Hi all, I'm looking for something simple that will personalize a client statement, PDF it, then do a loop and personalize the next statement.
I consider myself pretty advanced with Excel functions, but just don't know VBA well enough yet.
I have an "Client Statement" template in one sheet, that will be personalized by an "Client Number" in cell H31. It does a lookup with personalized data for that specific client number. All of the client data is stored in another sheet called "Client Detail", which includes the number, names and info.
The macro will run in "Client Statement" sheet, simple change the investor number, save as a PDF. It will go down the list of clients and loop.
Any suggestions?
I consider myself pretty advanced with Excel functions, but just don't know VBA well enough yet.
I have an "Client Statement" template in one sheet, that will be personalized by an "Client Number" in cell H31. It does a lookup with personalized data for that specific client number. All of the client data is stored in another sheet called "Client Detail", which includes the number, names and info.
The macro will run in "Client Statement" sheet, simple change the investor number, save as a PDF. It will go down the list of clients and loop.
Any suggestions?
