | VBA Macro #16, Save Worksheets as Workbooks | VBA Macro #18, and Create Emails with Workbooks Attached | VBA Macro #23.
This Excel macro starts by filtering a column and create a new worksheet for each unique value found. By default, the active column selected will be filtered. If the active column selected is blank an InputBox will ask for the column number to filter. (Example: A=1, B=2, C=3, etc.) Once a column has been identified the duplicate values will be removed and what remains will be used to determine how many worksheets to create. Each worksheet will contain the filtered information based on each value found. Next each worksheet will be saved as their own workbook. By default, the Folder Path of the Active Workbook will be used so the new Workbooks are saved at the same location. (Customize: You can indicate a different path in the VBA code) When saving the Workbook name will be the name of the respective Worksheet. Finally, this macro will use the name of each Worksheet to find Workbooks with the same name in the Folder Path. If a match is found a new email with be generated with the Workbook attached. The Outlook email generated will have the subject and body populated. With a few updates to the VBA code you can have specific recipients pull in based on the Worksheet name.
These macros used together automates an entire process! The time saved using this macro allows you to focus on how you can bring more value to your customers. Take a look at the Value Stream Map we discussed in the Macro Monday video. We don’t know the source of the initial data but what follows is a standardized process leveraging VBA to complete all this busy work. Creating processes like this don’t just save time but also mistake proof processes eliminating defects. You won’t send the wrong attachment to the incorrect recipients if the computer performs the action for you. Of course, there is the potential the code doesn’t work but you can spend time ensuring this macro always works instead of relying on your ability to complete the steps of this process perfectly each and every time.
55. If DupLastRow > 50 Then If the filtered column returns more than 50 values the macro will exit to ensure the Excel can handle the request. Update this number to reflect how you want this to behave.
62. Counter = 2 ‘Assuming there is a header row If you are not working with a header row then you should change Counter = 1
82. ActiveSheet.AutoFilterMode = False If you don’t want the filter to be removed from the first spreadsheet make this line a comment with ‘ 84. Columns(LastColumnNumber + 2).Delete If you don’t want the duplicates column to be deleted from the first spreadsheet make this line a comment with ‘
86. MsgBox “Excel Create Worksheet per Filter Value | VBA Macro #16 is complete!” Remove the MsgBox or make it comment to not see it when this macro runs
94. MsgBox “Excel Save Worksheets as Workbooks | VBA Macro #18 is complete!” Remove the MsgBox or make it comment to not see it when this macro runs
99. For i = 2 To Worksheets.Count ‘Loop through every Worksheet (except the first one) By Default this macro will start at the 2nd Worksheet and loop through all the Worksheets following it. You can update 2 to a 1 to include the 1st Worksheet.
104 through 125 ‘Using the Worksheet Name indicate who the Email Recipients should be Update the Sheet Names and set the Recipients (also CCRecipients) with the appropriate email addresses
132. ‘objNewEmail.CC = CCRecipients ‘Update to include CCed Recipients to emails If CC’ing Recipients then update this code line to not be a comment
133. objNewEmail.Subject = Sheets(i).Name & “: Review attached Workbook” This code line controls what populates in the Email Subject
134 through 137 objNewEmail.HTMLBody These code lines control what will populate into the Email Body
140. ‘objNewEmail.Send ‘Automatically send the email If you want the email to send automatically then update this code line to not be a comment
153. MsgBox “Excel Create Emails with Workbooks Attached | VBA Macro #23 is complete!” Remove the MsgBox or make it comment to not see it when this macro runs
This Excel macro starts by filtering a column and create a new worksheet for each unique value found. By default, the active column selected will be filtered. If the active column selected is blank an InputBox will ask for the column number to filter. (Example: A=1, B=2, C=3, etc.) Once a column has been identified the duplicate values will be removed and what remains will be used to determine how many worksheets to create. Each worksheet will contain the filtered information based on each value found. Next each worksheet will be saved as their own workbook. By default, the Folder Path of the Active Workbook will be used so the new Workbooks are saved at the same location. (Customize: You can indicate a different path in the VBA code) When saving the Workbook name will be the name of the respective Worksheet. Finally, this macro will use the name of each Worksheet to find Workbooks with the same name in the Folder Path. If a match is found a new email with be generated with the Workbook attached. The Outlook email generated will have the subject and body populated. With a few updates to the VBA code you can have specific recipients pull in based on the Worksheet name.
These macros used together automates an entire process! The time saved using this macro allows you to focus on how you can bring more value to your customers. Take a look at the Value Stream Map we discussed in the Macro Monday video. We don’t know the source of the initial data but what follows is a standardized process leveraging VBA to complete all this busy work. Creating processes like this don’t just save time but also mistake proof processes eliminating defects. You won’t send the wrong attachment to the incorrect recipients if the computer performs the action for you. Of course, there is the potential the code doesn’t work but you can spend time ensuring this macro always works instead of relying on your ability to complete the steps of this process perfectly each and every time.
