1.Open workbook. 2 copy data. 3 replace data. 4 save workbook.
 

Hi everyone!

I want to start by saying that I am VERY new at VB programming, and
that I honestly greatly appreciate any and all help. My scenario is the
following. I have a workbook(file) called "optimizer" where I run some
financial optimizations to construct financial portfolios. The main
output from "optimizer" is a column which contains the relative weights
to be assigned to the available financial instruments.

1.-Every time I use the optimizer workbook I would like to
automatically save a new file with a worksheet that contains the values
from the optimizer iteration. I would like to save the file as the
clients name...(e.g. jon smith.xls)....which i would specify in a cell
within optimizer (is this even possible??)...ive only seen code to save
files with a filename corresponding to the current day MM/DD/YYYY.

2.- Now say I have to revisit the allocation for Mr. Smith. I open
optimizer. I need a window to pop up and ask me for a client name. I
would type jon smith and it would use this as a file name to open the
workbook we saved in Step 1. I then need for the column in jonsmith.xls
to be copied into a column in the optimizer (active) workbook named
current portfolio. Right next to it is a column called proposed
portfolio. When closing optimizer i would like to replace the data in
jonsmith.xls with the data in the proposed portfolio column. This way,
whenever i open optimizer and specify a client name, I have their
current allocation data, which is then replaced with the proposed data
in the optimizer workbook before closing Excel.


Ladies and Gentlemen....boys and girls....I know its a long post.
thanks for all your help with this. I'll buy you a drink if you’re ever
in town...so long as your 21 that is;) ....Cheers!
Cristobal


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Cristobalitotom
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