I need a "mail merge" to a PDF that will create a monthly factsheets
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Description
Experience Level: Expert
I need to create documents where a large amount of data, both chart, table, numerical and text value can be sent to a file to create a PDF. There are only 2 templates, but they are near identical (one table difference and a little text). Data is all available in a spreadsheet (comes from an MS Access database). The artwork is pretty much done for the PDF, it is a matter of sizing and positioning the tables. I need someone who can bring it all together so on opening the templates and adding a date the sheets will be produced at that date. The data availability is simple, its producing the tables and charts and the formatting that is the challenge.
To clarify, the Access data is more of a repository only. There are tables that for example give rankings of size for lets say top 10 or pie chart adding up to 100%, these are all in Excel, so this is more an Excel rather than an Access exercise I would think.
There is the possibility that in some tables or pies that the number of components will change. So a pie of 5 segments then then maybe to 8 then down to 5 over 3 subsequent periods. The names underlying the components are not necessarily known at outset as they will change depending on the underlying compositions. Clear?
In addition, please could you make clear what the 'PDF creation' part would be done in. I'm not sure creating a PDF for these in Excel for example will look good - though I am not experienced enough to say if that is correct.
I am coming to the conclusion that most people here want to take Excel data and run some sort of VBA to make the PDF. My only concern is the quality of the PDF output. It has to look as good as anything produced by an investment bank or global asset manager e.g. Goldman Sach, Blackrock, Fidelity etc. Can this level of quality be achieved do you think from Excel?
3 samples of quality required are attached.
FYI I am down to the last 4 now for assessment.
Thank you.
To clarify, the Access data is more of a repository only. There are tables that for example give rankings of size for lets say top 10 or pie chart adding up to 100%, these are all in Excel, so this is more an Excel rather than an Access exercise I would think.
There is the possibility that in some tables or pies that the number of components will change. So a pie of 5 segments then then maybe to 8 then down to 5 over 3 subsequent periods. The names underlying the components are not necessarily known at outset as they will change depending on the underlying compositions. Clear?
In addition, please could you make clear what the 'PDF creation' part would be done in. I'm not sure creating a PDF for these in Excel for example will look good - though I am not experienced enough to say if that is correct.
I am coming to the conclusion that most people here want to take Excel data and run some sort of VBA to make the PDF. My only concern is the quality of the PDF output. It has to look as good as anything produced by an investment bank or global asset manager e.g. Goldman Sach, Blackrock, Fidelity etc. Can this level of quality be achieved do you think from Excel?
3 samples of quality required are attached.
FYI I am down to the last 4 now for assessment.
Thank you.
Anthony C.
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Anthony,
If indeed an automted process from Excel to PDF through VBA, with High Quality-Resolution option for the PDF, would interest you, it's all a matter of formatting one Excel tab as the output PDF-to-become, which I can do for you, together with everything else required, leaving all options open with any number and naming of parameters for graphs and charts. If seriously interested in this, let me know so as to send a proposal.
Thanks. -
Hi,
If you message then we can discuss how it will be looks good in excel. -
Have you considered a Power BI solution connected directly to the Access DbAnthony C.25 Sep 2018I don't know what "Power BI" is .............. so no.
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