Hi y'all,
I put this on Ozgrid yesterday but it's been over 120 views with no answers, so I'm copying here - y'all are better anyway!
I've searched over 4 different Excel help forums trying to find a way to do exactly what I want, but I am just not finding it. Could be I'm blind, but ...

I run a log of television & appliance returns. That's all it is, just a log of all the info. Because it has all the info that I need for the returns (serial, customer, when/if the return was filed, etc.) it is vitally important to my job. I've had to start from scratch once, and I don't ever want to have to do that again! The one thing that I've done a few times is change something & save it, and somehow screwed up everything else - then I can't remember what was what & where. I make changes to this log daily, sometimes several times a day.

I want the log, titled RA Sheets & Log, saved in C:/Backup/Log Backup-mm/dd immediately upon open. That way, any changes I, or anyone else, make can be easily undone. Ideally, I'd be able to actually have 2 backup folders. One that back up every time it's opened & the other for an automated monthly backup. However, I only actually need the one backup folder, I can make monthly backups myself.

I would want the last 7 backups in the folder, anything older could be deleted. In the monthly backup I'd want one every month, like on the 1st or whatever.

Any help y'all could give me is very much appreciated. I am a VERY inexperienced VBA & macro user. Since I'm almost 100% certain this solution will consist of either VBA or macros, or both, I better let you know to please tell me exactly where to put stuff. Telling me to insert a module, for example, is just gonna confuse me. lol

Again, anything that y'all can do to help is appreciated. Please let me know if you have any questions. Thanks!

Ky

This is all you really need. It will save any file to the same folder
but a subfolder named backup (even if it doesn't exist). You really
don't need the date, etc. You could put this in the Thisworkbook
module under workbook_open and/or assign to a button or shape

Sub Backup()
On Error GoTo BackupFile
MkDir CurDir & "\Backup"
BackupFile:
With ActiveWorkbook
MyWB = .Path & "\BACKUP\" & .Name
.SaveCopyAs MyWB
.Save
End With
End Sub




On Dec 29, 8:43*am, txheart wrote:
Hi y'all,
I put this on Ozgrid yesterday but it's been over 120 views with no
answers, so I'm copying here - y'all are better anyway!
I've searched over 4 different Excel help forums trying to find a way to
do exactly what I want, but I am just not finding it. Could be I'm
blind, but ...

I run a log of television & appliance returns. That's all it is, just a
log of all the info. Because it has all the info that I need for the
returns (serial, customer, when/if the return was filed, etc.) it is
vitally important to my job. I've had to start from scratch once, and I
don't ever want to have to do that again! The one thing that I've done a
few times is change something & save it, and somehow screwed up
everything else - then I can't remember what was what & where. I make
changes to this log daily, sometimes several times a day.

I want the log, titled RA Sheets & Log, saved in C:/Backup/Log
Backup-mm/dd immediately upon open. That way, any changes I, or anyone
else, make can be easily undone. -Ideally-, I'd be able to actually have
2 backup folders. One that back up every time it's opened & the other
for an automated monthly backup. However, I only actually need the one
backup folder, I can make monthly backups myself.

I would want the last 7 backups in the folder, anything older could be
deleted. In the monthly backup I'd want one every month, like on the 1st
or whatever.

Any help y'all could give me is very much appreciated. I am a VERY
inexperienced VBA & macro user. Since I'm almost 100% certain this
solution will consist of either VBA or macros, or both, I better let you
know to please tell me exactly where to put stuff. Telling me to insert
a module, for example, is just gonna confuse me. lol

Again, anything that y'all can do to help is appreciated. Please let me
know if you have any questions. Thanks!

