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Default Sharing info across 2 workbooks

I am using Excel 2003 and I have a lot to learn.

I have two workbooks. One is a QUOTE WORKBOOK and on is a JOB RECAP. The
QUOTE WORKBOOK is used to quote and process jobs. It contains a series of
worksheets. Once the information about the specific job is entered it is
saved as the €śjob name€ť. The JOB RECAP is a running total of the jobs sold.

I would like to automate the process. I would like to add a cell on the
QUOTE WORKBOOK so that when I enter €śActive€ť it will €śsend€ť info to the JOB
RECAP sheet like €śJob name€ť, €śInvoice amount€ť, etc.

Is this possible? If so How?

Thanks in Advance.

Steve

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Default Sharing info across 2 workbooks

The steps you have specified require a custom macro. The best way for a
beginer to accomplish this task is through a learn macro. Then post the
learrn macro on this site to get help in modifying it to be a general macro
that can be used over and over again. Usually learned macros will work for
only one of your jobs but not for all jobs.

Follow these steps.
1) Create a new Quote workbook and save the file under job name so nothing
gets lost.
2) Make sure Job recap workbook is closed.
3) Start a learn Macro. To do this go to the Tools Menu and select Macros
and then
select Record new Macro.
4) Add all the job name information to the Job recap workbook.
5) stop Recording Macro. Again go to the Tools Menu and seclect Macro -
stop Recording.
6) Now copy the macro. On the Tab at bottom of worksheet with worksheet
name right click and select view code. In the VBAProjectt window under
module there will be a module with code. The 1st line of the code (which is
a subroutine or macro) will start with SUB and the last line of the code will
had END SUB. Copy all the code and paste it into a Posting at this wqebsite.
Ask for it to be modified to be modified to be a general macro.

The general macro should contain a Message box asking for the Job name. The
job name should be part of the XLS filename so the file can be found.


If you have any questions or need additional info I will be glad to assist.
Just reply to this posting.




"S Willingham" wrote:

I am using Excel 2003 and I have a lot to learn.

I have two workbooks. One is a QUOTE WORKBOOK and on is a JOB RECAP. The
QUOTE WORKBOOK is used to quote and process jobs. It contains a series of
worksheets. Once the information about the specific job is entered it is
saved as the €śjob name€ť. The JOB RECAP is a running total of the jobs sold.

I would like to automate the process. I would like to add a cell on the
QUOTE WORKBOOK so that when I enter €śActive€ť it will €śsend€ť info to the JOB
RECAP sheet like €śJob name€ť, €śInvoice amount€ť, etc.

Is this possible? If so How?

Thanks in Advance.

Steve

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Default Sharing info across 2 workbooks

Joel, Thanks for the response.

when you say "4) Add all the job name information to the Job recap workbook."

is this simply done by using = (in the cell to be populated) followed by the
cell that contains the information or is there a better way for this
application.

Thanks


"Joel" wrote:

The steps you have specified require a custom macro. The best way for a
beginer to accomplish this task is through a learn macro. Then post the
learrn macro on this site to get help in modifying it to be a general macro
that can be used over and over again. Usually learned macros will work for
only one of your jobs but not for all jobs.

Follow these steps.
1) Create a new Quote workbook and save the file under job name so nothing
gets lost.
2) Make sure Job recap workbook is closed.
3) Start a learn Macro. To do this go to the Tools Menu and select Macros
and then
select Record new Macro.
4) Add all the job name information to the Job recap workbook.
5) stop Recording Macro. Again go to the Tools Menu and seclect Macro -
stop Recording.
6) Now copy the macro. On the Tab at bottom of worksheet with worksheet
name right click and select view code. In the VBAProjectt window under
module there will be a module with code. The 1st line of the code (which is
a subroutine or macro) will start with SUB and the last line of the code will
had END SUB. Copy all the code and paste it into a Posting at this wqebsite.
Ask for it to be modified to be modified to be a general macro.

The general macro should contain a Message box asking for the Job name. The
job name should be part of the XLS filename so the file can be found.


If you have any questions or need additional info I will be glad to assist.
Just reply to this posting.




"S Willingham" wrote:

I am using Excel 2003 and I have a lot to learn.

I have two workbooks. One is a QUOTE WORKBOOK and on is a JOB RECAP. The
QUOTE WORKBOOK is used to quote and process jobs. It contains a series of
worksheets. Once the information about the specific job is entered it is
saved as the €śjob name€ť. The JOB RECAP is a running total of the jobs sold.

