This article is written by Michael Hutchens from Best Practice Modelling.
In the first article on Modular Spreadsheet Development, we got a high level overview of Modular Spreadsheet Development principles. This article discusses the practical implementation of these principles in Excel.
A quick review
In my first article, I discussed the infinite potential provided by Modular Spreadsheet Development to improve the way spreadsheets are built, used, shared and communicated.
This is made possible by sub-dividing spreadsheets into modules, which can be re-used and linked like Lego® pieces, thereby reducing model build time and the risk of errors.
These concepts were well received by Chandoo’s readers, although some concerns were raised about their practical implementation in Microsoft Excel. This article aims to address those concerns.
Overview of implementation methods
From my experience using Modular Spreadsheet Development over the past decade, there are three increasingly-efficient methods of implementation in Microsoft Excel:
- Manual implementation;
- VBA automated implementation; and
- Commercial add-in implementation.
I will provide an overview of each of these methods and a summary of their advantages and disadvantages.
1. Manual Implementation
The key to implementing Modular Spreadsheet Development is standardization, because it is the robust consistency created by standardized spreadsheets that makes it possible to interchange the modules within a spreadsheet.
There are numerous approaches to spreadsheet standardization (my organization uses the Best Practice Spreadsheet Modeling Standards), but the key requirement of any standardized approach for Modular Spreadsheet Development purposes is consistency. Once this consistency is present, re-using and sharing modular content within spreadsheets becomes surprisingly easy.
Let’s consider an example ( ➡ download example files ) in which a model developer has built a dynamic 3-way financial statement model. This model contains various modules, ranging from revenues and expenses through to financial statements and a dashboard module that looks as follows:
After completing this model, the model developer decides to add an equity valuation. Creating the equity valuation assumptions and outputs from scratch is a big job, and a risky one given the complexity of the discounted cash flow (DCF) valuation formulas required.
Luckily, the model developer has included an equity valuation in a prior model, and had the foresight to keep a copy of this equity valuation module in a standalone workbook called Equity Valuation.xlsb. The composition of this module is shown below:
This equity valuation module contains four components; an assumptions component, a calculation outputs component, an outputs summary component and a lookups component (to hold drop down box control lookup data).
From an Excel perspective, this module is a workbook with these four components placed on three sheets; one assumptions sheet, one outputs sheet and one lookups sheet, as shown below (the lookups sheet is to the right of the image):
Each of these components is comprised of blocks of entire rows that contain Excel content (such as constants, formulas, controls, hyperlinks, etc.) that together undertake an equity valuation. For example, the top sections of the equity valuation assumptions component are shown below:
Rather than try to re-build all of this content into the financial model, the model developer decides to implement Modular Spreadsheet Development and insert this equity valuation module into the financial model.
Two steps are required to do this:
- Collectively copy the sheets containing the equity valuation module components into the financial model workbook from the workbook containing the equity valuation module; then
- Insert formulas into the equity module assumptions to link this module to the surrounding financial model outputs, and thereupon calculate the DCF equity valuation.
To copy the sheets containing the equity valuation module components into the financial model workbook, the following actions are required:
- Activate the Equity Valuation.xlsb workbook;
- Collectively select the three sheets containing the equity valuation module components (i.e. the sheets named Eq_Val_Ann_TA, Eq_Val_Ann_TO and Eq_Val_LU) and copy them to the end of the Financial Model.xlsb workbook using the Excel Move or Copy sheets command, as shown below:
- Click the OK button (or press/hold down the Enter key) each time you are asked to use the destination workbook version of a range name. This will happen quite a few times in this example, as range names have been used in the time series parts of the model to ensure consistency;
- Move the inserted sheets into their appropriate locations within the Financial Model.xlsb workbook – i.e. move the sheet containing the equity valuation assumptions into the assumptions section of the workbook, etc.; then
- Update any necessary surrounding content within the financial model workbook, such as the table of contents, to reflect the inclusion of these sheets.
After doing this, the newly-inserted equity valuation module needs to be linked to other modules within the financial model in order to correctly calculate the DCF equity valuation. This is a complex example, but for those familiar with DCF valuations, the following data must be linked into the equity valuation module:
- Cash flow available to equity;
- Tax paid;
- Earnings before interest, tax, depreciation and amortization (EBITDA); and
- Closing debt balances.
You can learn more about DCF valuation theory from the financial modelling resources on the Best Practice Modelling website.
After doing this, the financial model contains a DCF equity valuation, as shown below in the table of contents, which has been compacted to highlight the newly-added components:
Amazingly, this sophisticated equity valuation analysis was inserted into the financial model in minutes, with only a few formulas required to link it to the surrounding model outputs. As a result, assuming that the source equity valuation module has integrity, the model developer instantly has confidence that the new equity valuation in the financial model is also reliable and correct.
