Saving a File as a Name & Month

[Wayne085]

Hi there,

I need VBA that will save a file as a customers name (say XYZ Pty Ltd) and the month/year (mm yy). There is a date in cell E2 that I use as a reference.

Can anyone help please?

Thank you.

[royUK]

Try

ActiveWorkbook.SaveAs "companty here" & Format(Month(Cells(2, 2).Value) _
& Day(Cells(2, 2).Value), "mm yy")

[Wayne085]

Hi Roy,

I tried this code but it causes an error. Seems it wants to finish after "company here" and not add - & Format etc.

Can you help me please?

Thank you.

[royUK]

You will need to add the path to save to.

I've amended the code

ActiveWorkbook.SaveAs "company here" & Format(Cells(2, 2).Value, "mm yy") & ".xls"

[Wayne085]

Hi Roy,

Thank you for your reply.

I have tried the code and added on the pathway where I want the file saved but I must be doing something incorrectly - keep getting error messages.

The pathway is H:/XYZ Ltd Folder.

Could you please guide me from here?

Thank you.

PS. The date I referred to in Cell E2 is always last months date. So in November I will do a report on October transactions so the file needs to be named XYZ Ltd Oct 08.xls.

Thanks again.

[royUK]

Try this

Sub backUp()
Const sPath As String = "H:/XYZ Ltd Folder"
Const sCo As String = "XYZ Ltd"
ActiveWorkbook.SaveAs sPath & Application.PathSeparator & sCo & "_" & _
    Format(Cells(2, 5).Value, "mm yy") & ".xls"
End Sub