Send Report Daily Using Excel VBA











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Useful Real-Life Project for the Corporate Analyst • Automate a common work task (BAU) to send a daily report through Outlook Email using Excel VBA • In this VBA project, we will extract data from a linked data source (csv file), create a copy of an Excel pivot report and send it to the recipients as a Outlook Email attachment. Next, we will schedule this task to automatically run at 6 a.m. every weekday. There will also, be some handy error handling tips. • All the reports and code will be built from scratch. We will walk you through our approach to project and the code itself. • You can find the final code at: • https://skillsandautomation.com/proje... • Macro and supporting files can be downloaded from Github: • https://github.com/skillsandautomatio... • Instructions on how to Download the Macro File from Github: • https://skillsandautomation.com/how-t... • 0:00 Intro • 2:10 Automation approach • 4:08 Demo • 10:43 Build the excel report file • 16:35 VBA Code 1 Create email template • 28:25 VBA Code 2 Separate function for email • 32:44 VBA Code 3 Refresh the report template • 49:05 VBA Code 4 Get list of emails • 59:38 VBA Code 5 Add error email • 1:04:57 VBA Code 6 Call macro on workbook open • 1:12:21 Batch file to open macro workbook • 1:15:03 Set a windows task schedule • 1:17:19 Wrap up

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