Problems with saving older Excel files

B

boojiboy1000

Version: 2008 Operating System: Mac OS X 10.5 (Leopard) Processor: Intel I find that when I go to save an older Excel(2000-2004) file it does not bring up the location where I opened the file, but rather the documents folder.

Is there something I'm doing wrong or a fix. The issue does not happen to newer(2007-2008) saved files.

I'm running Office 2008 all updates installed. I have tried this on both Snow Leopard and Leopard systems.

Thank You
 
C

CyberTaz

The first thing I'd suspect is that you have the Documents folder set as
your Preferred File Location. Have a look in Excel> Preferences - General...
If there is anything in that field clear it or set it to a preferred folder.

HTH |:>)
Bob Jones
[MVP] Office:Mac
 
B

boojiboy1000

Thank you for the reply I actually have been able to track this problem down a little further. It actually goes to the last saved location rather then the last opened location. For example if I save file test1.xls to documents/excel then open test2.xls from the desktop when I go to save as the location will be will be documents/excel. So when working with a lot of open files this becomes quite annoying because of the possibility of saving in the wrong directory. About preferences, I do not have a preferred folder selected. The is same behavior happens on my brothers mac also. It also has continued to happen after the 12.2.3 update.
 
C

CyberTaz

What you're describing is normal behavior & I don't know of any way to
change it... Nor can I think of any reason to do so. It's unrealistic to
think that the OS is going to reorient to a different directory every time
you switch document windows in a program. Unless you're doing an awful lot
of new file creation by way of Save As, however, I don't understand why this
should present a problem.

Perhaps I just don't have enough insight into your workflow, but if you're
simply intending to save changes to an existing file there is no reason to
use Save As. The standard Save command will update the existing file in its
current location & the directory orientation of the Save As dialog is
inconsequential... In fact, the dialog won't even open up.

Regards |:>)
Bob Jones
[MVP] Office:Mac
 
T

TheRedOak

I disagree with the answer that this is "normal behavior"

In older versions, if I opened an Excel file from the finder and then did an Open or a SaveAs the dialog box would default to the folder that my file resided in.

In the newer versions of Excel if I try the Open or SaveAs dialog boxes they appear to open up to folders that have nothing to do with the file I just opened so I have to search for the current folder.

I frequently use SaveAs to either generate a new document that I want to base on the current one or I want to save a version of the file in today's date.

Having to reorient myself from a different folder every time I open a document when the software could be keeping track of it seems like a time waster.
 
T

TheRedOak

btw, I should have said this happens to me in with all my Excel 2008 files...is it possible I have something set up incorrectly?
 
B

boojiboy1000

Thank you all for your input on this issue so far. Unfortunately, as TheRedOak stated the problem continues with the latest update. Here is my workflow: I have about 25 folders organized by job name. In those folders various where work orders and what not reside. So when I'm in a document and need to "Save As" it is quite disruptive that I need to go through finder to find my current document's location from the last place I saved a file rather then where I opened the current file. As for this being "normal" I respectively disagree , Office 2007 acts exactly as it should in respect to this issue.

So for a solution, I was thinking about coding an applescript that would do this, but have not been able to find support on how to actually accomplish it. I started with the code and I am stumped and have not been able to find help. Microsoft's online newsgroup community for VBA is exceptional, but I have not been able to find a equivalent community for applescript.

Again, thank you all for you input so far.
 
B

boojiboy1000

Thank you all for your input on this issue so far. Unfortunately, as TheRedOak stated the problem continues with the latest update. Here is my workflow: I have about 25 folders organized by job name. In those folders various where work orders and what not reside. So when I'm in a document and need to "Save As" it is quite disruptive that I need to go through finder to find my current document's location from the last place I saved a file rather then where I opened the current file. As for this being "normal" I respectively disagree , Office 2007 acts exactly as it should in respect to this issue.

So for a solution, I was thinking about coding an applescript that would do this, but have not been able to find support on how to actually accomplish it. I started with the code and I am stumped and have not been able to find help. Microsoft's online newsgroup community for VBA is exceptional, but I have not been able to find a equivalent community for applescript.

Again, thank you all for you input so far.
 
J

JE McGimpsey

I disagree with the answer that this is "normal behavior"
<br><br>In older versions, if I opened an Excel file from the finder and then
did an Open or a SaveAs the dialog box would default to the folder that my
file resided in. <br><br>In the newer versions of Excel if I try the Open or
SaveAs dialog boxes they appear to open up to folders that have nothing to do
with the file I just opened so I have to search for the current folder.
<br><br>I frequently use SaveAs to either generate a new document that I want
to base on the current one or I want to save a version of the file in today's
date. <br><br>Having to reorient myself from a different folder every time I
open a document when the software could be keeping track of it seems like a
time waster.

Hmmm...

By "older versions" do you mean OS9 versions? I just tried a couple of
quick tests with Excel v.X and it appears to behave exactly the same as
XL04 and XL08 on my system.

As a workaround, after you've saved once you can use the Recent
Locations dropdown in the SaveAs dialog to make your navigation more
rapid. Or you could put a shortcut in the sidebar.
 