As demonstrated by these steps, the manual implementation of Modular Spreadsheet Development is somewhat fiddly, but it is possible as long as the content within all workbooks and module files is sufficiently standardized to support interchanging components.
The implementation steps used in this simple example can be used to insert any pre-existing module into an existing modular spreadsheet, thereby greatly reducing model development time, cost and risk.
2. VBA automated implementation
Excel users with intermediate to advanced VBA skills will probably have recognised while reading the manual implementation steps that VBA code can be written to automate to automate the majority of this process.
A full discussion and example VBA code is outside the scope of this article, but if you’re considering have a go at this here are some general tips:
- Use a user form containing list box control with its MultiSelect property set to fmMultiSelectMulti to allow users to select the sheets containing the module assumptions and outputs to be imported;
- Ensure that Application.DisplayAlerts is set to FALSE before running the code used to copy sheets to prevent prompts being displayed to users; and
- Use the VBA Range.Replace function to redirect formula links after moving the imported module assumptions and outputs onto existing sheets.
These steps were in fact the steps that I first took when developing an add-in for our organization to automate the insertion of modules. 10 years later, this add-in is called bpmModules, and I’ve provided an overview of it below.
3. Commercial add-in implementation
When I first started implementing Modular Spreadsheet Development, I did it manually. It was fiddly, but as my colleagues and I built more complex modules, it soon became much quicker than re-building content from scratch in each model.
In 2004 we started refining a basic Excel add-in to automate the insertion and deletion of modules, and this once again saved us a lot of time and reduced the risks involved in these processes. But three main issues still haunted us:
- Models often differed in term – e.g. one model might be 5 years long while the next might be 10 years long;
- Every model required a different number of categories – i.e. one might require 3 revenue categories while the next might require 20 revenue categories; and
- Manually entering and removing formula links between modules before deletion and after insertion was tedious and error-prone.
So we set out to build a comprehensive add-in to make Modular Spreadsheet Development quick and easy within Excel. We called it bpmModules, and thought it would take a couple of years to develop.
It ended up taking 10 years to develop, and only after we completed it did we realize that we’d effectively created a modular content creation, management and sharing system for Excel. It’s a mouthful, but that’s exactly what it is, and with it you can do things like:
- Create your own modules;
- Use and edit other people’s modules;
- Insert, delete and link modules;
- Automatically change the term of a model; and
- Automatically add and remove categories without manually editing formulas, etc.
bpmModules also allows you view and manage the modules within your spreadsheet via simple diagrammatic interfaces, such as the one below that shows all the modules in the underlying Excel workbook:
We’ve made the Lite version of this add-in free, and you can download thousands of free modules fromthe downloads section of BPM’s website. The software does become commercial once you start building larger models, but by this stage it is hopefully saving you enough time to justify the investment.
Comparison of approaches
Modular Spreadsheet Development is an awesome concept capable of revolutionising the way spreadsheets are created, managed and shared. Unfortunately, Excel is not by default modular, so to implement Modular Spreadsheet Development you will need to standardize your spreadsheets and then use one of the three implementation methods discussed in this article.
I’ve provided a summary of the advantages and disadvantages of each of these implementation methods below:
- Manual implementation is free but requires rigid standardization and is somewhat fiddly, thereby creating risks of errors when inserting modules into workbooks;
- VBA automated implementation is free and less fiddly then manual implementation, but still requires rigid standardization and at least intermediate VBA skills to develop a reliable Excel add-in; and
- Commercial add-in implementation is not free for larger models but provides an automated mechanism for creating, re-using and sharing modular content in Excel.
Each of these methods provides the core efficiency gains resulting from Modular Spreadsheet Development, so your choice depends largely on your existing Excel skills and the time, cost and risk savings you estimate you would achieve via automation.
Source files
Click here to download example workbooks [zip file].
The following workbooks can be used to replicate the manual Modular Spreadsheet Development example provided in this article, and consist of the financial model before and after the insertion of the equity valuation module, and the workbook containing this module:
- Financial Model.xlsb
- Equity Valuation Module.xlsb
- Financial Model (with Equity Valuation).xlsb
The following workbooks can be used to demonstrate the automation of this process using the bpmModules Excel add-in:
- Financial Model (bpmModules).xlsb
- Equity Valuation.bpm
- Financial Model (with Equity Valuation) (bpmModules).xlsb
Note that you will need to download and install a trial of bpmModules to insert the equity valuation module (with the file extension *.bpm) into the bpmModules-created financial model.
