Thank you for taking the time to try and help me with this project.
I have some vba that sends an email to each recipient on my spreadsheet and includes in the body of the text information from the spreadsheet. This piece of the code works great. Here's the part where I am stuck...
The workbook contains a couple tables that I would like to filter and copy/paste into each email BUT the data from each table needs to be filtered to the data that applies to each recipient.
For example: The email is being sent to a Regional leader and includes scores for their Region overall. I have 1 table that includes manager scores which can be filtered by Region and on a second tab, I have a table for each Region that drills down the scores by type of service.
So for the SouthWest Regional leader, I would like to Filter table 1 to only show managers in the SouthWest Region, copy/paste that table directly into the email and then go to the Service Type tables and copy the SouthWest table and paste into the email.
The final piece I would like to accomplish is to copy the employee level details which reside on a separate tab, to a workbook and attach it to the email. This too would need to be specific to employees within each region.
I don't know if this is possible within my code or if there is a smart way to accomplish it. I appreciate any help or insight you are willing to give! I have attached an example file and below is the email code I am currently using. I also have some code that filters the data based on the region that may or may not be helpful.
Sub SendMailtoRFE()
Dim outapp As New Outlook.Application
Dim outmail As Outlook.Mailitem
Dim wks As Worksheet
Dim i As Integer
Dim sFile1 As String
Dim TempFilePath As String
Environ ("UserProfile")
Set outapp = CreateObject("outlook.application")
sFile1 = "Infographic"
TempFilePath = Environ$("temp") & "Roadside Assistance " 'FIND OUT HOW TO CLEAN UP THE NAME: "Temp" added to file name
ActiveWorkbook.Sheets(sFile1).ExportAsFixedFormat Type:=xlTypePDF, Filename:=TempFilePath & sFile1 & ".pdf"
On Error Resume Next
For i = 3 To wks.Range("A" & Rows.Count).End(xlUp).Row
Set outmail = outapp.CreateItem(olMailItem)
With outmail
.To = wks.Range("C" & i).Value
.Subject = wks.Range("A" & i).Value & " Region Roadside Assistance YTD Communication"
.HTMLBody = "Dear " & wks.Range("C" & i).Value & "," & "<br></br>" & _
"You've shared how important Roadside Assistance is for your personal auto clients. As one of the highest frequency types of losses, success or failure " & _
"here may be seen as a signal of the overall value of the program." & "<br></br><br></br>" & _
"Here are the results for clients in your area who completed a survey. Year to date, the NPS was " & FormatPercent(wks.Range("K" & i).Value, 0) & _
" based on " & wks.Range("H" & i).Value & " total responses." & _
" The overall score for all regions is " & FormatPercent(wks.Range("K12").Value, 0) & "." & "<br></br><br></br>" & _
"Below are a few additional details to help you understand your region's score. " & _
"Please follow up with any questions or concerns." & "<br></br><br></br>" & vbNewLine & _
"**Please note, the table containing MLGA scores shows only the MLGA's where 5 or more survey responses were received.**"
.Attachments.Add (TempFilePath & sFile1 & ".pdf")
.display
End With
On Error GoTo 0
Set outmail = Nothing
Next i
Set outapp = Nothing
End Sub
''Filter Region on the MLGA Tow NPS Score Tab
Sub FilterSouthWest()
Dim wks As Worksheet
Set wks = Sheets("MLGA TOW NPS Score")
With wks.Range("A2:C2")
.AutoFilter Field:=3, Criteria1:="9A"
End With
End Sub
CodePudding user response：
Use .SpecialCells(xlCellTypeVisible) to set the range on the filtered table and copy/paste them into the email using WordEditor. To insert the html text create a temporary file and use .InsertFile, This converts the html formatting into word formatting. You may need to add a wait between the copy/paste action depending on the amount of data.
