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Build VBA Based PDF Report

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.

Thank you

Skills: Excel, Excel Macros, Excel VBA, Microsoft Exchange, Visual Basic

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About the Employer:
( 1 review ) Mumbai, India

Project ID: #18501810

34 freelancers are bidding on average ₹23431 for this job

schoudhary1553

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7.7
archanaoswal

I have excellent command on MS Excel. I have completed complex projects in Excel before . For instance - Built a delivery schedule for pick-up and drop of raw-material under given constraints optimizing the utilizat More

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vmadhavan15

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aubrey03

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webanis

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4.1
williams115

-Professional Excel Macros, Excel VBA, Microsoft Exchange, Visual Basic expert ! Best Result in Time!------------------------------ Hello sir. I've really rich experience for your project, so your project is very int More

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3.6
bhupendrayadav

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Excelphant

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muralidaran84

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dinhfreedom

-Interested Job. Pro Excel, Excel Macros, Excel VBA, Microsoft Exchange, Visual Basic expert. Best result in time----- [login to view URL] I read your description very carefully. I am very interesting for your project beca More

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GabrielBarreiro1

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FD4CAST

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qunzhuang323

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suniltelang20018

Hi, this is Sunil. I am a MIS/data analyst and experience in a VBA macro development. need some more details about the work. thanks

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0.0
mkrtichasatryan

Hi, I am not sure , you will read this, but you dont' need the excel. If you query then you can make pdf and then to send it to anyone by email automatically using application. I can write application. As for PDF you n More

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Moustafaahmedali

I have the ability for your task and finish your project at scheduled time, and I promise to be honest for your data. I am expert who knows the value of time, very hard working and always delivers the work on time. More

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softit1986

hi. i am it administration.i have more than 10 years old experience in this field and i have more than 10 projects similar it.i have 10 difference sql database and i am expert in vba development.i can help you to will More

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chibiksop

A solid VBA expert with 10+ years progressive experience in VBA coding. Will exceed your expectations e.g. can write a Powershell subroutine to invoke the scripts. Fast re-usable commented code. You won't regret More

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mintu1302k

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.

₹25555 INR in 5 days
(0 Reviews)
0.0
ThomasPowelliv

Hi, Sounds pretty simple. Data download using provided sql code. Data formatted to be more user friendly. Then output report to pdf file and build email attaching pdf report to be mailed to predetermined account ma More

₹33333 INR in 10 days
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0.0