File information in excel

Get File Information

In this article you will learn how to get the files information from a folder like File Name, File Type, File size, Last modify date etc. in excel sheet. We will use the file system object to create this.

To use the file system object you need to add “Microsoft Scripting Runtime” Reference. To add this Reference go to Visual basic editor > Tools > References > Microsoft Scripting Runtime

Add Reference

We have taken the folder path on excel worksheet Sheet1 cell H1. After clicking the Get Information button, you will get all the available files information in excel as given in below image.

Files information

Files information

Below is the VBA code get this information in Excel-

Option Explicit

Sub Get_Files_Information()

Dim sh As Worksheet
Set sh = ThisWorkbook.Sheets("Sheet1")

Dim fso As New FileSystemObject
Dim fo As Folder
Dim f As File

Set fo = fso.GetFolder(sh.Range("H1").Value)

Dim last_raw As Integer

For Each f In fo.Files
     last_raw = sh.Range("A" & Application.Rows.Count).End(xlUp).Row + 1
     sh.Range("A" & last_raw).Value = f.Name
     sh.Range("B" & last_raw).Value = f.Type
     sh.Range("C" & last_raw).Value = f.Size / 1024
     sh.Range("D" & last_raw).Value = f.DateLastModified
Next


MsgBox "Done"

End Sub

Click here to download this Excel workbook.

Watch the step by step video tutorial:

Meet PK, the founder of PK-AnExcelExpert.com! With over 15 years of experience in Data Visualization, Excel Automation, and dashboard creation. PK is a Microsoft Certified Professional who has a passion for all things in Excel. PK loves to explore new and innovative ways to use Excel and is always eager to share his knowledge with others. With an eye for detail and a commitment to excellence, PK has become a go-to expert in the world of Excel. Whether you’re looking to create stunning visualizations or streamline your workflow with automation, PK has the skills and expertise to help you succeed. Join the many satisfied clients who have benefited from PK’s services and see how he can take your Excel skills to the next level!

Advanced Excel and VBA tutorials

In this article, we will learn How to Get filename in Excel.

Scenario:

Working with excel file information using excel formula is easy, convenient and common use. For example extracting the file name in excel

Formula to get file name 

Cell function in Excel gets you the information regarding worksheets like col, contents, filename, ..etc.

Formula Syntax

“filename” : gets the full name of the sheet of the reference cell

A1 : Sheet’s  cell reference

But we need to extract just the sheet name. Basically the last name.

As you can see the sheet name starts after ] (closed big bracket sign). For that we just need its position in the text and then we will extract the sheet name.

Here I counted the characters from the last of the result which was 12. But we cannot do this every time.

So for extracting the sheet name from the full name, we need to find the position of the ] (closed big bracket sign)

Use the formula to find ]

=FIND(«]«,CELL(«filename»,A1))

58 is the position of ] .

Now we our formula is completed now

=MID(CELL(«filename»,A1),FIND(«]»,CELL(«filename»,A1))+1,255)

Explanation:

CELL(«filename»,A1) : Gets you the full name of the worksheet

FIND(«]»,CELL(«filename»,A1))+1 : this function gets you the position of ] and add +1 because we need the position of the first char of only the sheet name.

255 : Max word limit of sheet name by Excel.

MID : MID function extracts the specific substring from the text using the position from start to end.

Here we extracted the filename using the formula.

Now we have one more formula, instead of using MID function. Use the RIGHT function.

RIGHT function extracts the specific substring from the last of the text.

Use the formula:

=RIGHT(CELL(«filename»,A2),LEN(CELL(«filename»,A2))-FIND(«]», CELL(«filename»,A2)))

Explanation:

FIND(«]», CELL(«filename»,A2)) : Extracts the position of sheet name char.

LEN(CELL(«filename»,A2)) : gets the length of the text(filename)

RIGHT : RIGHT function extracts the string from the text using its position.

As you can see, this function works fine too. Yesss…Now we have 2 different formula with logic used to extract only the sheet name. Learn How to get only the sheet name using VBA in Excel here.

VBA example

We have data in three sheets and we want to consolidate data from all of them to the main sheet. Data from each sheet should have a sheet name at the end.

On clicking the “Consolidate data along with sheet name” button, data will be consolidated on the main sheet.

Code explanation

SheetCount = Application.Worksheets.Count

The above code is used to get the count of worksheet within the workbook.

LastRow = ActiveCell.SpecialCells(xlLastCell).Row

The above code is used to get the row number of the last cell.

Range(«A2:F» & LastRow).Select

The above code is used to select all the data starting from cell A2.

Selection.Copy

The above code is used to copy the selected data.

Range(Selection, Cells(LastRow, 7)).Value = Sheets(Counter).Name

The above code is used to assign the sheet name to the selected cell.

Please use the below code

Option Explicit

Sub ConsolidateDataWithSheetName()

'Declaring variables
Dim Counter As Integer
Dim SheetCount As Integer
Dim LastRow As Long

'Disabling screen updates
Application.ScreenUpdating = False


'Getting the count of worksheets in the workbook
SheetCount = Application.Worksheets.Count

For Counter = 2 To SheetCount
    
        Sheets(Counter).Activate
        
        Range("A2").Select
        
        'Getting the row number of the last cell
        LastRow = ActiveCell.SpecialCells(xlLastCell).Row
        
        'Selecting all the data in the workbook
        Range("A2:F" & LastRow).Select
        
        'Copying the selected data
        Selection.Copy
        
        Sheets("Main").Activate
        
        Range("A2").Select
        LastRow = ActiveCell.SpecialCells(xlLastCell).Row
        LastRow = LastRow + 1
        
        'Pasting the copied data to last row on the Main sheet
        Cells(LastRow, 1).Select
        ActiveSheet.Paste
        
        Cells(LastRow, 7).Select
        LastRow = ActiveCell.SpecialCells(xlLastCell).Row
        
        'Adding the sheet name along with the data
        Range(Selection, Cells(LastRow, 7)).Value = Sheets(Counter).Name
    
Next

End Sub

Here are all the observational notes using the formula in Excel
Notes :

Hope this article about How to Get filename from path in Excel is explanatory. Find more articles on calculating values and related Excel formulas here. If you liked our blogs, share it with your friends on Facebook. And also you can follow us on Twitter and Facebook. We would love to hear from you, do let us know how we can improve, complement or innovate our work and make it better for you. Write to us at info@exceltip.com.

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There are many cases, in which you want to show the sheet name or file name in an Excel cell. Don’t worry, you don’t have to use VBA and create a macro. Excel provides a (rough) formula for returning all the information you need. The bad news: In most cases it takes some complex modifications. The good news: Usually you can just copy and paste the formula you need.

Introduction: Get all the names you need

Fortunately, you don’t have to use VBA. There are formulas for each variation of the sheet name, file name and path. The main part of the formula is the =CELL() formula.

The CELL formula looks something like this: =CELL(“filename”,A1). That means that the CELL formula we have to use has two parts:

  1. The first part just says “filename”. It is important to add the quotation marks.
  2. The second part is optional and can link to any cell or workbook. If you leave it blank the current cell and workbook will be used.

The basic version of the CELL formula (=CELL(“filename”,A1) ) returns the full path, file name and sheet name. You can use this formula and cut it into the parts you need. Therefore you use string formulas like LEFT, LEN and so on. We won’t go into detail now as those formulas are highly specific and complex but rather provide the formulas for you to copy.

Note: We’ve published an article about three methods of how to get the sheet name. Maybe this one is interesting for you as well.

