Filter & Copy Worksheet To New Files

lsalvucci70

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Mar 13, 2014
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I need to modify my existing code (got from Ron de Bruin's website). Right now it copies the worksheet based on all unique values in column C. What I need it to do instead is loop through a list of codes that I have on a separate worksheet within my xlsm file. The worksheet is called "Rep Codes". That's where I store all the rep codes. On the sheet where the data is ("SO") I need to loop through column C and find each code no matter where is it in each cell in column C and copy the worksheet with just those rows and the headers and create a new file for just that code and save it in the same folder as the xlsm file. My header rows are from Row 1 to 3 and the data starts in row 4. I have columns from A to Q that need to be copied. Basically I need to copy the exact same worksheet with formats, etc. but only with the rows that have that specific rep code in column C. Then loop through each code and create a separate file for each code. You can see in the code below the filename structure I am currently using and would like to keep that structure. I'm just not sure how to change this code to use a list instead of just grabbing unique values in column C. The reason I can't use unique values anymore is because there are some codes that are assigned to the same record/row so there could be 2 reps for some records. For example I have a rep code of "M" & "T" in my list of Rep Codes. On the data tab I have some records that have just "M" in column C and some that have "T-M", or other combinations with M in it. So right now it creates a file for all the "M" records and another file for the records that have T-M as the rep code. I need the T-M records to be put in the same file as the M codes. And then any records that have T and T-M in the same file. So both of those reps will see those records since they belong to both of them. There are other combinations not just T-M. That was just an example. Any help would be greatly appreciated.


Here is a sample file with the code. So there are 2 rep codes in the sample. One is "Q" and the other is "P". There are rows that belong to each rep individually and then 3 that are shared by both. So what typically happens is it filters each unique value in column C and copies the SO worksheet to a new file and saves it with the name in the code plus the rep code. So in the example file there would be 2 files created, one for the "Q" rep and one for the "P" rep. But the rows that have "Q-P" do not get copied to either of those files. They get copied to a file that is saved as "Q-P". Which is NOT what I want to happen. I need ALL the rows that have the letter "Q" in column C to be copied to one new file for that rep, and then ALL the rows that have the letter "P" in column C to a new file. There are many more rep codes but for this example I only put a couple of them in there. The code works fine to a degree. I don't want any files created that have multiple rep codes. I want those rows to be copied to both files for each of those codes instead of creating a file for that specific "Q-P" code. On the tab called "Rep Codes" I will have a list of the codes that I want it to loop through instead of finding the unique values in column C. I want it to find all the rows for each code and copy all the rows to a new file and save it using the same file name syntax plus the rep code as outlined in the current code in the file. I'm not that great at writing VBA code hence why I found that code on a site and thought it would work for my needs.


Code:
'<<<<  Create a new workbook for every unique value  >>>>>

'This example will create a new folder for you and will create
'a new workbook with the data of every unique value in this folder.
'The workbooks will be saved with the Unique value in the new folder.
'It will also add a worksheet to your workbook named "FilePathSheet" with
'hyperlinks to the workbooks so it is easy to open the workbooks.
'Every time you run the macro it deletes this worksheet first so the information is up to date.

'Note: this example use the function LastRow in the ModReset module
Sub Copy_To_Workbooks()
'Note: This macro use the function LastRow
    Dim My_Range As Range
    Dim FieldNum As Long
    Dim FileExtStr As String
    Dim FileFormatNum As Long
    Dim CalcMode As Long
    Dim ViewMode As Long
    Dim ws2 As Worksheet
    Dim MyPath As String
    Dim foldername As String
    Dim Lrow As Long
    Dim cell As Range
    Dim CCount As Long
    Dim WSNew As Worksheet
    Dim ErrNum As Long

    'Set filter range on ActiveSheet: A11 is the top left cell of your filter range
    'and the header of the first column, D is the last column in the filter range.
    'You can also add the sheet name to the code like this :
    'Worksheets("Sheet1").Range("A11:D" & LastRow(Worksheets("Sheet1")))
    'No need that the sheet is active then when you run the macro when you use this.
    'Set My_Range = Range("A3:P" & LastRow(ActiveSheet))
    Set My_Range = Worksheets("SO").Range("A3:Q" & LastRow(Worksheets("SO")))
    My_Range.Parent.Select

