how to e-mail filtered data - excel

I have checked a few other questions that have had this issue and I cant see where i have gone wrong if someone could help me. I have a macro Reported that filters out data that I don't need to pass on. The rest should then be selected and e-mailed out. The issue is that the corresponding data is e-mailed as blank.
Sub SendCONSULTANT()
Reported
Dim OLApp As OUTLOOK.Application
Dim OLMail As Object
Dim sFileName As String
Dim name As String
Dim todaydate As String
name = Sheets("Accepting List").Range("b8").Value
todaydate = Format(CStr(Now), "DDDD D MMMM YYYY")
sFileName = "\" & "Outstanding Cases " & todaydate & _
".xlsx"
Set OLApp = New OUTLOOK.Application
Set OLMail = OLApp.CreateItem(0)
Application.DisplayAlerts = False
ActiveSheet.Range("B6:n68").SpecialCells(xlCellTypeVisible).Copy
Workbooks.Add
With Range("A1")
.PasteSpecial xlPasteValuesAndNumberFormats
.PasteSpecial xlPasteColumnWidths
.PasteSpecial xlPasteFormats
End With
ActiveWorkbook.SaveAs ThisWorkbook.Path & sFileName
OLApp.Session.Logon
With OLMail
.To = "******#*****.com"
.CC = ""
.BCC = ""
.Subject = "Outstanding CT Cases"
.Body = "Hello" & vbNewLine & vbNewLine & "Please find attached an extract of all outstanding cases that may require reporting" & vbNewLine & vbNewLine & "Kind Regards" & vbNewLine & vbNewLine
.Attachments.Add (ThisWorkbook.Path & sFileName)
.Display
.Send
End With
ActiveWorkbook.Close SaveChanges:=True
Kill ThisWorkbook.Path & sFileName
Set OLMail = Nothing
Set OLApp = Nothing
Application.DisplayAlerts = True
Reportedrestore
End Sub
If anyone can tell me why the visible cell selection isn't working I would be very grateful

To make sure your changes are saved to the file you may try to open on the disk observe the file content.
The Workbooks.Add method creates a new workbook, a Workbook object that represents the new workbook is returned back. So, I'd suggest using this ibject for pasting the data and saving to the disk.

Related

How do I attach specific sheets as a csv to an email?

I'm trying to attach three sheets to an email to be sent to a certain email address with a certain subject and content.
I currently attach each sheet in the workbook to an email each.
The two problems I'm looking to solve -
It currently cycles through all sheets, I want to attach sheets labeled "Account", "Subscription", "Users" so I can have another sheet for instructions.
Can I get attach all three to a single email? My research so far has come up blank.
I tried using something like the below, but that created errors in other areas that I don't know.
For Each ws In Sheets(Array("Account", "Subscription", "Users"))
Sub COMEON()
Dim onePublishObject As PublishObject
Dim oneSheet As Worksheet
Dim scriptingObject As Object
Dim outlookApplication As Object
Dim outlookMail As Object
Dim htmlBody As String
Dim htmlFile As String
Dim textStream, fil As String
Dim dummy As Workbook
Dim var As String
var = Range("A1").Value
Today = Format(Now(), "dd-mm-yyyy")
Set dummy = ActiveWorkbook
Set scriptingObject = CreateObject("Scripting.FileSystemObject")
Set outlookApplication = CreateObject("Outlook.Application")
For Each oneSheet In ActiveWorkbook.Worksheets
Dim StrBody As String
StrBody = " THIS IS A TEST" & " " & UCase(oneSheet.Name) & " " & "XYZ," & vbNewLine & _
vbNewLine & _
"Please FIND ATTACHED <B>'XYZ REPORT'<B>"
Application.DisplayAlerts = False
Sheets(oneSheet.Name).Copy
ActiveWorkbook.SaveAs dummy.Path & "\" & oneSheet.Name & ".csv"
ActiveWorkbook.Close
Application.DisplayAlerts = True
Set outlookMail = outlookApplication.CreateItem(0)
With outlookMail
.To = "XXXXX#XXXXX.com"
.htmlBody = StrBody & htmlBody
.attachments.Add dummy.Path & "\" & oneSheet.Name & ".csv"
.Display
.Subject = var & " - " & UCase(oneSheet.Name) & " CSV " & "(" & Today & ")"
End With
Next oneSheet
End Sub
Should be close:
Sub COMEON()
Dim oneSheet As Worksheet
Dim scriptingObject As Object
Dim outlookApplication As Object
Dim outlookMail As Object
Dim htmlBody As String
Dim dummy As Workbook
Dim var As String
Dim StrBody As String, arrSheets, Today
var = Range("A1").Value
Today = Format(Now(), "dd-mm-yyyy")
Set dummy = ActiveWorkbook
Set outlookApplication = CreateObject("Outlook.Application")
Set outlookMail = outlookApplication.CreateItem(0)
With outlookMail
.To = "XXXXX#XXXXX.com"
.bodyformat = 1 'HTML
.Subject = var & " - CSV " & "(" & Today & ")"
.Display
End With
StrBody = "THIS IS A TEST<br><br>Files: <ul>"
arrSheets = Array("Account", "Subscription", "Users")
For Each oneSheet In dummy.Worksheets
If Not IsError(Application.Match(oneSheet.Name, arrSheets, 0)) Then
StrBody = StrBody & "<li>" & oneSheet.Name & "</li>"
Application.DisplayAlerts = False
Sheets(oneSheet.Name).Copy
ActiveWorkbook.SaveAs dummy.Path & "\" & oneSheet.Name & ".csv"
ActiveWorkbook.Close
Application.DisplayAlerts = True
'add attachment
outlookMail.attachments.Add dummy.Path & "\" & oneSheet.Name & ".csv"
End If 'want this sheet
Next oneSheet
With outlookMail
.htmlBody = StrBody & "</ul>" & .htmlBody
End With
End Sub
Basically move stuff out of the loop that doesn't need to be there.