I would like to automate the process. I would like to add a cell on the
QUOTE WORKBOOK so that when I enter €śActive€ť it will €śsend€ť info to the JOB
RECAP sheet like €śJob name€ť, €śInvoice amount€ť, etc.

Is this possible? If so How?

Thanks in Advance.

Steve

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Default Sharing info across 2 workbooks

For 4) I meant use your normal procedure of copy and paste or add links.
What ever steps you normally do to add the qutoe workbook data into the Job
recap workbook.

"S Willingham" wrote:

Joel, Thanks for the response.

when you say "4) Add all the job name information to the Job recap workbook."

is this simply done by using = (in the cell to be populated) followed by the
cell that contains the information or is there a better way for this
application.

Thanks


"Joel" wrote:

The steps you have specified require a custom macro. The best way for a
beginer to accomplish this task is through a learn macro. Then post the
learrn macro on this site to get help in modifying it to be a general macro
that can be used over and over again. Usually learned macros will work for
only one of your jobs but not for all jobs.

Follow these steps.
1) Create a new Quote workbook and save the file under job name so nothing
gets lost.
2) Make sure Job recap workbook is closed.
3) Start a learn Macro. To do this go to the Tools Menu and select Macros
and then
select Record new Macro.
4) Add all the job name information to the Job recap workbook.
5) stop Recording Macro. Again go to the Tools Menu and seclect Macro -
stop Recording.
6) Now copy the macro. On the Tab at bottom of worksheet with worksheet
name right click and select view code. In the VBAProjectt window under
module there will be a module with code. The 1st line of the code (which is
a subroutine or macro) will start with SUB and the last line of the code will
had END SUB. Copy all the code and paste it into a Posting at this wqebsite.
Ask for it to be modified to be modified to be a general macro.

The general macro should contain a Message box asking for the Job name. The
job name should be part of the XLS filename so the file can be found.


If you have any questions or need additional info I will be glad to assist.
Just reply to this posting.




"S Willingham" wrote:

I am using Excel 2003 and I have a lot to learn.

I have two workbooks. One is a QUOTE WORKBOOK and on is a JOB RECAP. The
QUOTE WORKBOOK is used to quote and process jobs. It contains a series of
worksheets. Once the information about the specific job is entered it is
saved as the €śjob name€ť. The JOB RECAP is a running total of the jobs sold.

I would like to automate the process. I would like to add a cell on the
QUOTE WORKBOOK so that when I enter €śActive€ť it will €śsend€ť info to the JOB
RECAP sheet like €śJob name€ť, €śInvoice amount€ť, etc.

Is this possible? If so How?

Thanks in Advance.

Steve

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Default Sharing info across 2 workbooks

here is the Macro I recorded

Sub JobRecap()
'
' JobRecap Macro
' Macro recorded 3/11/2007 by FaroTemplate
'

'
Range("J5").Select
Selection.Copy
ActiveWindow.WindowState = xlMinimized
Application.WindowState = xlMinimized
Range("A2").Select
ActiveSheet.Paste
ActiveWindow.WindowState = xlNormal
Windows("macro test.xls").Activate
ActiveWindow.WindowState = xlNormal
ActiveWindow.WindowState = xlNormal
ActiveWindow.WindowState = xlMaximized
Windows("JOB RECAP.xls").Activate
Windows("macro test.xls").Activate
Range("J7").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
Range("B2").Select
ActiveSheet.Paste
Windows("macro test.xls").Activate
ActiveWindow.SmallScroll Down:=9
Range("B43").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
ActiveSheet.Paste
Range("C2").Select
Windows("macro test.xls").Activate
Range("B41").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
ActiveSheet.Paste
Range("D2").Select
Windows("macro test.xls").Activate
ActiveWindow.SmallScroll Down:=18
Range("B59").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
ActiveSheet.Paste
Range("E2").Select
Windows("macro test.xls").Activate
Range("B39").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
ActiveSheet.Paste
Columns("A:A").ColumnWidth = 20.86
Columns("B:B").ColumnWidth = 22.14
Columns("C:C").ColumnWidth = 24.29
Columns("D:D").ColumnWidth = 24.86
Columns("E:E").ColumnWidth = 34.86
Windows("macro test.xls").Activate
End Sub

I need it to be modified to be a general macro. It should contain a message
box asking for the job name.

Thanks for the help.

