Excel 2007 :: How To Automate Emails And Invoices From Data Sheet
Apr 18, 2010
I have the office 2007 Suite.I have a small business, where i sell online mostly. I'm creating a simple spreadsheet using Excel 2007, a workbook that has simple financial statements.
I'm creating a list of customers along with what they order, what they paid, how they paid, (paypal, cheque) etc, The first column is the invoice number, and each is unique to each customer. I add as i get orders. so my list of invoices has the following fields as column headers
Quote:
Invoice Number Customer Name, Paid by Paypal, Paid by Cheque, Amount, Cusotmer email, Customer address, There are more and i won't list them all. Now each time i send an order, i have to fill in the excel worksheet. I then create the invoice separately in Word 2007 which i print to send to the customer with the order in the mail. The third step is sending an email to the customer upon despatch, using Outlook 2007.
I don't want to use accounting software as that is too complicated for my simple little business. What i do want to do however is combine all three tasks instead of having to open different programs and copying and pasting between them. I'd like to be able to add the data to Excel either using a form (ideally) or direct, then i'd like to be able to click on the "customer email" field to send a confirmation email to the customer, and also to be able to have an automated invoice, either in excel or Word, which draws the information automatically for each invoice, so that i only have to print it.
At the moment i'm doing all 3 tasks separately, when i know they can be automated.
1. I have about 20 columns of data for each invoice, ideally i'd like to be able to enter them from a form as it gets cumbersome going through them all in Excel. The form could be either in Word or Excel, which would be easier?
2. Using the invoice number as the unique field, how can i create an invoice that would draw out the required fields from the Excel data automatically, just by clicking a button? I dont' mind using either Excel or Word, whichever is easier, and i do have Access too, but i don't know if i should use that, or not. I don't need to draw any other data. I only want to print invoices and send confirmation emails.
3. After printing the invoice and posting the order to the customer i sent them an email confirming. Again i have to manually enter or copy and paste data in the email, which i know could be automated, if i create a template, and have some fields that are automaitcally populated using the fields in the date already entered.
These fields ususally include the total paid, currency paid, address, name and how many ordered. All of this could be automated, but i'm not sure how to do it.
I have a Excel spreadsheet with codes, names, and emails then I have a folder that have XML files with codes that should match and be sent via Outlook 2007 as an attachment.
I am working on a spreadsheet that keeps track of upcoming contract and service renewals. Within the spreadsheet there is a column named "Status"; using a formula based on the renewal and engagement dates this column will automatically state one of the following -
"Contract Status OK" "Up for Renewal" "Renewal Due"
When I open the the file I would like excel to email 2 specific email addresses. The email should only contain data from the rows that state "up for renewal"; this email will act as trigger for my team to engage with the suppliers in question.
I am using Win XP Pro, Excel 2003. In the workbook, I have a invoice spread sheet (lets call it sheet1) to create invoices. Once the invoice is completed, I save it with this macro which saves it to the contents of E3 and E7 for the file name:'
Sub SaveMeExtraQUOTE() Application.DisplayAlerts = False ' Dialog's Title strTitle = ""My Tite"" If MsgBox("WARNING !! STOP! Enter ALL your quotes information to be saved BEFORE saving the file!!!
[Code] .......
This is working just fine BUT it keeps saving it to a template file where the master template is kept. Why will it NOT save it to the QUOTES folder when I am using this:
Filename:="C:EXCELATX Concrete DesignQUOTES"
I am also trying to have a space between the contents of cell E3 and E7 when the file name is saved. Now it just puts them together.
I have two spreadsheets. one contains a master list of computer names. the other contains a list of computer names to be removed from the master list (exception list).
I need to go through the master list and remove any computer names that are on the exception list- for example, if 'computer1' is in the exception list, i have to find and remove 'computer1' from the master list.
The exception list is quite long, and I want to automate this process if possible. not sure how to achieve this.
