This course is designed for those interested in learning about how to use Microsoft Access and Outlook to automate distribution of Excel files.
Read more.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 sy
Access all courses in our library for only $9/month with All Access Pass
Get Started with All Access PassBuy Only This CourseAbout 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
5.0
3 RatingsRelated Courses
Are you interested in higher education?
Access to Excel to Outlook
Excellent course with a comprehensive amount of detail.
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!!
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