Steve

"Joel" wrote:

The steps you have specified require a custom macro. The best way for a
beginer to accomplish this task is through a learn macro. Then post the
learrn macro on this site to get help in modifying it to be a general macro
that can be used over and over again. Usually learned macros will work for
only one of your jobs but not for all jobs.

Follow these steps.
1) Create a new Quote workbook and save the file under job name so nothing
gets lost.
2) Make sure Job recap workbook is closed.
3) Start a learn Macro. To do this go to the Tools Menu and select Macros
and then
select Record new Macro.
4) Add all the job name information to the Job recap workbook.
5) stop Recording Macro. Again go to the Tools Menu and seclect Macro -
stop Recording.
6) Now copy the macro. On the Tab at bottom of worksheet with worksheet
name right click and select view code. In the VBAProjectt window under
module there will be a module with code. The 1st line of the code (which is
a subroutine or macro) will start with SUB and the last line of the code will
had END SUB. Copy all the code and paste it into a Posting at this wqebsite.
Ask for it to be modified to be modified to be a general macro.

The general macro should contain a Message box asking for the Job name. The
job name should be part of the XLS filename so the file can be found.


If you have any questions or need additional info I will be glad to assist.
Just reply to this posting.




"S Willingham" wrote:

I am using Excel 2003 and I have a lot to learn.

I have two workbooks. One is a QUOTE WORKBOOK and on is a JOB RECAP. The
QUOTE WORKBOOK is used to quote and process jobs. It contains a series of
worksheets. Once the information about the specific job is entered it is
saved as the €śjob name€ť. The JOB RECAP is a running total of the jobs sold.

I would like to automate the process. I would like to add a cell on the
QUOTE WORKBOOK so that when I enter €śActive€ť it will €śsend€ť info to the JOB
RECAP sheet like €śJob name€ť, €śInvoice amount€ť, etc.

Is this possible? If so How?

Thanks in Advance.

Steve



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Posts: 9,101
Default Sharing info across 2 workbooks

I modified the code to make it more general.

1) It will add the data to the end of the Job Recap workbook. It searches
column A for the 1st empty cell.

2) didn't know the worksheet name for Job Recap so I made it Sheet1. You
can change this.

3) These are the cell I think you are copying. I made of made a mistake.
It can easily be fixed. do you want to copy, or should they be links? I can
change this.

a) from:Job Recap J5 to:Job Recap A2
b) from: Quoto B43 to:Job Recap B2
c) from: Quoto B41 to:Job Recap C2
d) from: Quoto B59 to:Job Recap D2
e) from: Quoto B39 to:Job Recap E2

Sub JobRecap()
'
' JobRecap Macro
' Macro recorded 3/11/2007 by FaroTemplate
'
Const RECAPWorksheetName = "Sheet1"


LastRow = Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("A2:A1000").End(xlDown).Row

If LastRow = 65536 Then
If IsEmpty(Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("A2").Value) Then

Myrowoffset = 0
Else
Myrowoffset = 1
End If
Else
Myrowoffset = LastRow - 1
End If


JobName = InputBox("Enter Job Name")

'
Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("A2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("J5")

' this looks like an error, so I commented it out
' Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
' Range("B2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
' Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("J7")

Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("B2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("B43")

Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("C2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("B41")

Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("D2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("B59")

Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("E2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("B39")


Workbooks("JOB RECAP.xls").Worksheets("Sheet1"). _
Columns("A:A").ColumnWidth = 20.86
Workbooks("JOB RECAP.xls").Worksheets("Sheet1"). _
Columns("B:B").ColumnWidth = 22.14
Workbooks("JOB RECAP.xls").Worksheets("Sheet1"). _
Columns("C:C").ColumnWidth = 24.29
Workbooks("JOB RECAP.xls").Worksheets("Sheet1"). _
Columns("D:D").ColumnWidth = 24.86
Workbooks("JOB RECAP.xls").Worksheets("Sheet1"). _
Columns("E:E").ColumnWidth = 34.86
End Sub



"S Willingham" wrote:

here is the Macro I recorded

Sub JobRecap()
'
' JobRecap Macro
' Macro recorded 3/11/2007 by FaroTemplate
'