I have the need to convert regular emails to a excel sheet,
The emails are always sent from the same email address, and will have the same format ( however can contain small or large amounts of data eg 1 part number or 50 ).
sample email below
" PowerForce v4.00 Report : INR3050 v4.5 Title : EDI PURCHASE ORDER INBOUND ERROR EXCEPTION REPORT For : ch3inl Date : 05-Mar-14 06:06
The above is sample data and the rows will change depending on data. Based on email id the range should be picked up and the email should be send as a attchment.
I have a spreadsheet showing MOT details of vehicles. The details include 'Customer', Vehicle Reg', 'MOT due date', 'email address'.
Basically.. I want a method that will check whether or not the MOT due date is in 28 days time (so exactly 28 days from now).. and if it is.. then I want to use the email address that is on the same row to send the person a standard notification.. and if possible.. include details of the Vehicle Reg.
This excel includes some text data, in each cell there is an email address along with additional text. I only want to get the email addresses from the entire data.
I am importing data into an Excel 2007 worksheet from an online form. They are answers to 30 questions for up to 250 respondents. I was expecting to import one row of data for each respondent however the data is importing in a step like manner as below
Q1Q2Q3 AF169856 Y AF169856N AF169856N AF145723 N AF145723Y AF145723N
Any formula/solution to bring all of these responses into one line for each respondent ?
I've seen some examples here and I think I understand the consolidation function. However, my query has the added level of needing to consolidate each member:
I have a table of data that looks like this:
SURNAME NINO CODE NO OF UNITS
Smith AB123456C 8AIA 1986.4805
[Code] .........
There are a number of clients that have multiple investments that are shown by an alpha numeric code. I need to consolidate the number of units for each member in to one line. Ideally the output would look like this:
I am attempting to put a drop down list using "Data Validation". I can get it working when my list is on the same sheet (sheet 1) and the column of cells I want the drop down list to show up in....(you know..when the drop down list shows up in each individual cell)......BUT...when I put the list on another sheet (sheet 2) and try to do the "Data Validation" back on sheet 1, excel won't let me go highlight the list on sheet 2.
I even tried writing sheet2 and the range and that still doesnt work.
I've already found a TON of threads about this process but nothing that matches specifically what I'm trying to do.
I have a spreadsheet that I'm using to auto fill other tabs with data that only matches specific criteria. Here's what I'm looking to do:
Columns I, J, K, and L may be marked as either Y or N (or blank). I have different sheets that require 1, 2, 3, or 4 of those columns to match Y. For example, on sheet 2 I want to copy the entire row if there's a "Y" match on column I and J. On sheet 3 I want to match "Y" against, I, J, and K. Sheet 4 I need to match only L, etc.
I need the data copied into the existing sheets to start on row 7. I have other data on rows 1-6 that cannot be moved.
Excel 2007. I have an Excel file that contains a data dump from an external database file with numerous analytical sheets that perform calculations. Some of these calculations utilize the SUMIFs function that was introduced in Excel 2007. This function does an outstanding job of summing a column on the data sheet based on multiple criteria.
However, someone high up in management in my organization would like to "drill down" into the data behind the
SUMIFs formulas to get a quick snapshot of the lines in the database that roll into the SUMIFs formula. =SUMIFS(DataBase!E:E,Data!A:A,C7,DataBase!B:B,D7,DataBase!C:C,E7,DataBase!D:D,F7)
If I double click on a cell with the formula above, Excel takes me to the Database tab and selects Column E which is close, but not exactly what I need. What I really need is for Excel to only show the rows on the database sheet that make up the total in the SUMIFs formula and not the entire data dump from the database.
At present, we have to manually apply the autofilter on multiple columns to show the rows in column E that make up the total in the SUMIFs formula which is a tedious and time consuming task. Is there a way to force Excel to do this? Suggested custom database application or pivot tables, but we do not want to reinvent the wheel.
how to automate data from excel into word. This vba code takes every sheet from excel and puts it into a word document:
Code: Sub CopyWorksheetsToWord() ' requires a reference to the Word Object library: ' in the VBE select Tools, References and check the Microsoft Word X.X object library
[Code]....
My problem is that it doesn't style the data into a table, is there any way to do this with the code I have posted? perhaps with a .Style code or something of that sort?
