Creating a filename from information in a cell in excel

[wingspan99]

Hi,

I am new to the forum, so I hope I am posting in the right place. What I am trying to do is set up a macro that saves the workbook to a specific filepath and creates part of the filename using the customer name in a specific cell.

The filepath would be: N:\\Dserv-FS\Customer Profiles\BRM Customers\Customer_Profile-"the contents of cell B6"

Thanks for any help you can give.

Mike

 

[hotabae]

I would do something that looks like this:

Sub saveTest()

Dim directory As String
directory = "N:\\Dserv-FS\Customer Profiles\BRM Customers\"

Dim fileName As String
fileName = "Customer_Profile-" & ActiveSheet.Range("B6").value

ActiveWorkbook.SaveCopyAs directory & fileName

End Sub

As far as application, you could put a button on the page, you could assign a hotkey to this macro, you could run this macro manually (F5) whenever you want to save... There's a lot of ways to trigger this, but you have to choose one.

Just be careful: I used "ActiveSheet" in this code, so it requires you to be looking at the sheet containing the "B6" customer profile. If you wanted to save from another sheet, you would need to modify the code to reflect that change.

 

[wingspan99]

That's great. The only thing is that it isn't saving as an excel workbook.

 

[hotabae]

That's great. The only thing is that it isn't saving as an excel workbook.

Oh you right, I forgot the file extension, see the edit below in red:

Sub saveTest()

Dim directory As String
directory = "N:\\Dserv-FS\Customer Profiles\BRM Customers\"

Dim fileName As String
fileName = "Customer_Profile-" & ActiveSheet.Range("B6").value[COLOR=#ff0000] & ".xlsm"
[/COLOR]
ActiveWorkbook.SaveCopyAs directory & filename

End Sub

 

[wingspan99]

Thanks! That's perfect!