The formulas for sheet name, file name, path etc.

The formulas for inserting file names, sheet names or the path (with and without the extension) are very different. This table gives you an overview. If you want to copy the formulas, you can find them underneath again.

file name, sheet name, formula, extension, copy, path
Overview: All the formulas for getting a file name, sheet name or path in Excel

Copy these formulas for the current cell or sheet:

  • Worksheet name (example: “Formulas”):
    =RIGHT(CELL(“filename”),LEN(CELL(“filename”))-SEARCH(“]”,CELL(“filename”, $A$2)))
  • Workbook name (example: “Formulas_SheetName_FileName”):
    =TRIM(LEFT(SUBSTITUTE(MID(CELL(“filename”),FIND(“[“,CELL(“filename”))+1,255),”.xl”,REPT(” “,255)),255))
  • Workbook name + extension (example: “Formulas_SheetName_FileName.xlsx”):
    =MID(CELL(“filename”),SEARCH(“[“,CELL(“filename”))+1,SEARCH(“]”,CELL(“filename”))-SEARCH(“[“,CELL(“filename”))-1)
  • File path (example: “C:Desktop”):
    =LEFT(CELL(“filename”),FIND(“[“,CELL(“filename”))-1)
  • File path + filename (example: “C:DesktopFormulas_SheetName_FileName”):
    =LEFT(CELL(“filename”),FIND(“[“,CELL(“filename”))-1)&TRIM(LEFT(SUBSTITUTE(MID(CELL(“filename”),FIND(“[“,CELL(“filename”))+1,255),”.xl”,REPT(” “,255)),255)) 
  • File path + filename + extension (example: “C:DesktopFormulas_SheetName_FileName.xlsx”):
    =SUBSTITUTE(LEFT(CELL(“filename”),FIND(“]”,CELL(“filename”))-1),”[“,””)
  • File path + filename + extension + worksheet name (example: “C:Desktop[Formulas_SheetName_FileName]Formulas”):
    =CELL(“filename”)
  • Folder name (example: “Desktop”):
    =TRIM(RIGHT(SUBSTITUTE(LEFT(CELL(“filename”),FIND(“[“,CELL(“filename”),1)-2),””,REPT(” “,100)),100))

Copy these formulas for any linked cell or sheet:

If you want to get the file name, sheet name or path from another cell or workbook, you can use one of the following formulas. Instead of “A1” you insert your cell reference.

  • Worksheet name (example: “Formulas”):
    =RIGHT(CELL(“filename”,A1),LEN(CELL(“filename”,A1))-SEARCH(“]”,CELL(“filename”, A1)))
  • Workbook name (example: “Formulas_SheetName_FileName”):
    =TRIM(LEFT(SUBSTITUTE(MID(CELL(“filename”,A1),FIND(“[“,CELL(“filename”,A1))+1,255),”.xl”,REPT(” “,255)),255))
  • Workbook name + extension (example: “Formulas_SheetName_FileName.xlsx”):
    =MID(CELL(“filename”,A1),SEARCH(“[“,CELL(“filename”,A1))+1,SEARCH(“]”,CELL(“filename”,A1))-SEARCH(“[“,CELL(“filename”,A1))-1)
  • File path (example: “C:Desktop”):
    =LEFT(CELL(“filename”,A1),FIND(“[“,CELL(“filename”,A1))-1)
  • File path + filename (example: “C:DesktopFormulas_SheetName_FileName”):
    =LEFT(CELL(“filename”,A1),FIND(“[“,CELL(“filename”,A1))-1)&TRIM(LEFT(SUBSTITUTE(MID(CELL(“filename”,A1),FIND(“[“,CELL(“filename”,A1))+1,255),”.xl”,REPT(” “,255)),255))
  • File path + filename + extension (example: “C:DesktopFormulas_SheetName_FileName.xlsx”):
    =SUBSTITUTE(LEFT(CELL(“filename”,A1),FIND(“]”,CELL(“filename”,A1))-1),”[“,””)
  • File path + filename + extension + worksheet name (example: “C:Desktop[Formulas_SheetName_FileName]Formulas”):
    =CELL(“filename”,A1)
  • Folder name (example: “Desktop”):
    =TRIM(RIGHT(SUBSTITUTE(LEFT(CELL(“filename”,A1),FIND(“[“,CELL(“filename”,A1),1)-2),””,REPT(” “,100)),100))

Please note:

  • The formulas are different for each language and regional settings. So you have to make sure to adapt it to your Excel version. Please check out the download below, it’s probably the easiest option for adapting the formulas to your settings.
  • In order to insert the filename or path, you have to save your workbook first. It doesn’t work with a newly created Excel file.

Download an Excel file with all the formulas

download, excel, formulas, cell, file name, sheet name, path
Download the formulas within this Excel file so that it adapts to your language and regional settings automatically

In order to avoid any problems with language and regional settings, you can download all the above formulas with an Excel file.

Just open it and copy the complete cell to your desired location. The download starts instantly (no sign-up or any other annoyances…).

  • Download link: Click here.
  • File name: Formulas_SheetName_FileName.xlsx
  • Size: 35 KB
  • File type: XLSX

Anything missing? Suggestions for improvements? Please let us know and leave a comment.

Henrik Schiffner is a freelance business consultant and software developer. He lives and works in Hamburg, Germany. Besides being an Excel enthusiast he loves photography and sports.


  • — By
    Sumit Bansal

On my first day in my job in a small consulting firm, I was staffed on a short project for three days.

The work was simple.

There were many folders on the network drive and each folder had hundreds of files in it.

I had to follow these three steps:

  1. Select the file and copy its name.
  2. Paste that name in a cell in Excel and hit Enter.
  3. Move to the next file and repeat step 1 & 2.

Sounds simple right?

It was – Simple and a huge waste of time.

What took me three days could have been done in a few minutes if I knew the right techniques.

In this tutorial, I will show you different ways to make this entire process super fast and super easy (with and without VBA).

Limitations of the methods shown in this tutorial: With the techniques shown below, you will only be able to get the names of the files within the main folder. You will not get the names of the files in the sub-folders within the main folder. Here is a way to get names of files from folders and sub-folders using Power Query

Using FILES Function to Get a List of File Names from a Folder

Heard of FILES function before?

Don’t worry if you haven’t.

It is from the childhood days of Excel spreadsheets (a version 4 formula).

While this formula does not work in the worksheet cells, it still works in named ranges. We will use this fact to get the list of file names from a specified folder.

Now, suppose you have a folder with the name – ‘Test Folder‘ on the desktop, and you want to get a list of file names for all the files in this folder.

Here are the steps that will give you the file names from this folder:

  1. In cell A1, enter the folder complete address followed by an asterisk sign (*)
    • For example, if your folder in the C drive, then the address would look like
      C:UsersSumitDesktopTest Folder*Folder address in a cell
    • If you are not sure how to get the folder address, use the following method:
        • In the folder from which you want to get the file names, either create a new Excel Workbook or open an existing workbook in the folder and use the below formula in any cell. This formula will give you the folder address and adds an asterisks sign (*) at the end. Now you can copy-paste (paste as value) this address in any cell (A1 in this example) in the workbook in which you want the file names.
          =REPLACE(CELL("filename"),FIND("[",CELL("filename")),LEN(CELL("filename")),"*")

          [If you have created a new workbook in the folder to use the above formula and get the folder address, you may want to delete it so that it doesn’t feature in the list of files in that folder]

  2. Go to the ‘Formulas’ tab and click on the ‘Define Name’ option.File Names from a Folder in Excel - Define Name
  3. In the New Name dialogue box, use the following details
    • Name: FileNameList (feel free to choose whatever name you like)
    • Scope: Workbook
    • Refers to: =FILES(Sheet1!$A$1)File Names from a Folder in Excel - Define Name Refres to
  4. Now to get the list of files, we will use the named range within an INDEX function. Go to cell A3 (or any cell where you want the list of names to start) and enter the following formula:
    =IFERROR(INDEX(FileNameList,ROW()-2),"")
  5. Drag this down and it will give you a list of all the file names in the folder

Getting the File Names from a folder using the FILES function Excel

Want to Extract Files with a Specific Extension??

