Solved

Excel Macro for Creating a PDF "on the fly" from a Word Doc

Posted on 2013-01-01
11
435 Views
Last Modified: 2013-01-21
Hello Experts.

I would like to start off 2013 with an interesting idea for a macro. Let me explain...

I have an Excel spreadsheet that contains hundreds of song titles and their keys. Another column has been setup with a hyperlink formula that opens PATH:Song Title:"*":Key:".pdf". This way, if PDFs have been created in more than one key, you would just change the key, and be able to open the PDF for the song in that key.

To help with the process of creating the PDFs with the "*KEY" suffix, I was able to create the following VB script:
Sub SaveAsPDF()
  If ActiveDocument.MailMerge.State = wdNormalDocument Then
    MsgBox "Not a Mail Merge Document!"
    Exit Sub
  End If
  CurrentKey = ActiveDocument.MailMerge.DataSource.DataFields("Root").Value
  If CurrentKey = "" Then
    MsgBox "Song Key Not Defined!"
    Exit Sub
  End If
  If Len(ActiveDocument.Path) = 0 Then
    MsgBox "File has no name!"
    Exit Sub
  End If
  DocPath = "SONGCHARTS:PDF:"
  DocType = Right(ActiveDocument.Name, 4)
  Select Case DocType
    Case "docx"
      ExtSize = 5
    Case ".doc"
      ExtSize = 4
  End Select
  DocName = Left(ActiveDocument.Name, Len(ActiveDocument.Name) - ExtSize)
  NewDocPath = DocPath & DocName & " *" & CurrentKey & ".pdf"
  ActiveDocument.SaveAs fileName:=NewDocPath, FileFormat:=wdFormatPDF
End Sub

Open in new window


So I was wondering if it would be possible to take this baby to the next level, and have an expanded version of the above macro be created in Excel so when the user clicks the hyperlink, it would do one of two things: 1) if the PDF already exists, open it; OR 2) if the PDF doesn't exist, create it, then open it.

Well, there it is. Obviously, if you need further details or clarification, don't hesitate to ask!

Best Wishes to Everyone for a Happy and Prosperous 2013!

Tony G.
0
Comment
Question by:tonygardner1
  • 5
  • 4
11 Comments
 
LVL 59

Accepted Solution

by:
Chris Bottomley earned 500 total points
Comment Utility
Personally I would suggest something like:

'At the top of a code module
Option Explicit
Private Declare Function ShellExecute Lib "shell32.dll" _
    Alias "ShellExecuteA" (ByVal hwnd As Long, _
        ByVal lpOperation As String, _
        ByVal lpFile As String, _
        ByVal lpParameters As String, _
        ByVal lpDirectory As String, _
        ByVal nShowCmd As Long) _
    As Long


'Instead of your line  25   openorSave ActiveDocument, "c:\deleteme\fred.pdf", wdFormatPDF

'A new function

Function openorSave(doc As Document, FP As String, FF As Integer)
Dim fso As Object

    Set fso = CreateObject("scripting.filesystemobject")
    If fso.fileexists(FP) Then
        ShellExecute 0, "Open", FP, "", "", 0
    Else
        doc.SaveAs2 FileName:=FP, fileformat:=FF
        ShellExecute 0, "Open", FP, "", "", 0
    End If
    Set fso = Nothing

End Function

Open in new window


Chris
0
 

Author Comment

by:tonygardner1
Comment Utility
Thank you Chris. Unfortunately, I don't think I'm "connecting the dots" just yet, especially because I've never ventured into the Excel side of the VB scripting world.

If possible, could you provide more detailed instructions on how to call the script when clicking on a cell? I'm also a little unclear as to the role my existing script would play.

Sorry for being so dense, but I am encouraged as I now feel that there is a good chance this can actually be done.

Cheers,
Tony G.
0
 
LVL 59

Expert Comment

by:Chris Bottomley
Comment Utility
The redsponse was how to adapt the script you supplied to make the requested change ... therefore it is called exactly as before.