More information
You can watch a range of Modular Spreadsheet Development movie tutorials via the following link:
www.bestpracticemodelling.com/chandoo/msd
Download thousands of modular Excel workbook examples from:
www.bestpracticemodelling.com/downloads/excel_models
Download thousands of modules from:
www.bestpracticemodelling.com/downloads/modules
Watch bpmModules build a financial model in less than 1 minute
Added by Chandoo
Thanks Michael for writing these very detailed articles on Modular Spreadsheet Development to spread the awareness among our readers. With your help, I am sure many modeling professionals & analysts around the world can embark on the time-saving & fruitful journey of modular development.
If you enjoyed these articles, Please take a minute and say thanks to Micheal. Also please share your thoughts, implementation notes & experiences with us using comments.
55 Responses to “Send mails using Excel VBA and Outlook”
I've written code for Excel to email Commission Statements to Sales People each month - so the commission is firstly calculated using a combination of Access (to manipulate Raw Data from a Mainframe System) and Excel (to put this data into a readable format and calculate commission due - each sales person then has his/her own statement). VBA is then used to run through a list of Sales People, attach the relevant spreadsheet file (sometimes zipping 2 or more files for Sales Team Managers etc) and email to the relevant sales person with a bespoke email message.
This used to be a manual task and take a small team the best part of an afternoon to manual complete.
VBA is fantastic in these situations.
THIS IS EXACTLY WHAT I AM TRYING TO DO ! I need help! Did you use Access to run through the list of people and attach the spreadsheet? Or was this all in excel?
Hi Chandoo and once again huge thanks for the website. It's truelly awesome!
I was wondering what would be your solution for the notification that Outlook brings up when trying to automatically send the email via VBA? At least I get an notice that a program is trying to automatically send a email on my behalf when I use the .Send method.
Keijo,
Refer to the article from Microsoft on this issue.
http://office.microsoft.com/en-us/outlook-help/i-get-warnings-about-a-program-accessing-e-mail-address-information-or-sending-e-mail-on-my-behalf-HA001229943.aspx
~VijaySharma
Thanks Vijay and the rest of you all for your tips and advices. They are very much appreciated. I've already solved the issue with a application.sendkeys command to send the mail, but it isn't a very "awesome" solution so I was just wondering about other solutions. I'll be checking out those links that you all send, thanks!
I use the ExpressClickYes application. The basic version is free and works great for me.
For many year, I have used a combination of Excel, Access and Outlook to mail various reports to the proper team members. I use a combination of my own VBA code and email code from http://www.rondebruin.nl/sendmail.htm to help automate the process. I use data from the Excel sheets to determine things like: email suject, email priority, the body of the email, etc. I've used this method for so long, I don't know if I could do it manually any longer.
thanks a ton for the link to this website
that website is awesome !!! such beautiful programs for sending mail with / without attachments
regards
Subu
Good stuff! For users who might want to also venture into creating things like Meetings and Task Requests as well as emails, or want to use additional properties/methods associated with the MailItem object, you might want to check this out:
http://www.experts-exchange.com/Software/Office_Productivity/Office_Suites/MS_Office/A_4316-Automate-Outlook-in-VBA-with-the-OutlookCreateItem-Class.html
Hi Vijay,
Nice stuff, and super handy. I've been emailing reports from Excel for years, and finally got tired of writing the full blown code each project.
I created a class module to make this much easier, which may be of some interest to your users. It's late bound, so no need to set any references, and works with all versions of Outlook. The frame to set up an email becomes very easy as well.
You can find it here if you're interested: http://www.excelguru.ca/content.php?249-Easy-Outlook-Email-Integration
I email several reports and dashboards to several people each day. I prefer to simply send "screenshots" (using greenshot or similar) in the body on the email rather than trying to inserct worksheet ranges and what not particulary when sending charts.
I have been unable to find a good source of vba to automate this procedure. Everyting I can find only captures worksheet ranges instead of screen captures ( just part of the screen, like when you use the crosshairs in greenshot). If anyone has vba that will capute a partial screenshot based on screen coordinates along with the code to paste that screenshot into an outlook body I would greatly indebted.
Thanks in advance
Steve Bullen's code comes in very handy for selecting particular sections from a worksheet, copy those to dashboard and then pasting them wherever you need. You can find it at http://www.oaltd.co.uk/excel/default.htm; look for PastePicture.zip. Works like a charm...
I've used the outmail thing for mailing gadgets for quite sometime.
I've been using a combination of Access, Excel and Outlook to send the reports for some years now. As the data and manipulation of data is straightforward, I always do the manipulation in Access. I have to generate my reports each month, and Access gives me the structure to manipulate without copying formulas etc. Once built, it works for all new added data. And while doing, you build a history. That has proven a good thing as well.
The final report is created in (or exported to) Excel, and send with Outlook. VBA makes it possible to do this without leaving Access.