If you want to get all the files with a particular extension, just change the asterisk with that file extension. For example, if you want only excel files, you can use *xls* instead of *

So the folder address that you need to use would be C:UsersSumitDesktopTest Folder*xls*

Similarly, for word document files, use *doc*

How does this work?

FILES formula retrieves the names of all the files of the specified extension in the specified folder.

In the INDEX formula, we have given the file names as the array and we return the 1st, 2nd, 3rd file names and so on using the ROW function.

Note that I have used ROW()-2, as we started from the third row onwards. So ROW()-2 would be 1 for the first instance, 2 for the second instance when the row number is 4, and so on and so forth.

Watch Video – Get List of File Names from a Folder in Excel

Using VBA Get a List of All the File Names from a Folder

Now, I must say that the above method is a bit complex (with a number of steps).

It’s, however, a lot better than doing this manually.

But if you’re comfortable with using VBA (or if you’re good at following exact steps that I am going to list below), you can create a custom function (UDF) that can easily get you the names of all the files.

The benefit of using a User Defined Function (UDF) is that you can save the function in a personal macro workbook and reuse it easily without repeating the steps again and again. You can also create an add-in and share this function with others.

Now let me first give you the VBA code that will create a function to get the list of all the file names from a folder in Excel.

Function GetFileNames(ByVal FolderPath As String) As Variant
Dim Result As Variant
Dim i As Integer
Dim MyFile As Object
Dim MyFSO As Object
Dim MyFolder As Object
Dim MyFiles As Object
Set MyFSO = CreateObject("Scripting.FileSystemObject")
Set MyFolder = MyFSO.GetFolder(FolderPath)
Set MyFiles = MyFolder.Files
ReDim Result(1 To MyFiles.Count)
i = 1
For Each MyFile In MyFiles
Result(i) = MyFile.Name
i = i + 1
Next MyFile
GetFileNames = Result
End Function

The above code will create a function GetFileNames that can be used in the worksheets (just like regular functions).

Where to put this code?

Follow the steps below to copy this code in the VB Editor.

How to Use this Function?

Below are the steps to use this function in a worksheet:

  • In any cell, enter the folder address of the folder from which you want to list the file names.
  • In the cell where you want the list, enter the following formula (I am entering it in cell A3):
    =IFERROR(INDEX(GetFileNames($A$1),ROW()-2),"")
  • Copy and paste the formula in the cells below to get a list of all the files.

Get List of File Names from Folder using VBA function

Note that I entered the folder location in a cell and then used that cell in the GetFileNames formula. You can also hard code the folder address in the formula as shown below:

=IFERROR(INDEX(GetFileNames("C:UsersSumitDesktopTest Folder"),ROW()-2),"")

In the above formula, we have used ROW()-2 and we started from the third row onwards. This made sure that as I copy the formula in the cells below, it will get incremented by 1. In case you’re entering the formula in the first row of a column, you can simply use ROW().

How does this formula work?

The GetFileNames formula returns an array that holds the names of all the files in the folder.

The INDEX function is used to list one file name per cell, starting from the first one.

IFERROR function is used to return blank instead of the #REF! error which is shown when a formula is copied in a cell but there are no more file names to list.

Using VBA Get a List of All the File Names with a Specific Extension

The above formula works great when you want to get a list of all the file names from a folder in Excel.

But what if you want to get the names of only the video files, or only the Excel files, or only the file names that contain a specific keyword.

In that case, you can use a slightly different function.

Below is the code that will allow you get all the file names with a specific keyword in it (or of a specific extension).

Function GetFileNamesbyExt(ByVal FolderPath As String, FileExt As String) As Variant
Dim Result As Variant
Dim i As Integer
Dim MyFile As Object
Dim MyFSO As Object
Dim MyFolder As Object
Dim MyFiles As Object
Set MyFSO = CreateObject("Scripting.FileSystemObject")
Set MyFolder = MyFSO.GetFolder(FolderPath)
Set MyFiles = MyFolder.Files
ReDim Result(1 To MyFiles.Count)
i = 1
For Each MyFile In MyFiles
If InStr(1, MyFile.Name, FileExt) <> 0 Then
Result(i) = MyFile.Name
i = i + 1
End If
Next MyFile
ReDim Preserve Result(1 To i - 1)
GetFileNamesbyExt = Result
End Function

The above code will create a function ‘GetFileNamesbyExt‘ that can be used in the worksheets (just like regular functions).

This function takes two arguments – the folder location and the extension keyword. It returns an array of file names that match the given extension. If no extension or keyword is specified, it will return all the file names in the specified folder.

Syntax: =GetFileNamesbyExt(“Folder Location”,”Extension”)

Where to put this code?

Follow the steps below to copy this code in the VB Editor.

  • Go to the Developer tab.
  • Click on the Visual Basic button. This will open the VB Editor.
  • In the VB Editor, right-click on any of the objects of the workbook you’re working in, go to Insert and click on Module. If you don’t see the Project Explorer, use the keyboard shortcut Control + R (hold the control key and press the ‘R’ key).
  • Double click on the Module object and copy and paste the above code into the module code window.

How to Use this Function?

Below are the steps to use this function in a worksheet:

  • In any cell, enter the folder address of the folder from which you want to list the file names. I have entered this in cell A1.
  • In a cell, enter the extension (or the keyword), for which you want all the file names. I have entered this in cell B1.
  • In the cell where you want the list, enter the following formula (I am entering it in cell A3):
    =IFERROR(INDEX(GetFileNamesbyExt($A$1,$B$1),ROW()-2),"")
  • Copy and paste the formula in the cells below to get a list of all the files.

Get File Names from a Folder in Excel by Extension keyword

How about you? Any Excel tricks that you use to make life easy. I would love to learn from you. Share it in the comment section!

You May Also Like the Following Excel Tutorials:

  • Filter cells with bold font format.
  • How to Combine Multiple Excel Files into One Excel Workbook.
  • Creating a Drop Down Filter to Extract Data Based on Selection.
  • Using VBA FileSystemObject (FSO) in Excel.

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121 thoughts on “Get the List of File Names from a Folder in Excel (with and without VBA)”

  1. Awesome, Thanks. really helpful….Though i guess this works only for local drive folders. Is there a way to get the sever location work? As, if there are huge amounts of data it’s not wise to copy paste on my local drive and then do this. There should be a way to get the files names from the severs connected. Could you please help me out with that?

