Queries :: Automate Outlook Task To Export Common Query Every Day
Jun 29, 2013
I've created an outlook task to export a common query I do every day, is there a way to automate it so it will happen automatically without me pressing Run?
I use office 2007 on a company laptop with tight network restrictions (so no Windows Task Scheduler)..
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May 29, 2015
I have a query that formats data into a list of personnel who are coming due for refresher training. The query is formatted to provide me all the details that I need to create an outlook task, and assign it to the person. I tried creating a button on my form to create a record set of that query, and then create / assign a task to each person based on the values from the recordset.
Code:
Private Sub SendTasks_Button_Click()
'Create the recordset and set it to the appropriate query
Dim rst As DAO.Database
Dim rstData As DAO.Recordset
Set rst = CurrentDb
Set rstData = rst.OpenRecordset("SendTasks_qry")
[Code] .....
Basically, the compiler stops at "Dim myOlApp As New Outlook.Application" with the error: "Compile error: User-defined type not defined"
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Jul 11, 2006
Hi:
I want to automate the XML export function of Access and not sure if it is possible or how to do it. In going through the menu bar (File ->Export) interface, I must choose the root table, and then subsequent tabbed windows allow one to select what tables to be exported, if I want the schema to be generated, the target filename, etc.
Instead of having to go through this large selection process, I'd like to write a script that I can run consistently over the same tables, produce the same file name, etc. Can anybody provide a suggestion/code/pointer on how to accomplish this? Thanks in advance.
John
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Aug 8, 2006
Hi all, I'm using access 2002. 2002 has pivoting, but in order to use it you have to download an xp add on(at least I did). After I installed the libraries pivots worked for me- and I added all manner of niftyness-before I discovered that no one else in my department could use it without adding the same downloads. So I decided to go with exporting to excel. That opened up a whole new can of worms, but in the end I finally got it working. I just wanted to share what I found with everyone here-maybe the next person won't have to work so hard. This code works from a toolbar button.
Of course if anyone has any suggestions, I'm interested.
Public Function goToPivot()
'automates creating a formatted pivotChart in excel from a query in access2002
'because of some trickiness with objects, no 'with's are used
On Error GoTo Err_goToPivot
Dim xlApp As Excel.Application
Dim XlBook As Excel.Workbook
Dim XlPT As Excel.PivotTable
Dim DataRange As String
Dim ExcelFile As String
Dim queryPivot As String
'set relative path and filename of new spreadsheet
ExcelFile = Application.CurrentProject.Path & "xPivot.xls"
queryPivot = "querypivotChartTest"
' Delete file if it exists
Set fso = CreateObject("Scripting.FileSystemObject")
If fso.FileExists(ExcelFile) Then
' Delete if not read only
fso.DeleteFile ExcelFile, False
End If
'export query to excel
DoCmd.TransferSpreadsheet acExport, acSpreadsheetTypeExcel9, _
queryPivot, ExcelFile, True
Set xlApp = New Excel.Application
xlApp.Visible = True
Set XlBook = xlApp.Workbooks.Open(ExcelFile)
'set style and range of cells, name pivotTable
DataRange = queryPivot & "!" & XlBook.Worksheets(queryPivot).UsedRange. _
Address(ReferenceStyle:=xlR1C1)
Set XlPT = XlBook.PivotCaches.Add(xlDatabase, DataRange).CreatePivotTable( _
TableDestination:="", TableName:="Pivot_Table1", _
DefaultVersion:=xlPivotTableVersion10)
'create pivotChart, preload it with fields to get user started
XlBook.Charts.Add
XlBook.ActiveChart.Location xlLocationAsNewSheet, "RCA pivot"
XlBook.ActiveChart.PivotLayout.PivotTable.AddDataF ield XlBook.ActiveChart.PivotLayout. _
PivotTable.PivotFields("SIRs"), "Count of SIRs", xlCount
XlBook.ActiveChart.PivotLayout.PivotTable.PivotFie lds("Team").Orientation = xlRowField
XlBook.ActiveChart.PivotLayout.PivotTable.PivotFie lds("Team").Position = 1
'set axes and chart titles, size and fonts of pivotChart
XlBook.ActiveChart.HasTitle = True
XlBook.ActiveChart.ChartTitle.Characters.Text = "RCA DATA ANALYSIS"
XlBook.ActiveChart.ChartTitle.Font.Bold = True
XlBook.ActiveChart.ChartTitle.Font.Size = 18
XlBook.ActiveChart.Axes(xlCategory, xlPrimary).HasTitle = True
XlBook.ActiveChart.Axes(xlCategory, xlPrimary).AxisTitle.Characters.Text = "CATEGORY"
