Kapalı

Customer Client Statements from Excel Spreadsheet

How good are you guys at Excel?

We have the ability to export all client accounts to an excel sheet each quarter but from here we would need a custom Mail merge that would allow it to take that excel sheet and translate it to customer statements.

If it were a simple one account per person I can do that mail merge no problem, but some clients may have 1-6 accounts. Each client has an identifying client #, but the spouse would have a separate one. I know it can be done, but it is beyond my realm

Example

ID First Last Account Name Account Number Amount

1 John Anthony Allianz 12345 $100,000

1 John Anthony Curian 98765 $50,000

2 Alta Anthony Allianz 22222 $200,000

3 Chris Kirk Allianz 55555 $100,000

A mail merge would have to be created to look like this

-------------------------------------------------------------------------------------------------

John Anthony

Allianz 12345 $100,000

Curian 98765 $50,000

Alta Anthony

Allianz 22222 $200,000

Household total

$350,000

------------------------------------------------------------------------Page break

Chris Kirk

Allianz 55555 $100,000

Household Total

$100,000

-------------------------------------------------------------

Beceriler: Excel

Daha fazlasını görün: merge client account excel, client statements excel, customer statements excel, problem statements example, problem statements, statements, mail client, customer spreadsheet, alta, account spreadsheet, export page excel, customer merge, excel custom number, excel 200, excel number custom, excel translate, quarter excel, customer spreadsheet example, excel sheet merge, merge excel sheet, mail excel, merge sheet, excel customer sheet, need custom spreadsheet, need custom excel spreadsheet

İşveren Hakkında:
( 0 değerlendirme ) Mount Airy, United States

Proje NO: #4417771

31 freelancer bu iş için ortalamada 313$ teklif veriyor

bharanisrihari

Hello, Excel VBA expert here. Please check PM for details. Thanks!

in 3 gün içinde250$ USD
(58 Değerlendirme)
6.3
nagybatonyi

Such jobs are my daily practice. Please, see PMB for a working sample! Regards!

1 gün içinde 250$ USD
(40 Değerlendirme)
5.4
mrbrave

I can provide very easy solution to you.....Lets discuss.

in 3 gün içinde288$ USD
(69 Değerlendirme)
5.3
LK1811

I have gone through your project details. The job is clearly understood. I will create account-wise statement using mail-merge exactly as per your sample. Ready to start. Thanks!

in 3 gün içinde250$ USD
(21 Değerlendirme)
4.8
srinichal

I am an expert in delivering custom scripts and like to deliver the project

in 3 gün içinde525$ USD
(3 Değerlendirme)
4.4
ExactSystems

Please see a user friendly solution on PMB. regards

in 4 gün içinde275$ USD
(2 Değerlendirme)
4.3
parsermonster

Dear Project Manager, Forget Mail Merge. Check your inbox for a unique solution! Regards, Mitchell Allen

in 3 gün içinde550$ USD
(7 Değerlendirme)
3.6
FLinCanada

Definitely can be done, but it will require a macro-enabled workbook. That might be better as a separate file that read your account sheet as an input. We will have to discuss how each "household" is identified, wheth Daha fazlası

in 6 gün içinde275$ USD
(7 Değerlendirme)
3.0
charmw

Dear abstractls: I have experience creating several similar applications in Excel. Please see my Portfolio and Feedback history for more information. How may I make this the best bid for you? Thank you, Charlene Wri Daha fazlası

in 3 gün içinde275$ USD
(4 Değerlendirme)
2.8
sasindiv

Hi, Programmer with 8 years experience. Check your message for more details

in 3 gün içinde250$ USD
(3 Değerlendirme)
2.6
ianoc

Good day! I am interested in your project. Please check my private message that would follow this one for a few clarifications I need before I can confirm my project fee and estimated time of completion. Thank you.

in 7 gün içinde500$ USD
(1 Değerlendirme)
1.9
exopad

Hi, Nice project that can be done easily without the mail merge. I can create specific VBA code that process these statements in the way you described. If needed, I can even add code that will save/mail these statem Daha fazlası

in 3 gün içinde250$ USD
(2 Değerlendirme)
1.7
ahmedhamdypop

Dear Sir, This is Ahmed Hamdy an Industrial Engineer for more than 8 years, I worked as R&D Engineer for 4 years, I can do this project in a very very short time with a high quality with the lowest price Kindly review Daha fazlası

in 3 gün içinde250$ USD
(1 Değerlendirme)
1.0
amitchaps

Hi, Expert in excel/vba macros.Kindly check PM for more details.Thanks.

in 4 gün içinde440$ USD
(1 Değerlendirme)
1.0
kgraceiloph

I am very good in excel and I can do it..

in 3 gün içinde275$ USD
(0 Değerlendirme)
0.0
amd75

VBA is the solution

in 5 gün içinde275$ USD
(0 Değerlendirme)
0.0
swapnilchavan18

Let's do it. Please check private message

in 2 gün içinde250$ USD
(0 Değerlendirme)
0.0
kkingorih

I have data mining experience of more than 9years. I have vast experience in mining for reporting, migration from any ancient text base to all modern platform. I can do it in one day but will propose 3 days for a thoro Daha fazlası

in 3 gün içinde250$ USD
(0 Değerlendirme)
0.0
jatinanum85

i do this your project work send me deatils...

in 5 gün içinde250$ USD
(0 Değerlendirme)
0.0
shohagillusion

Please check PM.

in 3 gün içinde250$ USD
(0 Değerlendirme)
0.0