How to Loop Through A Table Column to Filter Another Table to Send Each Filtered Table By Email?

I am trying to:
Use a value from Table A (column - person's name) to filter on Table B in separate sheet
Copy filtered Table B into the body of an email (outlook)
Send outlook email to email address for that recipient (from Table A)
Loop through the process again for the next person in Table A
Example of Table A:
Example of Table B:
So for example for the first iteration
Take Dave Jones from Table A and filter Table B for Dave Jones.
Copy the filtered Table B to the body of a new email
Send to Dave Jones (davejones#davejones.com).
Return to Table A for the next entry, in this case Anne Smith, and do the same. Repeat until the end of Table A.
I made code for setting up an email but this takes the whole worksheet and does not do any filtering. I am unable to work out how to put this loop together for multiple emails:
Sub SendWorkSheet_SENDEMAILS1()
Dim xFile As String
Dim xFormat As Long
Dim Wb As Workbook
Dim Wb2 As Workbook
Dim FilePath As String
Dim FileName As String
Dim OutlookApp As Object
Dim OutlookMail As Object
On Error Resume Next
Application.ScreenUpdating = False
Set Wb = Application.ActiveWorkbook
ActiveSheet.Copy
Set Wb2 = Application.ActiveWorkbook
Select Case Wb.FileFormat
Case xlOpenXMLWorkbook:
xFile = ".xlsx"
xFormat = xlOpenXMLWorkbook
Case xlOpenXMLWorkbookMacroEnabled:
If Wb2.HasVBProject Then
xFile = ".xlsm"
xFormat = xlOpenXMLWorkbookMacroEnabled
Else
xFile = ".xlsx"
xFormat = xlOpenXMLWorkbook
End If
Case Excel8:
xFile = ".xls"
xFormat = Excel8
Case xlExcel12:
xFile = ".xlsb"
xFormat = xlExcel12
End Select
FilePath = Environ$("temp") & "\"
FileName = Wb.name & Format(Now, "dd-mmm-yy h-mm-ss")
Set OutlookApp = CreateObject("Outlook.Application")
Set OutlookMail = OutlookApp.CreateItem(0)
Wb2.SaveAs FilePath & FileName & xFile, FileFormat:=xFormat
With OutlookMail
.to = "EMAIL ADDRESS HERE"
.CC = ""
.BCC = ""
.Subject = "Suppliers"
.HTMLBody = "Hi all," & "<br>" & "<br>" & "Please find attached etc. etc." & "<br>" & "<br>" & "Kind regards," & "<br>" & "<br>" & "Sender"
'.Body = ""
.Attachments.Add Wb2.FullName
.Display
'.Send
End With
Wb2.Close
Kill FilePath & FileName & xFile
Set OutlookMail = Nothing
Set OutlookApp = Nothing
Application.ScreenUpdating = True
End Sub
I’ve had the need to do the task you describe a number of times in the past, and the following was the solution I came up with. Great credit to Sigma Coding at https://www.youtube.com/watch?v=ZlInSp0-MdU&ab_channel=SigmaCoding
for providing the bulk of the code – the Loop and Filter stuff I added for my own specific application.
For the following to work, you need to enable a couple of references within VBA. In the VBA Editor, select Tools/References & check the boxes ‘Microsoft Outlook 16.0 Object Library’ and ‘Microsoft Word 16.0 Object Library’. If they’re not already checked, you’ll find them listed alphabetically.
The following code suggestion assumes the following:
• The Managers’ list is on Sheet1 and the range they are contained in is called “MyRange”
• The table to filter is on Sheet2 and starts from cell A1
This code works for me – let me know how you go with it.
Option Explicit
Dim Outlook As Outlook.Application
Dim OutMail As Outlook.MailItem
Dim OutInspect As Outlook.Inspector
Dim EmailTo As String
Dim OutWrdDoc As Word.Document
Dim OutWrdRng As Word.Range
Dim OutWrdTbl As Word.Table
Dim rng As Range, c As Range, MyRange As Range, myFilter As String
Sub TestEmail()
For Each c In Sheet1.Range("MyRange")
myFilter = c.Value
EmailTo = c.Offset(0, 1).Value
Sheet2.Range("A1:E1").AutoFilter Field:=2, Criteria1:="=" & myFilter
'ERROR TRAP
If EmailTo = "" Or Sheet2.Cells.SpecialCells(xlCellTypeVisible).Rows.Count = 1 Then
GoTo Missing:
End If
Set rng = Sheet2.Cells.SpecialCells(xlCellTypeVisible)
On Error Resume Next
Set Outlook = GetObject(, "Outlook.Application")
If Err.Number = 429 Then
Set Outlook = New Outlook.Application
End If
Set OutMail = Outlook.CreateItem(olMailItem)
With OutMail
.To = EmailTo
.Subject = "Suppliers"
.Body = "Please find attached etc."
.Display
Set OutInspect = .GetInspector
Set OutWrdDoc = OutInspect.WordEditor
rng.Copy
Set OutWrdRng = OutWrdDoc.Application.ActiveDocument.Content
OutWrdRng.Collapse Direction:=wdCollapseEnd
Set OutWrdRng = OutWrdDoc.Paragraphs.Add
OutWrdRng.InsertBreak
OutWrdRng.PasteExcelTable Linkedtoexcel:=True, wordformatting:=True, RTF:=True
Set OutWrdTbl = OutWrdDoc.Tables(1)
OutWrdTbl.AllowAutoFit = True
OutWrdTbl.AutoFitBehavior (wdAutoFitWindow)
.Send
Application.CutCopyMode = False
Sheet2.AutoFilterMode = False
End With
Missing:
Next c
End Sub