'
Range("J5").Select
Selection.Copy
ActiveWindow.WindowState = xlMinimized
Application.WindowState = xlMinimized
Range("A2").Select
ActiveSheet.Paste
ActiveWindow.WindowState = xlNormal
Windows("macro test.xls").Activate
ActiveWindow.WindowState = xlNormal
ActiveWindow.WindowState = xlNormal
ActiveWindow.WindowState = xlMaximized
Windows("JOB RECAP.xls").Activate
Windows("macro test.xls").Activate
Range("J7").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
Range("B2").Select
ActiveSheet.Paste
Windows("macro test.xls").Activate
ActiveWindow.SmallScroll Down:=9
Range("B43").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
ActiveSheet.Paste
Range("C2").Select
Windows("macro test.xls").Activate
Range("B41").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
ActiveSheet.Paste
Range("D2").Select
Windows("macro test.xls").Activate
ActiveWindow.SmallScroll Down:=18
Range("B59").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
ActiveSheet.Paste
Range("E2").Select
Windows("macro test.xls").Activate
Range("B39").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
ActiveSheet.Paste
Columns("A:A").ColumnWidth = 20.86
Columns("B:B").ColumnWidth = 22.14
Columns("C:C").ColumnWidth = 24.29
Columns("D:D").ColumnWidth = 24.86
Columns("E:E").ColumnWidth = 34.86
Windows("macro test.xls").Activate
End Sub

I need it to be modified to be a general macro. It should contain a message
box asking for the job name.

Thanks for the help.

Steve

"Joel" wrote:

The steps you have specified require a custom macro. The best way for a
beginer to accomplish this task is through a learn macro. Then post the
learrn macro on this site to get help in modifying it to be a general macro
that can be used over and over again. Usually learned macros will work for
only one of your jobs but not for all jobs.

Follow these steps.
1) Create a new Quote workbook and save the file under job name so nothing
gets lost.
2) Make sure Job recap workbook is closed.
3) Start a learn Macro. To do this go to the Tools Menu and select Macros
and then
select Record new Macro.
4) Add all the job name information to the Job recap workbook.
5) stop Recording Macro. Again go to the Tools Menu and seclect Macro -
stop Recording.
6) Now copy the macro. On the Tab at bottom of worksheet with worksheet
name right click and select view code. In the VBAProjectt window under
module there will be a module with code. The 1st line of the code (which is
a subroutine or macro) will start with SUB and the last line of the code will
had END SUB. Copy all the code and paste it into a Posting at this wqebsite.
Ask for it to be modified to be modified to be a general macro.

The general macro should contain a Message box asking for the Job name. The
job name should be part of the XLS filename so the file can be found.


If you have any questions or need additional info I will be glad to assist.
Just reply to this posting.




"S Willingham" wrote:

I am using Excel 2003 and I have a lot to learn.

I have two workbooks. One is a QUOTE WORKBOOK and on is a JOB RECAP. The
QUOTE WORKBOOK is used to quote and process jobs. It contains a series of
worksheets. Once the information about the specific job is entered it is
saved as the €śjob name€ť. The JOB RECAP is a running total of the jobs sold.

I would like to automate the process. I would like to add a cell on the
QUOTE WORKBOOK so that when I enter €śActive€ť it will €śsend€ť info to the JOB
RECAP sheet like €śJob name€ť, €śInvoice amount€ť, etc.

Is this possible? If so How?

Thanks in Advance.

Steve

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Posts: 30
Default Sharing info across 2 workbooks

Joel, Thanks for all your help thus far.

I really appreciate all you have done.

When I run the macro I am getting a run-time error '9'

When I debug it highlights this

Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("B2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("B43")

any ideas?

"Joel" wrote:

I modified the code to make it more general.

1) It will add the data to the end of the Job Recap workbook. It searches
column A for the 1st empty cell.

2) didn't know the worksheet name for Job Recap so I made it Sheet1. You
can change this.

3) These are the cell I think you are copying. I made of made a mistake.
It can easily be fixed. do you want to copy, or should they be links? I can
change this.

a) from:Job Recap J5 to:Job Recap A2
b) from: Quoto B43 to:Job Recap B2
c) from: Quoto B41 to:Job Recap C2
d) from: Quoto B59 to:Job Recap D2
e) from: Quoto B39 to:Job Recap E2

Sub JobRecap()
'
' JobRecap Macro
' Macro recorded 3/11/2007 by FaroTemplate
'
Const RECAPWorksheetName = "Sheet1"


LastRow = Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("A2:A1000").End(xlDown).Row

If LastRow = 65536 Then
If IsEmpty(Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("A2").Value) Then