@Keijo: I used to run a little program called ClickYes to get rid of the Outlook notifications. You can call this program from VBA as well. That was in Office 2003 days.
@Joe: There's a lot of useful VBA examples around, and Ron de Bruin is one of my favorite places to go, as is Chandoo's since the last year or so.
Hi Rene,
I agree that Ron DeBruin's site has the best source of code all in one place for vba to email excel.
The one thing missing is the ability to email partial screenshots in an outlook body.
This is really what I need!
I use Excel and VBA with Novel GroupWise to email task update notifications from a spreadsheet we use for task tracking (Thanks to Chandoo a few years ago for some of the ideas from a TODO LIST posting). The program manager or supervisor can add a task to the job list (each person has a separate worksheet in the shared workbook) then select the rows with the new additions and run the macro. The "canned" e-mail is created with an additional message from the manager and sent to the individual and supervisor with only the updated tasks numbered and listed.
I don't send the entire worksheet only the contents of the rows and a special few of the columns selected. Not perfect in automation but it works very well manually.
We have just changed to IBM Lotus Notes and I need to change the VBA code next week, so this post is right on time to keep me thinking straight. I have already found the VBA references I need to change to make NOTES work but it is always good to review the basics.
Thanks again Chandoo and Vijay.
Chandoo, you really need some kind of syntax highlighter.
Vijay, thanks for posting this code. I'm confused about a couple of things. Your code has Format(xDate, "mm mmmm yy") in it, I think you meant Format(xDate, "dd mmmm yy")? Why do you check if a file exists before deleting it? Also, why do you use FSO instead of 'Dir' and 'Kill' when you already use 'MkDir'? Thanks for your time.
@JP,
Thanks for pointing out the "dd", a typo from me on this.
As you can see the report was desinged at 30 minutes interval and if you needed to run the report multiple times during the day, it would be unnecessary to create multiple copies of the same, hence the delete code.
FSO is used to bring another object for people to learn, as a lot of time people do not know what are the objects / libraries that exist and how to make use of them.
~VijaySharma
Vijay...Help! I need to have the file saved in a folder in another directory! "O:\Profitability\2016" How do I do this? Where do I change it in the code? I would like the file name to be in the same format. Right now the macro is telling it to create a folder to save the file in the same place as the template file. I want the created folder to save in that directory on the network. Help!! Thanks!!!
I've been using Excel to send meeting notices to our annual internal technical conference attendees. I get an extract of the data from our registration system, then sort the data by technical session. Each session is 1 or 2 hours, and there are 3 days of sessions.
I then use VBA to build a meeting notice and add the attendees names to the meeting notice. The notice shows the data and time of the session, along with the room location. The nice part about this is that each technical session is then put in everyone's calendar.
Since I am the originator of the meetings, I can easily send updates to the attendees if anything about the session changes (i.e, room location changes). Attendees can also see their entire schedule in outlook and on their smart phones. To do this manually would be nearly impossible. The VBA program sends out thousands of meeting notices in a few minutes through this automated process, and it works flawlessly.
[...] enjoy reading articles about interop between Outlook and Excel using VBA code. So I read the recent guest post on Chandoo's site with interest. I downloaded the sample workbook to study the code, and I suggest you do the same. [...]
I have used the VBA in Excel 2007 to send emails for bulk emails that I need, has significantly increased my productivity.
The Outlook version I have is 2007. For every email that the XLS tries to send I have to "Allow/Deny" is there a way to remove this "security" feature to allow the email/s to be directly sent w/o user intervention?
Hi everbody, I'm looking for a macro that would allow me to email thet active worksheet but that the email address is not hard coded; something that allows me enter the email address before sending it.
Any help would be very much appreciated
Hi sir,
I have tried for send mail using Excel, but When I am trying to add
5 mailing ids in the "CC" column it's showing #value error message.
Please suggest how to send mail more than 4 or 5 people at a time.
Thanks,
ram
I am really amazed. Today I spent a lot of time searching for something interesting on this topic. Finally I found your blog. Thanks for that!
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I have several basic email messages saved as xxx.msg files from outlook. I use these as templates for emailing some specific items. I'd like to incorporate the use of the the .msg file (basically just the body). I can't seem to get it to work. Any thoughts?
Thanks,
John
Thanks for providing detailed information about email sending though Excel VB & outlook.
Open Multiple URL
Thanks for the post. I have been using a program that i found at http://insightaz.com/. They helped me the first time and then when i has reoccurring reports to be done they helped me set up a system that i could use each time a report was needed.
Hi Chandoo,
Nice one, if we are using lotus notes than what changes needs to made in vba. Please let me know.
