need help to create multiple copies of sheet for different sales reps
Hopefully someone can help me save a ton of time. I have a list lof sales data that I have created a template using a ms query. For each sales rep I want to send them only their information. On my template I just type in their sales code and their accounts come up. Is there a way to automate this process without having to do each of these manually we have 60 different reps. HELP!!! -- mdias815 ------------------------------------------------------------------------ mdias815's Profile: http://www.excelforum.com/member.php...o&userid=31509 View this thread: http://www.excelforum.com/showthread...hreadid=511863 |
need help to create multiple copies of sheet for different sales reps
Hi mdias815
Do you want to send them the info with mail ? Attachment or in the body of the mail ? Which mail program do you use ? -- Regards Ron de Bruin http://www.rondebruin.nl "mdias815" wrote in message ... Hopefully someone can help me save a ton of time. I have a list lof sales data that I have created a template using a ms query. For each sales rep I want to send them only their information. On my template I just type in their sales code and their accounts come up. Is there a way to automate this process without having to do each of these manually we have 60 different reps. HELP!!! -- mdias815 ------------------------------------------------------------------------ mdias815's Profile: http://www.excelforum.com/member.php...o&userid=31509 View this thread: http://www.excelforum.com/showthread...hreadid=511863 |
need help to create multiple copies of sheet for different sales reps
I am going to send as an attachment using Outlook -- mdias815 ------------------------------------------------------------------------ mdias815's Profile: http://www.excelforum.com/member.php...o&userid=31509 View this thread: http://www.excelforum.com/showthread...hreadid=511863 |
need help to create multiple copies of sheet for different sales reps
Here is a tester that display the mails with the attachment
Change this Set DataSheet = Sheets("Sheet1") Set InfoSheet = Sheets("SalesCode") Sheet1 is the template with cell D1 as your input cell 'D1 is the Sales code cell DataSheet.Range("D1").Value = cell.Value In Sheets("SalesCode") in A1:A60 the sales codes and in column B the E-Mail addresses Sub test() Dim OutApp As Object Dim OutMail As Object Dim wb As Workbook Dim DataSheet As Worksheet Dim InfoSheet As Worksheet Dim cell As Range Dim strdate As String strdate = Format(Now, "dd-mm-yy h-mm-ss") Application.ScreenUpdating = False Set DataSheet = Sheets("Sheet1") Set InfoSheet = Sheets("SalesCode") For Each cell In InfoSheet.Range("A1:A60") If cell.Offset(0, 1).Value Like "?*@?*.?*" Then 'D1 is the Sales code cell DataSheet.Range("D1").Value = cell.Value DataSheet.Copy Set wb = ActiveWorkbook With wb .SaveAs "Part of " & ThisWorkbook.Name _ & " " & strdate & ".xls" Set OutApp = CreateObject("Outlook.Application") Set OutMail = OutApp.CreateItem(0) With OutMail .To = cell.Offset(0, 1).Value .CC = "" .BCC = "" .Subject = "This is the Subject line" .Body = "Hi there" .Attachments.Add wb.FullName .Display 'or use .Send End With .ChangeFileAccess xlReadOnly Kill .FullName .Close False End With Set OutMail = Nothing Set OutApp = Nothing End If Next cell Application.ScreenUpdating = True End Sub -- Regards Ron de Bruin http://www.rondebruin.nl "mdias815" wrote in message ... I am going to send as an attachment using Outlook -- mdias815 ------------------------------------------------------------------------ mdias815's Profile: http://www.excelforum.com/member.php...o&userid=31509 View this thread: http://www.excelforum.com/showthread...hreadid=511863 |
need help to create multiple copies of sheet for different sales reps
Thanks so Much. Is there any way to change the name of the worksheet to match the sales code for each one. Also is there a way to remove the query so that each rep does not have access to other information Ron de Bruin Wrote: Here is a tester that display the mails with the attachment Change this Set DataSheet = Sheets("Sheet1") Set InfoSheet = Sheets("SalesCode") Sheet1 is the template with cell D1 as your input cell 'D1 is the Sales code cell DataSheet.Range("D1").Value = cell.Value In Sheets("SalesCode") in A1:A60 the sales codes and in column B the E-Mail addresses Sub test() Dim OutApp As Object Dim OutMail As Object Dim wb As Workbook Dim DataSheet As Worksheet Dim InfoSheet As Worksheet Dim cell As Range Dim strdate As String strdate = Format(Now, "dd-mm-yy h-mm-ss") Application.ScreenUpdating = False Set DataSheet = Sheets("Sheet1") Set InfoSheet = Sheets("SalesCode") For Each cell In InfoSheet.Range("A1:A60") If cell.Offset(0, 1).Value Like "?*@?*.?