Creating PDF onepager from Excel formular (VBA) - focus on pictures and shapes
Budget: €8 – €30 EUR
Target: creating PDF onepager (e.g. customer profile) from an excel formular.
Details: user completes an excel formular with all required information of a customer. Out of the excel a PDF (customer profile) is created (VBA) via the respective command button.
Current status VBA code: script selects the docx template (from dedicated template folder), copies the information from the excel formular in the right place (via bookmarks in the word file) in the docx template and saves it as a docx document and as a PDF file.
Current issues to be solved:
1. Insertion of customer logo from a dedicated folder: there is a dedicated folder for customer's logo in the working area. The VBA script should replace the placeholder logo (position and size) in the docx template with the appropriate logo of the customer from the dedicated folder (logo is a png file and is saved with the same name as the customer's name).
2. In the excel formular there is a list of "characteristics" and the user has to assess (yes/no) the customer via an excel form. Here the VBA script should insert a check mark symbol / tick symbol in the docx template respectively in the PDF. I created two different shapes (one for both selections "yes" and "no") but was not able to copy/place them in the template at the right place as a shape (in the docx template I'm working with a table).
Attachments:
1. picture of the working area (excel formular, output (created onepager as docx and PDF), dedicated folder for the docx template, dedicated folder for the customer's logo)
2. picture of the excel formular to be filled by the user
3. picture of the docx template used to create the output (docx onepager and PDF onepager)
Details: user completes an excel formular with all required information of a customer. Out of the excel a PDF (customer profile) is created (VBA) via the respective command button.
Current status VBA code: script selects the docx template (from dedicated template folder), copies the information from the excel formular in the right place (via bookmarks in the word file) in the docx template and saves it as a docx document and as a PDF file.
Current issues to be solved:
1. Insertion of customer logo from a dedicated folder: there is a dedicated folder for customer's logo in the working area. The VBA script should replace the placeholder logo (position and size) in the docx template with the appropriate logo of the customer from the dedicated folder (logo is a png file and is saved with the same name as the customer's name).
2. In the excel formular there is a list of "characteristics" and the user has to assess (yes/no) the customer via an excel form. Here the VBA script should insert a check mark symbol / tick symbol in the docx template respectively in the PDF. I created two different shapes (one for both selections "yes" and "no") but was not able to copy/place them in the template at the right place as a shape (in the docx template I'm working with a table).
Attachments:
1. picture of the working area (excel formular, output (created onepager as docx and PDF), dedicated folder for the docx template, dedicated folder for the customer's logo)
2. picture of the excel formular to be filled by the user
3. picture of the docx template used to create the output (docx onepager and PDF onepager)