    If ActiveWorkbook.ProtectStructure = True Or _
       My_Range.Parent.ProtectContents = True Then
        MsgBox "Sorry, not working when the workbook or worksheet is protected", _
               vbOKOnly, "Copy to new workbook"
        Exit Sub
    End If

    'This example filters on the first column in the range(change the field if needed)
    'In this case the range starts in A so Field:=1 is column A, 2 = column B, ......
    FieldNum = 3

    'Turn off AutoFilter
    My_Range.Parent.AutoFilterMode = False

    'Set the file extension/format
    If Val(Application.Version) < 12 Then
        'You use Excel 97-2003
        FileExtStr = ".xls": FileFormatNum = -4143
    Else
        'You use Excel 2007
        If ActiveWorkbook.FileFormat = 56 Then
            FileExtStr = ".xls": FileFormatNum = 56
        Else
            FileExtStr = ".xlsx": FileFormatNum = 51
        End If
    End If

    'Change ScreenUpdating, Calculation, EnableEvents, ....
    With Application
        CalcMode = .Calculation
        .Calculation = xlCalculationManual
        .ScreenUpdating = False
        .EnableEvents = False
    End With
    ViewMode = ActiveWindow.View
    ActiveWindow.View = xlNormalView
    ActiveSheet.DisplayPageBreaks = False

    'Delete the sheet FilePathSheet if it exists
    On Error Resume Next
    Application.DisplayAlerts = False
    Sheets("FilePathSheet").Delete
    Application.DisplayAlerts = True
    On Error GoTo 0

    ' Add worksheet to copy/Paste the unique list
    Set ws2 = Worksheets.Add(After:=Sheets(Sheets.Count))
    ws2.Name = "FilePathSheet"

    'Fill in the path\folder where you want the new folder with the files
    'you can use also this "C:\Users\Larry\test"
    MyPath = "\\bcar1\bcar-net\IT\Excel Spreadsheets\Daily SO Report" 'Application.DefaultFilePath

    'Add a slash at the end if the user forget it
    If Right(MyPath, 1) <> "\" Then
        MyPath = MyPath & "\"
    End If

    'Create folder for the new files
    foldername = MyPath & "Daily SO Reports\" 'Format(Now, "yyyy-mm-dd hh-mm-ss") & "\"
    MkDir foldername

    With ws2
        'first we copy the Unique data from the filter field to ws2
        My_Range.Columns(FieldNum).AdvancedFilter _
                Action:=xlFilterCopy, _
                CopyToRange:=.Range("A3"), Unique:=True

        'loop through the unique list in ws2 and filter/copy to a new sheet
        Lrow = .Cells(Rows.Count, "A").End(xlUp).Row
        For Each cell In .Range("A4:A" & Lrow)

            'Filter the range
            My_Range.AutoFilter field:=FieldNum, Criteria1:="=*" & _
                                                      cell.Value & "*" 'Replace(Replace(Replace(cell.Value, "~", "~~"), "*", "~*"), "?", "~?")

            'Check if there are no more then 8192 areas(limit of areas)
            CCount = 0
            On Error Resume Next
            CCount = My_Range.Columns(1).SpecialCells(xlCellTypeVisible) _
                     .Areas(1).Cells.Count
            On Error GoTo 0
            If CCount = 0 Then
                MsgBox "There are more than 8192 areas for the value : " & cell.Value _
                     & vbNewLine & "It is not possible to copy the visible data." _
                     & vbNewLine & "Tip: Sort your data before you use this macro.", _
                       vbOKOnly, "Split in worksheets"
            Else
                'Add new workbook with one sheet
                Set WSNew = Workbooks.Add(xlWBATWorksheet).Worksheets(1)

                'Copy/paste the visible data to the new workbook
                My_Range.SpecialCells(xlCellTypeVisible).Copy
                With WSNew.Range("A1")
                    ' Paste:=8 will copy the columnwidth in Excel 2000 and higher
                    ' Remove this line if you use Excel 97
                    .PasteSpecial Paste:=8
                    .PasteSpecial xlPasteValues
                    .PasteSpecial xlPasteFormats
                    Columns("Q:Q").Delete
                    .Range("A1:P1").AutoFilter
                    Application.CutCopyMode = False
                    .Select
                End With