Regards,
Rayudu
I have followed tutorial guidelines and succeed to send email thru Outlook express 2010. But when I used same codes and try to send email on Outlook 2007 it is showing error. Can someone help me how to debug error, I am novice and do not understand much concept. I can forward my workbook but dont know how to attach in this forum 🙁
Hi Vijay,
Cn you please advice what would be the Vba code for sending email from excel to gmail instead of outlook?
[…] Send mails using VBA and Outlook – How to send emails using … – This is a guest post by Vijay, our in-house VBA Expert. In this article we well learn how to use VBA and Microsoft Outlook to send emails with your reports as attachment. […]
Hi Vijay,
I have tried to use your vb code in order to send an email from excell, however get the following "Compile error" when trying to run the code:
"User defined type not defined" and points to the following section in your code:
Dim olApp As Outlook.Application
Please note that i am a novice when it comes to the use of VB code in excel, however am able to follow some of the logic if explained in laymens terms:)
I would very much appreciate your assistance or some direction to resolve.
kind regards
George
[…] Send mails using VBA and Outlook – How to send emails using … – Ever wondered how we can use Excel to send emails thru Outlook? We can use Excel VBA Macros to send emails to others thru Outlook. Scenario: We have an excel […]
I have a VBA code that helps me send all of my reports via e-mail in Excel. Send single worksheet as an attachment from Excel with VBA code: Excellent VBA Code. Works GREAT !!!
Instead of entering the To: & CC: e-mails manually, I want to pull the e-mail addresses from a separate worksheet called "E-Mail List". The (a1) has the "To" e-mail address and (b1) has the "CC" e-mail address. I know this is relatively simple to solve but I cannot figure out what I am doing wrong.
Thank you everyone in advance.
Wb2.SaveAs FilePath & FileName & xFile, FileFormat:=xFormat
With OutlookMail
.To = "thatdudesname@thatdudescompany.com"
.CC = ""
.BCC = ""
.Subject = "kte features"
.Body = "Please check and read this document."
.Attachments.Add Wb2.FullName
.Send
End With
Wb2.Close
Kill FilePath & FileName & xFile
Set OutlookMail = Nothing
Set OutlookApp = Nothing
Application.ScreenUpdating = True
End Sub
Hi Team,
I am into MIS reporting and wanted a help in automating a report.
i have a report in which 73 report need to be send and for each report i want he excel content to be pasted on my mail body and the excel to be attached. for the same i have written 73 macro codes for each individual report.
Now its a manual activity to send each report daily so i wanted to know is there any possible way where i can automate to the fullest way so that it makes my job easier.
Need your help.
Anoop
@Anoop
have a look at:
http://chandoo.org/wp/2011/09/14/hui%E2%80%99s-excel-report-printer/
why i cannot run this there is always an error at the side of declaring the variables...
in outlook.application
Hi,
Is there any possible way to create a hyperlink of inbox mail with excel, so by click to the excel the particular mail can be opend.
I am trying to send an html page embedding it in the mail body. I have used the htmlbody property of mailitem. But when i use the .htm file in this property the actual mail body shows the file not found error. Can anyone pleaee help with a piece of vba code to resolve this?
i need to reply the outook mail. search mail using subject and earliaset mail. please help. need to do this from vba code on excel macro
Hi team Any one help me out to rectified this need to change lotus mail converted into outlook how can we use this thru out look please help
vb code given below
Sub sendmail()
'
' sendmail Macro
'
Dim dte As Date
Dim mon As Integer
Dim yr As Integer
Dim mailcount As Integer
Dim filtercol As Integer
Dim Maildb As Object
Dim MailDoc As Object
Dim attachME As Object
Dim Session As Object
Dim EmbedObj1 As Object
Dim UserName As String
Dim MailDbName As String
Dim recipient As String
Dim ccRecipient As String
Dim bccRecipient As String
Dim subject As String
Dim finlsub As String
Dim stSignature As String
Dim addname As String
Dim bodytext As String
Dim Attachment1 As String
Dim Attachment2 As String
Dim FilName As String
Application.DisplayAlerts = False
dte = Date
mon = Month(dte)
yr = Year(dte)
Attachment2 = Range("F15").Value
Sheets("MAIL-ID").Activate
Range("AG2").Value = 0
mailcount = Range("AG14").Value
subject = Range("F2").Value
bodytext = Range("F6").Value & Chr(10) & Range("F7").Value & Chr(10) & Range("F8").Value & Chr(10) & Range("F9").Value & Chr(10) & Range("F10").Value & Chr(10)
addname = Range("F12").Value
If mon = 12 Then GoTo exitsub
exitsub: If UCase(Environ$("USERDOMAIN")) "ONEAIRTEL" Then MsgBox "This is not your copy of Filtermails " & Chr(10) & "You are an UNAUTHORISED USER ", vbCritical
Exit Sub
validated: If mailcount = 0 Then MsgBox "There are no recepients in your list.", vbCritical, "WHAT ARE YOU DOING?"
