Version Control in Excel

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

I'm working on a large spreadsheet which lets say is work in progress and
therefore I have to resave it each time it is updated under a different name
to distinguish between each saved copy.

Is it possible to set up the Excel file so whenever I go into it it creates
a new saved file with a dated reference, so I have a full audit trail (i.e.
historical log) in date order automatically.
 
U¿ytkownik "David said:
I'm working on a large spreadsheet which lets say is work in progress and
therefore I have to resave it each time it is updated under a different name
to distinguish between each saved copy.

Is it possible to set up the Excel file so whenever I go into it it creates
a new saved file with a dated reference, so I have a full audit trail (i.e.
historical log) in date order automatically.
Click to expand...

try
Private Sub Workbook_BeforeClose(Cancel As Boolean)
With ActiveWorkbook
.Save
filepath = .Path
.SaveAs filepath & "\your name " & Date & ".xls"
.Close
End With
End Sub
mcg
 
Excuse my ignorance but where do I type what you have written. What is
Private Sub Workbook.

I'm obviously not very proficient in Excel so please walk me through it.

Thanks
 
U¿ytkownik "David said:
Excuse my ignorance but where do I type what you have written. What is
Private Sub Workbook.

I'm obviously not very proficient in Excel so please walk me through it.

Thanks
Click to expand...

right click on sheets tab an choose show code
than find in left window ThisWorkbook an double click it
than to right window paste

Private Sub Workbook_BeforeClose(Cancel As Boolean)
With ActiveWorkbook
.Save
filepath = .Path
.SaveAs filepath & "\your name " & Date & ".xls"
.Close
End With
End Sub

than press alt+f11 and save your file
on closing it copy of the file will be saved as well with data stamp
change "your name" to desired one
mcg
if still help needed - write
mcg
 
I am the author of a product called TrackUment. It solves exactly the kind of problem you have. Each time you make an update to your spreadsheet, right click on the file in Explorer and select "TrackUment->Save Version" from the pop up menu. Enter a comment in the window that opens up and click the "Save Version" button. That is all there is to it! You don't have to waste your time creating copies of of the file every time you make an important change. With TrackUment, you can see a list of the versions for the file and extract any of them at any point of time.

To download the free trial, visit www.trackument.com

Rajeev
 
Adding to the post above, I have recently created an add-in for Excel 2007 called RevisionLog, that will save changes to a spreadsheet as a separate revision every time you save the file. In other words, whenever you make modifications to your spreadsheet and save the spreadsheet (by pressing Ctrl+S for example), those changes will be stored as a separate revision. You can view this revision history ordered by date. You can also add and edit comments to every revision. The add-in can be found at http://www.revisionlog.com/

Rajeev

PS: I am the one who posted as "Rajeev Kumar" above. I forgot my password and tried retrieving it from the password recovery link. But it kept saying that the image verification failed, even though I entered the text in the image exactly. Hence I created this new userid to make this post.
 
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