                'Save the file in the new folder and close it
                On Error Resume Next
                WSNew.Parent.SaveAs foldername & _
                                    "Daily SO Report - " & cell.Value & FileExtStr, FileFormatNum
                If Err.Number > 0 Then
                    Err.Clear
                    ErrNum = ErrNum + 1

                    WSNew.Parent.SaveAs foldername & _
                                        "Error_" & Format(ErrNum, "0000") & FileExtStr, FileFormatNum

                    .Cells(cell.Row, "B").Formula = "=Hyperlink(""" & foldername & _
                                                    "Error_" & Format(ErrNum, "0000") & FileExtStr & """)"

                    .Cells(cell.Row, "A").Interior.Color = vbRed
                Else
                    .Cells(cell.Row, "B").Formula = _
                    "=Hyperlink(""" & foldername & "Daily SO Report - " & cell.Value & FileExtStr & """)"
                End If

                WSNew.Parent.Close False
                On Error GoTo 0
            End If

            'Show all the data in the range
            My_Range.AutoFilter field:=FieldNum

        Next cell
        .Cells(1, "A").Value = "Red Cell: can't use the Unique name as file name"
        .Cells(1, "B").Value = "Created Files (Click on the link to open a file)"
        .Cells(3, "A").Value = "Unique Values"
        .Cells(3, "B").Value = "Full Path and File name"
        .Cells(3, "A").Font.Bold = True
        .Cells(3, "B").Font.Bold = True
        .Columns("A:B").AutoFit

    End With

    'Turn off AutoFilter
    My_Range.Parent.AutoFilterMode = False

    If ErrNum > 0 Then
        MsgBox "Rename every WorkSheet name that start with ""Error_"" manually" _
             & vbNewLine & "There are characters in the name that are not allowed" _
             & vbNewLine & "in a sheet name or the worksheet already exist."
    End If

    'Restore ScreenUpdating, Calculation, EnableEvents, ....
    My_Range.Parent.Select
    ActiveWindow.View = ViewMode
    ws2.Select
    With Application
        .ScreenUpdating = True
        .EnableEvents = True
        .Calculation = xlCalculationAutomatic
    End With

End Sub
Function LastRow(sh As Worksheet)
    On Error Resume Next
    LastRow = sh.Cells.Find(What:="*", _
                            After:=sh.Range("A1"), _
                            Lookat:=xlPart, _
                            LookIn:=xlValues, _
                            SearchOrder:=xlByRows, _
                            SearchDirection:=xlPrevious, _
                            MatchCase:=False).Row
    On Error GoTo 0
End Function
 

Excel Facts

Spell Check in Excel
Press F7 to start spell check in Excel. Be careful, by default, Excel does not check Capitalized Werds (whoops)
Try this code adapted from yours. It does not create any hyperlinks, you didn't mention you needed them

Code:
Option Explicit


Sub Copy_Reps_To_Workbooks()


    Dim My_Range As Range
    Dim FieldNum As Long
    Dim FileExtStr As String
    Dim FileFormatNum As Long
    Dim CalcMode As Long
    Dim ViewMode As Long
    Dim MyPath As String
    Dim foldername As String
    Dim lRow As Long
    ' Dim cell As Range '<<<<<< Never ever call a variable 'Cell' or _
      anything that resembles a VBA internal name. You will mix them up _
      with very difficult to detect bugs as a result
    Dim CCount As Long
    Dim WSNew As Worksheet
    Dim ErrNum As Long
    Dim vCheck As Variant
    
    Set My_Range = Worksheets("SO").Range("A3:Q" & LastRow(Worksheets("SO")))
    If ThisWorkbook.ProtectStructure = True Or _
       My_Range.Parent.ProtectContents = True Then
        MsgBox "Sorry, not working when the workbook or worksheet is protected", _
               vbOKOnly, "Copy to new workbook"
        Exit Sub
    End If
    
     'This example filters on the first column in the range(change the field if needed)
    'In this case the range starts in A so Field:=1 is column A, 2 = column B, ......
    FieldNum = 3


    'Turn off AutoFilter
    My_Range.Parent.AutoFilterMode = False


    'Set the file extension/format
    If Val(Application.Version) < 12 Then
        'You use Excel 97-2003
        FileExtStr = ".xls": FileFormatNum = -4143
    Else
        'You use Excel 2007
        If ActiveWorkbook.FileFormat = 56 Then
            FileExtStr = ".xls": FileFormatNum = 56
        Else
            FileExtStr = ".xlsx": FileFormatNum = 51
        End If
    End If