For x = 0 To (mailcount - 1)
Sheets("MAIL-ID").Select
Range("AG2").Value = x + 1
FilName = (Environ$("temp")) & "\temp.xls"
If Dir(FilName) "" Then
Kill FilName
End If
filtercol = Range("F4").Value
Range("AG4").Select
Selection.Copy
Range("AG7").Select
Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _
:=False, Transpose:=False
Application.CutCopyMode = False
recipient = Range("AG7").Value
Range("AG5").Select
Selection.Copy
Range("AG8").Select
Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _
:=False, Transpose:=False
Application.CutCopyMode = False
ccRecipient = Range("AG8").Value
If ccRecipient = "0" Then
ccRecipient = ""
End If
Range("AG6").Select
Selection.Copy
Range("AG9").Select
Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _
:=False, Transpose:=False
Application.CutCopyMode = False
bccRecipient = Range("AG9").Value
If bccRecipient = "0" Then
bccRecipient = ""
End If
Range("AG3").Select
Selection.Copy
Range("AG11").Select
Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _
:=False, Transpose:=False
Application.CutCopyMode = False
Range("AG11").Copy (Sheets("DATA").Range("O60000"))
Sheets("DATA").Select
If addname = "YES" Then
finlsub = subject & " ( " & Range("O60000").Value & " )"
finlbody = "Dear " & Range("O60000").Value & Chr(10) & Chr(10) & bodytext
End If
If addname = "NO" Then
finlsub = subject
finlbody = bodytext
End If
Range("A1").Select
If Range("a1") = "" Then
MsgBox "NO or Wrong arrangement of Data in DATA Sheet", vbCritical
Exit For
End If
Selection.AutoFilter
Selection.AutoFilter field:=filtercol, Criteria1:= _
Range("O60000").Value
Range("A1").Select
Range(Selection, Selection.End(xlDown)).Select
Range(Selection, Selection.End(xlToRight)).Select
Selection.Copy
Workbooks.Add
ActiveSheet.Paste
Cells.Select
Cells.EntireColumn.AutoFit
ActiveWorkbook.SaveAs Filename:=FilName, FileFormat:= _
xlNormal, Password:="", WriteResPassword:="", ReadOnlyRecommended:=False _
, CreateBackup:=False
ActiveWorkbook.Close
Set Session = CreateObject("Notes.NotesSession")
UserName = Session.UserName
MailDbName = Left$(UserName, 1) & Right$(UserName, (Len(UserName) - InStr(1, UserName, " "))) & ".nsf"
Set Maildb = Session.GETDATABASE("", MailDbName)
If Maildb.IsOpen True Then
On Error Resume Next
Maildb.OPENMAIL
End If
Set MailDoc = Maildb.CreateDocument
MailDoc.form = "Memo"
stSignature = Maildb.GetProfileDocument("CalendarProfile") _
.GetItemValue("Signature")(0)
With MailDoc
.SendTo = recipient
.copyto = ccRecipient
.blindcopyto = bccRecipient
.subject = finlsub
.body = finlbody & vbCrLf & vbCrLf & stSignature
End With
MailDoc.SaveMessageOnSend = True
Attachment1 = FilName
If Attachment1 "" Then
Set attachME = MailDoc.CREATERICHTEXTITEM("Attachment1")
Set EmbedObj1 = attachME.EmbedObject(1454, "", Attachment1, "Attachment")
Set EmbedObj2 = attachME.EmbedObject(1454, "", Attachment2, "Attachment")
MailDoc.CREATERICHTEXTITEM ("Attachment")
End If
MailDoc.PostedDate = Now()
MailDoc.send 0, recipient
Set Maildb = Nothing
Set MailDoc = Nothing
Set attachME = Nothing
Set Session = Nothing
Set EmbedObj1 = Nothing
finlsub = Null
finlbody = Null
Next
Sheets("MAIL-ID").Activate
Range("A1").Select
MsgBox "Thank you for using this MACRO"
End Sub
Can any one help me to create one macro.
My work is very simple I need to send multiple email from excel in my excel there are multiple list of to email and cc email excel also contain subject and body of email.
All this is my requirement.
@Kuldeep
This has been asked several times and so using the Search Box at the Top Right of each screen may be a good place to start
If that doesn't help I'd suggest asking the question in the Chandoo.org Forums http://forum.chandoo.org/
Attach a sample file with an example of what you are after
Invaluable discussion . I am thankful for the points - Does anyone know where my business could acquire a fillable NY DTF ST-330 copy to work with ?
