How to Save Excel Files to SharePoint Using VBA

Описание: Discover how to create a VBA macro that saves Excel files directly to SharePoint using cell values for paths and filenames.
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This video is based on the question https://stackoverflow.com/q/75455191/ asked by the user 'MASS_PANIC' ( https://stackoverflow.com/u/13987475/ ) and on the answer https://stackoverflow.com/a/75459426/ provided by the user 'Cornelius J. van Dyk' ( https://stackoverflow.com/u/448979/ ) at 'Stack Overflow' website. Thanks to these great users and Stackexchange community for their contributions.

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How to Save Excel Files to SharePoint Using VBA: A Step-by-Step Guide

Saving Excel files directly to SharePoint can be a lifesaver for collaboration and organization. If you're trying to automate this process using VBA, you might have encountered some roadblocks. One such issue is getting a run-time error when attempting to save a file to SharePoint. In this guide, we’ll explore the reasons for this error and provide you with a clear solution to effectively save your Excel files to SharePoint.

Understanding the Problem

You have built a macro in Excel to save a file to SharePoint utilizing the following:

Cell A1: Contains the SharePoint path copied from Teams.

Cell A2: Contains the desired file name.

Despite your efforts, you're seeing the error message:
Run-time error '1004': Method 'SaveAs' of object '_Worksheet' failed. This error can arise due to several underlying issues. Let’s break that down.

Common Causes of the Error

The error you are encountering generally stems from the following conditions not being met:

User Permission: The current user must have write access to the designated SharePoint folder.

File Source: The active document must be situated within the same SharePoint environment as the target location.

Macro Restrictions: The SharePoint settings should allow the saving of macro-enabled files (files with a .xlsm extension).

File Format: You are trying to save the document as an Excel Macro-Enabled Workbook (.xlsm), which is essential for VBA macros.

Solution: Saving to SharePoint with VBA

If you have verified that all conditions are met, then the following VBA code should help you save your Excel workbook to SharePoint successfully:

[[See Video to Reveal this Text or Code Snippet]]

Breakdown of the Code:

Public Sub SaveToSharePoint(): This begins the declaration of our macro.

targetFile and targetPath: These variables hold the values from your Excel cells. Ensure that A1 holds the correct SharePoint path and A2 the file name.

ActiveWorkbook.SaveAs: This line is where the actual saving process occurs. It combines the path with the filename, appending the .xlsm extension for macro-enabled files.

Final Steps

Check Permissions: Confirm that you can manually save files to the SharePoint path.

Run the Macro: Open the Excel VBA editor and execute the macro to see if it successfully saves the file.

Adjust Settings: If issues persist, check your SharePoint settings or speak to your administrator about permissions related to macro-enabled files.

Conclusion

By following the steps and ensuring that all conditions are satisfied, you can efficiently save your Excel files to SharePoint using VBA. Not only does this process streamline your workflow, but it also enhances collaboration with your team. Don’t hesitate to reach out if you have further questions or encounter additional issues; the Excel community is here to help!