The only application specifics are as commented in thta the shellexecute declaration has to be at the top of the module although I am using 2010 so notice now an error:

Line 24 (in 'my' listing) should be:

doc.SaveAs FileName:=FP, fileformat:=FF

Chris
0
 

Author Comment

by:tonygardner1
Comment Utility
My apologies, Chris. I see where we've had a disconnect in our communication. I failed to mention that the VBscript I posted above was created to run from MS Word while the document was already open.

What I was hoping to learn was how to have our function run from Excel when the user clicks on a cell in Column C (perhaps a button or other trigger). The called Subroutine would then need to identify the Song Title in Column A of that row, Song Key in Column B of that row, then either open the corresponding PDF, or if it doesn't exist, open the document in Word, create the PDF, close Word, then open the PDF. See the attached Excel doc for a "boiled down" view.

As I type this, I realize that it could be a significant programming task. If so, I will certainly understand and seek out a developer to take on that task with appropriate compensation.

Kind Regards,

Tony G.
Workbook1.xlsm
0
Top 6 Sources for Identifying Threat Actor TTPs

Understanding your enemy is essential. These six sources will help you identify the most popular threat actor tactics, techniques, and procedures (TTPs).

 
LVL 59

Expert Comment

by:Chris Bottomley
Comment Utility
Whilst that changes my understanding ...

What is needed is to try and build the requirement.  For example to run from excel there isnoactivedocuent so we need to create the word instance and go froma new instance therefore how can the word document be found?

Cheis
0
 

Author Comment

by:tonygardner1
Comment Utility
As always, good thinking Chris. For starters, all the Word docs for the songs are always named after the song title, and kept in a single directory on a fixed volume. Therefore, I use the =HYPERLINK() function to create an "intelligent" link to open the Word doc based on the data in the other columns. For example, assuming that the Song Title is in cell $A$2, and the Song Key is in cell $B$2, I have the following formula in cell $D$2 to open the Word doc:
=HYPERLINK("SONGCHARTS:WordDocs:"&$A2&".DOCX","Click Me")

Likewise, I have a similar formula which opens the PDF in cell $C$2 (assuming it's already present):
=HYPERLINK("SONGCHARTS:PDF:"&$A2&" *"&$B$2&".PDF","Click Me")

I hope that helps. If not, just let me know and I'll try to clarify further.

Cheers,
Tony G.
0
 
LVL 59

Expert Comment

by:Chris Bottomley
Comment Utility
Okay but a bit more ....

In the sample file there is no column d etc just the button in c so how is the folder path added to the column a and b values?

Chris
0
 

Author Comment

by:tonygardner1
Comment Utility
Of course. Do keep in mind that I'm working on a Mac, so "SONGCHARTS:PDF:" actually refers to a volume and directory. On Windows, it would be something like "S:\PDF\" (where the S: drive is assigned to the external drive containing all the documents).

I referenced Column D earlier to provide a straight-forward illustration as to how the Word doc could be retrieved from within Excel. To help clarify, I have attached an updated version, and will continue to do so for all future posts.

Best,
Tony
Workbook1.xlsm
0
 

Author Closing Comment

by:tonygardner1
Comment Utility
Per EE, I am closing this Question, and will open another with a more specific objective.
0

Featured Post

Do You Know the 4 Main Threat Actor Types?

Do you know the main threat actor types? Most attackers fall into one of four categories, each with their own favored tactics, techniques, and procedures.

Join & Write a Comment

I was working on a PowerPoint add-in the other day and a client asked me "can you implement a feature which processes a chart when it's pasted into a slide from another deck?". It got me wondering how to hook into built-in ribbon events in Office.
Since upgrading to Office 2013 or higher installing the Smart Indenter addin will fail. This article will explain how to install it so it will work regardless of the Office version installed.
In this fourth video of the Xpdf series, we discuss and demonstrate the PDFinfo utility, which retrieves the contents of a PDF's Info Dictionary, as well as some other information, including the page count. We show how to isolate the page count in a…
This lesson covers basic error handling code in Microsoft Excel using VBA. This is the first lesson in a 3-part series that uses code to loop through an Excel spreadsheet in VBA and then fix errors, taking advantage of error handling code. This l…

772 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

10 Experts available now in Live!

Get 1:1 Help Now