Customer Client Statements from Excel Spreadsheet

Closed

Description

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

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

Skills: Excel

See more: merge client account excel, client statements excel, customer statements excel, problem statements example, problem statements, statements, mail client, export from excel, 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

Project ID: #4417771

31 freelancers are bidding on average $313 for this job

bharanisrihari

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

$250 USD in 3 days
(58 Reviews)
6.3
nagybatonyi

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

$250 USD in 1 day
(40 Reviews)
5.4
mrbrave

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

$288 USD in 3 days
(69 Reviews)
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!

$250 USD in 3 days
(21 Reviews)
4.8
srinichal

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

$525 USD in 3 days
(3 Reviews)
4.4
ExactSystems

Please see a user friendly solution on PMB. regards

$275 USD in 4 days
(2 Reviews)
4.3
parsermonster

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

$550 USD in 3 days
(7 Reviews)
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 More

$275 USD in 6 days
(7 Reviews)
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 More

$275 USD in 3 days
(4 Reviews)
2.8
sasindiv

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

$250 USD in 3 days
(3 Reviews)
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.

$500 USD in 7 days
(1 Review)
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 More

$250 USD in 3 days
(2 Reviews)
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 More

$250 USD in 3 days
(1 Review)
1.0
amitchaps

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

$440 USD in 4 days
(1 Review)
1.0
kgraceiloph

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

$275 USD in 3 days
(0 Reviews)
0.0
prabash87

Hello, I am an undergraduate for the special degree in Mathematics. So I'm a very hard worker, highly literate and numerate. I am also an expert in Excel and have experience with data entry and processing. My typing More

$250 USD in 5 days
(0 Reviews)
0.0
amd75

VBA is the solution

$275 USD in 5 days
(0 Reviews)
0.0
antoniocupo

Hi Sir, i can build for you a software to convert Exel Data do Single PDF. One each customer. and send it via email. Or silmple Email merge if you prefer. Im ready to start with this project. Regards

$275 USD in 5 days
(0 Reviews)
0.0
jatinanum85

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

$250 USD in 5 days
(0 Reviews)
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 More

$250 USD in 3 days
(0 Reviews)
0.0