  2. Fantastic, thanks many tonnes.

  3. 1. select file in folder
    2. hold shit and right click
    3. select “copy as path”
    4. paste in excel
    5. Use find/replace to find “folder path” and replace with ” “

  4. Amazing solutions both with/without VBA.
    It works in my PC but I would like to know why is doesn’t work if the folder is in Onedrive?
    I´m using in cell A1 =REPLACE(CELL(“filename”),FIND(“[“,CELL(“filename”)),LEN(CELL(“filename”)),”MyFolder/”)
    to obtain the folderpath that is in One drive and in B1=INDEX(GetFileNames(A1,1),””)

  5. This is awesome!! Thanks

  6. Super bro! worked out correctly for me (using the Excel formula). Many thanks for sharing your knowledge.

  7. Very well. I like the code of vba. But i think you have some issue with ReDim Result(1 To MyFiles.Count) and with the ReDim Preserve Result(1 To i – 1). Because i run the code and 1 of files i can’t see.
    I think the best to change
    ReDim Result(0 To MyFiles.Count)
    ReDim Preserve Result(0 To i – 1).
    And after this all works.
    Thanks for great job.

  8. i have more sub folder in one folder in need formula to get all folder name in excl

  9. Awesome!!! Thanks a lot, man! Got it done, what I needed to, following your video. Kudos to you!

  10. Is there a way to select file names based on their created date or last modified date? For example, I want files created in the last 24 hrs, 36 hrs, and 5 days?

  11. Hi, this is great, but I need a list of the file names without their extension.. how to do this in one step?

    • You can use below formula

      =IFERROR(LEFT(INDEX(FileNameList,ROW()-2),FIND(“.”,INDEX(FileNameList,ROW()-2))-1),””)

  12. is that any way to update excel list when one of the file in the folder delete ?

  13. if one of the file in the folder delete this program can not update that and old file name remain in the list

  14. I find it faster to stick the folder path into a browser and then copy and paste into excel.
    But yes, even better when excel is set up to extract the data with a click of the button.

  15. Great!
    Why doesn’t it work?

  16. Hi, what i like to know is….
    i have a cell A1 in sheet1, and i like to output the highest file number of a folder in that cell.
    So when the folder name = userinvoice and the file name in pdf and xlsm is for example 20190001.pdf range 20190199 and 20190001.xlsm to 20190199 i like to display the value of the highest number in that folder to cell A1 in sheet1. In this example it would be 20190199.pdf and 20190199.xlsm

    Thank you very much for you effort.

  17. Thanks very much. Saved me hours of manual entry!

  18. hi

    thankyou for the post

    I need a macro which can automate the work of renaming the pdf with amount within the pdf, instead of depending on a software

  19. I want to see Respective File Name with Save Time & Date…
    Please help for the Macro Code for the same.

  20. Thank you for this wonderful post !!!

  21. I see the method for only listing specific extensions but is there a way to exclude extensions?

  22. Thanks a lot for your tip. it’s helped me a lot.. 🙂 ..

  23. Thanks for the tip – worked like a charm!

  24. I need to get at the place to make a file name and go where I took pictures at yesterday

  25. Nice work

    it made our work very easy with our macro

    • oh

  26. Amazing ! i’m mind blown here,
    I knew of to do it with marco but with a simple formula! wonderful!

  27. DEVE

  28. hoping someone could help, hoping I could automate my excel list using VBA or other procedure,

    For A, the idea is I have a PDF file, let say rev. 1,2,3,4 etc, and I will put it in one folder, what I need is I need to capture the latest revision with hyperlink using formula.

    For B, the idea is almost same as above except for one revision, let say rev. 01 and I will put it in one folder (same folder as formula A), what I need is I need to capture the exact revision with hyperlink using formula.

    I get this this formula but i don’t know how it will work- thanks in advance.

    A) Formula for latest “rev number” column

    =IF(Bfile(“Z:3 M+ MWC3.1 M+_RSSM+ (CC_2015_3A_022)3_DrawingsUSBM+ WS4_Drawings”&MIDB($A50,11,3)&”PDF”&MIDB($A50,1,35)&”-“&LOOKUP(1,0/($K50:$DF50” “),$K50:$DF50)&”.PDF”),HYPERLINK(“Z:3 M+ MWC3.1 M+_RSSM+ (CC_2015_3A_022)3_DrawingsUSBM+ WS4_Drawings”&MIDB($A50,11,3)&”PDF”&MIDB($A50,1,35)&”-“&LOOKUP(1,0/($K50:$DF50” “),$K50:$DF50)&”.PDF”,LOOKUP(1,0/($K50:$DF50″ “),$K50:$DF50)),”*”&LOOKUP(1,0/($K50:$DF50” “),$K50:$DF50))

    B) Formula for latest “rev number individual” column

    =IF(Bfile(“Z:3 M+ MWC3.1 M+_RSSM+ (CC_2015_3A_022)3_DrawingsUSBM+ WS4_Drawings”&MIDB($A52,11,3)&”PDF”&MIDB($A52,1,35)&”-00.PDF”),HYPERLINK(“Z:3 M+ MWC3.1 M+_RSSM+ (CC_2015_3A_022)3_DrawingsUSBM+ WS4_Drawings”&MIDB($A52,11,3)&”PDF”&MIDB($A52,1,35)&”-00.PDF”,”00″),”*00″)

  29. I only tried the first method and it works perfectly for me… thank you so much for saving me days of boring inputing!!

  30. How to get the file name list in Date Modified order in this excel workbook ??

  31. Umm its not working on MAC 🙁
    The formula you’ve provided (in column A) gives me this:
    /Volumes/Data/Reports/*

    So the INDEX formula (in column B) gives #N/A
    🙁

    • Remove the first “/” (the one before Volumes) and change the rest of the slashes to colons.

  32. I used the code above to obtain a list of files. The files names are as below:
    Diesel___1234567___NIR_cuvette___20180912_234811.0
    Diesel___1234567___NIR_cuvette___20180912_235510.0
    The code only pulls the first file for each sample and fails to list the second (or third file). Is there a way to correct for this? Thanks.

  33. Hey,
    I have a ecxel sheet which have some product names, and also have a folder which have some pdf files named same as in cell data, like if cell A2 value is apple1, Pdf file name is apple1.pdf, i want to know which name file is missing, can we get that in excel somwhow..

  34. Hi Sumit,

    I want to list the names and duration of all videos in a folder and its subfolders using Excel VBA. From the code below I can get the duration of video files, but I can’t exclude all other files. This gives me a list of all the file names, which I don’t need. Also I am failing to loop through subfolders.
    What I want to achieve is for the macro to loop through all subfolders in the the given root folder and list only video names and duration in columns A and B.
    Some help with this is truly appreciated.
    Option Explicit

    Dim i As Long, SourceFldr
    Dim c As Range, rng As Range
    Dim sFile As Variant
    Dim oWSHShell As Object
    Dim WS As Worksheet
    Dim lRow As Long

    Sub GetDuration()

    Dim fldr As FileDialog
    Set fldr = Application.FileDialog(msoFileDialogFolderPicker)
    Set oWSHShell = CreateObject(“WScript.Shell”)

    With fldr
    .Title = “Select a Source Folder”
    .AllowMultiSelect = False
    .InitialFileName = oWSHShell.SpecialFolders(“Desktop”)
    If .Show -1 Then GoTo NextCode
    SourceFldr = .SelectedItems(1)
    NextCode:
    End With

    Dim oShell: Set oShell = CreateObject(“Shell.Application”)
    Dim oDir: Set oDir = oShell.Namespace(SourceFldr)

    i = ActiveSheet.Range(“A” & Rows.Count).End(xlUp).Row + 1

    For Each sFile In oDir.Items
    Cells(i, 1).Value = oDir.GetDetailsOf(sFile, 0) ‘File Name
    Cells(i, 2).Value = oDir.GetDetailsOf(sFile, 27) ‘File Lenght
    i = i + 1
    Next sFile

    Set oDir = Nothing
    Set oShell = Nothing

    End Sub

  35. Wow! That’s ingenious and too much for free 😀 May Allah bless you brother. Thanks a lot.

  36. Hey! Sumit Bansal right? As a matter of fact you are my excel HERO. I’ve been following your blog for quite a while now and everything you thought was amazing. Even though I’m still a student, I know one day this knowledge is going to save me a lot of time. I thought I was an excel expert with my one semester training So I created a blog to publish my skills on (http://excel-programming.com). But upon discovering your skills and experience I think I still have a a long way to go. Thank you very much for this blog.