I want to send multiple mails, different different data to different different person using one VBA/Macro, is it possible?
check my post from today, answer is Yes.
it needs some serouis work/thinking
But if you have 1 report for x entities you can send them to each entity one by one with VBA. After pushing the button you will barely have time for tea 🙂
Can someone help me? I have the code working perfectly with my sheet. However...... I need all the amail features but I need the file to attach as PDF not as an excel file. Again, I need all the features with the email automation, saving the email attachment with the cell reference. Please view my code and tell me how It can attach as a pdf instead of an excel file. Thanks!!!!
Option Explicit
Sub ExportEmail()
Dim objfile As FileSystemObject
Dim xNewFolder
Dim xDir As String, xMonth As String, xFile As String, xPath As String
Dim OlApp As Outlook.Application
Dim OlMail As Outlook.MailItem
Dim NameX As Name, xStp As Long
Dim xDate As Date, AWBookPath As String
Dim currentWB As Workbook, newWB As Workbook
Dim strEmailTo As String, strEmailCC As String, strEmailBCC As String, strDistroList As String
Dim ws As Worksheet
AWBookPath = ActiveWorkbook.Path & "\"
Application.ScreenUpdating = False
Application.DisplayAlerts = False
Application.StatusBar = "Creating Email and Attachment for " & Format(Date, "dddd dd mmmm yyyy")
Set ws = Worksheets("Control")
Set currentWB = ActiveWorkbook
xDate = Date
'******************************Grabbing New WorkBook and Formatting*************
Sheets(Array("Control")).Copy
Set newWB = ActiveWorkbook
Range("A1").Select
Sheets("Control").Select
'******************************Creating Pathways*********************************
xDir = AWBookPath
xMonth = Format(xDate, "mm mmmm yy") & "\"
xFile = "Business Trip - Request Form for " & Range("b7").Text & " " & Format(xDate, "mm-dd-yyyy") & ".xlsx"
xPath = xDir & xMonth & xFile
'******************************Saving File in Pathway*********************************
Set objfile = New FileSystemObject
If objfile.FolderExists(xDir & xMonth) Then
If objfile.FileExists(xPath) Then
objfile.DeleteFile (xPath)
newWB.SaveAs Filename:=xPath, FileFormat:=xlOpenXMLWorkbook, Password:="", WriteResPassword:="", ReadOnlyRecommended:=False _
, CreateBackup:=False
Application.ActiveWorkbook.Close
Else
newWB.SaveAs Filename:=xPath, FileFormat:=xlOpenXMLWorkbook, Password:="", WriteResPassword:="", ReadOnlyRecommended:=False _
, CreateBackup:=False
Application.ActiveWorkbook.Close
End If
Else
xNewFolder = xDir & xMonth
MkDir xNewFolder
newWB.SaveAs Filename:=xPath, FileFormat:=xlOpenXMLWorkbook, Password:="", WriteResPassword:="", ReadOnlyRecommended:=False _
, CreateBackup:=False
Application.ActiveWorkbook.Close
End If
'******************************Preparing Distribution List *********************************
currentWB.Activate
Sheets("Email").Visible = True
Sheets("Email").Select
strEmailTo = ""
strEmailCC = ""
strEmailBCC = ""
xStp = 1
Do Until xStp = 4
Cells(2, xStp).Select
Do Until ActiveCell = ""
strDistroList = ActiveCell.Value
If xStp = 1 Then strEmailTo = strEmailTo & strDistroList & "; "
If xStp = 2 Then strEmailCC = strEmailCC & strDistroList & "; "
If xStp = 3 Then strEmailBCC = strEmailBCC & strDistroList & "; "
ActiveCell.Offset(1, 0).Select
Loop
xStp = xStp + 1
Loop
Range("A1").Select
'******************************Preparing Email*********************************
Set OlApp = New Outlook.Application
Dim olNs As Outlook.Namespace
Set olNs = OlApp.GetNamespace("MAPI")
olNs.Logon
Set OlMail = OlApp.CreateItem(olMailItem)
OlMail.To = strEmailTo
OlMail.CC = strEmailCC
OlMail.BCC = strEmailBCC
OlMail.Subject = Mid(xFile, 1, Len(xFile) - 4)
OlMail.Body = vbCrLf & "Hello," _
& vbCrLf & vbCrLf & "Please find attached the " & Mid(xFile, 1, Len(xFile) - 4) _
& vbCrLf & vbCrLf & "Regards," _
& vbCrLf & vbCrLf & ws.Range("b7").Value
OlMail.Attachments.Add xPath
OlMail.Display
Application.StatusBar = False
Application.ScreenUpdating = True
Application.DisplayAlerts = True
End Sub
Hi Laura, you can use "ActiveSheet.ExportAsFixedFormat Type:=xlTypePDF" etc to save your current sheet as PDF. If you store the filename in a variable like "PDFfile" (DIM as String) you can use that name to attach the PDF in your mail.
