Create individual worksheets from pivot automatically and generate account statement in words from individual sheets

Ashish2002

New Member
Joined
Jun 10, 2021
Messages
2
Office Version
  1. 2016
Platform
  1. 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
 

Excel Facts

Which lookup functions find a value equal or greater than the lookup value?
MATCH uses -1 to find larger value (lookup table must be sorted ZA). XLOOKUP uses 1 to find values greater and does not need to be sorted.
Sample excel and bill snapshot

DateAmountFundCustomer NameCustomer Pan
5/11/20215000AxisMr AAA5555888
5/21/20216000HDFCMr AAA5555888
5/31/20217000ICICIMr AAA5555888
6/10/20218000SBIMr AAA5555888
6/20/20219000MiraeMr AAA5555888
5/11/20215000AxisMr BAA6666888
5/21/20216000HDFCMr BAA6666888
5/31/20217000ICICIMr BAA6666888
6/10/20218000SBIMr BAA6666888
6/20/20219000MiraeMr BAA6666888
5/11/20215000AxisMr CAA7777888
5/21/20216000HDFCMr CAA7777888
5/31/20217000ICICIMr CAA7777888
6/10/20218000SBIMr CAA7777888
6/20/20219000MiraeMr CAA7777888
5/11/20215000AxisMr DAA4444888
5/21/20216000HDFCMr DAA4444888
5/31/20217000ICICIMr DAA4444888
6/10/20218000SBIMr DAA4444888
6/20/20219000MiraeMr DAA4444888
5/11/20215000AxisMr EAA3333888
5/21/20216000HDFCMr EAA3333888
5/31/20217000ICICIMr EAA3333888
6/10/20218000SBIMr EAA3333888
6/20/20219000MiraeMr EAA3333888
 

Attachments

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  • Sample pivot.png
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