*" Then 'D1 is the Sales code cell DataSheet.Range("D1").Value = cell.Value DataSheet.Copy Set wb = ActiveWorkbook With wb .SaveAs "Part of " & ThisWorkbook.Name _ & " " & strdate & ".xls" Set OutApp = CreateObject("Outlook.Application") Set OutMail = OutApp.CreateItem(0) With OutMail .To = cell.Offset(0, 1).Value .CC = "" .BCC = "" .Subject = "This is the Subject line" .Body = "Hi there" .Attachments.Add wb.FullName .Display 'or use .Send End With .ChangeFileAccess xlReadOnly Kill .FullName .Close False End With Set OutMail = Nothing Set OutApp = Nothing End If Next cell Application.ScreenUpdating = True End Sub -- Regards Ron de Bruin http://www.rondebruin.nl "mdias815" wrote in message ... I am going to send as an attachment using Outlook -- mdias815 ------------------------------------------------------------------------ mdias815's Profile: http://www.excelforum.com/member.php...o&userid=31509 View this thread: http://www.excelforum.com/showthread...hreadid=511863 -- mdias815 ------------------------------------------------------------------------ mdias815's Profile: http://www.excelforum.com/member.php...o&userid=31509 View this thread: http://www.excelforum.com/showthread...hreadid=511863 |
need help to create multiple copies of sheet for different sales reps
Hi
..SaveAs Cell.Value _ & " " & strdate & ".xls" Also is there a way to remove the query so that each rep does not have access to other information Can you tell me more what you want On this moment it only send one worksheet -- Regards Ron de Bruin http://www.rondebruin.nl "mdias815" wrote in message ... Thanks so Much. Is there any way to change the name of the worksheet to match the sales code for each one. Also is there a way to remove the query so that each rep does not have access to other information Ron de Bruin Wrote: Here is a tester that display the mails with the attachment Change this Set DataSheet = Sheets("Sheet1") Set InfoSheet = Sheets("SalesCode") Sheet1 is the template with cell D1 as your input cell 'D1 is the Sales code cell DataSheet.Range("D1").Value = cell.Value In Sheets("SalesCode") in A1:A60 the sales codes and in column B the E-Mail addresses Sub test() Dim OutApp As Object Dim OutMail As Object Dim wb As Workbook Dim DataSheet As Worksheet Dim InfoSheet As Worksheet Dim cell As Range Dim strdate As String strdate = Format(Now, "dd-mm-yy h-mm-ss") Application.ScreenUpdating = False Set DataSheet = Sheets("Sheet1") Set InfoSheet = Sheets("SalesCode") For Each cell In InfoSheet.Range("A1:A60") If cell.Offset(0, 1).Value Like "?*@?*.?*" Then 'D1 is the Sales code cell DataSheet.Range("D1").Value = cell.Value DataSheet.Copy Set wb = ActiveWorkbook With wb .SaveAs "Part of " & ThisWorkbook.Name _ & " " & strdate & ".xls" Set OutApp = CreateObject("Outlook.Application") Set OutMail = OutApp.CreateItem(0) With OutMail .To = cell.Offset(0, 1).Value .CC = "" .BCC = "" .Subject = "This is the Subject line" .Body = "Hi there" .Attachments.Add wb.FullName .Display 'or use .Send End With .ChangeFileAccess xlReadOnly Kill .FullName .Close False End With Set OutMail = Nothing Set OutApp = Nothing End If Next cell Application.ScreenUpdating = True End Sub -- Regards Ron de Bruin http://www.rondebruin.nl "mdias815" wrote in message ... I am going to send as an attachment using Outlook -- mdias815 ------------------------------------------------------------------------ mdias815's Profile: http://www.excelforum.com/member.php...o&userid=31509 View this thread: http://www.excelforum.com/showthread...hreadid=511863 -- mdias815 ------------------------------------------------------------------------ mdias815's Profile: http://www.excelforum.com/member.php...o&userid=31509 View this thread: http://www.excelforum.com/showthread...hreadid=511863 |
need help to create multiple copies of sheet for different sales reps
I have a query to external data in my worksheet. When each new sheet is created i need the query to update to the new sales code and then remove the query definition -- mdias815 ------------------------------------------------------------------------ mdias815's Profile: http://www.excelforum.com/member.php...o&userid=31509 View this thread: http://www.excelforum.com/showthread...hreadid=511863 |
need help to create multiple copies of sheet for different sales reps
I don't think I understand you
You say just type in their sales code and their accounts come up So if it is correct the mails are created with one sheet with the correct data for each sales person Am I correct ? If you have a query in the workbook it is not in the sheet you send -- Regards Ron de Bruin http://www.rondebruin.nl "mdias815" wrote in message ... I have a query to external data in my worksheet. When each new sheet is created i need the query to update to the new sales code and then remove the query definition -- mdias815 ------------------------------------------------------------------------ mdias815's Profile: http://www.excelforum.com/member.php...o&userid=31509 View this thread: http://www.excelforum.com/showthread...hreadid=511863 |
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