Looks somewhat like this:
Dim blabla
Thisfile = Range("S1").Value
PDFFile = DestFolder & Application.PathSeparator & Thisfile & ".pdf"
ActiveSheet.ExportAsFixedFormat Type:=xlTypePDF, Filename:=PDFFile, Quality:=xlQualityStandard, IncludeDocProperties:=True, IgnorePrintAreas:=False, OpenAfterPublish:=False
then you have your PDF file on a serverlocation and you can attach it to a mail
I need to change the code bellow to save as .xlsm. I need the macro to stay with the attached file I am sending. Thi is the code I have so far:
Set objfile = New FileSystemObject
If objfile.FolderExists(xDir & xMonth) Then
If objfile.FileExists(xPath) Then
objfile.DeleteFile (xPath)
newWB.SaveAs Filename:=xPath, FileFormat:=xlOpenXMLWorkbook, Password:="", WriteResPassword:="", ReadOnlyRecommended:=False _
, CreateBackup:=False
Application.ActiveWorkbook.Close
Else
newWB.SaveAs Filename:=xPath, FileFormat:=xlOpenXMLWorkbook, Password:="", WriteResPassword:="", ReadOnlyRecommended:=False _
, CreateBackup:=False
Application.ActiveWorkbook.Close
End If
Else
xNewFolder = xDir & xMonth
MkDir xNewFolder
newWB.SaveAs Filename:=xPath, FileFormat:=xlOpenXMLWorkbook, Password:="", WriteResPassword:="", ReadOnlyRecommended:=False _
, CreateBackup:=False
Application.ActiveWorkbook.Close
End If
Hi,
I am trying to send a specific page from a word document through Outlook in Body, I am unable to do. I am able to write a code to send as an attachment. But I need to send it via Body of the email, which will reduce lots of time. Kindly help me in this.
I wrote a code, which will browse and open a word document. I do no how to select specific page and mail them using Outlook. Please help!
Sub browse()
Dim FSO As Object
Dim blnOpen
strFileToOpen = Application.GetOpenFilename(Title:="Please choose a file to open", _
FileFilter:="Word Files *.doc* (*.doc*),")
If strFileToOpen = False Then
MsgBox "No file selected.", vbExclamation, "Sorry!"
Exit Sub
Else
Sheet2.Range("G5").Value = strFileToOpen
Set objWord = CreateObject("Word.Application")
Set objDoc = objWord.Documents.Open(strFileToOpen)
objWord.Visible = True
End If
End Sub
Hi all,
I use Excel to generate individual mails to alle Dutch municipalities.
I have a workbook with a (dashboard) report and financial data from 400 cities. The workbook also contains a list of 400 email adresses (1 or more contactperson(s) for each city).
After some trial and error work and some serious copy-pasting code from the net I now have the following VBA code working:
1 run report for city 1
2 export report as PDF to serverlocation
3 create mail (text hard coded in VBA - still need easier way...)
4 attach PDF (and any other attachement if needed)
4 send mail to contact person (ore 2 or 3)
5 start again with city 2 > loop for x times (400 in this case but flexible)
This all runs in 15 minutes where my co-workers were busy for 5 days before I build them this report. I've build in a message in the statusbar to tell how many reports of x have been send to follow progress.
First a quarterly service this has now evolved to a monthly service and I use the tricks I learned for more projects like this.
I started last year with VBA to automate repetitive tasks for my client. It's amazing what you can do with a little bit of VBA 🙂
BTW I'm a big fan of Chandoo!
Best Regards, Diederik
How do I change the file path to where I want the files saved from being in the same folder as the file?
I am using the code on this page. I want it sent to another directory. I want the file to stay where it is, but the files that are created I want them to go to "L:\"
This is an easy one. Thanks!
I have a code to send an email text to the recipient, it works on 32 bit office 2016, however generates a "Microsoft Installer error" in 64 bit office 2016.
Sub testMail()
Dim OutApp,outmail As Object
Set OutApp = CreateObject("Outlook.Application")
Set OutMail = OutApp.CreateItem(0)
With OutMail
.To = "r@r.com"
.Subject = "Reports"
.HTMLBody = "Hello"
.Display
End With
End Sub
This code generates error "Microsoft Software Installer error has occurred". I am using Win7 64 bit and office 2016 64 bit. When I click "Debug", it highlights the line "Set OutApp = CreateObject("Outlook.Application")". Help!!!!
hi anyone help me for i have 10 telephone no. i need to send to one person one bye one with same subject i need VBA code for that.