Excel Save Copy of Workbook | VBA Macro #20

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If you are consistently creating a copy of an Excel Workbook you are spending time completing tedious repetitive tasks. Navigating to the Workbook, saving a copy, renaming the new Workbook, and potential creating a new Folder for storage. The good news is there is a better way using VBA! This Excel Macro saves a copy of the Active Workbook.  By Default, the Folder Path will be the same location as the Active Workbook. Before saving, this macro will look for a folder named after the current year.  Next this macro will look for a folder named as the current month.  If either of these folders do not exist, they will be created automatically. The copy of the Active Workbook will be saved to the appropriate Folder Path based on the current year and month.  By Default, the New Workbook’s name will be Today’s Date (MM.DD.YYYY). This macro saves you time by completing all the busy work. It is difficult to remain consistent with how you are storing new copies. This Excel macro standardizes storage by creating new folders making it easy to navigate through historical records. Take this macro to the next level and leverage the Excel Calendar Reminder Macros to schedule reoccurring actions on your Outlook Calendar. You can use the Open action to schedule an Excel Workbook to open at a specific time. You can then run this macro from the open Workbook. The Call action automates all of this, opening an Excel Workbook and calling a specific macro within it.

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 SaveCopyofWorkbook()
Dim FilePath As String '
Dim FolderObj As Object '
 
On Error GoTo LeverageLean
 
Application.DisplayAlerts = False 'Hide Display Alerts
 
FilePath = Left(ActiveWorkbook.FullName, Len(ActiveWorkbook.FullName) - Len(ActiveWorkbook.Name)) & Format(Date, "YYYY") 'Active Workbook File Path and Current Year Folder

Set FolderObj = CreateObject("Scripting.FileSystemObject")
If FolderObj.FolderExists(FilePath) Then 'The Folder has been found
Else: FolderObj.CreateFolder (FilePath) 'The Folder has been created
End If

FilePath = FilePath & "\" & Format(Date, "MMMM") 'File Path and Current Month Folder

Set FolderObj = CreateObject("Scripting.FileSystemObject")
If FolderObj.FolderExists(FilePath) Then 'The Folder has been found
Else: FolderObj.CreateFolder (FilePath) 'The Folder has been created
End If
 
Application.ActiveWorkbook.SaveAs Filename:=FilePath & "\" & Format(Date, "MM.DD.YYYY") & Right(ActiveWorkbook.FullName, (Len(ActiveWorkbook.FullName) + 1) - InStrRev(ActiveWorkbook.FullName, ".")) 'Save copy to Active Workbook File Path\Current Year\Current Month

MsgBox "A copy of this Active Workbook named """ & Format(Date, "MM.DD.YYYY") & Right(ActiveWorkbook.FullName, (Len(ActiveWorkbook.FullName) + 1) - InStrRev(ActiveWorkbook.FullName, ".")) & """ has been saved to the following location:" & vbNewLine & vbNewLine & Left(FilePath, InStr(1, ActiveWorkbook.FullName, ActiveWorkbook.Name) - 1)

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

These lines of code can be customized to personalize this macro.
8. Application.DisplayAlerts = False ‘Hide Display Alerts If you want to see alerts such as a Workbook copy overwriting an existing one remove this code line
24. Application.ActiveWorkbook.SaveAs Filename:=FilePath & “” & Format(Date, “MM.DD.YYYY”) & Right(ActiveWorkbook.FullName, (Len(ActiveWorkbook.FullName) + 1) – InStrRev(ActiveWorkbook.FullName, “.”)) ‘Save copy to Active Workbook File PathCurrent YearCurrent Month If you want to change the copied Workbook Name refer to the text “” & Format(Date, “MM.DD.YYYY”) in this code line. You can update this to include text and not just the current date. Example: “Company Payroll-” & Format(Date, “MM.DD.YYYY”)
26. MsgBox “A copy of this Active Workbook named “”” & Format(Date, “MM.DD.YYYY”) & Right(ActiveWorkbook.FullName, (Len(ActiveWorkbook.FullName) + 1) – InStrRev(ActiveWorkbook.FullName, “.”)) & “”” has been saved to the following location:” & vbNewLine & vbNewLine & Left(FilePath, InStr(1, ActiveWorkbook.FullName, ActiveWorkbook.Name) – 1) Remove the MsgBox or make it comment to not see it once the macro finishes

First time using VBA?

The Developer Tab is an additional section of the ribbon when activated allows you access to Visual Basic in Applications like Access, Excel, Outlook, PowerPoint, Word.
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Once the Developer Tab is available you will have the capability to update your security to allow Macros to run in the current application.
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A sub of code is a collection of objects and variables. For the code to successfully run a library of references needs to be set.
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