Hello VBA experts,
Below is the project:
1. Gather data for every customer into Excel using integrated SQL query (I have query)
2. Use this data to be presented in a "nice" format - it is a customer summary when customers ask what does their portfolio look like today, i want to generate this via Excel
3. Save this in to a PDF format and email to the corresponding relationship manager from my company.
We are a finance company and customers are our dealers. They book loans with us and we want to send every dealer a copy of their portfolio summary every month. I have the data in SQL DB but need to make it presentable in a PDF and send it out every month automatically or on Demand when they want to see updated mid-month.
34 freelancers are bidding on average ₹23431 for this job
I am an Excel and VBA specialist with a lot of experience in creating complex formulas and macros. You may check some of my projects here: [login to view URL]
5 Year experience of Vba and SQL server. I will do this task because I have experienced like task. I have good experience and knowledge. I have made many projects in vba.