  37. You are doing wonderful work Sumit to educate Excel users. God bless you.
    Please try the Excel Addin called ASAP Utilities by downloading it. There is a free (Home&Student) and paid version. File listing in Excel sheet of any directory and nested sub directories, with many properties of the files is so easy with many menu driven options (Menu-File & System-Item 24) This is just one of more than 300 utilities. It will be very useful for all Excel users and saves tons of time and effort. Current version is 7.4 and the link to the site is http://www.asap-utilities.com/ . I do not have any pesronel intrest in the product except to make it known to many Excel users to benifit in their work. It was developed by Bastien Mensink from Netherlands way back in 1999. I am using it since that time. Feed back on your experience is appreciated.

  38. Sumit this one deserves a kudos!!

    Some time back i was working on its VBA and m non VBA guy……….

  39. I was also wondering if there is a way to extract additional properties information at the same time
    ie
    “File Name”
    “Created”
    “Owner”
    “Author”
    “Title”
    “Comments”
    “Tags”

    • This would be fabulous.

  40. nice. really interesting. thanks a lot

  41. Hmm, nowadays I would go with a Power Query ( Get and Transform) solution. Read from folder, and delete all columns except file name. Save and load to table. No macro, no formula involved.

  42. Thank you for this repost. Is there a way to list folders in a directory?

    • I just saw a post below that this function does not work with folders. Too bad 🙁

  43. Since it has not been corrected I assume that it has not been reported yet. The first version of this formula: =IFERROR(INDEX(FileNameList,ROW()-2,””) should actually be: =IFERROR(INDEX(FileNameList,ROW()-2),””). The trick won’t work until the right formula is used.

    • Thanks for pointing out Charles.. have corrected it!

  44. Hi Sumit, Great trick. Thanks a lot. However I was wondering if there is a way to extract the file path as well along with the file name

  45. I copied everything exactly but my cells are blank in the B column and it doesn’t populate the file names. any reason why? Also I’m using office 2010.

    • I figured out the issue, i didn’t have a slash before the asterisk * at the end. But I have one more question. Can this be used to get a value from a cell in these docs as well? e.g. I get a list of all docs in a given folder, can I then get a value from a cell in each of those docs if its all the same cell in each doc?

  46. Hi
    Was wondering if there is a way to extract properties information at the same time
    ie
    “File Name”
    “Created”
    “Owner”
    “Author”
    “Title”
    “Comments”
    “Tags”

    Much appreciated

  47. Hi Sumit, great tutorial. I used this because files are constantly being added to a specific folder. This allows for the names of those new folders to show. Since I do not know the names of the new files that will be created I was hoping to then use the results of this in an external reference formula. Do you know if this is possible?

  48. One method I have used before uses the command prompt. Navigate to the folder you want to extract file names from. Type (dir /b > “sample.txt”) minus the parenthesis. This will create a text file in the same directory that you can then open in Excel for further processing.

  49. how to have excel list all the file in one row instead of using multiple rows

  50. dear sir,
    how can i Get a List of File Names from a Folder in Excel without extension like . jpg, .pdf

  51. Amazing! Thanks for this Great Trick!!!

    Question: When the New File Names come in, they Start Over from the Top-Shifting File Names Down, how can I get them to come in at the bottom of the list (based on date/time modified)?

    Make File Name Hyperlink? If I Select the Column with your Formula, Insert Hyperlink and Add Folder Location, this links them to the folder, but how can I make it open the file directly? Also If you can Help: I have a Folder Filled with Email Messages (.msg Files) that I am keeping a Running List of in Excel and have to manually enter data from each Email such as Name (Email Address before @) + Company (Email Address after @), Date Received etc. – Is there a way to Auto Populate this information into Excel from the .msg File following the Automated File Name you have created here?

  52. I have a single folder with multiple sub-folders each with multiple files, can I extract at the highest folder level?

  53. Hi, Is there a way i can get the time the file is created in addition to the file name?

  54. Hei Sumit. I got Folder name in A1. But INDEX will not work properly, I get only #N/A, (I define A1 as “NM”)
    Can you plz look at screenshot and give me some guide lines that where i do wrong?
    And my required folder is on Sharepoint.

  55. Amazingly quick response. I will re-check. Thank you.

  56. I tried Getting a List of File Names from a Folder in Excel. Why did I get #NAME? instead of the name of the first file? I like your video lesson. Thank you.
    Husen Kabeer, myaquadome@yahoo.com

    c:This PCDocumentsHusen Data Files – 2014Word*
    =INDEX(FileNameList,1)
    #NAME?

    • Hello Husen.. Check the named range reference. It seems your named range is not referring to the cell that has the folder path.

  57. Thank you very much. This is amazing ..:)

    • Thanks for commenting.. Glad you liked it 🙂

  58. Sumit, is there a way for this formula to look within a series of sub-folders for the same results.

    • Thanks for commenting David.. With this method, you can only get file names from a specified folder

  59. Hi, Sumit
    Googled for a few minutes just now. I love your work. As a newbie you’ve helped me so much but for the life of me I just couldn’t get this working. Found an alternative method that actually lists the file names as hyperlinks. Thought I’d share the link here, in case you or your other fans/followers were interested –

    http://www.extendoffice.com/documents/excel/627-excel-list-files.html

  60. if this done with a folder that gets updated a lot, will this auto update with the new file names or will you have to start all over

    • It would automatically update if you open the workbook or you press F9 (to force a calculation), or even if you make any change in the worksheet.

      • Thanks, its working just the way that i was wanting it to

      • Hello Sumit, thank you for your post. Made my life easier. Never the less I still have a problem with the update. It does not update automatically. I have to drag the formula again each time I open the document, or either double click the cell to updated itself. Do you know what I might do wrong? For your information I used your formula in combination with other formulas as bellow :

        =LEFT($B$3;LEN($B$3)-1)&IFERROR(INDEX(FileList0916;ROWS($B$4:B33));””)

  61. Hi. I have been here for more than an hour and for some reason I can’t get this to work. Know I’m going to love it and use it a lot, once I can get the first one working. Any chance you can take a look at mine and tell me what I’m doing wrong? I would so much appreciate it!

    https://www.dropbox.com/s/ex6rtxpgr2twyne/Excel%20Index.xlsx?dl=0

    • Hello Brenda. You have created a named range with the name “ExcelList”, while the formula uses “FileNameList”. Change the formula to =IFERROR(INDEX(ExcelList,ROWS($B$1:B1)),””)

        • Are you using the formula to get the folder address. Use this formula =REPLACE(CELL(“filename”),FIND(“[“,CELL(“filename”)),LEN(CELL(“filename”)),”*”)

          It shouldn’t look something as shown in your spreadsheet. Also, make sure the excel file (in which you are extracting the file names) is saved in the same folder.

