Access To Excel To Outlook: Email Excel And Access PDF Reports

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This course is designed for those interested in learning about how to use Microsoft Access and Outlook to automate distribution of Excel files.

Access To Excel To Outlook: Email Excel And Access PDF Reports


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30 DAY
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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!

Course Curriculum

Course Sections

Introduction And Overview Of Files

Create A Free Inbox.Com Email Account If Necessary

Setup Outlook To Send Emails

Section 1 Notes

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

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

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

Final Overview And Future Additions

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


1 student review
  1. Bryan Foot says:

    4 star quality
    PROS - Professional presentation Takes the time to explain everything in detail Well constructed CONS - Dropped a star as the course requires a good knowledge of VBA. This requirement should be explained in the general course description

About The Instructor


Hello, 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.