Access To Excel To Outlook: Email Excel And Access PDF Reports
This course is designed for those interested in learning about how to use Microsoft Access and Outlook to automate distribution of Excel files.
About This Coursebeginner
This Course shows you, very quickly, how to use VBA programming to automate the distribution of Excel files by sending them as email attachments. By running one macro, you will update five reports in Excel, including a Pivot Table, then save and email the Excel file to as many email addresses as you have in your list. And all it takes is a few seconds!
This Course Uses Visual Basic, but in a way that makes it easy for anyone, even those who have NEVER done any programming! This is a great way to quickly see what the benefits of using VBA are without working your way through a huge course!
The short programs we create in this course show you, step by step, how to update a link from Access to Excel using VBA, then save the Excel file and email it as an attachment by using Outlook, ALL under VBA control – all you do is enter the report dates you want and what you want to name the emailed Excel file!
Think of how much time this will save you! Any reports you do on a regular basis can be setup with this method and you can save many hours every month!
Once you setup your data links and your email list, the process of distributing Excel reports by email only takes a few seconds and each email is personalized and sent to one email at a time.
And remember – you don’t have to know anything more than the bare basics of Access and Excel to learn how to instantly send data from Access to Excel, then email the files using Outlook.
This Microsoft Access tutorial could greatly increase your productivity and help you develop skills that are in very high demand in the workplace.
Our Promise to You
By the end of this course, you will have a clear understanding of how to use VBA programming to automate the distribution of Excel files.
30 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.
Get started today and learn how to automate the distribution of Excel files using Microsoft Access and Outlook!
Section 1 - Overview And Email Setup
Introduction And Overview Of Files
Create A Free Inbox.Com Email Account If Necessary
Setup Outlook To Send Emails
Section 1 Notes
Section 2 - Setup The Course Files And Update The Link To Excel
Links To Course Files
Test The Access Macro And Setup The Email List
Update The Data Connection Between Access And Excel
OFFICE 2010 Data Connection Instructions
Section 2 Notes
Section 3 - Create A VBA Function To Prepare The Excel File For Emailing
Create A New VBA Module And Link To Excel And Outlook References
Create A VBA Function That Will Prep The XL File
Setup Variables In The New Function
Add VBA Code To Check Existence Of Excel File
Get The Send File Name And Copy The Excel File
Open Excel, Refresh Data And Remove Connections
Using The WAIT Function And Office 2010 Modifications
Save And Test The PrepXL VBA Function
Section 3 Notes
Section 4 - Create A VBA Function To Send The Email
Create The DoEMail VBA Function And Setup Variables
Get The Email Subject And Body And Link To Outlook
Setup The Email List Table And Our Loop
Setup The Message To, Subject And Body
Setup The Email Attachment And Send The Message
Last Touches To Finish The DoEmail Function
Test The Finished Email Function
Add The Function To The Macro And Do The Final Test
Section 4 Notes
Section 5 - Conclusion
Final Overview And Future Additions
Section 6 - Email A PDF Copy Of A Report From The Report Itself!
Download Link For This Section’s Database
Overview Of The New Database
Modify The Do Invoice Button
Fix Problem With Subtotal On Report
Create A Close Button On The Report
Create An Email Invoice Button
Create A New Subroutine To Create The PDF File
Test The PDFName And Get The Email Address
Create The PDF File And Test The Subroutine
Create A New Subroutine To Do The Email
Finish The Email Subroutine
Final Touches And Testing
PDF Of Our Two Subroutines
About The Instructor
BruceHello, my name is Bruce. I am a self-employed Access programmer and general computer consultant to small and medium-sized businesses. I got into programming because I was tired of all the jargon most programmers use and how they don't seem to care about business. "Technology is great but I've always been more interested in how it can be used to make companies more profitable." - Bruce I live in Portland, Oregon and have many long-term relationships with local businesses. Many of the systems I have built for these companies are critical to the success of the business. My specialty is taking the needs of the business and translating them into a system that facilitates, rather than obstructs, what they are trying to do. I have also spent time as a full-time trainer providing group classes on the Microsoft Office programs. In my opinion, the computer industry as a whole is a colossal failure in helping businesses solve their problems. I listen carefully to the needs expressed by my clients and then deliver the simplest, most flexible solution possible. Over the years I have found that many of the techniques I have used enabled me to survive and thrive when many others have tried the computer programming business and failed. My goal is to show my students how to create systems that business will value and that will create long-term income.