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I get a data dump in an excel spreadsheet and I need to separate the data by Department type (Column A) so that a .pdf report can be created for each Department Head. Ideally this would be a click of the button approach where the pdf files are automatically saved out to a directory, the naming convention should be “AGED Department Name Date”, (i.e. AGED Public Finance 110116). The path that I need it to be saved to is G:\Downloads\Aging\AgedPDFFiles. I’m thinking that a tab can be created for each department’s output and then from there a pdf file can be created, but I’m open to suggestions by the experts here. The end game is to get the information into a pdf format for distribution.
I also need the whole report (all the data) in a pdf file as well. I’ve been calling the complete report, “Fixed_Income_Aging_XXXXXX.pdf” where the XXXXXX is the date. If I can get a page break between each department on the whole report, that would be super. For example, there would not be a page with two different departments listed on it.
In the attached spreadsheet, the “EntirePopulation” worksheet will be the starting point. I’ve populated Sheet2 and Sheet3 as examples of what I need the output to look like for the pdf report. Sheet 2 represents the “Public Finance” department output, Sheet3 represents the “Government” department output. So in this example, there would need to be 11 different pdfs . 10 created for the different departments and the one complete report. This list could expand to more departments.
I’ve also attached a pdf version of how I’d like the output to present. Notice the header information. I would like the date (which would always be prior business day). Also the title “INVENTORY REPORT” as well as a page number reference if possible. It wouldn’t be a problem if I had to adjust the header information in the “EntirePopulation” worksheet each day if that is an option that could be utilized.
One more caveat: The sort is correct on the “EntirePopulation” tab, but before the output is generated for the Taxable Odd Lot output, the sort needs to be changed. For that department the sort should be Inventory # (smallest to largest) , then P-AGE (largest to smallest), then Cusip (smallest to largest).
Hopefully all this makes sense and the attachments help to illustrate what I am looking for. No time crunch at all on this project.
I appreciate your time.