VBA Macro used in the Microsoft Office Excel Application

Excel Save Copy of Workbook | VBA Macro #20

Share on facebook
Share on twitter
Share on linkedin
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
Subscribe
Notify of
0 Comments
Inline Feedbacks
View all comments

Search for Excel Macros

Recent Macros

VBA Macro used in the Microsoft Office Excel Application

Excel Find Largest and Smallest Value | VBA Macro #36

This is an Excel macro that will find the Largest and Smallest values in a Workbook. Once this Excel macro finishes a Message Box will display the Active Workbook that was searched and the Max and Min values found. With some additional updates to the VBA code you can have this Excel macro fire every time an Excel Workbook opens! No longer do you need to sort or use conditional formatting to identify the Largest and Smallest values in Excel. There is a better way with VBA so start using the Excel Find Largest and Smallest Value today!

VBA Macro used in the Microsoft Office Outlook Application

Outlook Greeting and Goodbye Contacts | VBA Macro #35

The Greeting and Goodbye Contact macro automates the entry of a Greeting “Good Morning” or “Hello” followed by the First Name of the recipient you are emailing. To identify the First Name this macro uses the recipient’s email address to loop through all the existing contact records for a matching email address. If a match is found the contact’s First Name field value is used in the beginning of the email. The appropriate Greeting and Goodbye is determined by the current time and the day of the week. The Greeting and Goodbye Contacts macro helps you deliver better customer service and create better connections with your clients!

VBA Macro used in the Microsoft Office Excel Application

Excel Custom Questionnaire to File | VBA Macro #34

This is an Excel macro that generates a custom questionnaire to complete.  The Role field is used to determine what questions display for specific users.  Once a user selects their Role, they can click Generate to see what questions they need to complete to finish the questionnaire.  After a user has completed all the required questions, they can click Finish to create a separate Excel Workbook with all the populated answers.   You can customize where this new file is saved making it easy to know when someone has completed a questionnaire and is awaiting review. There is also the option to send this separate Excel Workbook in an Outlook email with a couple updates to the VBA code. There is always a better way with VBA and this Excel macro helps standardize the collection of answers to specific questions. This can help lead to a more formal review process and eliminate mistakes.

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 Excel, Outlook, Word.
Setup Now
Once the Developer Tab is available you will have the capability to update your security to allow Macros to run in the current application.
Setup Now
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.
Setup Now

Looking for more?

Subscribe as an Insider to receive additional rights.

Contact Us

Looking to improve your computer processes?
Leverage & Lean is here to help!

Copyright © 2019 Leverage & Lean – “Less Clicks, More Results”