Create a backup of the excel report using a macro

It is always good to save a copy of the report in case if I do something wrong because I can restart from the beginning. This code will also save the original version and for the backup copy, it can be saved to the same folder or to another one and you can keep the original name or personalize it.

macro excel


When I use the macro ?

To have a backup copy of my report.


How to create the macro ?

Read How to create, edit, hide and select a macro in an excel report


How to create the button to associate it with the macro ?

Read How to create a button and associated it to a macro in an excel report


How is the macro ?

Copy the code below and paste it into your macro. You will see my comments in green if exist so follow the help to adapt to your need.

Sub test()
' to save another folder, change "\" by "\foldername\"
' change dd_mm by what you want
' to put another name, change ThisWorkbook.Name by "name.xlsm"
ThisWorkbook.SaveCopyAs Filename:=ThisWorkbook.Path & "\" & _
Format(DateAdd("m", 0, Date), "dd_mm_") & ThisWorkbook.Name
End Sub

If you want to personalize the date or put the next or previous month, read Put the date and format it using a macro in an excel report.

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