Excel VBA Project? Maybe!

csharp821

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Mar 5, 2012
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I have a general question and I'm not sure where to begin, literally. Can you please leave any direction at a fairly high level so I have the chance to try to figure it out for myself? Here's my initial plan, but here's the issue! I don't know where to start. Where would I begin with this? Would it be an Excel module? I need some direction guys!! Let me give you a quick run down of what we're trying to accomplish. We start out with 2-3 customer specific spreadsheets with an account number + [static] file name.xlsx and about 7 generic template excel files where we use the data from the customer specific spreadsheets and save a copy of each of the template files in the customers store folder. What I'm trying to figure out if VBA is the direction that I need to be going with this or if there is another method that would accomplish the same goal or be more efficient at getting it done. My thinking at this point is open one of the customers files, save the active workbook file path as a string (this would contain the file directory, division, customer number and customer name), split the string of the file path and save the information that I need as variables, open the appropriate template files based on division number, probably run a couple recorded macros then re-save the files using the account number in the appropriate directory. If there's anything else I left out for this to make more sense, please let me know and I'll re-edit the post. Thank you in advance for any guidance!!(y)
 

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Hi and Welcome to the Board,

VBA is a good fit for what you are doing.

When starting out learning VBA, the Macro-Recorder can be a great tool.

Perhaps start by turning on the Macro-Recorder, then manually doing some of the steps you'll want your Macro to do.

Start simple and just do small bits. After you get your code working with Constant Values that you Hard-Code into your Macro, you can begin the process of replacing those Values with Variables that you can read from your Customer Files.

Just ask if you get stuck. This Board is a great resource for people who want to learn.
 
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