Needing a data entry form created in VBA and interactive excel workbook that depending on data entered creates needed fields, pie charts and color codes for data segments.
Data form fields would include:
1.) Financial Advisor Name:
2.) Client Name:
3.) Number of entities: (note based on this answer the spreadsheet would need to create a column for each entity with a pie chart at the top, see attached)
4.) Name of each entity:
5.) Select Asset Classes being used: (choose all that apply, I will provide the asset class names. Based on the asset classes choosen the sheet would reflect those classes and no others
I have created the attached workbook that I have used so far, I am seeking to automate the creation of the data contained so that any new user can easily create an implementation worksheet.
Hi there! I'm a full-time, US-based freelancer (native English speaker) with over five years of Microsoft Excel development experience. See PBM for details and samples.
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working, on vba and vb5/6 since 1998 many projects (e.g. electronic archive, equation <b><i>Removed by [url removed, login to view] Admin for breaching our Terms and Conditions</i></b>)