Access to Excel to Outlook: Email Excel & Access PDF Reports

Learn to control Excel and Outlook from within Access! New section: How to Create PDF's of Reports & Email Instantly!
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$145
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  • Lectures 42
  • Contents Video: 2 hours
    Other: 25 mins
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 5/2015 English

Course Description

*** NEW SECTION Show How to Prep and Email Access PDF Reports ***

This new review says it all:

"This is the best Udemy class I've taken so far. The only thing better than learning by doing is to learn to do something USEFUL. This class teaches you a useful skill (email Excel reports) but it also shows you how easy and powerful VBA can be. It only took about 3 hours to gain useful knowledge of Excel, Access and VBA. Good audio/video quality plus example files and detailed PDF instructions. We need more like this!!" - Russ Cannizzo

PLUS the new section shows you how to Instantly create a PDF of any Access report (with a button on the report itself!) and email as an attachment! Learn More VBA Tricks!

This Course Uses Visual Basic, but in a way that makes in 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!

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!

From a Student -

"This is a follow up course from Bruce's Access to Excel & Access VBA. No disappointments in his now family consistent style of teaching - simple, clear, & right to the heart of its real world application! I'm giving it 5 stars!" - Bare

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!

* Videos show you every step of each process, including the setup of your email!

* There is no fluff and you can learn the entire method in about two hours!

From another Student -

"I'm little rusty on VBA skills yet the instructor has explained the needed commands in a way I would listen to him for hours. And files are downloadable too so I know where to return when my business clients need this great automation." - Matt S Rinc

The method uses VBA Programming, but anyone with just a very basic knowledge of Access and Excel can easily accomplish all the tasks in the course, since every click and keystroke is shown and a finished copy of the program is provided. If you have never done any VBA programming, this could be a good way to get a general idea of how VBA works and the incredible power it gives you.

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.

Another Student -

"Excellent teaching style with easy to understand explanations. Bruce is excellent when it comes to responding to queries, and is happy to hear any ideas you may have to improve (and expand) the course. Buy it!!!" - Ray McConaghy

This Microsoft Access tutorial could greatly increase your productivity and help you develop skills that are in very high demand in the workplace.

Click the Take This Course button and start learning right now!

NOTE: The course files were created using Microsoft Office 2013, but users of Office 2010 will still be able to complete the course. Note that data slices do not work on non pivot tables in Excel 2010, so there is a separate Excel file download for Office 2010.

What are the requirements?

  • The course files were created with Microsoft Office 2013, but Office 2007 or 2010 will also work with these techniques.
  • Knowledge of Access VBA is helpful, but not required, since every step of creating the program is fully documented.
  • Students who have not done any VBA programming may get a sense of the power and flexibility of VBA by taking this course.

What am I going to get from this course?

  • Create an Access Visual Basic Program that will Open and Update Excel from Access VBA then Email Excel files as Attachments Using Outlook.
  • Understand how to expand the power of VBA programming by linking to other Microsoft programs.

What is the target audience?

  • Anyone who wants to save a great deal of time by automating the distribution of Excel reports.
  • Students should have at least a general knowledge of both Access and Excel.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Overview and Email Setup
03:41

In this lecture, I show you the Access and Excel files developed in the earlier course "Access to Excel- Instant Excel Reports and Excel Pivot Table". You will see how the Access macro uses the customer and order tables to create several reports that are linked to Excel. I will run the macro and show you the updated data in the Excel file, which has separate sheets for each of the five reports.

Create a Free Inbox.Com Email Account If Necessary
05:22
03:54

If you are not currently using Outlook, this lecture shows you how to set it up for use in sending emails from our Access VBA program.

Section 1 Notes
2 pages
Section 2: Setup the Course Files and Update the Link to Excel
1 page

The Access and Excel files can be directly downloaded by clicking on the links in this PDF document.

02:27

Once you have downloaded the files, this lecture leads you through hands on testing of the Access macro and shows you the two tables used in sending the emails.

04:12

This lecture shows you how to update the link between the Access and Excel files that you have downloaded.

OFFICE 2010 Data Connection Instructions
06:16
Section 2 Notes
2 pages
Section 3: Create a VBA Function to Prepare the Excel File for Emailing
04:39

This lecture leads you step by step in creating a new VBA module and function, then shows you how to link to the Excel and Outlook object libraries.

05:18

This lecture first reviews the tasks that we want the PrepXL function to accomplish, then saves the VBA program and reviews moving back and forth between Access and VBA..

04:05

In this lecture, each of the variables needed in the program are setup and discussed.

03:56

This lecture shows you how to verify that the Excel file exists and exit the function if it is not found.

06:19

This lecture shows you how to ask for a new name for the copy of the Excel file, then create the copy.

06:25

Here we learn how to actually open Excel by opening the copy we just made, then refreshing the data. Once that is done, the data connections are removed and the file is saved.

Using the WAIT Function and Office 2010 Modifications
1 page
03:42

Now that the PrepXL function is complete, we create a macro to test it and run the macro.

Section 3 Notes
4 pages
Section 4: Create a VBA Function to Send the Email
04:46

In this lecture we create a second function called DoEmail and setup the required variables.

03:50

The next step is to open the EmailContent table and set variables for the Email Subject and Body.

02:33

In this lecture we open the EmailList table and create the loop to be used for sending emails.

03:15

This lecture shows you how to do the first part of the loop by setting the email to, subject and body.

04:31

This lecture shows you how to add the Excel file as an attachment and send the email message. We then move to the next record in the EmailList until we reach the end of the table.

01:32

In this lecture we release the variables used and create a message that all emails have been sent.

03:12

In this lecture we add the DoEmail function to the end of the PrepXL function and test the new program.

02:41

Once the new function is tested, we add the PrepXL function to the end of the data macro and test creating a new set of data, updating Excel and emailing the attachments in a single process.

Section 4 Notes
4 pages
Section 5: Conclusion
00:44

This lecture provides an overview of what we have accomplished and mentions several new sections that will be added in the near future.

Section 6: Email a PDF copy of a Report from the Report Itself!
Download Link for This Section's Database
1 page
Overview of the New Database
02:46
Modify the Do Invoice Button
03:05
Fix Problem with Subtotal on Report
03:25
Create a Close Button on the Report
03:56
Create an Email Invoice Button
03:11
Create a New Subroutine to Create the PDF File
04:23
Test the PDFName and Get the Email Address
05:58
Create the PDF File and Test the Subroutine
04:31
Create a New Subroutine to do the Email
04:28
Finish the Email Subroutine
04:00
FInal Touches and Testing
04:50
PDF of Our Two Subroutines
2 pages
Section 7: Bonus Lecture - Learn Even MORE!
Bonus Lecture - Expand Your Knowledge!
Article

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Instructor Biography

Bruce Myron, Productivity Specialist

Hello, my name is Bruce Myron. 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.

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