I have a workbook that has a sheet called CustInvData, this sheet contains 4,421 rows of invoice transaction data for 178 customers starting on row 2 (headers on row 1). I need to split the transaction data for each customer out into a workbook template based on the customer name in column A. I need each workbook named by the customer name along with a month and year (example: Bellsouth-0911.xls), this should create 178 unique workbooks. And since we sometimes have to go back and rerun invoices for previous months, I'll need to control the month and year manually in the code.
The parsed data needs to be copied to a pre-formatted invoice template. This template has 2 sheets, Sheet1 is called 'Product Summary', this is a table that uses VLOOKUP functions to read the data in Sheet2 called 'Product Details', this is the sheet the parsed data needs to be copied to for each customer invoice. The 'Product Details' sheet has formatted rows 1 thru 11, row 11 being the header row for the data from CustInvData to be copied. So the parsed data needs to start at row 12.
Last, once the data has been copied into the 'Product Details' sheet, I need the data to be SubTotaled at each change in column J (Product) and use the 'Sum' function to add a Subtotal in column L (Retail Price) for each unique product category.
Example data below, I've simplified it (the actual data array spans from columns A to Y)
I have one list of invoices one on sheet and a column next to them where it says paid or not paid. I am trying to pull only the "not paid" amounts into another sheet but want to do this without the zeroes or spaces in between rows.
Sheet 1 has a list of unique ID numbers for several people. Sheet 2 is a master list of unique numbers for the entire population plus emails. Can i use a formula in sheet 1 to match the emails from sheet 2 to the unique id numbers in sheet 1?
I have a workbook with a sheet per day, each sheet has a variety of 'jobs' as columns and a variety of people and kit as rows. Hours are manually input each day during the month.
Simplified version... These are two separate sheets 'M060114' and 'Tu070114'.
Monday Dig Drive
Dave 4 5
Bill 2 7
Tuesday Dig Drive
Dave 2 7
Bill 8 1
I have a Pivot Table on a separate sheet. This was created using the Wizard (ALT +D +P).
Dig Drive
Dave 6 12
Bill 10 8
So far, lovely.
But when I double-click on a number or right-click and choose 'Show Details' I don't get the sheet names in the newly created information sheet. I get the Row label, column label and a list of the entries.
So if I clicked on 10 above...
Row Column Value
Bill Dig 2
Bill Dig 8
That's fine with just a couple of entries but with about 80 columns and 250 rows spread across a month, therefore 30ish sheets, it's difficult marrying up the 'Show Details' sheet to the actual data.
So after all that, the question. Is there a way of getting the sheet name to appear in the 'Show Details' information sheet?
Whenever I enter a value say "X" in Sheet1, ColumnA I want the value to be autofilled into sheet 2, ColumnA if and only if value does not exist in sheet2, Column A.
I have a spreadsheet that has a command button which generates an email in outlook express, which until today was 100% fine no problems at all.
However I now need it to generate an email (with the email address and subhject line completed) but not to send it - I've tried everythign I can think of but with no joy
Code below:
Private Sub CommandButton6_Click() If Range("I88") = 1 Then MsgBox "You have not completed all the details.", vbCritical Else
I got this VBA code from a colleague which he uses when sending multiple emails from Outlook. This code sends email based from the last cell. What I would like to do is send emails to all the recipients listed in column C. Column A will be the sender and column B will be email subject. Attached is the sample file.
I would like to add a makro that will ask, through a pop-up, to name a new sheet.I have the following formula that creates a new sheet and names it BMW and moves it around a little bit:
But I would like a formula that asks beforehand, through a pop-up, of a preferred name. In this case I will write BMW in the pop-up, and the new sheet will be named BMW.
I want to send emails to about 12 - 14 people with various different excel spreadsheets using macros. This is after I have finished running a macro that splits a report into various departments and needs to be emailed to the heads of each department. I want to be able to attach each ecel report to its owner and have the macro email it for me once the reports have been generated.
I am not able to add a new Excel sheet in a existing file when I right click next to the existing page it gives this option only and I am using Arabic Charcters + I am not having too many sheets
