Ashish2002
New Member
- Joined
- Jun 10, 2021
- Messages
- 2
- Office Version
- 2016
- Platform
- Windows
Hi,
In simple terms let's say i have multiple investor data with investment across different mutual funds, pan number is common identifier
Now once i create a pivot which groups by investor pan number and sub group by fund house name.
Now i want each investor data to be printed as account statement on a standard format in word.
Either way is to create individual worksheets via macro and then another macro to generate individual statement in word
Or one macro which can directly read from pivot and paste into word to create individual word statement and move to new page /new word document for another investor.
There will be obviously soome common lines in each statement saying below is your account statement......
Happy to upload a sample file if required, little urgent, will be thankful
In simple terms let's say i have multiple investor data with investment across different mutual funds, pan number is common identifier
Now once i create a pivot which groups by investor pan number and sub group by fund house name.
Now i want each investor data to be printed as account statement on a standard format in word.
Either way is to create individual worksheets via macro and then another macro to generate individual statement in word
Or one macro which can directly read from pivot and paste into word to create individual word statement and move to new page /new word document for another investor.
There will be obviously soome common lines in each statement saying below is your account statement......
Happy to upload a sample file if required, little urgent, will be thankful