Option Explicit
Sub SendMailtoRFE()
'sheet names
Const PDF = "Infographic" ' attachment
Const WS_S = "MLGA TOW NPS Score" ' filtered score data
Const WS_R = "Regions" ' names and emails
Const WS_T = "Tables" ' Regions Tables
Dim ws As Worksheet, sPath As String, sPDFname As String
Dim lastrow As Long, i As Long, n As Long
' region code for filter
Dim dictRegions As Object, region
Set dictRegions = CreateObject("Scripting.Dictionary")
With dictRegions
.Add "NorthEast", "6A"
.Add "NorthWest", "7A"
.Add "SouthEast", "8A"
.Add "SouthWest", "9A"
End With
sPath = Environ$("temp") & "\"
sPDFname = sPath & "Roadside Assistance " & PDF & ".pdf"
Sheets(PDF).ExportAsFixedFormat Type:=xlTypePDF, Filename:=sPDFname
Dim outapp As Outlook.Application
Dim outmail As Outlook.Mailitem
Dim outInsp As Object, oWordDoc
Dim wsRegion As Worksheet
Dim sRegion As String, sEmailAddr As String, rngScore As Range
Dim Table1 As Range, Table2 As Range, tmpHTML As String
' scores
With Sheets(WS_S)
lastrow = .Cells(.Rows.Count, "C").End(xlUp).Row
Set rngScore = .Range("A2:G" & lastrow) ' 5 columns
End With
' open outlook
Set outapp = New Outlook.Application
' regions
Set wsRegion = Sheets(WS_R)
lastrow = wsRegion.Cells(wsRegion.Rows.Count, "A").End(xlUp).Row
For i = 3 To lastrow '
sRegion = wsRegion.Range("A" & i).Value
sEmailAddr = wsRegion.Range("C" & i).Value
tmpHTML = HTMLFile(wsRegion, i)
' region
With rngScore
.AutoFilter
.AutoFilter Field:=3, Criteria1:=dictRegions(sRegion) ' filter col C
Set Table1 = .SpecialCells(xlCellTypeVisible)
End With
' Service Type Table
Set Table2 = Sheets(WS_T).ListObjects(sRegion).Range ' Table named same as region
'Debug.Print dictRegions(sRegion), sRegion, Table1.Address, Table2.Address
Set outmail = outapp.CreateItem(olMailItem)
n = n 1
With outmail
.To = sEmailAddr
.Subject = sRegion & " Region Roadside Assistance YTD Communication"
.Attachments.Add sPDFname
.display
End With
Set outInsp = outmail.GetInspector
Set oWordDoc = outInsp.WordEditor
'Wait 1
With oWordDoc
.Content.Delete
.Paragraphs.Add.Range.InsertFile tmpHTML, Link:=False, Attachment:=False
Table1.Copy
.Paragraphs.Add.Range.Paste
.Paragraphs.Add.Range.Text = vbCrLf ' blank line
'Wait 1
Table2.Copy
.Paragraphs.Add.Range.Paste
'Wait 1
End With
Application.CutCopyMode = False
Set oWordDoc = Nothing
Set outInsp = Nothing
Set outmail = Nothing
' delete temp html file
On Error Resume Next
Kill tmpHTML
On Error GoTo 0
'Wait 1
Next
' end
Sheets(WS_S).AutoFilterMode = False
Set outapp = Nothing
AppActivate Application.Caption ' back to excel
MsgBox n & " Emails created", vbInformation
End Sub
Function HTMLFile(ws As Worksheet, i As Long) As String
Const CSS = "p{font:14px Verdana};h1{font:14px Verdana Bold};"
' template
Dim s As String
s = "<html><style>" & CSS & "</style><h1>Dear #NAME#,</h1>" & _
"<p>You've shared how important Roadside Assistance is for your personal auto clients.<br/>" & vbLf & _
"As one of the highest frequency types of losses, success or failure " & vbLf & _
"here may be seen as a signal of the overall value of the program.</p>" & vbLf & _
"<p>Here are the results for clients in your area who completed a survey.</p> " & vbLf & _
"<li>Year to date, the NPS was <b>#NPS_YTD#</b> " & vbLf & _
"based on <b>#RESPONSES#</b> total responses.</li> " & vbLf & _
"<li>The overall score for all regions is <b>#NPS_ALL#</b>,</li>" & vbLf & _
"<p>Below are a few additional details to help you understand your region's score. " & vbLf & _
"Please follow up with any questions or concerns." & "</p>" & vbNewLine & vbLf & _
"<p><i>**Please note, the table containing MLGA scores shows only the MLGA's where 5 " & vbLf & _
"or more survey responses were received.**</i></p></html>"
s = Replace(s, "#NAME#", ws.Cells(i, "C"))
s = Replace(s, "#NPS_YTD#", FormatPercent(ws.Cells(i, "K"), 0))
s = Replace(s, "#RESPONSES#", ws.Cells(i, "H"))
s = Replace(s, "#NPS_ALL#", FormatPercent(ws.Cells(12, "K"), 0))
Dim ff: ff = FreeFile
HTMLFile = Environ$("temp") & "\" & Format(Now(), "~yyyymmddhhmmss") & ".htm"
Open HTMLFile For Output As #ff
Print #ff, s
Close #ff
End Function
Sub Wait(n As Long)
Dim t As Date
t = DateAdd("s", n, Now())
Do While Now() < t
DoEvents
Loop
End Sub