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Workflow, CSV true export problem

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    Workflow, CSV true export problem

    Hey everyone! I have a question above exporting a sheet as a CSV.

    I'm currently working on a workbook that has 1 sheet that I need to be able to email as a csv about 2-3 times a day, sometimes more. The CSV grabs information from the other sheets (while it's technically not a CSV).

    My current workflow is to copy the entire sheet to a separate csv file, paste, save, then send.

    I know I could Save As "*.csv"... but I'm very concerned about losing data by through the accidental combinations of save, save as, etc, when working with 2 separate files. (E.g. I can envision saving as a csv, sending the file, and then continuing to enter data on the other sheets, without saving it back to an excel workbook, or copying some other file)

    I feel like there should be better solution to this that I'm not using, like a push button the exports the sheet into a separate file without changing the workbook you're currently working on. Maybe via a macro, but I'm going to try and avoid that for now.

    If anyone has had a similar issue and how they dealt with it, any advice? Thanks!

  2. #2
    Forum Moderator davesexcel's Avatar
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    Re: Workflow, CSV true export problem

    You can manually create a workbook with just the selected sheet.
    Right click the sheet tab and select Move or copy, check copy and in drop-down select new workbook then OK.
    Then you can save that new workbook as a .csv
    -
    MoveOrCopySheet.jpg

    If you wanted to use a code
    Change the folder and file name in the code to your needs
    Please Login or Register  to view this content.
    Check the folder and find the .csv file

  3. #3
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    Re: Workflow, CSV true export problem

    That's perfect! Thanks! I figured there would be some sort of shortcut.

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