XlBook.ActiveChart.Axes(xlValue, xlPrimary).HasTitle = True
XlBook.ActiveChart.Axes(xlValue, xlPrimary).AxisTitle.Characters.Text = "TOTAL"
XlBook.ActiveChart.SizeWithWindow = True
'optional-create, save, then close
'XlBook.Saved = True
'xlApp.Quit
'Set XlPT = Nothing
'Set XlBook = Nothing
'Set xlApp = Nothing
Exit_goToPivot:
Exit Function
Err_goToPivot:
MsgBox Err.Number & " - " & Err.Description
Resume Exit_goToPivot
End Function
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Aug 9, 2013
I have two tables, identical in terms of structure (number & names of fields etc.) but different in terms of content (records not necessarily the same, some may be common to both, some may only be present in one or other table)
I want to set up a query to count the number of records which are present in one table (Table A) but not in the other (Table B) using a common identifier field, and put the numerical result in a text box on a form (i.e. use the query as the control source for the text box)
I've managed to come up with the following which provides the list of ID's :
Quote:
SELECT tblA.CommentId
FROM tblA LEFT JOIN tblB ON tblA.Id = tblB.Id
WHERE tblB.Id Is Null;
Which will come in useful elsewhere but how do I adjust this SQL to only return the number of records? I think I have to use COUNT(*) somehow but I'm not familiar with it and not sure of the syntax?
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Jul 28, 2006
Hi,
Would it be possible for me to build an interface for a customer to use for importing data. So that they customer could choose from a drop down list, or input into a text box where they want to export from, and where they would like the export to be imported?
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Apr 13, 2013
I have 2 queries to check if there is any "double quote" character in any of 12 month columns in a month table of 125K records. I use 2 queries since the maximun criteria in a query is only 8. So I use 8 criteria in the 1st query then use 4 criteria to check the remaining months in the 2nd query. The month table is refreshed and created every month. The 12 month columns are changing from month to month since they are -13 month to -1 month when the month table is created. For example, if the month table is refreshed and created in May 2013, then the 12 month columns are "May 2012", "Jun 2012" .... and "Apr 2013". If the month table is created in Jun 2013, then the 12-month columns are "Jun 2012", "Aug 2012" .... and "May 2013". The end user has little knowledge of Access Databse so he seems confusing how to update the 2 queries on new month table.I am trying to see if there is a way to use 12 criteria in just one query so the end user only deals with one query's update.If there is a way to automate/improve the update of the queries/query, then it would be the best.
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Oct 18, 2005
Hi all,
I have an access Db that I use to manage contacts etc. I regularily send out newsletters and emails to the contacts in that Db.
I want to know if there is a way I can essentially track the emails from access in outlook.
eg. based on field "email" it can see the emails incoming and outgoing in Outlook and makes a new record in my table "communications" that also tracks phone calls and other comm's.
Tbls - Contacts, Communications, Company
It would be great if all email communications could just automatically be listed in the access table communications with a link to the email in outlook (not the actual email, only the subject line and a hyperlink to the email)
I have been scouring the web for something to do this and have found lots of kinda's or not quite's. I don't want to import my outlook email to a table if possible.
I run Outlook and Access 2003 (Office 2003) on XP SP2 box.
Thanks Heaps if you have any idea what I am after!
C
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May 10, 2007
Hi guys,
I regularly export the main table in our database to an excel spreadsheet, to provide an additional level of data back-up. (Using File/Export)
I was wondering if there is a way of automating this process, either through a command button on a form, or by linking it with shutting the database down.
Any ideas?
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Aug 6, 2012
I have an Access 2007 SQL database with 20 users. The DB has a list of about 3,000 email addresses that I want to export to Outlook for mass mailing. I've already got the services of an SMTP mail service that allows 1000 mails at a pop to be sent, and I've already written in the logic to separate the list into groups of 1k.