          • Morning,
            At it again this am. Losing my mind. Want this so bad and I just can’t get it to work. Tried everything. Must be something really small and stupid hanging me up. Heading to work. Little bit OCD – lol. I will get back at it when I get home but not too optimistic.

  62. hi sumit! i followed the instructions but all i got was a blank cell..

  63. Hi
    The function of FILES does not exist in my version of excel 2010! May be it originated from some Add-Ins?

  64. That is an awesome way. Thanks a lot!!…
    Also, is there a way to get the list of all the folders,subfolders and filenames along with file size and modification date columns.

    • Thanks for commenting.. Using this method, you can only get file names from a specified folder

  65. Another way to get the directory.
    Portuguese version of formula =INFORMAÇÃO(“DIRECTÓRIO”)
    I guess in English will be =INFO(“DIRECTORY”)
    Even easier!

  66. Hi Sumit, thanks a lot for that.. is there any way I can also get the tabs within each excel file that I am looking up in a drive to populate in the columns next to file names? Please let me know it will be really helpful

    • Hi Bharat. You won’t be able to get tab names using the FILES function. For that, you would need to resort to a VBA code

      • HI Sumit, thanks for the quick response. is there anyway you can help with that code? I have been trying to search for it online but nothing seems to pop up.

  67. Never seen this trick before. Great stuff.

    i think this formula should also work for retrieving the file path, looks shorter 🙂
    =LEFT(CELL(“filename”),FIND(“[“,CELL(“filename”))-1)&”*”

    • Thanks for sharing the formula Victor.. Yours is much better 🙂

  68. I was able to follow your instructions, but when i save it and go back it isnt there it just has name#. I am not familiar with Macros and it ask me to save Macros-Free and when I do my list isnt there. how can I save it. apologize in advance.

    • Hi Elisa.. Thanks for commenting. Try and save your file as a macro-enabled workbook (with .xlsm extension) and it would work. Since FILES is an old macro formula, it requires the workbook to be saved in .XLSM format. And don’t worry about not knowing macros, it would still work

  69. Awesome solution thank you! However I could only register 256 files (rows). After that I get #¡REF!. Do you know a way to make it work for larger number of files. I need it for 2.000 files aprox. Thank you again. Jacobo

    • Thanks for commenting.. Could you share the sample file you are using. Since FILES is an old formula it may have some limitations, need to check on it.

  70. Once I wanted to do the same so I wrote an Excel Add-in for doing that.

    It can get filenames, folders, file extensions and other information regarding files.

    This tool can write up to excel limit number of rows in just a few minutes.

    In a stress test I did, I got more than 1,000,000 file names in just about 3 minutes.

    Here is a link to try:

    http://excel.gegprifti.com

  71. Dear Sumit,
    Suppose i want to do same for folder name than how we can do?

    • Hi, I am waiting for your revert.

      • Hi Narayandatta.. FILES can not be used to get the folder names within in folder. It only works for files that have an extension

  72. This was a great time saver Sumit, thanks. ? is there a way to make them a hyperlink without going through every single one?
    Thanks

  73. fantastic

    • A formula that only works in named range?!!..this is great find.

  74. That is really useful, thanks very much!

    • Thanks for commenting.. Glad you found this useful 🙂

  75. Interesting.

    Before dragging down, we may use

    =COUNTA(FileNameList)

    to get a sense of how far we need to go down.

    btw, another approach in getting the directory for consideration.

    =REPLACE(CELL(“filename”),FIND(“[“,CELL(“filename”)),LEN(CELL(“filename”)),”*”)

    • Thanks for commenting.. Your formula is much better 🙂

  76. Thanks this will be useful
    We can also do the same thing with Power Query

  77. Wow, this is great. Easier than the VBA code I wrote to do the same thing!

    • Yeah.. this old macro4 formula does makes it quite easy to do this

  78. you save my life.

    thnx a lot for such a great trick.

    • Thanks for the comment. Glad you liked it 🙂

      • Dear Sumit,

        Is “Files” function is valid only Excel 2013.

        I am trying to make it in Excel 2010 but could not find the Turkish of “Files” in Excel?

        Do you have an idea?

      • Dear Sumit,

        I am dying here to try above trick but still waiting your reply about the function FILES ?
        🙁

        • Hey.. this formula is valid for all versions of Excel. However, I could not find its equivalent for Turkish Excel. Since it’s an old function, even the help is not available for it now.

          • Dear Sumit,

            Thnx for your reply.

            I made it but unfortunately when I drag down, it gives only the first file name ?

            Do you have any idea?

          • It seems the second argument of INDEX is not changing. Can you try changing it to see if it work. Also, would be great if you could share the file (a link to dropbox or onedrive)

          • I think I got the issue.. Replace the function ROW with ROWS, and it should work for you. Hope this helps.

          • omg!
            how dumb! I am…
            Thnx a lot and sorry for wasting your time!

          • Glad it worked 🙂

          • I need those macros in Polish, and find this way:

            In VBA I write and run simple macro like:

            Sub Makro1()
            ActiveWorkbook.Names.Add Name:=”Test”, RefersToR1C1:=”=FILES(Sheet1!R2C1)”
            End Sub

            Then in Name Menager I have 4.0 Macro Function name in my Excel language (for my it’s Polish)

Comments are closed.

Document properties, also known as metadata, are details about a file that describe or identify it. They include details such as title, author name, subject, and keywords that identify the document’s topic or contents.

If you include the document properties for your files, you can easily organize and identify them later. You can also search for documents based on their properties or insert them into your documents.

Learn more about document properties

There are four types of document properties:

  • Standard properties — By default, Microsoft 365 documents are associated with a set of standard properties, such as author, title, and subject. You can specify your own text values for these properties to make it easier to organize and identify your documents. For example, in Word, you can use the Keywords property (also called Tags) to add the keyword «customers» to your sales documents. You can then search for all sales documents with that keyword.

  • Automatically updated properties — These properties include both file system properties (for example, file size or the dates when a file was created or last changed) and statistics that are maintained for you by Microsoft 365 programs (for example, the number of words or characters in a document). You cannot specify or change the automatically updated properties.

    You can use the automatically updated properties to identify or find files. For example, you can search for all files created after August 3, 2015, or for all files that were last changed yesterday.

  • Custom properties — You can define additional custom properties for your Microsoft 365 documents. You can assign a text, time, or numeric value to custom properties, and you can also assign them the values yes or no. You can choose from a list of suggested names or define your own.

    For more information see View or create custom properties for a file

  • Document library properties — These are properties that are associated with documents in a document library on a website or in a public folder. When you create a new document library, you can define one or more document library properties and set rules on their values. When you add documents to the document library, you are prompted to include the values for any properties that are required, or to update any properties that are incorrect. For example, a document library that collects product ideas can prompt the person for properties such as Submitted By, Date, Category, and Description. When you open a document from a document library in Word, Excel, or PowerPoint, you can edit and update these document library properties by clicking File > Info. All required properties from the document library are outlined with red borders on the Info tab in Word, Excel, and PowerPoint,.

If you want to insert any of these properties into your Word document see Add the file name, date, author, or other document properties to a header or footer.

