Save workbook multiple times as PDF with different names from range and an auto fill feature

sgilmoreBBP

New Member
Joined
Oct 4, 2022
Messages
3
Office Version
  1. 365
Platform
  1. Windows
HI all.

I'm a complete novice when it comes to VBA and Macros. I'm really hoping a whiz can save me a lot of time. I want to increase prices on a master price list but require two automated tasks in order to make my task significantly easier.
My workbook has 3 sheets.

Sheet 1 (Account Name)
has a list of customers in column A with a header in cell A1.

Sheet 2 (Current Price List)
Has the current price list with an additional column where I can input the amount that the current price will increase by (not by a percentage)

Sheet 3 (2023 Price List)
This sheet is the same as sheet 2 the only difference is that I have removed the additional column. I use a basic 'SUM' formula to now show the newly increased price.


What I'd like to achieve.
I'd like to save sheet 3 around 50 times (could be more could be less) as a PDF always in the same pre set folder, each save will have a new save name which it will pick up from the list of customers in column A in sheet 1.

Further to this, on Sheet 3 I have a cell where before I save the file to a PDF would it be possible to automatically insert the same customer name that will be used as the save name? the cell reference for this is "G3"
An example:
'customer 1' (pulled from sheet 1 cell A2) will be inserted into cell G3 on sheet 3 and then the file will be saved as PDF as "customer 1".
'customer 2' (pulled from sheet 1 cell A3) will be inserted into cell G3 on sheet 3 and then the file will be saved as PDF as "customer 2".
'customer 3' (pulled from sheet 1 cell A4) will be inserted into cell G3 on sheet 3 and then the file will be saved as PDF as "customer 3".

and so on.......




Sheet 1 (Account Name)
Book3
A
1Account Name
2Customer 1
3Customer 2
4Customer 3
5Customer 4
6Customer 5
7Customer 6
8Customer 7
9Customer 8
10Customer 9
11Customer 10
12Customer 11
13Customer 12
14Customer 13
15Customer 14
16Customer 15
17Customer 16
18Customer 17
19Customer 18
20Customer 19
Account Name



Sheet 3 (2023 Price List)
Book3
ABCDEFGHIJ
1
2
3Customer:-
4Date:- 03/10/2022
5Validity:-3 months from date of quote
6
7
8
9Product DescriptionBBP Product CodeShelf life upon manufacture (months unless stated otherwise)Case SizeCases per LayerLayers per PalletCases per PalletPrice per unitPrice per case
10Case Weight
11(£)(£)
12Fresh Product 1FR121 days2 x (6 x 190g)2.28kg189162£3.80£7.60
13Fresh Product 2FR21560 x 40g2.4kg2010200£4.95£4.80
14Fresh Product 3FR31560 x 57g3.42kg1412168£6.15£6.10
15Fresh Product 4FR4610 x 1.36kg13.60kg(19 x 3) + 33+3 on top60£2.20£22.00
16Fresh Product 5FR5610 x 1.36kg 13.60kg (19 x 3) + 33+3 on top60£2.30£23.00
17Fresh Product 6FR6610 x 1.36kg13.60kg(19 x 3) + 33+3 on top60£3.05£30.50
18Fresh Product 7FR7610 x 1.36kg13.60kg(19 x 3) + 33+3 on top60£3.40£34.00
19Fresh Product 8FR8612 x 454g5.448kg(29 x 5) + 165+16 on top161£0.95£11.40
20Fresh Product 9FR9612 x 334g4.008kg189162£1.75£21.00
21Fresh Product 10FR10612 x 220g2.64kg455225£0.77£9.24
22Fresh Product 11FR11612 x 220g2.64kg455225£1.31£15.72
23Fresh Product 12FR12612 x 220g2.64kg455225£0.82£9.84
24Fresh Product 13FR13612 x 220g2.64kg455225£0.89£10.68
25Fresh Product 14FR14612 x 220g2.64kg455225£0.97£11.64
2023 Price List
Cell Formulas
RangeFormula
H12H12=F12*G12
J12J12=I12*2
I12:I25I12=SUM('[Book1]2022 Price list'!I12+'[Book1]2022 Price list'!J12)
J15:J18J15=I15*10
J19:J25J19=I19*12
G20:G25G20=H20/F20
 

Attachments

  • Sheet 3.png
    Sheet 3.png
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  • Sheet 1.png
    Sheet 1.png
    11.9 KB · Views: 3

Excel Facts

Does the VLOOKUP table have to be sorted?
No! when you are using an exact match, the VLOOKUP table can be in any order. Best-selling items at the top is actually the best.
Update.
I've watched a few videos on you tube and have put together the following module. But I'm getting the error for line "Customer = AccountName.Cells(i, l).Text
"Run-time error '424':

Object Required


This is where my lack of skill set lets me down.

Sub Save_as_PDF()

Dim data As Worksheet
Dim list As Worksheet
Dim Customer As String
Dim count As Long
Dim i As Long


Set data = ThisWorkbook.Sheets(3)
Set list = ThisWorkbook.Sheets(1)

'count number of customers
list.Activate
count = WorksheetFunction.CountA(Range("A1", Range("A1").End(xlDown)))

data.Activate

For i = 1 To count

'Updating Customer Name
Customer = AccountName.Cells(i, 1).Text
2023 PriceList.Cells(3, 7) = Customer

'Save PDF'
ActiveSheet.ExportAsFixedFormat Type:=xlTypePDF, _
Filename:="S:\Temp\PDF save test\" & _
"Food Services - " & Customer

Next i

ActiveSheet.AutoFilterMode = False

End Sub[/CODE][/CODE]
 
Upvote 0
Try:
VBA Code:
Sub CopySheetPDF()
    Application.ScreenUpdating = False
    Dim custWS As Worksheet, cust As Range
    Set custWS = Sheets("Sheet1")
    With custWS
        For Each cust In .Range("A2", .Range("A" & .Rows.Count).End(xlUp))
            Sheets("Sheet3").Copy
            With ActiveSheet
                .Range("G3") = cust
                .ExportAsFixedFormat Type:=xlTypePDF, Filename:="S:\Temp\PDF save test\" & "Food Services - " & cust
            End With
        Next cust
    End With
    Application.ScreenUpdating = True
End Sub
 
Upvote 0
Hey @mumps Thank you for replying. I sorted it in the end after lots of googling. In the end this is what I used:

Sub Save_as_PDF()

Dim data As Worksheet
Dim list As Worksheet
Dim Customer As String
Dim count As Long
Dim i As Long


Set data = ThisWorkbook.Sheets(3)
Set list = ThisWorkbook.Sheets(1)

'count number of customers
list.Activate
count = WorksheetFunction.CountA(Range("A1", Range("A1").End(xlDown)))

data.Activate

For i = 1 To count

'Updating Customer Name
Customer = Worksheets("AccountName").Cells(i, 1)
Worksheets("NewPriceList").Cells(3, 7) = Customer

'Save PDF'
ActiveSheet.ExportAsFixedFormat Type:=xlTypePDF, _
Filename:="S:\Temp\PDF save test\" & _
"Food Services - " & Customer

Next i

ActiveSheet.AutoFilterMode = False

End Sub
 
Upvote 0
Did you try my macro?
 
Upvote 0

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