C

CyberTaz

What I meant was "normal" for the *Mac* OS :)

File management is a function of the operating system being used. On a Mac,
Open & Save As dialogs are actually Finder windows just as they are Explorer
windows on a Windows OS system. Office 2007 runs on the Windows OS...
Different OS, different behavior. It's fine that you have a preference for
one over the other, but that doesn't constitute 'right' or 'wrong' :) By
contrast, any time I use Save As it's the rare exception that I want to save
the new file in the same location as the original.

It's inconceivable to me to have numerous files in the same folder which are
essentially duplicates of one another. IMHO, If the content of each file is
quite similar to the others it's a lot of redundant data which complicates
updating & constitutes a waste of disk space. If the data content is wholly
dissimilar but based on the same structural layout I use different sheets in
the same book or create a template to base the new files on.

Regards |:>)
Bob Jones
[MVP] Office:Mac
 
J

Jim Gordon Mac MVP

Thank you all for your input on this issue so far. Unfortunately, as
TheRedOak stated the problem continues with the latest update. Here is
my workflow: I have about 25 folders organized by job name. In those
folders various where work orders and what not reside. So when I'm in a
document and need to "Save As" it is quite disruptive that I need to go
through finder to find my current document's location from the last
place I saved a file rather then where I opened the current file. As for
this being "normal" I respectively disagree , Office 2007 acts exactly
as it should in respect to this issue.

So for a solution, I was thinking about coding an applescript that would
do this, but have not been able to find support on how to actually
accomplish it. I started with the code and I am stumped and have not
been able to find help. Microsoft's online newsgroup community for VBA
is exceptional, but I have not been able to find a equivalent community
for applescript.

Again, thank you all for you input so far.

Hi,

The Save As behavior you are describing is indeed different from Excel
2010 on Windows 7, where I just tested to see what happens. It is also
different from TextEdit on MacOSX Snow Leopard. TextEdit's Save As uses
the folder where the document was opened rather than the most recently
saved to location.

When I first became an MVP about 11 years ago I remember that this issue
was something that I brought up. I don't remember the rationale behind
the behavior, but Microsoft did have one at the time. Not that it
matters, because the behavior persists.

So what can be done about it? First, if you want to made a feature
suggestion to Microsoft, use the Help > Send Feedback feature in Excel.
Suggest that there be an option for Save As *Most Recent Save Location
and *Location where file was opened." That might help for some future
version of Excel, but there are some things you might do now that could
make your workflow easier.

I don't know your exact file/folder structure, so I'll throw a few
things into the ring and maybe a suggestion will be useful.

If you're working mainly with those same 25 folders all day, you could
create a new folder and put aliases to those folders into the new
folder. Then choose the new folder containing the aliases as the
preferred Save location in Excel preferences.

Alternatively, create a folder of shortcuts above with Bob's suggestion
of dragging your new folder containing shortcuts to the left side of a
Finder window. You can then click that folder in the Excel Save As
dialog and you'll only need one or two clicks to get to the desired folder.
A
nother approach is to create an Automator Action plug-in (you can not do
this if you have Home and Student edition of Microsoft Office). To make
an automator action for your purpose:
1. In the Applications folder open Automator
2. When Automator opens choose Workflow
3. In the Variables field type the word Excel
4. Drag the workflow called Save Excel Workbooks to the right panel
where it says Drag actions or files here to build your workflow
5. Choose Save workbooks as

Notice there are many options from which to choose. In particular, the
Where pop-up has several options for you to explore. Again, you might
use a folder containing shortcuts to make a desirable file path for the
plug-in to use.

When you're done with choosing options, use Automator's File menu and
choose Save As Plug-in. Change the lower pop-up to Plug-in for Script
Menu, then click the Save button. Your plug-in will now be available for
you to use from the Scripts menu in Excel. You would use the Scripts
menu instead of the File menu to save your workbooks via the plug-in you
create.

There's a detailed step-by-step set of instructions (with screen shots)
for making a different plug-in on page 559 of Office 2008 for Mac
All-in-One For Dummies, if you're looking for more details about making
Automator plug-ins.

-Jim
 
B

boojiboy1000

Well, I found macscripter.net and explained the problem and how I wanted to find an applescript solution. So, here is an applescript that 99% solves the problem.
_________________________________

tell application &quot;Microsoft Excel&quot;
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;set {currentName, currentFolder} to {name, path} of active workbook
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;set saveAsFileName to (choose file name default name currentName default location (currentFolder as alias))
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
end tell
return saveAsFileName
------------------------------------
You will want to save the script in documents/Microsoft User Data/ Excel Script Menu items. Then open up Excel and you should see the the script is available in the script menu. If you want a shortcut for the script you need to save the file a special way. Here is an article that explains how to add a shortcut http://www.macworld.com/article/133027/2008/04/geekfactor2505.html

I plan to do a little bit more with this script in the future. Right now if a file has never been saved then the Save dialog will not come up. So, I plan on creating an if statement to fix that.

Hope this helps and thanks for all of the comments.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top