Ky

--
txheart

Don, thank you for your help. I'm a little confused though. I put the code in as you directed, saved, closed, opened & closed the document. Went to find the backup but I am not seeing any type of Backup folder. I did find a backup copy, and I suppose I could just move the copy over to the folder, but I do want to keep the last 7 backups - that way I can tell where/how/when a mistake was made if I need to do so. Will this method name the backup copies consecutively or will it write over the last one?

txheart

Have a try with this macro to save current workbook and an incremented
backup with date for name. Make alterations to myExt if running 2007
or 2010.........xlsx or xlsm and also change Len(currfile) -4 to -5


Sub namebooks_increment()
' currfile - 2012-1-3.xls
' currfile - 2012-1-3(1).xls
' currfile - 2012-1-3(2).xls
Dim myPath As String, myFile As String, myExt As String
Dim mySerial, currfile As String
currfile = ActiveWorkbook.Name
mySerial = ""
myPath = "C:\Gordstuff\"
myFile = Left(currfile, Len(currfile) - 4) _
& " - " & Format(Date, "YYYY-MM-DD")
myExt = ".xls"

' create output using sequence 1 to n if file already exists
If Len(Dir(myPath & myFile & mySerial & myExt)) 0 Then

Do While Len(Dir(myPath & myFile & mySerial & myExt)) 0
mySerial = "(" & Val(Mid(mySerial, 2)) + 1 & ")"
Loop

End If

'save a backup
ActiveWorkbook.SaveCopyAs Filename:=myPath & myFile & _
mySerial & myExt

'save current workbook
ActiveWorkbook.Save

End Sub



Gord

On Tue, 3 Jan 2012 19:22:57 +0000, txheart
wrote:


'Don Guillett[_2_ Wrote:
;992007']This is all you really need. It will save any file to the same
folder
but a subfolder named backup (even if it doesn't exist). You really
don't need the date, etc. You could put this in the Thisworkbook
module under workbook_open and/or assign to a button or shape

Sub Backup()
On Error GoTo BackupFile
MkDir CurDir & "\Backup"
BackupFile:
With ActiveWorkbook
MyWB = .Path & "\BACKUP\" & .Name
.SaveCopyAs MyWB
.Save
End With
End Sub



Don, thank you for your help. I'm a little confused though. I put the
code in as you directed, saved, closed, opened & closed the document.
Went to find the backup but I am not seeing any type of Backup folder. I
did find a backup copy, and I suppose I could just move the copy over to
the folder, but I do want to keep the last 7 backups - that way I can
tell where/how/when a mistake was made if I need to do so. Will this
method name the backup copies consecutively or will it write over the
last one?

Just a note............if you wanted all this done on open then call
it from Workbook_Open or just change it from a macro to a
workbook_open event


Gord

On Tue, 03 Jan 2012 20:09:31 -0800, Gord Dibben
wrote:

txheart

Have a try with this macro to save current workbook and an incremented
backup with date for name. Make alterations to myExt if running 2007
or 2010.........xlsx or xlsm and also change Len(currfile) -4 to -5


Sub namebooks_increment()
' currfile - 2012-1-3.xls
' currfile - 2012-1-3(1).xls
' currfile - 2012-1-3(2).xls
Dim myPath As String, myFile As String, myExt As String
Dim mySerial, currfile As String
currfile = ActiveWorkbook.Name
mySerial = ""
myPath = "C:\Gordstuff\"
myFile = Left(currfile, Len(currfile) - 4) _
& " - " & Format(Date, "YYYY-MM-DD")
myExt = ".xls"

' create output using sequence 1 to n if file already exists
If Len(Dir(myPath & myFile & mySerial & myExt)) 0 Then

Do While Len(Dir(myPath & myFile & mySerial & myExt)) 0
mySerial = "(" & Val(Mid(mySerial, 2)) + 1 & ")"
Loop

End If

'save a backup
ActiveWorkbook.SaveCopyAs Filename:=myPath & myFile & _
mySerial & myExt

'save current workbook
ActiveWorkbook.Save

End Sub



Gord

On Tue, 3 Jan 2012 19:22:57 +0000, txheart
wrote:


'Don Guillett[_2_ Wrote:
;992007']This is all you really need. It will save any file to the same
folder
but a subfolder named backup (even if it doesn't exist). You really
don't need the date, etc. You could put this in the Thisworkbook
module under workbook_open and/or assign to a button or shape