The problem I'm having is that I'm currently exporting from Access 2007 to Excel 2003 format (for some unknown reason Outlook 2007 does not directly interface with Access 2007), and then I have to manually go through the import steps within Outlook to bring the data from each 1k name group spreadsheet into a contact group for mailing.
It all works fine as it is, but it's clunky as hell. I want to automate that process, but I'm not very familiar with Outlook. I'm not even sure what the file format is for a group. Surely it must have its own format, like group1.xxx, or something. My ultimate objective is to export straight from access to the .xxx (whatever it is) format, direct it straight to the appropriate folder within Outlook and in the process eliminate the need for the more tedious steps required to import each Excel file within Outlook that I'm currently using.
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Feb 3, 2015
I'm using an unbound text box and a command button to filter a list of contacts on a continuous form. The continuous form has a query for the record source and the list ends up showing only what is in the strWhere filter
Me.Filter = strWhere
Me.FilterOn = True
Is there a way to have Access 2003 take this filtered list and populate the To: field in Outlook or whatever the default mail client is? Each email needs to be deliminated by ";"
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Jun 3, 2014
Is there a way to paste a access query result in the outlook message body?. I do not want to attach the query result in the email.
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May 31, 2013
I am trying to form a join between two separate databases. Database 1 has a column (Gene_Name2) that consists of common names of human genes. In this database there is only one name for each gene per field. The other Database 2 has a column (Gene_Name2) that has various names for the same gene in each field. Most genes have been given different names over time.
I want to join the databases into a separate query database so that all of the information in Database 1 is retained and only when the name in Database 1 matches one of the names in Database 2 does the row of information get tacked on to the query database. The problem is that in a normal query the text in both Gene_Name columns do not match and the query returns no matches. I have tried Instr and like criteria statements with no luck. The following is an example of what I have and what I need.
Database 1
Chrom Gene_Name1 Data
Chr1 ATC XYZ
Chr2 IDH2 ZYZ
Database 2
Gene_Name2 Data
ATC;ORF34;NM_123 ABC
ORF65;IDH2 IGH
Joined Query
Chrom Gene_Name1 Data Gene_Name2 Data
Chr1 ATC XYZ ATC;ORF34;NM_123 ABC
Chr2 IDH2 ZYZ ORF65;IDH2 IGH
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Jun 14, 2014
I would like to make an action list based on tasks. I try to make a query that does the following things:
-Taken.Priority=1
-show maxium 5 tasks sorted on make date(taken.ingevoerd)
-OR with a total duration of maxium 480 minutes (Taken.[Geschatte duur (min))
The last one is to hard for me to make. For example if the duration of 4 tasks is 420 minutes, the fifth task (100 min) should not be shown, because the criteria of maximum amout of minutes is reached.This is what I have made so far:
SELECT DISTINCT TOP 5 Taken.ID, Taken.Omschrijving, Taken.Ingevoerd, Taken.Deadline, Taken.Priority, Taken.[Geschatte duur (min)]
FROM Taken
GROUP BY Taken.ID, Taken.Omschrijving, Taken.Ingevoerd, Taken.Deadline, Taken.Priority, Taken.[Geschatte duur (min)]
HAVING (((Taken.Priority)=1))
ORDER BY Taken.Ingevoerd DESC;
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Nov 20, 2013
I am wondering if there is a quicker way to export a query to excel then have the data in that query removed from the original table. (effectively cutting the data from the table and exporting to excel)
I understand that this can be done by exporting the query to excel then running the same query as a delete query to remove the data but I just wondered if this is the most efficient way.
I have experience of VB in excel but currently only use the basic macro builder in Access though if Access VB is more efficient I can easily learn.
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Jan 31, 2008
I have a reasonable large dbase with some 12 tables and some 40 Queries.
In three of the tables, there are fields with dubious names like AA1, CD-3, 227, etc.
I want to change these field names to some more appropriate names like : Testblok , Cspeler, Jaarnummer, etc, etc.
In doing so, I will have to go thru each and every Query ( and at a later stage forms/reports) to change the fieldnames in that query corresponding to the changes I made in the initial table field name.