See it in Action!
Watch this video to see this macro in action.The Code
Here is the code for this macro. Make sure the following References are setup before running it: Visual Basic For Applications, Microsoft Excel 16.0 Object Library'Leverage & Lean "Less Clicks, More Results"
Sub ExcelCombineMacros16_18_23()
' Means variable is in use
Dim ActiveColumn As Integer '
Dim ActiveWorksheetName As String '
Dim CCRecipients As String '
Dim Counter As Integer '
Dim DupLastColumnLetter As String '
Dim DupLastRow As Integer '
Dim FolderPath As String '
Dim i As Integer '
Dim LastColumnLetter As String '
Dim LastColumnNumber As Integer '
Dim LastRow As Integer '
Dim objNewEmail As Object '
Dim objOutlookApp As Object '
Dim oFile As Object '
Dim oFolder As Object '
Dim oFSO As Object '
Dim Recipients As String '
Dim WorksheetName As String '
Dim WS As Worksheet '
On Error GoTo LeverageLean
'Hide ScreenUpdating and Display Alerts
Application.ScreenUpdating = False
Application.DisplayAlerts = False
FolderPath = Left(ActiveWorkbook.FullName, Len(ActiveWorkbook.FullName) - Len(ActiveWorkbook.Name)) 'Active Workbook Folder Path
ActiveWorksheetName = ActiveSheet.Name 'What is the Active Sheet's Name
LastColumnNumber = Cells(1, Columns.Count).End(xlToLeft).Column 'Identify Last Column Number
LastColumnLetter = Replace(Cells(1, LastColumnNumber).Address(True, False), "$1", "") 'Identify Last Column Letter
LastRow = Cells(Rows.Count, 1).End(xlUp).Row 'Identify Last Row on worksheet
ActiveColumn = ActiveCell.Column 'What is the Active Column to filter
If ActiveColumn > LastColumnNumber Then
ActiveColumn = InputBox("What column do you want to filter?" & vbNewLine & vbNewLine & "Please use a number A=1, B=2, C=3, etc.") 'Pick a column with data in it
ElseIf ActiveColumn > LastColumnNumber Then
Exit Sub
End If
'Copy Column information and remove duplicates
Columns(ActiveColumn).Select
Selection.Copy
Columns(LastColumnNumber + 2).Select
ActiveSheet.Paste
DupLastColumnLetter = Replace(Cells(1, LastColumnNumber + 2).Address(True, False), "$1", "") 'Identify Column Letter in Duplicate Column
ActiveSheet.Range(DupLastColumnLetter & "1:" & DupLastColumnLetter & LastRow).RemoveDuplicates Columns:=1, Header:=xlYes
DupLastRow = Cells(Rows.Count, LastColumnNumber + 2).End(xlUp).Row 'Identify Last Row Number in Duplicate Column
'If there are more then 50 values Exit the Sub
If DupLastRow > 50 Then
Columns(LastColumnNumber + 2).Delete
Range("A1").Select
MsgBox "Exited because " & DupLastRow & " tabs were going to be created."
Exit Sub
End If
Counter = 2 'Assuming there is a header row
'Loop through each duplicate value copy and paste information to appropriate worksheet
Do Until Counter > DupLastRow
Sheets(ActiveWorksheetName).Select
WorksheetName = Cells(Counter, LastColumnNumber + 2).Value
ActiveSheet.Range("$A$1:$" & LastColumnLetter & "$" & LastRow).AutoFilter Field:=ActiveColumn, Criteria1:=WorksheetName
Range("A1").Select
Range(Selection, Selection.End(xlDown)).Select
Range(Selection, Selection.End(xlToRight)).Select
Selection.Copy
Set WS = Sheets.Add(After:=Sheets(Sheets.Count))
WS.Name = WorksheetName 'Use the duplicate value as a tab name
Range("A1").Select
ActiveSheet.Paste
Counter = Counter + 1
Loop
'Clear the filter and delete the duplicates column
Sheets(ActiveWorksheetName).Select
ActiveSheet.AutoFilterMode = False
Range("A1").Select
Columns(LastColumnNumber + 2).Delete
MsgBox "Excel Create Worksheet per Filter Value | VBA Macro #16 is complete!"
For Each WS In ActiveWorkbook.Sheets
WS.Copy 'Copy Worksheet
Application.ActiveWorkbook.SaveAs Filename:=FolderPath & WS.Name & ".xlsx" 'Save new Workbooks to Active Workbook File Path
Application.ActiveWorkbook.Close 'Remove if you want the New Workbooks to remain open
Next
MsgBox "Excel Save Worksheets as Workbooks | VBA Macro #18 is complete!"
