Question

How Do I Create a Daily Excel Macro & Then Send Specified Range in Email Body

Asked by: bgilbart

Hello, in Excel, using VBA, I would like to do the following:
1. Every day at a specified time an excel file automatically opens itself up, and data is refreshed (maybe just create a task in excel, not sure).
2. A data processing macro is run (i can code this)
3. An email is then sent to a list of recipients and the contents of the body is a specified range of cells.
4. The file closes.

Please assume that outlook and excel are not open to begin with.
Thank you.

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Asked On
2009-09-16 at 09:20:03ID24736876
Tags

Excel

,

VBA

,

Outlook

,

Daily

,

Macro

Topics

Microsoft Excel Spreadsheet Software

,

Access Coding/Macros

,

VB Objects

Participating Experts
3
Points
125
Comments
14

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Answers

 

by: sirplusPosted on 2009-09-16 at 09:42:55ID: 25347538

Use the scheduler
Add the code to the auto workbook_open event
Code can actually send the email then save & close the workbook
You also need to overcome Outlook security

I have done it before
Which bits do you want help with?
Its all pretty basic only its a lot there for 1 question

 

by: MadMarkPosted on 2009-09-16 at 09:48:26ID: 25347596

VBA can't open Excel, so you'll have to use the scheduler in Windows or something to take care of that. Even then, I'm not sure how to get it to to open a specific file, maybe you enter file name as a file argument? If you create a new scheduled take and then open the properties, manually tell it run the Excelt in Program files directly, but I'm not sure how to get to to accept a file here. What version of Windows & Excel are you using?

 

by: MadMarkPosted on 2009-09-16 at 09:49:39ID: 25347616

And yes as Sir said, you'll need to disable Macro security, so it happens automatically.

 

by: seriousnickPosted on 2009-09-16 at 10:42:19ID: 25348073

You can use a vbs file (scheduled) to create an excel object (optionally invisible, like in the code snippet).
From there you can code in VBA in excel to do your stuff and run Outlook if required (or use CDO), using workbook_open.
Add a "refresh" to the VBA, if not already updating - e.g.

ActiveWorkbook.QueryTable.Refresh BackgroundQuery:=False

You can then also code the VBA to shut itself.
Taking this aproach elimiates the need to disable macro security I seem to remember.

Set xlobj = CreateObject("Excel.application")
xlobj.visible = fasle
set objWorkbook = xlObj.Workbooks.Open ("C:\Myfile.xls")

                                              
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by: bgilbartPosted on 2009-09-17 at 07:42:37ID: 25356818

Hi All,

I"m not that good at VBA. I can record macros just fine and do simple coding but really i'm looking for an example code that includes a dummy file name and a dummy data process macro and a time of day to run the task and the code with email recipients etc. I"d really appreciate any solutions.

Thank you.

 

by: seriousnickPosted on 2009-09-17 at 18:29:52ID: 25362439

You mention in part 2 of your question - > "data is refreshed".
Judging from this question also being in an Access zone, are you updating your Excel data from a connection to Access?

Do you need to record in Outlook the sent emails (i.e. do you want the emails to be in your Outlook sent items)?
If not, you can bypass Outlook with CDO (another way of sending emails through VBA).

Which version of Excel are you using and will the code be run on all the same versions?
If not we can put checks in to determine the version.

 

by: bgilbartPosted on 2009-09-18 at 10:48:06ID: 25368230

Hi,

I'm using Excel 2003 and using Bloomberg. I have commands that will refresh this data.
Also, I can save a file name based on the date and just save that way. And I do not need to have a copy of the emails saved in outlook or anywhere really, so long as the email is sent daily.
So this CDO method would work just fine, I'm just not familiar with it.

Thank you.

 

by: seriousnickPosted on 2009-09-19 at 10:02:48ID: 25373678

Create a vbs file (myfile.vbs) to open excel.
Use the first bit of code adapting the path to point to the actual file.
This will start an invisible instance of Excel, even if you already have it running.

Call all your Excel macro's in a workbook open event using the 2nd bit of code (VBA this time) placed in "ThisWorkbook"
At the end of your code, add an instruction to close Excel. (see the4 code snippet).

Use the code from this link to do the email:
http://www.rondebruin.nl/cdo.htm

Cheers

Nick

'VB SCRIPT - VBS file contents:
Set xlobj = CreateObject("Excel.application")
xlobj.visible = true
set objWorkbook = xlObj.Workbooks.Open ("C:\Myfile.xls")
 
'VBA CODE - Place this under "ThisWorkbook"
Private Sub Workbook_Open()
    Call My_Macro_Code
End Sub
 
'VBA to close Excel
Excel.Application.Quit

                                              
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by: sirplusPosted on 2009-09-20 at 17:57:28ID: 25379705

Sending email

'This code sets the email to send when button clicked
 
 
Sub TranSEmail(ByVal sCellRef$)
    Dim OutApp As Object
    Dim OutMail As Object
    Dim Cel As Range
    Dim EmailAddress$, EmailSubject$, EmailBody$
 
EmailBody = ActiveSheet.Range(sCellRef).Offset(0, 0).Value
EmailAddress = ActiveSheet.Range(sCellRef).Offset(0, 1).Value
EmailSubject = ActiveSheet.Range(sCellRef).Offset(0, 2).Value
 
    Application.ScreenUpdating = False
    Set OutApp = CreateObject("Outlook.Application")
    OutApp.Session.Logon
Set OutMail = OutApp.CreateItem(0)
            With OutMail
                .to = EmailAddress  'Address you want to send to
                .Subject = EmailSubject  'Subject
                .Body = EmailBody 'Assuming Activecell has data you wnat to send
                .Display
                .send
            End With
            Set OutMail = Nothing
    Application.ScreenUpdating = True
End Sub

                                              
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by: sirplusPosted on 2009-10-07 at 00:20:59ID: 25512795

Hey bgilbart
If not happy with the info please give us more detail specific to what is required?

 

by: seriousnickPosted on 2009-11-09 at 09:33:17ID: 25778054

The question has been answered.
I believe a forced accept with a split between myself and sirplus is in order here.

 

by: sirplusPosted on 2009-11-11 at 14:18:01ID: 25799747

I wouldn't delete this
It contains valuable information not found elsewhere on this site.
I believe it was abandoned because the answers worked and the author no longer needed help because it was solved

20120131-EE-VQP-002

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