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Access To Excel To Outlook: Email Excel And Access PDF Reports
5.0( 3 REVIEWS )
2h 10m

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

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Course Skill Level
Time Estimate
2h 10m


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 sy

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About This Course

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.

10 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

Section 1 - Overview And Email Setup
Introduction And Overview Of Files 00:00:00
Create A Free Inbox.Com Email Account If Necessary 00:00:00
Setup Outlook To Send Emails 00:00:00
Section 1 Notes 00:00:00
Section 2 - Setup The Course Files And Update The Link To Excel
Links To Course Files 00:00:00
Test The Access Macro And Setup The Email List 00:00:00
Update The Data Connection Between Access And Excel 00:00:00
OFFICE 2010 Data Connection Instructions 00:00:00
Section 2 Notes 00:00:00
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 00:00:00
Create A VBA Function That Will Prep The XL File 00:00:00
Setup Variables In The New Function 00:00:00
Add VBA Code To Check Existence Of Excel File 00:00:00
Get The Send File Name And Copy The Excel File 00:00:00
Open Excel, Refresh Data And Remove Connections 00:00:00
Using The WAIT Function And Office 2010 Modifications 00:00:00
Save And Test The PrepXL VBA Function 00:00:00
Section 3 Notes 00:00:00
Section 4 - Create A VBA Function To Send The Email
Create The DoEMail VBA Function And Setup Variables 00:00:00
Get The Email Subject And Body And Link To Outlook 00:00:00
Setup The Email List Table And Our Loop 00:00:00
Setup The Message To, Subject And Body 00:00:00
Setup The Email Attachment And Send The Message 00:00:00
Last Touches To Finish The DoEmail Function 00:00:00
Test The Finished Email Function 00:00:00
Add The Function To The Macro And Do The Final Test 00:00:00
Section 4 Notes 00:00:00
Section 5 - Conclusion
Final Overview And Future Additions 00:00:00
Section 6 - Email A PDF Copy Of A Report From The Report Itself!
Download Link For This Section’s Database 00:00:00
Overview Of The New Database 00:00:00
Modify The Do Invoice Button 00:00:00
Fix Problem With Subtotal On Report 00:00:00
Create A Close Button On The Report 00:00:00
Create An Email Invoice Button 00:00:00
Create A New Subroutine To Create The PDF File 00:00:00
Test The PDFName And Get The Email Address 00:00:00
Create The PDF File And Test The Subroutine 00:00:00
Create A New Subroutine To Do The Email 00:00:00
Finish The Email Subroutine 00:00:00
Final Touches And Testing 00:00:00
PDF Of Our Two Subroutines 00:00:00

Course Review


3 Ratings
  1. Anonymous

    Access to Excel to Outlook


    Excellent course with a comprehensive amount of detail.

  2. Anonymous

    Great Intro to VBA across Apps


    This was a great insight into how to control Access, Excel & Outlook from within a single source VBA Code. I learnt a lot. Thanks Bruce!!

  3. Anonymous

    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


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