Would there be another way of doing this, i.e. is there a routine for changes made in the fieldnames, being “automatically updated in the table bound query.
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Mar 12, 2014
I run a report based on dates I enter (see below)
>=[Date you wish to view DD/MM/YY] And <=[Enter the Date after DD/MM/YY]
I would like to automate this if possible, the dates are enter are always a set pattern
If its Monday I enter the previous Thursday and Sunday
If Its Tuesday I enter the previous Sunday and Monday
If Its Wednesday I enter the previous Monday and Tuesday
If Its Thursday I enter the previous Tuesday and Wednesday
If Its Friday I enter the previous Wednesday and Thursday
I dont run rthe report on weekends
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Dec 18, 2014
I want to automate a query so when the user views it they see only the columns that have data. Columns that do not have data are not there.I am using MS 2007
My Access tool is setup to import data into tables and then the user views the data imported. However, if their's no data (and no column to import) I want the query report to not include the column.
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Sep 6, 2013
I'm creating a query with VBA, then exporting it to Excel. I have a couple calculated date fields that are exporting in the format of dd-mmm-yy, but I want them in the mm/dd/yyyy format. In the query, they're in the proper format, but not in the export. I tried using Format([DateField],"mm/dd/yyyy"), but then they left align in the export, but are fine in the query.
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Dec 10, 2014
I have a query that as a result like the attachment below and I want to merge in this case all the days in one row, like also says in the pdf file!
Also there is anyway that the query exports it self to a pdf?
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Mar 12, 2014
I run a query daily and have to alter the date in the design view (as below).
>=#01/04/2013# And <#11/03/2014#
All I want is for the query to run 2 days behind, so for example today is the 12/03/2014, I use the above, and then daily change this every day.
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Jun 22, 2013
FileSent Is Table / Database Name
SELECT FileSent.[Patient#], FileSent.PatientName, FileSent.EpisodeKey, FileSent.DoctorName, FileSent.Mark, FileSent.FinancialType
FROM FileSent
WHERE (((FileSent.Mark)="1"));
DoCmd.TransferSpreadsheet acExport, 5, tablename:="FileSent", FileName:="FileSent_Excel.xls"
Kill ("FileSent_Excel.xls")
DoCmd.TransferSpreadsheet acExport, 5, tablename:="FileSent", FileName:="FileSent_Excel.xls"
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Jul 7, 2014
I have a database that is used to create a data file for a customer. The database has two linked tables that are linked to tables that are both in another database (but within the same database as each other). Their structure is identical.I have a union query set up to combine both linked tables.
I am using a Macro to export that query but after running for a short while I get the error "The query cannot be completed. Either the size of the query set....."Does Access have a limitation on union query size? Combined, the tables are a lot of data but I'm confused as both the tables I'm combining are in the same database.
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Jul 3, 2013
how to export a query result to an Excel spreadsheet, using the DoComd as this
DoCmd.OuputTo acOutputQuery, "#query_name#", acFormatXLS, "#excel_sheet_title.xls#", True.
My problem (if you can call it that) is how to append the current date to the name of the spreadsheet. E.g.,
DoCmd.OuputTo acOutputQuery, "qry_query_all", acFormatXLS, "Query_all.xls", True....
So the spreadsheet would be Query_all_03072013.xls.
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Nov 17, 2014
I have a task completion database. Each record of model consists of an expiry date. I need to review and update the records before the expiry date. Each model may have more than one record as I have updated the models a couple of times. I would like to select all of records with the expiry date less than 30 days so I can plan to review and update them on time. How to select all these records.
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Oct 18, 2013
I've been using Access 2007 to run queries on a database where we eventually export results as separate Excel spreadsheets for individual clients. The process is quite involved, using queries to change fields from code letters to words and splitting the database up into different client tables, saving the tables under date order and with different client codes.
I now need to pass this role on to colleagues, so need to make everything as straightforward as possible.
I had thought to use a Form as the user interface, with a minimum number of buttons, however I need either the system or the user to amend the date for the initial table, then to use this new table and run a series of standard queries on it, then produce the separate tables.
I don't think I can just use macros behind the buttons, because the database name is changing each time.
I assume some parts will be too tricky to automate - it will be necessary for colleagues to follow instructions instead.....
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