Attach files to an email using Excel VBA

I am trying to save two worksheets in a workbook as separate files to company network locations and then attach those files to an email.
Sub Test_Module_Peter()
'
Dim OutApp As Object
Dim OutMail As Object
Dim SPpath As String
Dim SCpath As String
Dim SPfilename As String
Dim SCfilename As String
Dim SPFullFilePath As String
Dim SCFullFilePath As String
Dim wb As Workbook
Dim Cell As Range
Application.ScreenUpdating = False
' export a copy of PER SP Form
Sheets("PER SP").Select
Sheets("PER SP").Copy
' Remove formulas from SP sheet
With ActiveSheet.UsedRange
.Cells.Copy
.Cells.PasteSpecial xlPasteValues
.Cells(1).Select
End With
Application.CutCopyMode = False
' Save a copy of the SP PER Form
SPpath = "\\UKRLTD008\Company\...\...\...\2019\"
SPfilename = "TEST - PER SP ABL90_2019 " & Range("M1")
SPFullFilePath = SPpath & SPfilename
ActiveWorkbook.SaveAs filename:=SPpath & SPfilename, FileFormat:=52
ActiveWorkbook.Close SaveChanges = True
' select ABL90 Credit Claim Master Spreadsheet
For Each wb In Application.Workbooks
If wb.Name Like "ABL90 Credit Claim Master*" Then
wb.Activate
End If
Next
' export a copy of PER SC Form
Sheets("PER SC").Select
Sheets("PER SC").Copy
' Remove formulas from SC sheet
With ActiveSheet.UsedRange
.Cells.Copy
.Cells.PasteSpecial xlPasteValues
.Cells(1).Select
End With
Application.CutCopyMode = False
' Save a copy of the SC PER Form
SCpath = "\\UKRLTD008\Company\...\...\...\2019\"
SCfilename = "TEST - PER SC ABL90_2019 " & Range("M1")
SCFullFilePath = SCpath & SCfilename
ActiveWorkbook.SaveAs filename:=SCpath & SCfilename, FileFormat:=52
ActiveWorkbook.Close SaveChanges = True
' Send the SP PER Form to RMED
Set OutApp = CreateObject("Outlook.Application")
Set OutMail = OutApp.CreateItem(0)
With OutMail
.SentOnBehalfOfName = "sales#radiometer.co.uk"
.To = "laura.valenti#radiometer.co.uk"
.CC = ""
.BCC = ""
.Subject = "RLTD PER Forms " & Range("M1")
.Body = "Hi " & vbNewLine & vbNewLine & "Please find attached ABL90 PER's" & vbNewLine & vbNewLine & "Thank you"
.Attachments.Add SPFullFilePath
.Attachments.Add SCFullFilePath
.Display
End With
Set OutMail = Nothing
Set OutApp = Nothing
End Sub
It saves the files, but when I try to add them as attachments to the email, the following error occurs:
Run-time error '-2147024894(80070002)': Cannot find this file. Verify the path and file name are correct.
I tried to save the path and filename together as FullFilePath for each file but it doesn't seem to work, can anyone tell me why?

Personal Macro not functioning: Selecting range and pasting into body of Outlook email

