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Excel Help Needed

  • 14-04-2010 10:49am
    #1
    tonyagrey
    Registered Users Posts: 63 ✭✭


    Ok guys, may turn out to be stupid question but here goes.

    Here is what i want to do:
    I want to set up a template/form in Excel that i can send a group. They will then save this template on their desktop. They will be using it regularly.

    I then want to have a link or something attached in the file so that they can click it and it will automatically generate a mail for them with the file already attached. Alternatively, click the link and it sends the file.

    It would be sent to the one person all the time so that should make it a little easier.

    Any help is much appreciated.

    Tony


Comments

  • #2
    tonyagrey
    Registered Users Posts: 63 ✭✭tonyagrey


    Anyone?


  • #3
    seamus
    Registered Users, Registered Users 2 Posts: 68,317 ✭✭✭✭seamus


    Tonya, if they simply save a copy of that file, then they can right click on it and choose "Send to -> Mail Recipient" and it'll bring up an email window with the file attached.

    Your other option is to create a macro which saves the file and then sends it as an email. There should be a "Send" option in the File menu.


  • #4
    Dacelonid
    Registered Users, Registered Users 2 Posts: 1,112 ✭✭✭Dacelonid


    seamus wrote: »
    Tonya, if they simply save a copy of that file, then they can right click on it and choose "Send to -> Mail Recipient" and it'll bring up an email window with the file attached.

    Your other option is to create a macro which saves the file and then sends it as an email. There should be a "Send" option in the File menu.
    You don't have to do that, you can do it directly from within Excel

    File -> Send to > Mail recipient as attachment

    Other than that, I guess you are looking at writing a macro of some kind


  • #5
    tonyagrey
    Registered Users Posts: 63 ✭✭tonyagrey


    Thats what i thought alright.

    Is it difficult to write a macro?


  • #6
    softdancomputer
    Registered Users, Registered Users 2 Posts: 197 ✭✭softdancomputer


    See here some example...
    Be carefully, as adding macros to excel is tricky from security alerts point of view


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  • #7
    Standard Toaster
    Registered Users, Registered Users 2 Posts: 10,272 ✭✭✭✭Standard Toaster


    http://www.outlook-tips.net/howto/commandlines.htm
    /a  
Creates an item with the specified file as an attachment.
Usage:
Outlook /a "C:\My Documents\labels.doc"


    Would that work, say a shortcut o their desktops?


  • #8
    evensteve
    Registered Users Posts: 14 ✭evensteve


    Macros are not hard to create. You just select 'Macro' from the tools and everything you then do within Excel is recorded until you click the 'Stop' button. You will then be able to repeat the actions that you performed, by going back to tools and running the macro you created. If you have programming skills you can customise further. It is a real boon for repeating frequently performed tasks. However, there is not much advantage in this instance, as in its basic form, it offers no real improvements over the methods above.


  • #9
    KAGY
    Registered Users, Registered Users 2 Posts: 1,092 ✭✭✭KAGY


    tonyagrey wrote: »
    Ok guys, may turn out to be stupid question but here goes.

    Here is what i want to do:
    I want to set up a template/form in Excel that i can send a group. They will then save this template on their desktop. They will be using it regularly.

    I then want to have a link or something attached in the file so that they can click it and it will automatically generate a mail for them with the file already attached. Alternatively, click the link and it sends the file.

    It would be sent to the one person all the time so that should make it a little easier.

    Any help is much appreciated.

    Tony
    If it is a really simple spreadsheet and you are just using it to collect data from each of them, have you looked at google docs yet? They open it up in their web-browser and edit it, all the while you have full access to the data without them having to email it.


  • #10
    EL_Loco
    Registered Users, Registered Users 2 Posts: 901 ✭✭✭EL_Loco


    you're a dirty double poster tony ;) I replied in the other thread:

    http://www.boards.ie/vbulletin/showpost.php?p=65478866&postcount=9

    make sure your default mail program is set as it just pulls up what ever is set. In internet explorer, go to "tools" "internet options" in the programs tab set your "email" program.


  • #11
    iquitalready
    Registered Users Posts: 29 ✭iquitalready


    Have you thought about using Dropbox? It's mainly for backing up and syncing your own files over multiple computers but you can share a folder that you can invite other dropbox users to join. I've been using it for a while to share an Excel list between a few friends. Anytime any one of us updates the list, it is automatically synced to all the other's computers. And most importantly, it's free (up to 2GB anyway).


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