SAVE EXCEL IN PDF (ANY LOCATION) - MACRO / VBA

Namaste My Dear Friends!

I hope you all are doing well and Ready for another New Macro Thing.

In this blog we will write a macro for How to Save Excel file or selection in excel in PDF format at our desired location.

We'll cover this topic in 2 Steps: -

First, we will learn how to save the Folder Location in a cell in excel.

Second, how to save the excel in pdf at the location given in cell above.

Please refer the following Video for step by step tutorial: -

VBA Codes for: -

a) BROWSE

Sub Browse_Path()

Dim FolderS As FileDialog

Dim fPath As String

Set FolderS = Application.FileDialog(msoFileDialogFolderPicker)

With FolderS

    .Title = "Select a Folder" 'Title Set

    .AllowMultiSelect = False

    If .Show <> -1 Then GoTo Cancel 'Minimum 1 Folder should be Selected

       fPath = .SelectedItems(1)

    Range("G4").Value = fPath

Cancel:

    Set FolderS = Nothing

End With

End Sub

b) SAVE PDF

Sub Save_PDF()
    Dim flName As String, fPath As String, fPathfile As String
    Range("E1:N17").Select
    fPath = Range("G4").Value & "\"
    flName = "ABC.pdf"
    fPathfile = fPath & flName
    Selection.ExportAsFixedFormat Type:=xlTypePDF, Filename:=fPathfile, IgnorePrintAreas:=False, OpenAfterPublish:=True
End Sub

INVOICE GENERATOR AND TRACKER IN EXCEL (VBA / MACROS)

INVOICE GENERATOR & TRACKER

PRODUCT DESCRIPTION: -

In every business there is need to generate a invoice. Not only to generate and also to track the invoice whether the amount related to same received or not. Thus both Invoice generator and Invoice Tracker place a crucial role.

This product helps to Create or Generate Invoice and also helps in Tracking same  very quickly and easily by clicking a single button.



FEATURES / FUNCTIONS: -

A)  Dashboard

B)  Generate Invoice.

C)  Products / Services List.

D)  Invoice Register.

E)  Customer List.

F)  Invoice Tracker.

         A)   Dashboard: -

           1)    Generate Invoice: -

           Click on this button which will lead you to template where you can generate invoice.

2)  Add / Edit Product List: -

While generating the invoice we need to enter the products or services. We can add new or edit existing products or services by clicking on this button. 

3)  Invoice Register: -

Invoice Register button will lead you to records of invoice generated.

4)  Add / Edit Customer List: -

While generating the invoice we need to enter the name and other details of customer. We can add new or edit existing products or services by clicking on this button.

(Note: You can directly write the Customer name in invoice which will add automatically in customer details in customer list if not present already.)
5)    Invoice Tracker: -
Through Invoice Tracker we can easily track the receipts of amount in respect to each invoice.

6)    Location to Save PDF: -

In Invoice Generate template you can also save invoice in pdf. The location of same can be set here.

B)   Invoice Generator: -

This is the template where we can generate the proforma invoice or generate invoices. It includes the following functions: -

i)      Today’s Date: - This button helps to set the invoice data as of today. The “UP” and “DOWN” buttons beside helps to add and less date by 1.

ii)   No. Prefix: - You can set the invoice number’s prefix here which will help to set the invoice number automatically along with the prefix. “UP” and “DOWN” button add and less Invoice No. by 1.

Example: - Prefix set as “AY-” and if you press “UP” then it’ll set Invoice no. as AY-002.

iii)  Show / Hide Discount: - You can hide / unhide discount column as per your need.

iv)   Instructions: - You can hide / unhide instructions.

v)     Save PDF: - You can save invoice in pdf by clicking on this.

vi)   Record in Database: - Click here to record the invoice and its details in invoice register to track at later stage.

vii) Dashboard: - Click here to go to Dashboard.

viii)       Reset: - Click here to clear all the fields except Invoice No.

ix)   “+”& amp; “-”: - This will add or delete products / services row.

C)  Products / Services Details: -

When we’ll create Invoice, we need to add details of products or services for which we are creating the same. We can add new / edit existing Products or Services from this template. 

D)   Invoice Register: -

This template will show us the details of invoice already generated.

It also has the button “Detailed Register” which will show the past invoice along with the extra details such as products / services mentioned in invoice.

E) Customer Details: -

When we’ll create Invoice, we will add details of customer for whom we are creating the same. We can add new / edit existing Customer Details from this template.

You can also write customer details directly in Invoice which will then automatically add the details to Customer Details List if not present there.

F) Invoice Tracker: -

After creating invoice we can also track each invoice in respect to its receipt.

The invoice tracker shows the Total Invoice Amount, Amount Received and Outstanding Amount in chart and number form.

We can enter the data related to Amount received in Invoice Register template.

CONCLUSION: -

• NO COST (ITS TOTALLY FREE)
• EASY TO USE.
• NO INSTALLTION (READY TO USE).
• INVOICE GENERATOR AND TRACKER AT SAME TIME.
• RECORD AND TRACK PAST INVOICE.
• SAVE INVOICE IN PDF.
• EXCEL BASED (THUS EASY FOR ANALYSIS)

If you want the above Template for FREE, please email us at feelexcel@gmail.com.

(Request you to Please RATE and COMMENT)

QUOTATION MAKER / PROFORMA INVOICE GENERATOR IN EXCEL (VBA / MACROS)

QUOTATION MAKER

PRODUCT DESCRIPTION: -

In a regular day to day business activity it is very common practice to send a proforma invoice to our customers or clients. This helps the businesses to clear various elements such as price, terms, etc in prior.

