How to Update Web Figures and Export Data Using Outlook and Excel

Learn the step-by-step process of updating web figures, exporting data to Excel, and managing daily breakdowns using Outlook and Excel macros.

19 Mar 2025 By Adam Frost

In this guide, we'll learn how to update web figures and manage data using Microsoft Outlook and Excel. The process involves retrieving data from emails, updating spreadsheets with macros, and exporting information to Excel. We'll also cover how to prepare and send a summary email to specific recipients. This guide will help streamline your workflow and ensure accurate data management.

Let's get started

First, open Outlook.

We search for the web figures with today's date.

Step #2: Click on "Good Morning All Please" — Click on "Good Morning All Please"

We will save the new web figures to the desktop.

Desktop.

Save new figures.

Step #6: Click on "Save" — Click on "Save"

Step #7: Click on "Yes" — Click on "Yes"

Then, go to the website files folder.

Step #8: Double-click here — Double-click here

Load the WFupdate macro.

Step #9: Double-click on "WF update macro" — Double-click on "WF update macro"

Click on the WFupdate sheet.

Step #10: Click on "WEB update" — Click on "WEB update"

Step #11: Click on "Click this button after get Data" — Click on "Click this button after get Data"

Return to the PDF sheet.

Step #12: Click on "PDF" — Click on "PDF"

Click on "Data."

Step #14: Click on "Get Data" — Click on "Get Data"

Retrieve data from the file.

Step #15: Click on "From PDF" — Click on "From PDF"

Open the PDF file on your desktop.

Step #16: Click on "Desktop" — Click on "Desktop"

Locate the new figures file.

Step #17: Click on "new figures" — Click on "new figures"

Step #18: Click on "Import" — Click on "Import"

Import. Click on table 001. Pages 1 to 2.

Step #19: Click on "Table001" — Click on "Table001"

Load 2.

Step #21: Click on "Load To ..." — Click on "Load To ..."

It's an existing worksheet.

Step #22: Click on "Existing worksheet :" — Click on "Existing worksheet :"

Click the top corner of the existing worksheet.

Press OK, then go to the WFupdate sheet.

Step #25: Click on "WEB update" — Click on "WEB update"

Click the "Get Data" button.

Is that one done? Alright. Then, open an IP direct dashboard.

Step #28: Right-click here — Right-click here

Step #29: Click on "031PDIRECTD.vpt" — Click on "031PDIRECTD.vpt"

You load up the remaining orders.

Step #30: Click on "..." — Click on "..."

If the window doesn't appear, go to your taskbar and click here. Then press OK.

Then, go to File and select Export to Excel. Click Yes.

Step #33: Click on "File" — Click on "File"

Step #34: Click on "Export" — Click on "Export"

Step #35: Click on "Yes" — Click on "Yes"

Save the file to your desktop. Then close the window.

Step #36: Click on "Save" — Click on "Save"

Return to the website files folder.

You want to open "copy of the daily breakdown".

Step #37: Double-click on "Copy of Daily Breakdown" — Double-click on "Copy of Daily Breakdown"

Press the populate button. This loads the remaining orders from your desktop into the order sheet.

Step #38: Click on "Populate" — Click on "Populate"

We have 1, 2, 3. Do not include weekends. So, we have 0 orders of free working days.

Step #39: Click on "Populate" — Click on "Populate"

count back three days, not including today's date. For example, start from the 18th and count backwards

For March 13th, there are 0 quantities, 0 allocated, and 0 not allocated. We will leave all these as 0s for returns due to the new method we use. Now that's done.