While piecing together this code, I was able to get it function properly. Thinking I was done, I submitted it to someone who tried to add it as a personal macro and that was when we realized it didn't work the same. To verify, I added it as a personal macro on my own computer and it still didn't work.
I have blindly tried a handful of code additions such as ChartObject.Activate after ThisWorkbook.Activate but have not had success.
Sub RangeToEmailBody()
Dim TempFilePath As String
Dim xOutApp As Object
Dim xOutMail As Object
Dim xHTMLBody As String
Dim xRg As Range
On Error Resume Next
Set xRg = Application.InputBox(prompt:="Please select the data range:", Type:=8)
If xRg Is Nothing Then Exit Sub
With Application
.Calculation = xlManual
.ScreenUpdating = False
.EnableEvents = False
End With
Set xOutApp = CreateObject("outlook.application")
Set xOutMail = xOutApp.CreateItem(olMailItem)
Call createJpg(ActiveSheet.Name, xRg.Address, "DashboardFile")
TempFilePath = Environ$("temp") & "\"
xHTMLBody = "<span LANG=EN>" _
& "<p class=style2><span LANG=EN><font FACE=Calibri SIZE=3>" _
& "<img src='cid:DashboardFile.jpg'>"
With xOutMail
.Subject = ""
.HTMLBody = xHTMLBody
.Attachments.Add TempFilePath & "DashboardFile.jpg", olByValue
.To = " "
.Cc = " "
.Display
End With
End Sub
Sub createJpg(SheetName As String, xRgAddrss As String, nameFile As String)
Dim xRgPic As Range
ThisWorkbook.Activate
Worksheets(SheetName).Activate
Set xRgPic = ThisWorkbook.Worksheets(SheetName).Range(xRgAddrss)
xRgPic.CopyPicture
With ThisWorkbook.Worksheets(SheetName).ChartObjects.Add(xRgPic.Left, xRgPic.Top, xRgPic.Width, xRgPic.Height)
.Activate
.Chart.Paste
.Chart.Export Environ$("temp") & "\" & nameFile & ".jpg", "JPG"
End With
Worksheets(SheetName).ChartObjects(Worksheets(SheetName).ChartObjects.Count).Delete
Set xRgPic = Nothing
End Sub
I would expect the selected range to show up in the body of the email but as a personal macro, there is no content inside the "picture".
This is a guess at the problem. If you're adding this in a personal macro, ThisWorkbook refers to the personal workbook. I'm guessing your source range is in a different workbook entirely.
To simplify, I'd do something like this, using a temporary new workbook:
Sub createJpg(rng As Range, nameFile As String)
Dim tempChartObj As ChartObject
Dim tempWb As Workbook
Set tempWb = Workbooks.Add
Set tempChartObj = tempWb.Sheets(1).ChartObjects.Add(rng.Left, rng.Top, rng.Width, rng.Height)
rng.CopyPicture
With tempChartObj
.Activate
.Chart.Paste
.Chart.Export Environ$("temp") & "\" & nameFile & ".jpg", "JPG"
End With
tempWb.Close SaveChanges:=False
End Sub
Then call it like this (note that Call is unnecessary):
createJpg xRg, "DashboardFile"