Set oFSO = CreateObject("Scripting.FileSystemObject")
Set oFolder = oFSO.GetFolder(FolderPath)
For i = 2 To Worksheets.Count 'Loop through every Worksheet (except the first one)
For Each oFile In oFolder.Files 'Loop through every File in FolderPath
If oFile.Name = Sheets(i).Name & Right(oFile.Name, (Len(oFile.Name) + 1) - InStrRev(oFile.Name, ".")) Then 'If the File Name equals the Worksheet Name
'Using the Worksheet Name indicate who the Email Recipients should be
If Sheets(i).Name = "Marketing" Then
Recipients = ""
'CCRecipients = ""
ElseIf Sheets(i).Name = "Sales" Then
Recipients = ""
'CCRecipients = ""
ElseIf Sheets(i).Name = "IT" Then
Recipients = ""
'CCRecipients = ""
ElseIf Sheets(i).Name = "HR" Then
Recipients = ""
'CCRecipients = ""
ElseIf Sheets(i).Name = "Operations" Then
Recipients = ""
'CCRecipients = ""
ElseIf Sheets(i).Name = "PR" Then
Recipients = ""
'CCRecipients = ""
ElseIf Sheets(i).Name = "Finance" Then
Recipients = ""
'CCRecipients = ""
End If
'Create a new email
Set objOutlookApp = CreateObject("Outlook.Application")
Set objNewEmail = objOutlookApp.CreateItem(olMailItem)
objNewEmail.To = Recipients
'objNewEmail.CC = CCRecipients 'Update to include CCed Recipients to emails
objNewEmail.Subject = Sheets(i).Name & ": Review attached Workbook"
objNewEmail.HTMLBody = "<HTML><BODY><span style=""font-family : Calibri;font-size : 11pt"">" & _
"Hello " & Sheets(i).Name & ",<br></br><br></br>" & _
"Can you please review the attached Workbook? Please contact me with any questions or concerns.<br></br><br></br>" & _
"Stay Awesome!</span></BODY></HTML>"
objNewEmail.Attachments.Add FolderPath & "\" & oFile.Name
objNewEmail.Display
'objNewEmail.Send 'Automatically send the email
End If
Next oFile
Next
Set objNewEmail = Nothing
Set objOutlookApp = Nothing
Set oFile = Nothing
Set oFolder = Nothing
Set oFSO = Nothing
MsgBox "Excel Create Emails with Workbooks Attached | VBA Macro #23 is complete!"
Exit Sub
LeverageLean:
MsgBox (Err.Number & " - " & Err.Description & vbNewLine & vbNewLine & "Don't hesitate to email me: brentschneider@leveragelean.com")
End Sub
'Stay Awesome
Macro Monday
Here is the Macro Monday video this macro was featured in. Watch this video to learn how to get the most out of this macro and start using it today!Customization
30. FolderPath = Left(ActiveWorkbook.FullName, Len(ActiveWorkbook.FullName) – Len(ActiveWorkbook.Name)) ‘Active Workbook Folder Path By Default the Folder Path is the Active Workbook but you can change this to a different path if desired55. If DupLastRow > 50 Then If the filtered column returns more than 50 values the macro will exit to ensure the Excel can handle the request. Update this number to reflect how you want this to behave.
62. Counter = 2 ‘Assuming there is a header row If you are not working with a header row then you should change Counter = 1
82. ActiveSheet.AutoFilterMode = False If you don’t want the filter to be removed from the first spreadsheet make this line a comment with ‘ 84. Columns(LastColumnNumber + 2).Delete If you don’t want the duplicates column to be deleted from the first spreadsheet make this line a comment with ‘
86. MsgBox “Excel Create Worksheet per Filter Value | VBA Macro #16 is complete!” Remove the MsgBox or make it comment to not see it when this macro runs
94. MsgBox “Excel Save Worksheets as Workbooks | VBA Macro #18 is complete!” Remove the MsgBox or make it comment to not see it when this macro runs
99. For i = 2 To Worksheets.Count ‘Loop through every Worksheet (except the first one) By Default this macro will start at the 2nd Worksheet and loop through all the Worksheets following it. You can update 2 to a 1 to include the 1st Worksheet.
104 through 125 ‘Using the Worksheet Name indicate who the Email Recipients should be Update the Sheet Names and set the Recipients (also CCRecipients) with the appropriate email addresses
132. ‘objNewEmail.CC = CCRecipients ‘Update to include CCed Recipients to emails If CC’ing Recipients then update this code line to not be a comment
133. objNewEmail.Subject = Sheets(i).Name & “: Review attached Workbook” This code line controls what populates in the Email Subject
134 through 137 objNewEmail.HTMLBody These code lines control what will populate into the Email Body
140. ‘objNewEmail.Send ‘Automatically send the email If you want the email to send automatically then update this code line to not be a comment
153. MsgBox “Excel Create Emails with Workbooks Attached | VBA Macro #23 is complete!” Remove the MsgBox or make it comment to not see it when this macro runs