Myrowoffset = 0
Else
Myrowoffset = 1
End If
Else
Myrowoffset = LastRow - 1
End If


JobName = InputBox("Enter Job Name")

'
Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("A2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("J5")

' this looks like an error, so I commented it out
' Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
' Range("B2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
' Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("J7")

Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("B2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("B43")

Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("C2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("B41")

Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("D2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("B59")

Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("E2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("B39")


Workbooks("JOB RECAP.xls").Worksheets("Sheet1"). _
Columns("A:A").ColumnWidth = 20.86
Workbooks("JOB RECAP.xls").Worksheets("Sheet1"). _
Columns("B:B").ColumnWidth = 22.14
Workbooks("JOB RECAP.xls").Worksheets("Sheet1"). _
Columns("C:C").ColumnWidth = 24.29
Workbooks("JOB RECAP.xls").Worksheets("Sheet1"). _
Columns("D:D").ColumnWidth = 24.86
Workbooks("JOB RECAP.xls").Worksheets("Sheet1"). _
Columns("E:E").ColumnWidth = 34.86
End Sub



"S Willingham" wrote:

here is the Macro I recorded

Sub JobRecap()
'
' JobRecap Macro
' Macro recorded 3/11/2007 by FaroTemplate
'

'
Range("J5").Select
Selection.Copy
ActiveWindow.WindowState = xlMinimized
Application.WindowState = xlMinimized
Range("A2").Select
ActiveSheet.Paste
ActiveWindow.WindowState = xlNormal
Windows("macro test.xls").Activate
ActiveWindow.WindowState = xlNormal
ActiveWindow.WindowState = xlNormal
ActiveWindow.WindowState = xlMaximized
Windows("JOB RECAP.xls").Activate
Windows("macro test.xls").Activate
Range("J7").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
Range("B2").Select
ActiveSheet.Paste
Windows("macro test.xls").Activate
ActiveWindow.SmallScroll Down:=9
Range("B43").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
ActiveSheet.Paste
Range("C2").Select
Windows("macro test.xls").Activate
Range("B41").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
ActiveSheet.Paste
Range("D2").Select
Windows("macro test.xls").Activate
ActiveWindow.SmallScroll Down:=18
Range("B59").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
ActiveSheet.Paste
Range("E2").Select
Windows("macro test.xls").Activate
Range("B39").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
ActiveSheet.Paste
Columns("A:A").ColumnWidth = 20.86
Columns("B:B").ColumnWidth = 22.14
Columns("C:C").ColumnWidth = 24.29
Columns("D:D").ColumnWidth = 24.86
Columns("E:E").ColumnWidth = 34.86
Windows("macro test.xls").Activate
End Sub

I need it to be modified to be a general macro. It should contain a message
box asking for the job name.

Thanks for the help.

Steve

"Joel" wrote:

The steps you have specified require a custom macro. The best way for a
beginer to accomplish this task is through a learn macro. Then post the
learrn macro on this site to get help in modifying it to be a general macro
that can be used over and over again. Usually learned macros will work for
only one of your jobs but not for all jobs.

Follow these steps.
1) Create a new Quote workbook and save the file under job name so nothing
gets lost.
2) Make sure Job recap workbook is closed.
3) Start a learn Macro. To do this go to the Tools Menu and select Macros
and then
select Record new Macro.
4) Add all the job name information to the Job recap workbook.
5) stop Recording Macro. Again go to the Tools Menu and seclect Macro -
stop Recording.
6) Now copy the macro. On the Tab at bottom of worksheet with worksheet
name right click and select view code. In the VBAProjectt window under
module there will be a module with code. The 1st line of the code (which is
a subroutine or macro) will start with SUB and the last line of the code will
had END SUB. Copy all the code and paste it into a Posting at this wqebsite.
Ask for it to be modified to be modified to be a general macro.

The general macro should contain a Message box asking for the Job name. The
job name should be part of the XLS filename so the file can be found.


If you have any questions or need additional info I will be glad to assist.
Just reply to this posting.




"S Willingham" wrote:

I am using Excel 2003 and I have a lot to learn.

I have two workbooks. One is a QUOTE WORKBOOK and on is a JOB RECAP. The
QUOTE WORKBOOK is used to quote and process jobs. It contains a series of
worksheets. Once the information about the specific job is entered it is
saved as the €śjob name€ť. The JOB RECAP is a running total of the jobs sold.