Paste Excel range as picture into email body

My aim is to paste a range as an image into an Outlook email. I turned on the references in the VBA editor for MS Excel, Word and Outlook 15.0 as my latest version on my network.
I've spent hours looking through previously answered similar questions.
I cannot save the image as a temporary file/use html to reference the attachment as a solution due to other users not having access to specific drives where it would be temporarily saved if they ran the code on their own machines.
If I remove the email body section the image pastes fine however if I have both pieces of code in together, the email body writes over the image. I do however need the image to be pasted within the email body text.
Sub CreateEmail()
Dim OlApp As Object
Dim OlMail As Object
Dim ToRecipient As Variant
Dim CcRecipient As Variant
Dim PictureRange As Range
Dim OApp As Object, OMail As Object, signature As String
Set OlApp = CreateObject("Outlook.Application")
Set OlMail = OlApp.createitem(olmailitem)
ExtractName = ActiveWorkbook.Sheets("macros").Range("C11").Value
ToRecipient = ActiveWorkbook.Sheets("macros").Range("K11")
OlMail.Recipients.Add ToRecipient
CC_Check = ActiveWorkbook.Sheets("macros").Range("k10")
If CC_Check = "" Then GoTo Skip_CC
CcRecipient = ActiveWorkbook.Sheets("macros").Range("K10")
OlMail.Recipients.Add CcRecipient
OlMail.Subject = ExtractName
signature = OlMailbody
With OlMail
Set PictureRange = ActiveWorkbook.Sheets("DCTVV").Range("A2:D13")
PictureRange.Copy
OlMail.Display
'This section pastes the image
Dim wordDoc As Word.Document
Set wordDoc = OlMail.GetInspector.WordEditor
wordDoc.Range.PasteAndFormat wdChartPicture
'This section is the email body it needs inserting into
OlMail.body = "Text here," & vbNewLine & vbNewLine & _
"Today's report is attached." & vbNewLine & _
"IMAGE NEEDS TO BE PASTED HERE" _
& vbNewLine & vbNewLine & "More text here" _
& vbNewLine & vbNewLine & "Kind regards,"
.signature
End With
Set OMail = Nothing
Set OApp = Nothing
OlMail.Attachments.Add ("filepath &attachment1")
OlMail.Attachments.Add ("filepath &attachment2")
'OlMail.Attachments.Add ("filepath &attachment3")
OlMail.Display
End Sub
From what I understand the picture pastes fine to email's body, right?
In this case you might just need to add .HTMLBody like so:
olMail.HTMLBody = "Text here," & vbNewLine & vbNewLine & _
"Today's report is attached." & vbNewLine & _
.HTMLBody & _
vbNewLine & vbNewLine & "More text here" & _
vbNewLine & vbNewLine & "Kind regards,"
This is an example of my code that we use on my job te send emails:
Call CrearImagen
ReDim myFileList(0 To Contador - 1)
For i = 0 To Contador - 1
myFileList(i) = wb.Path & "\" & Servicio & i & ".jpg"
ImagenesBody = ImagenesBody & "<img src='cid:" & Servicio & i & ".jpg'>"
Next i
With OutMail
.SentOnBehalfOfName = "ifyouwanttosendonbehalf"
.Display
.To = Para
.CC = CC
.BCC = ""
.Subject = Asunto
For i = 0 To UBound(myFileList)
.Attachments.Add myFileList(i)
Next i
Dim Espacios As String
Espacios = "<br>"
For i = 0 To x
Espacios = Espacios + "<br>"
Next
.HTMLBody = Saludo & "<br><br>" & strbody & "<br><br><br>" _
& ImagenesBody _ 'here are the images
& Espacios _ 'more text
& .HTMLBody
.Display
End With
On Error GoTo 0
'Reformateamos el tamaño de las imagénes y su posición relativa al texto
Dim oL As Outlook.Application
Set oL = GetObject("", "Outlook.application")
Const wdInlineShapePicture = 3
Dim olkMsg As Outlook.MailItem, wrdDoc As Object, wrdShp As Object