Sub Backup()
On Error GoTo BackupFile
MkDir CurDir & "\Backup"
BackupFile:
With ActiveWorkbook
MyWB = .Path & "\BACKUP\" & .Name
.SaveCopyAs MyWB
.Save
End With
End Sub



Don, thank you for your help. I'm a little confused though. I put the
code in as you directed, saved, closed, opened & closed the document.
Went to find the backup but I am not seeing any type of Backup folder. I
did find a backup copy, and I suppose I could just move the copy over to
the folder, but I do want to keep the last 7 backups - that way I can
tell where/how/when a mistake was made if I need to do so. Will this
method name the backup copies consecutively or will it write over the
last one?

I'll give you one more to look at..........since you wanted date and
time on your backups.

Sub namebooks_increment()
Dim myPath As String, myFile As String, myExt As String
Dim mySerial, currfile, newName As String
currfile = ActiveWorkbook.Name
myPath = "C:\Gordstuff\"
myFile = Left(currfile, Len(currfile) - 4) & " - "
newName = Format(Now, "YYYY-MM-DD hh-mm-ss")
myExt = ".xls"

'save a backup with date/time in name
ActiveWorkbook.SaveCopyAs Filename:=myPath & myFile & _
newName & myExt

'save current workbook with original name
ActiveWorkbook.Save

End Sub


On Tue, 03 Jan 2012 20:23:20 -0800, Gord Dibben
wrote:

Just a note............if you wanted all this done on open then call
it from Workbook_Open or just change it from a macro to a
workbook_open event


Gord

On Tue, 03 Jan 2012 20:09:31 -0800, Gord Dibben
wrote:

txheart

Have a try with this macro to save current workbook and an incremented
backup with date for name. Make alterations to myExt if running 2007
or 2010.........xlsx or xlsm and also change Len(currfile) -4 to -5


Sub namebooks_increment()
' currfile - 2012-1-3.xls
' currfile - 2012-1-3(1).xls
' currfile - 2012-1-3(2).xls
Dim myPath As String, myFile As String, myExt As String
Dim mySerial, currfile As String
currfile = ActiveWorkbook.Name
mySerial = ""
myPath = "C:\Gordstuff\"
myFile = Left(currfile, Len(currfile) - 4) _
& " - " & Format(Date, "YYYY-MM-DD")
myExt = ".xls"

' create output using sequence 1 to n if file already exists
If Len(Dir(myPath & myFile & mySerial & myExt)) 0 Then

Do While Len(Dir(myPath & myFile & mySerial & myExt)) 0
mySerial = "(" & Val(Mid(mySerial, 2)) + 1 & ")"
Loop

End If

'save a backup
ActiveWorkbook.SaveCopyAs Filename:=myPath & myFile & _
mySerial & myExt

'save current workbook
ActiveWorkbook.Save

End Sub



Gord

On Tue, 3 Jan 2012 19:22:57 +0000, txheart
wrote:


'Don Guillett[_2_ Wrote:
;992007']This is all you really need. It will save any file to the same
folder
but a subfolder named backup (even if it doesn't exist). You really
don't need the date, etc. You could put this in the Thisworkbook
module under workbook_open and/or assign to a button or shape

Sub Backup()
On Error GoTo BackupFile
MkDir CurDir & "\Backup"
BackupFile:
With ActiveWorkbook
MyWB = .Path & "\BACKUP\" & .Name
.SaveCopyAs MyWB
.Save
End With
End Sub



Don, thank you for your help. I'm a little confused though. I put the
code in as you directed, saved, closed, opened & closed the document.
Went to find the backup but I am not seeing any type of Backup folder. I
did find a backup copy, and I suppose I could just move the copy over to
the folder, but I do want to keep the last 7 backups - that way I can
tell where/how/when a mistake was made if I need to do so. Will this
method name the backup copies consecutively or will it write over the
last one?