I would like to automate the process. I would like to add a cell on the
QUOTE WORKBOOK so that when I enter €śActive€ť it will €śsend€ť info to the JOB
RECAP sheet like €śJob name€ť, €śInvoice amount€ť, etc.

Is this possible? If so How?

Thanks in Advance.

Steve

  #8   Report Post  
Posted to microsoft.public.excel.worksheet.functions
external usenet poster
 
Posts: 9,101
Default Sharing info across 2 workbooks

It is either the name of the worksheet of the name of the workbook don't
match. Workbook is the .xls filename without the path name. EXCEL doesn't
like the path name in the workbook(" ") statement.

when you get the error highlight : RECAPWorksheetName
Then right click and add to watch.

Do the same think for: JobName
make sure these names match the ones in your workbook and the tabs on your
worksheet.

Also make sure both the JOB RECAP.xls and Quote Workbook.xls workbooks are
opened. I did not open these workbooks. I assume they would already be
opened.

"S Willingham" wrote:

Joel, Thanks for all your help thus far.

I really appreciate all you have done.

When I run the macro I am getting a run-time error '9'

When I debug it highlights this

Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("B2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("B43")

any ideas?

"Joel" wrote:

I modified the code to make it more general.

1) It will add the data to the end of the Job Recap workbook. It searches
column A for the 1st empty cell.

2) didn't know the worksheet name for Job Recap so I made it Sheet1. You
can change this.

3) These are the cell I think you are copying. I made of made a mistake.
It can easily be fixed. do you want to copy, or should they be links? I can
change this.

a) from:Job Recap J5 to:Job Recap A2
b) from: Quoto B43 to:Job Recap B2
c) from: Quoto B41 to:Job Recap C2
d) from: Quoto B59 to:Job Recap D2
e) from: Quoto B39 to:Job Recap E2

Sub JobRecap()
'
' JobRecap Macro
' Macro recorded 3/11/2007 by FaroTemplate
'
Const RECAPWorksheetName = "Sheet1"


LastRow = Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("A2:A1000").End(xlDown).Row

If LastRow = 65536 Then
If IsEmpty(Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("A2").Value) Then

Myrowoffset = 0
Else
Myrowoffset = 1
End If
Else
Myrowoffset = LastRow - 1
End If


JobName = InputBox("Enter Job Name")

'
Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("A2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("J5")

' this looks like an error, so I commented it out
' Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
' Range("B2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
' Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("J7")

Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("B2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("B43")

Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("C2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("B41")

Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("D2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("B59")

Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("E2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("B39")


Workbooks("JOB RECAP.xls").Worksheets("Sheet1"). _
Columns("A:A").ColumnWidth = 20.86
Workbooks("JOB RECAP.xls").Worksheets("Sheet1"). _
Columns("B:B").ColumnWidth = 22.14
Workbooks("JOB RECAP.xls").Worksheets("Sheet1"). _
Columns("C:C").ColumnWidth = 24.29
Workbooks("JOB RECAP.xls").Worksheets("Sheet1"). _
Columns("D:D").ColumnWidth = 24.86
Workbooks("JOB RECAP.xls").Worksheets("Sheet1"). _
Columns("E:E").ColumnWidth = 34.86
End Sub



"S Willingham" wrote:

here is the Macro I recorded

Sub JobRecap()
'
' JobRecap Macro
' Macro recorded 3/11/2007 by FaroTemplate
'

'
Range("J5").Select
Selection.Copy
ActiveWindow.WindowState = xlMinimized
Application.WindowState = xlMinimized
Range("A2").Select
ActiveSheet.Paste
ActiveWindow.WindowState = xlNormal
Windows("macro test.xls").Activate
ActiveWindow.WindowState = xlNormal
ActiveWindow.WindowState = xlNormal
ActiveWindow.WindowState = xlMaximized
Windows("JOB RECAP.xls").Activate
Windows("macro test.xls").Activate
Range("J7").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
Range("B2").Select
ActiveSheet.Paste
Windows("macro test.xls").Activate
ActiveWindow.SmallScroll Down:=9
Range("B43").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
ActiveSheet.Paste
Range("C2").Select
Windows("macro test.xls").Activate
Range("B41").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
ActiveSheet.Paste
Range("D2").Select
Windows("macro test.xls").Activate
ActiveWindow.SmallScroll Down:=18
Range("B59").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
ActiveSheet.Paste
Range("E2").Select
Windows("macro test.xls").Activate
Range("B39").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
ActiveSheet.Paste
Columns("A:A").ColumnWidth = 20.86
Columns("B:B").ColumnWidth = 22.14
Columns("C:C").ColumnWidth = 24.29
Columns("D:D").ColumnWidth = 24.86
Columns("E:E").ColumnWidth = 34.86
Windows("macro test.xls").Activate
End Sub

I need it to be modified to be a general macro. It should contain a message
box asking for the job name.