Set olkMsg = oL.Application.ActiveInspector.CurrentItem
Set wrdDoc = olkMsg.GetInspector.WordEditor
For Each wrdShp In wrdDoc.InlineShapes
If wrdShp.Type = wdInlineShapePicture Then
wrdShp.ScaleHeight = 100
wrdShp.ScaleWidth = 100
End If
If wrdShp.AlternativeText Like "cid:Imagen*.jpg" Then wrdShp.ConvertToShape
Next
'Limpiamos los objetos
For i = 0 To UBound(myFileList)
Kill myFileList(i)
Next i
Set olkMsg = Nothing
Set wrdDoc = Nothing
Set wrdShp = Nothing
Set OutMail = Nothing
Set OutApp = Nothing
Now if you can already create the images, just save them on the workbook path and you can attach them like this. When attaching images I suggest you that the names of the files don't contain spaces, found out this the hard way until figured it out, html won't like them with spaces.
If your code suddenly stopped working after migrating to Office 365 or for any other reasons, please refer to the code below. Comments have been added for easy understanding and implementation.
If you have administrative rights then try the registry changes given at below link:
https://support.microsoft.com/en-au/help/926512/information-for-administrators-about-e-mail-security-settings-in-outlo
However, as developer, I recommend a code that's rather compatible with all versions of Excel instead of making system changes because system changes will be required on each end user's machine as well.
As the VBA code below use 'Late Binding', it's also compatible with all previous and current versions of MS Office viz. Excel 2003, Excel 2007, Excel 2010, Excel 2013, Excel 2016, Office 365
Option Explicit
Sub Create_Email(ByVal strTo As String, ByVal strSubject As String)
Dim rngToPicture As Range
Dim outlookApp As Object
Dim Outmail As Object
Dim strTempFilePath As String
Dim strTempFileName As String
'Name it anything, doesn't matter
strTempFileName = "RangeAsPNG"
'rngToPicture is defined as NAMED RANGE in the workbook, do modify this name before use
Set rngToPicture = Range("rngToPicture")
Set outlookApp = CreateObject("Outlook.Application")
Set Outmail = outlookApp.CreateItem(olMailItem)
'Create an email
With Outmail
.To = strTo
.Subject = strSubject
'Create the range as a PNG file and store it in temp folder
Call createPNG(rngToPicture, strTempFileName)
'Embed the image in Outlook
strTempFilePath = Environ$("temp") & "\" & strTempFileName & ".png"
.Attachments.Add strTempFilePath, olByValue, 0
'Change the HTML below to add Header (Dear John) or signature (Kind Regards) using newline tag (<br />)
.HTMLBody = "<img src='cid:" & strTempFileName & ".png' style='border:0'>"
.Display
End With
Set Outmail = Nothing
Set outlookApp = Nothing
Set rngToPicture = Nothing
End Sub
Sub createPNG(ByRef rngToPicture As Range, nameFile As String)
Dim wksName As String
wksName = rngToPicture.Parent.Name
'Delete the existing PNG file of same name, if exists
On Error Resume Next
Kill Environ$("temp") & "\" & nameFile & ".png"
On Error GoTo 0
'Copy the range as picture
rngToPicture.CopyPicture
'Paste the picture in Chart area of same dimensions
With ThisWorkbook.Worksheets(wksName).ChartObjects.Add(rngToPicture.Left, rngToPicture.Top, rngToPicture.Width, rngToPicture.Height)
.Activate
.Chart.Paste
'Export the chart as PNG File to Temp folder
.Chart.Export Environ$("temp") & "\" & nameFile & ".png", "PNG"
End With
Worksheets(wksName).ChartObjects(Worksheets(wksName).ChartObjects.Count).Delete
End Sub

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