View and change the standard properties for the current file

  1. Click the File tab.

  2. Click Info.

  3. Click the View and edit database properties link at the top of the page.

  4. In the Properties dialog box, click the tabs to select the properties that you want to view or update.

  5. Click OK. Any changes you made are saved automatically.

  6. Click the File tab again to return to your database.

  1. Click the File tab.

  2. Click Info to view the workbook properties.

  3. To add or change properties, hover your pointer over the property you want to update and enter the information.

  4. Click the File tab again to return to your workbook. Any changes you made are saved automatically.

    Optional steps:

    • To see more properties, click the Show All Properties link at the bottom of the page.

    • To open a properties dialog box where you can add or edit all the properties at once and view document information and statistics, click Properties at the top of the page, and then click Advanced Properties.

      Opening Advanced Properties

      On the Summary tab, you can add or edit the Title, Subject, Author, Manager, Company, Category, Keywords (also called Tags), and Comments.

  1. Click the File tab.

  2. Click Info to view the presentation properties.

  3. To add or change properties, hover your pointer over the property you want to update and enter the information.

  4. Click the File tab again to return to your presentation. Any changes you made are saved automatically.

    Optional steps:

    • To see more properties, click the Show All Properties link at the bottom of the page.

    • To open a properties dialog box where you can add or edit all the properties at once and view document information and statistics, click Properties at the top of the page, and then click Advanced Properties.

      Opening Advanced Properties

      On the Summary tab, you can add or edit the Title, Subject, Author, Manager, Company, Category, Keywords (also called Tags), and Comments.

  1. Click the File tab.

  2. Click Info to view the project properties.

  3. To add or change properties, hover your pointer over the property you want to update and enter the information.

  4. Click the File tab again to return to your project. Any changes you made are saved automatically.

    Optional steps:

    To see more properties or statistics, click Project Information at the top of the page, and then click Advanced Properties or Project Statistics.

    Project Information options

    On the Summary tab in the Properties dialog box, you can add or edit the Title, Subject, Author, Manager, Company, Category, Keywords (also called Tags), and Comments.

  1. Click the File tab.

  2. Click Info to view the properties.

  3. Click the File tab again to return to your publication. Any changes you made are saved automatically.

Optional steps:

To open a properties dialog box where you can add or edit all the properties at once and view document information and statistics, click Publication Properties at the top of the page, and then click Advanced Properties.

Opening Advanced Properties

On the Summary tab, you can add or edit the Title, Subject, Author, Manager, Company, Category, Keywords (also called Tags), and Comments.

  1. Click the File tab.

  2. Click Info to view the properties.

  3. To add or change properties, hover your pointer over the property you want to update and enter the information.

  4. Click the File tab again to return to your publication. Any changes you made are saved automatically.

    Optional steps:

    • To open a properties dialog box where you can add or edit all the properties at once and view document information, click Properties at the top of the page, and then click Advanced Properties.

      Opening Advanced Properties

      On the Summary tab, you can add or edit properties such as the Title, Subject, Author, Manager, Company, Category, Keywords (also called Tags), and Comments.

    • To add a link to related documents, click Related Documents at the bottom of the Info page, and select Add a Link to a Related Document.

  1. Click the File tab.

  2. Click Info to view the document properties.

  3. To add or change properties, hover your pointer over the property you want to update and enter the information. Note that for some metadata, such as Author, you’ll have to right-click on the property and choose Remove or Edit.

  4. Click the File tab again to return to your document. Any changes you made are saved automatically.

    Optional steps:

    • To see more properties, click the Show All Properties link at the bottom of the page.

    • To open a properties dialog box where you can add or edit all the properties at once and view document information and statistics, click Properties at the top of the page, and then click Advanced Properties.

      Opening Advanced Properties

      On the Summary tab, you can add or edit the Title, Subject, Author, Manager, Company, Category, Keywords (also called Tags), and Comments.

View or create custom properties for the current file

Custom properties are properties that you define for an Microsoft 365 document. You can assign a text, time, or numeric value to custom properties, and you can also assign them the values yes or no. You can choose from a list of suggested names or define your own.

  1. Click the File tab.

  2. Click Info.

  3. Click Properties at the top of the page, and then select Advanced Properties.

    Notes: 

    • In Access you’d select View and edit database properties

    • In Project you’d select Project Information

    • In Publisher you’d select Publication Properties

    • Currently, you can’t view or create custom properties for Visio files

  4. Click the Custom tab.

    • In the Name box, type a name for the custom property, or select a name from the list.

    • In the Type list, select the data type for the property that you want to add.

    • In the Value box, type a value for the property. The value that you type must match the selection in the Type list. For example, if you select Number in the Type list, you must type a number in the Value box. Values that don’t match the property type are stored as text.

  5. Click OK.

Learn more about the document properties

There are five types of document properties:

  • Standard properties     By default, Microsoft 365 documents are associated with a set of standard properties, such as author, title, and subject. You can specify your own text values for these properties to make it easier to organize and identify your documents. For example, in Word, you can use the Keywords property (also called Tags) to add the keyword «customers» to your sales files. You can then search for all sales files with that keyword.

  • Automatically updated properties     These properties include both file system properties (for example, file size or the dates when a file was created or last changed) and statistics that are maintained for you by Microsoft 365 programs (for example, the number of words or characters in a document). You cannot specify or change the automatically updated properties.

    You can use the automatically updated properties to identify or find documents. For example, you can search for all files created after August 3, 2005, or for all files that were last changed yesterday.

  • Custom properties     You can define additional custom properties for your Microsoft 365 documents. You can assign a text, time, or numeric value to custom properties, and you can also assign them the values yes or no. You can choose from a list of suggested names or define your own.

  • Properties for your organization     If your organization customized the Document Information Panel, the document properties that are associated with your document may be specific to your organization.

  • Document library properties     These are properties that are associated with documents in a document library on a website or in a public folder. When you create a new document library, you can define one or more document library properties and set rules on their values. When you add documents to the document library, you are prompted to include the values for any properties that are required, or to update any properties that are incorrect. For example, a document library that collects product ideas can prompt the person for properties such as Submitted By, Date, Category, and Description. When you open a document from a document library in Word, Excel, or PowerPoint, you can edit and update these document library properties in the Document Information Panel.

View and change the properties for the current file

  1. Click the File tab.

  2. Click Info.

  3. Click the View and edit database properties link at the top of the page.

  4. In the Properties dialog box, click the tabs to select the properties that you want to view or update.

    Note: If your organization customized the Document Information Panel, or if the document for which you want to view properties is saved to a document library or a document management server, additional document property views may be available.

  5. Click OK. Any changes you made will be saved automatically.

  6. Click the File tab again to return to your file.

  1. Click the File tab.

  2. Click Info to view the workbook properties.

  3. To add or change properties, hover your pointer over the property you want to update and enter the information.

  4. Click the File tab again to return to your workbook. Any changes you made will be saved automatically.

    Optional steps:

    • To see more properties, click the Show All Properties link at the bottom of the page.

    • To open a properties dialog box where you can add or edit all the properties at once and view document information and statistics, click Properties at the top of the page, and then click Advanced Properties.

      Opening Advanced Properties

      On the Summary tab, you can add or edit the Title, Subject, Author, Manager, Company, Category, Keywords (also called Tags), and Comments.

      To view custom properties, click the Custom tab.

    • To see the properties in a panel within your workbook, click Properties at the top of the page and select Show Document Panel.

    Note: If your organization customized the Document Information Panel, or if the document for which you want to view properties is saved to a document library or a document management server, additional document property views may be available.

  1. Click the File tab.

  2. Click Info to view the form statistics.

  3. To change the Name, ID or Description of the form, click Form Template Properties, and make changes to those fields as needed.

