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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

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

Habilidades: Excel

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Información del empleador:
( 0 comentarios ) Mount Airy, United States

ID de proyecto: #4417771

31 los freelancers están ofertando un promedio de $313 para este trabajo.

bharanisrihari

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

$250 USD en 3 días
(58 comentarios)
6.3
nagybatonyi

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

$250 USD en 1 día
(40 comentarios)
5.4
mrbrave

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

$288 USD en 3 días
(69 comentarios)
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 en 3 días
(21 comentarios)
4.8
srinichal

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

$525 USD en 3 días
(3 comentarios)
4.4
ExactSystems

Please see a user friendly solution on PMB. regards

$275 USD en 4 días
(2 comentarios)
4.3
parsermonster

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

$550 USD en 3 días
(7 comentarios)
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 Más

$275 USD en 6 días
(7 comentarios)
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 Más

$275 USD en 3 días
(4 comentarios)
2.8
sasindiv

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

$250 USD en 3 días
(3 comentarios)
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 en 7 días
(1 comentario)
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 Más

$250 USD en 3 días
(2 comentarios)
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 Más

$250 USD en 3 días
(1 comentario)
1.0
amitchaps

Hi, Expert in excel/vba [url removed, login to view] check PM for more details.Thanks.

$440 USD en 4 días
(1 comentario)
1.0
kgraceiloph

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

$275 USD en 3 días
(0 comentarios)
0.0
amd75

VBA is the solution

$275 USD en 5 días
(0 comentarios)
0.0
swapnilchavan18

Let's do it. Please check private message

$250 USD en 2 días
(0 comentarios)
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 Más

$250 USD en 3 días
(0 comentarios)
0.0
jatinanum85

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

$250 USD en 5 días
(0 comentarios)
0.0
shohagillusion

Please check PM.

$250 USD en 3 días
(0 comentarios)
0.0