Thanks for the help.

Steve

"Joel" wrote:

The steps you have specified require a custom macro. The best way for a
beginer to accomplish this task is through a learn macro. Then post the
learrn macro on this site to get help in modifying it to be a general macro
that can be used over and over again. Usually learned macros will work for
only one of your jobs but not for all jobs.

Follow these steps.
1) Create a new Quote workbook and save the file under job name so nothing
gets lost.
2) Make sure Job recap workbook is closed.
3) Start a learn Macro. To do this go to the Tools Menu and select Macros
and then
select Record new Macro.
4) Add all the job name information to the Job recap workbook.
5) stop Recording Macro. Again go to the Tools Menu and seclect Macro -
stop Recording.
6) Now copy the macro. On the Tab at bottom of worksheet with worksheet
name right click and select view code. In the VBAProjectt window under
module there will be a module with code. The 1st line of the code (which is
a subroutine or macro) will start with SUB and the last line of the code will
had END SUB. Copy all the code and paste it into a Posting at this wqebsite.
Ask for it to be modified to be modified to be a general macro.

The general macro should contain a Message box asking for the Job name. The
job name should be part of the XLS filename so the file can be found.


If you have any questions or need additional info I will be glad to assist.
Just reply to this posting.




"S Willingham" wrote:

I am using Excel 2003 and I have a lot to learn.

I have two workbooks. One is a QUOTE WORKBOOK and on is a JOB RECAP. The
QUOTE WORKBOOK is used to quote and process jobs. It contains a series of
worksheets. Once the information about the specific job is entered it is
saved as the €śjob name€ť. The JOB RECAP is a running total of the jobs sold.

I would like to automate the process. I would like to add a cell on the
QUOTE WORKBOOK so that when I enter €śActive€ť it will €śsend€ť info to the JOB
RECAP sheet like €śJob name€ť, €śInvoice amount€ť, etc.

Is this possible? If so How?

Thanks in Advance.

Steve

  #9   Report Post  
Posted to microsoft.public.excel.worksheet.functions
external usenet poster
 
Posts: 9,101
Default Sharing info across 2 workbooks

Looking again. It can be only 2 problems.

1) The Quote workbook isn't opened or isn't named Quote Workbook
2) The name you typed in the Pop Up window didn't match the worksheet name
in the Quote workbook

"S Willingham" wrote:

Joel, Thanks for all your help thus far.

I really appreciate all you have done.

When I run the macro I am getting a run-time error '9'

When I debug it highlights this

Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("B2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("B43")

any ideas?

"Joel" wrote:

I modified the code to make it more general.

1) It will add the data to the end of the Job Recap workbook. It searches
column A for the 1st empty cell.

2) didn't know the worksheet name for Job Recap so I made it Sheet1. You
can change this.

3) These are the cell I think you are copying. I made of made a mistake.
It can easily be fixed. do you want to copy, or should they be links? I can
change this.

a) from:Job Recap J5 to:Job Recap A2
b) from: Quoto B43 to:Job Recap B2
c) from: Quoto B41 to:Job Recap C2
d) from: Quoto B59 to:Job Recap D2
e) from: Quoto B39 to:Job Recap E2

Sub JobRecap()
'
' JobRecap Macro
' Macro recorded 3/11/2007 by FaroTemplate
'
Const RECAPWorksheetName = "Sheet1"


LastRow = Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("A2:A1000").End(xlDown).Row

If LastRow = 65536 Then
If IsEmpty(Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("A2").Value) Then

Myrowoffset = 0
Else
Myrowoffset = 1
End If
Else
Myrowoffset = LastRow - 1
End If


JobName = InputBox("Enter Job Name")

'
Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("A2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("J5")

' this looks like an error, so I commented it out
' Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
' Range("B2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
' Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("J7")

Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("B2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("B43")

Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("C2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("B41")

Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("D2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("B59")

Workbooks("JOB RECAP.xls").Worksheets(RECAPWorksheetName). _
Range("E2").Offset(rowoffset:=Myrowoffset, columnoffset:=0) = _
Workbooks("Quote Workbook.xls").Worksheets(JobName).Range("B39")