  4. To show this form in a custom category in InfoPath Filler, select the Enable custom category check box and enter a name for the custom category.

  5. Click OK.

  6. Click the File tab again to return to your workbook. Any changes you made will be saved automatically.

  1. Click the File tab.

  2. Click Info to view the presentation properties.

  3. To add or change properties, hover your pointer over the property you want to update and enter the information.

  4. Click the File tab again to return to your presentation. Any changes you made will be saved automatically.

    Optional steps:

    • To see more properties, click the Show All Properties link at the bottom of the page.

    • To open a properties dialog box where you can add or edit all the properties at once and view document information and statistics, click Properties at the top of the page, and then click Advanced Properties.

      Opening Advanced Properties

      On the Summary tab, you can add or edit the Title, Subject, Author, Manager, Company, Category, Keywords (also called Tags), and Comments.

      To view custom properties, click the Custom tab.

    • To see the properties in a panel within your workbook, click Properties at the top of the page and select Show Document Panel.

    Note: If your organization customized the Document Information Panel, or if the document for which you want to view properties is saved to a document library or a document management server, additional document property views may be available.

  1. Click the File tab.

  2. Click Info to view the project properties.

  3. To add or change properties, hover your pointer over the property you want to update and enter the information.

  4. Click the File tab again to return to your project. Any changes you made will be saved automatically.

    Optional steps:

    To see more properties or statistics, click Project Information at the top of the page, and then click Advanced Properties or Project Statistics.

    Project Information options

    On the Summary tab in the Properties dialog box, you can add or edit the Title, Subject, Author, Manager, Company, Category, Keywords (also called Tags), and Comments.

    To view custom properties, click the Custom tab in the Properties dialog box.

    Note: If your organization customized the Document Information Panel, or if the document for which you want to view properties is saved to a document library or a document management server, additional document property views may be available.

  1. Click the File tab.

  2. Click Info to view the properties.

  3. Click the File tab again to return to your publication. Any changes you made will be saved automatically.

    Optional steps:

    To open a properties dialog box where you can add or edit all the properties at once and view document information and statistics, click Publication Properties at the top of the page, and then click Advanced Properties.

    Opening Advanced Properties

    On the Summary tab, you can add or edit the Title, Subject, Author, Manager, Company, Category, Keywords (also called Tags), and Comments.

    To view custom properties, click the Custom tab.

    Note: If your organization customized the Document Information Panel, or if the document for which you want to view properties is saved to a document library or a document management server, additional document property views may be available.

  1. Click the File tab.

  2. Click Info to view the properties.

  3. To add or change properties, hover your pointer over the property you want to update and enter the information.

  4. Click the File tab again to return to your publication. Any changes you made will be saved automatically.

    Optional steps:

    To open a properties dialog box where you can add or edit all the properties at once and view document information, click Properties at the top of the page, and then click Advanced Properties.

    Opening Advanced Properties

    On the Summary tab, you can add or edit properties such as the Title, Subject, Author, Manager, Company, Category, Keywords (also called Tags), and Comments.

    Notes: 

    • To add a link to related documents, click Related Documents at the bottom of the Info page, and select Add a Link to a Related Document.

    • If your organization customized the Document Information Panel, or if the document for which you want to view properties is saved to a document library or a document management server, additional document property views may be available.

  1. Click the File tab.

  2. Click Info to view the document properties.

  3. To add or change properties, hover your pointer over the property you want to update and enter the information.

  4. Click the File tab again to return to your document. Any changes you made will be saved automatically.

    Optional steps:

    • To see more properties, click the Show All Properties link at the bottom of the page.

    • To open a properties dialog box where you can add or edit all the properties at once and view document information and statistics, click Properties at the top of the page, and then click Advanced Properties.

      Opening Advanced Properties

      On the Summary tab, you can add or edit the Title, Subject, Author, Manager, Company, Category, Keywords (also called Tags), and Comments.

      To view custom properties, click the Custom tab.

    • To see the properties in a panel within your workbook, click Properties at the top of the page and select Show Document Panel.

    Note: If your organization customized the Document Information Panel, or if the document for which you want to view properties is saved to a document library or a document management server, additional document property views may be available.

View or create custom properties for a file

Custom properties are properties that you define for an Microsoft 365 document. You can assign a text, time, or numeric value to custom properties, and you can also assign them the values yes or no. You can choose from a list of suggested names or define your own.

  1. Click the File tab.

  2. Click Info.

  3. Click the View and edit database properties link at the top of the page.

  4. Click the Custom tab.

    • In the Name box, type a name for the custom property, or select a name from the list.

    • In the Type list, select the data type for the property that you want to add.

    • In the Value box, type a value for the property. The value that you type must match the selection in the Type list. For example, if you select Number in the Type list, you must type a number in the Value box. Values that don’t match the property type are stored as text.

  5. Click Add, and then click OK.

  6. Click the File tab again to return to your workbook.

  1. Click the File tab.

  2. Click Info.

  3. Click Properties at the top of the page, and then select Advanced Properties.

  4. Click the Custom tab.

    • In the Name box, type a name for the custom property, or select a name from the list.

    • In the Type list, select the data type for the property that you want to add.

    • In the Value box, type a value for the property. The value that you type must match the selection in the Type list. For example, if you select Number in the Type list, you must type a number in the Value box. Values that don’t match the property type are stored as text.

  5. Click Add, and then click OK.

  6. Click the File tab again to return to your workbook.

  1. Click the File tab.

  2. Click Info.

  3. Click Properties at the top of the page, and then select Advanced Properties.

  4. Click the Custom tab.

    • In the Name box, type a name for the custom property, or select a name from the list.

    • In the Type list, select the data type for the property that you want to add.

    • In the Value box, type a value for the property. The value that you type must match the selection in the Type list. For example, if you select Number in the Type list, you must type a number in the Value box. Values that don’t match the property type are stored as text.

  5. Click Add, and then click OK.

  6. Click the File tab again to return to your presentation.

  1. Click the File tab.

  2. Click Info.

  3. Click Project Information at the top of the page, and then select Advanced Properties.

  4. Click the Custom tab.

    • In the Name box, type a name for the custom property, or select a name from the list.

    • In the Type list, select the data type for the property that you want to add.

    • In the Value box, type a value for the property. The value that you type must match the selection in the Type list. For example, if you select Number in the Type list, you must type a number in the Value box. Values that don’t match the property type are stored as text.

  5. Click Add, then click OK.

  6. Click the File tab again to return to your project.

  1. Click the File tab.

  2. Click Info.

  3. Click Publication Properties at the top of the page, and then select Advanced Properties.

  4. Click the Custom tab.

    • In the Name box, type a name for the custom property, or select a name from the list.

    • In the Type list, select the data type for the property that you want to add.

    • In the Value box, type a value for the property. The value that you type must match the selection in the Type list. For example, if you select Number in the Type list, you must type a number in the Value box. Values that don’t match the property type are stored as text.

  5. Click the File tab again to return to your publication.

  1. Click the File tab.

  2. Click Info.

  3. Click Properties at the top of the page, and then select Advanced Properties.

  4. Click the Custom tab.

    • In the Name box, type a name for the custom property, or select a name from the list.

    • In the Type list, select the data type for the property that you want to add.

    • In the Value box, type a value for the property. The value that you type must match the selection in the Type list. For example, if you select Number in the Type list, you must type a number in the Value box. Values that don’t match the property type are stored as text.

  5. Click the File tab again to return to your document.

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