This product helps to create or generate Quotation or Proforma Invoice very quickly and easily by clicking a single button.



FEATURES / FUNCTIONS: -

A)  Dashboard

B)  Quotations Maker.

C)  Products / Services List.

D)  Quotation Register.

E)  Customer List.

         A)   Dashboard: -

           1)    Generate Quotations: -

           Click on this button which will lead you to template where you can generate quotation.

2)  Add / Edit Product List: -

While generating the quotation we need to enter the products or services. We can add new or edit existing products or services by clicking on this button. 

3)  Quotation Register: -

Quotation Register button will lead you to records of quotation generated.

4)  Add / Edit Customer List: -

While generating the quotation we need to enter the name and other details of customer. We can add new or edit existing products or services by clicking on this button.

(Note: You can directly write the Customer name in quotation which will add automatically in customer details in customer list if not present already.)

5)    Location to Save PDF: -

In Quotation Generate template you can also save quotation in pdf. The location of same can be set here.

B)   Quotation Maker: -

This is the template where we can generate the proforma invoice or generate quotations. It includes the following functions: -

i)      Today’s Date: - This button helps to set the quotation data as of today. The “UP” and “DOWN” buttons beside helps to add and less date by 1.

ii)   No. Prefix: - You can set the quotation number’s prefix here which will help to set the quotation number automatically along with the prefix. “UP” and “DOWN” button add and less Quotation No. by 1.

Example: - Prefix set as “AY-” and if you press “UP” then it’ll set Quotation no. as AY-002.

iii)  Show / Hide Discount: - You can hide / unhide discount column as per your need.

iv)   Instructions: - You can hide / unhide instructions.

v)     Save PDF: - You can save quotation in pdf by clicking on this.

vi)   Record in Database: - Click here to record the quotation and its details in quotation register to track at later stage.

vii) Dashboard: - Click here to go to Dashboard.

viii)       Reset: - Click here to clear all the fields except Quotation No.

ix)   “+” & “-”: - This will add or delete products / services row.

C)  Products / Services Details: -

When we’ll create Quotation, we need to add details of products or services for which we are creating the same. We can add new / edit existing Products or Services from this template. 

D)   Quotation Register: -

This template will show us the details of quotation already generated.

It also has the button “Detailed Register” which will show the past quotation along with the extra details such as products / services mentioned in quotation.

E) Customer Details: -

When we’ll create Quotation, we will add details of customer for whom we are creating the same. We can add new / edit existing Customer Details from this template.

You can also write customer details directly in Quotation which will then automatically add the details to Customer Details List if not present there.

CONCLUSION: -

• NO COST (ITS TOTALLY FREE)
• EASY TO USE.
• NO INSTALLTION (READY TO USE).
• RECORD AND TRACK PAST QUOTAION.
• SAVE QUOTATION IN PDF.
• EXCEL BASED (THUS EASY FOR ANALYSIS)

If you want the above Template for FREE, please email us at feelexcel@gmail.com.

(Request you to Please RATE and COMMENT)

SLICERS IN EXCEL

SLICERS

1)    Meaning: - Slicers are one of the type of filter used visually.  We can filter the data using Slicer by clicking on the data type. Not only data one can also filter pivot table or pivot chart using it.

2)     How to Insert Slicer: - Slicer can be used in chart or table. So, to use Slicer in range of data

       we need to first convert the data into table.

i)    Data Range: -

a)      Converting the Data into Table: -

        i)    Select data range.

ii)    Go to Insert => Click on Table => Click OK.

b)      Go to Insert Tab => Click on Slicer => Select Filters you want. 

ii) Pivot Table: -

     a)      You can go to Insert => Click on Slicer

b)      You can directly add slicer to data type you want

        §  Right Click on Field in Pivot Table => Click on Add Slicer

iii) Chart / Pivot Chart: -

a)      Insert Chart (Go to Insert => Select Chart)

b)      You can directly add slicer to data type you want

       §  Right Click on Field in Pivot Table => Click on Add Slicer

3)     How to Use Slicer: -

a)      Select the data type you want.

b)      Example: - In our Example we want data of specific sales person we’ll select the Name of specific Sales Person.

4)     Advance Use of Slicer: -

a)     Linking One Slicer to multiple Pivot Tables: -

We can use a single slicer to control two or more Pivot Tables at same time: -

Step to follow: -

I)                    Create a slicer for any one Pivot Table

II)                  Right Click on Slicer.

III)                 Click on Report Connections.

IV)                Select the Pivot Table.

Note: You can give name to each Pivot, if you don’t name them, excel will give default names to them.

b)    Linking One Slicer to Multiple Charts: -

      We can use a single slicer to control two or more Charts at same time also: -

Step to follow: -

       You can follow the same steps as used for linking two or more Tables above.

5)     FAQs: -

a)      Can we remove Heading of Slicer?

 -          Yes, we can (Right Click => Slicer Settings => Uncheck “Display Header”)

b)      Can we remove items with no data or blank rows in Slicer?

 -          Yes, we can (Right Click => Slicer Settings => Check “Hide Items with no Data”)

c)      Can we sort the item list in Slicer?

 -          Yes, we can (Right Click => Slicer Settings => Select “Item Sorting and Filtering”)

d)      Can we resize Slicer?

 -          Yes, we can (Click Slicer => Click on Slicer Options => Buttons)

e)      Can we change the colour of Slicer?

 -          Yes, we can (Click Slicer => Click on Slicer Options above)

You can Download Slicer Example File: - Click Here