Workbooks("JOB RECAP.xls").Worksheets("Sheet1"). _
Columns("A:A").ColumnWidth = 20.86
Workbooks("JOB RECAP.xls").Worksheets("Sheet1"). _
Columns("B:B").ColumnWidth = 22.14
Workbooks("JOB RECAP.xls").Worksheets("Sheet1"). _
Columns("C:C").ColumnWidth = 24.29
Workbooks("JOB RECAP.xls").Worksheets("Sheet1"). _
Columns("D:D").ColumnWidth = 24.86
Workbooks("JOB RECAP.xls").Worksheets("Sheet1"). _
Columns("E:E").ColumnWidth = 34.86
End Sub



"S Willingham" wrote:

here is the Macro I recorded

Sub JobRecap()
'
' JobRecap Macro
' Macro recorded 3/11/2007 by FaroTemplate
'

'
Range("J5").Select
Selection.Copy
ActiveWindow.WindowState = xlMinimized
Application.WindowState = xlMinimized
Range("A2").Select
ActiveSheet.Paste
ActiveWindow.WindowState = xlNormal
Windows("macro test.xls").Activate
ActiveWindow.WindowState = xlNormal
ActiveWindow.WindowState = xlNormal
ActiveWindow.WindowState = xlMaximized
Windows("JOB RECAP.xls").Activate
Windows("macro test.xls").Activate
Range("J7").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
Range("B2").Select
ActiveSheet.Paste
Windows("macro test.xls").Activate
ActiveWindow.SmallScroll Down:=9
Range("B43").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
ActiveSheet.Paste
Range("C2").Select
Windows("macro test.xls").Activate
Range("B41").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
ActiveSheet.Paste
Range("D2").Select
Windows("macro test.xls").Activate
ActiveWindow.SmallScroll Down:=18
Range("B59").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
ActiveSheet.Paste
Range("E2").Select
Windows("macro test.xls").Activate
Range("B39").Select
Application.CutCopyMode = False
Selection.Copy
Windows("JOB RECAP.xls").Activate
ActiveSheet.Paste
Columns("A:A").ColumnWidth = 20.86
Columns("B:B").ColumnWidth = 22.14
Columns("C:C").ColumnWidth = 24.29
Columns("D:D").ColumnWidth = 24.86
Columns("E:E").ColumnWidth = 34.86
Windows("macro test.xls").Activate
End Sub

I need it to be modified to be a general macro. It should contain a message
box asking for the job name.

Thanks for the help.

Steve

"Joel" wrote:

The steps you have specified require a custom macro. The best way for a
beginer to accomplish this task is through a learn macro. Then post the
learrn macro on this site to get help in modifying it to be a general macro
that can be used over and over again. Usually learned macros will work for
only one of your jobs but not for all jobs.

Follow these steps.
1) Create a new Quote workbook and save the file under job name so nothing
gets lost.
2) Make sure Job recap workbook is closed.
3) Start a learn Macro. To do this go to the Tools Menu and select Macros
and then
select Record new Macro.
4) Add all the job name information to the Job recap workbook.
5) stop Recording Macro. Again go to the Tools Menu and seclect Macro -
stop Recording.
6) Now copy the macro. On the Tab at bottom of worksheet with worksheet
name right click and select view code. In the VBAProjectt window under
module there will be a module with code. The 1st line of the code (which is
a subroutine or macro) will start with SUB and the last line of the code will
had END SUB. Copy all the code and paste it into a Posting at this wqebsite.
Ask for it to be modified to be modified to be a general macro.

The general macro should contain a Message box asking for the Job name. The
job name should be part of the XLS filename so the file can be found.


If you have any questions or need additional info I will be glad to assist.
Just reply to this posting.




"S Willingham" wrote:

I am using Excel 2003 and I have a lot to learn.

I have two workbooks. One is a QUOTE WORKBOOK and on is a JOB RECAP. The
QUOTE WORKBOOK is used to quote and process jobs. It contains a series of
worksheets. Once the information about the specific job is entered it is
saved as the €śjob name€ť. The JOB RECAP is a running total of the jobs sold.

I would like to automate the process. I would like to add a cell on the
QUOTE WORKBOOK so that when I enter €śActive€ť it will €śsend€ť info to the JOB
RECAP sheet like €śJob name€ť, €śInvoice amount€ť, etc.

Is this possible? If so How?

Thanks in Advance.

Steve

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