    'Change ScreenUpdating, Calculation, EnableEvents, ....
    With Application
        CalcMode = .Calculation
        .Calculation = xlCalculationManual
        .ScreenUpdating = False
        .EnableEvents = False
    End With
    ViewMode = ActiveWindow.View
    ActiveWindow.View = xlNormalView
    ActiveSheet.DisplayPageBreaks = False


    'Delete the sheet FilePathSheet if it exists
    On Error Resume Next
    Application.DisplayAlerts = False
    Sheets("FilePathSheet").Delete
    Application.DisplayAlerts = True
    On Error GoTo 0




    'Fill in the path\folder where you want the new folder with the files
    MyPath = "\\bcar1\bcar-net\IT\Excel Spreadsheets\Daily SO Report" 'Application.DefaultFilePath


    'Add a slash at the end if the user forget it
    If Right(MyPath, 1) <> "\" Then
        MyPath = MyPath & "\"
    End If


    'Create folder for the new files
    foldername = MyPath & "Daily SO Reports\" 'Format(Now, "yyyy-mm-dd hh-mm-ss") & "\"
    MkDir foldername
   
    ' Read the Rep values into an array for quick access
    With Worksheets("Rep Codes")
        vCheck = .Range("A1").Resize(.Cells(Rows.Count, 1).End(xlUp).Row, 1).Value
    End With
    
    'Now filter the main sheet for each name in the Rep array
    For lRow = 1 To UBound(vCheck, 1)
    
        'Filter the range
        My_Range.AutoFilter field:=FieldNum, Criteria1:="=*" & _
                                                  vCheck(lRow, 1) & "*"


        'Check if there are no more then 8192 areas(limit of areas)
        CCount = 0
        On Error Resume Next
        CCount = My_Range.Columns(1).SpecialCells(xlCellTypeVisible) _
                 .Areas(1).Cells.Count
        On Error GoTo 0
        If CCount = 0 Then
            MsgBox "There are more than 8192 areas for the value : " & vCheck(lRow, 1) _
                 & vbNewLine & "It is not possible to copy the visible data." _
                 & vbNewLine & "Tip: Sort your data before you use this macro.", _
                   vbOKOnly, "Split in worksheets"
        Else
            'Add new workbook with one sheet
            Set WSNew = Workbooks.Add(xlWBATWorksheet).Worksheets(1)


            'Copy/paste the visible data to the new workbook
            My_Range.SpecialCells(xlCellTypeVisible).Copy
            With WSNew.Range("A1")
                ' Paste:=8 will copy the columnwidth in Excel 2000 and higher
                ' Remove this line if you use Excel 97
                .PasteSpecial Paste:=8
                .PasteSpecial xlPasteValues
                .PasteSpecial xlPasteFormats
                Columns("Q:Q").Delete
                .Range("A1:P1").AutoFilter
                Application.CutCopyMode = False
                .Select
            End With


            'Save the file in the new folder and close it
            On Error Resume Next
            WSNew.Parent.SaveAs foldername & _
                                "Daily SO Report - " & vCheck(lRow, 1) & FileExtStr, FileFormatNum
            If Err.Number > 0 Then
                Err.Clear
                ErrNum = ErrNum + 1


                WSNew.Parent.SaveAs foldername & _
                                    "Error_" & Format(ErrNum, "0000") & FileExtStr, FileFormatNum


            End If


            WSNew.Parent.Close False
            On Error GoTo 0
        End If


        'Show all the data in the range
        My_Range.AutoFilter field:=FieldNum


    Next lRow


    'Turn off AutoFilter
    My_Range.Parent.AutoFilterMode = False


    If ErrNum > 0 Then
        MsgBox "Rename every WorkSheet name that start with ""Error_"" manually" _
             & vbNewLine & "There are characters in the name that are not allowed" _
             & vbNewLine & "in a sheet name or the worksheet already exist."
    End If


    'Restore ScreenUpdating, Calculation, EnableEvents, ....
    My_Range.Parent.Select
    ActiveWindow.View = ViewMode
    With Application
        .ScreenUpdating = True
        .EnableEvents = True
        .Calculation = xlCalculationAutomatic
    End With


End Sub
 
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