https://github.com/brunosuzart/Dashboard-Individual

Visual Basic, VB, Access, Dashboard, BI, Business Intelligence, vba
https://github.com/brunosuzart/Dashboard-Individual

access dashboard dashboard-application dashboard-service dashboard-templates dashboards insurance insurance-agent insurances vba vba-access vba-automation vba-excel vba-modules visual-basic visualbasic visualbasic-language

Last synced: 2 months ago
JSON representation

Visual Basic, VB, Access, Dashboard, BI, Business Intelligence, vba

• Host: GitHub
• URL: https://github.com/brunosuzart/Dashboard-Individual
• Owner: brunosuzart
• Created: 2019-02-02T17:23:33.000Z (almost 6 years ago)
• Default Branch: master
• Last Pushed: 2019-09-19T16:53:37.000Z (over 5 years ago)
• Last Synced: 2024-08-09T02:19:50.669Z (6 months ago)
• Topics: access, dashboard, dashboard-application, dashboard-service, dashboard-templates, dashboards, insurance, insurance-agent, insurances, vba, vba-access, vba-automation, vba-excel, vba-modules, visual-basic, visualbasic, visualbasic-language
• Homepage:
• Size: 728 KB
• Stars: 7
• Watchers: 1
• Forks: 2
• Open Issues: 0
• Metadata Files:
  • Readme: README.md

Awesome Lists containing this project

• jimsghstars - brunosuzart/Dashboard-Individual - Visual Basic, VB, Access, Dashboard, BI, Business Intelligence, vba (Others)

README

        
# Excel Dashboard



# Individual Dashboard - For Insurance industry

#The file Modelo.xlsm is a spreadsheet model that I've create to solve a specific problem about knowledge of commercial information. This model is used to fullfill the entire broker's needs about information.

#The file functions, is a module from Access VBA, that explain and show how you build individuals dashboard for specific persons (in my case is Insurance brokers) in an automated process mirrored in a sample file as I said above.

# What do I have to know?

I assume that you know how to specify a range name in excel or create a table with a specific name

Example: 

  /*Export process*\

  

  DoCmd.TransferSpreadsheet acExport, acSpreadsheetTypeExcel12Xml, "Inadimplência", xlsxpath, True, Range:="tbinadimplencia"

  

  #This code means that you're trying to export an specific Query to an excel which have a specific Path in an specific range

  

  #DoCmd.TransferSpreadsheet Type of exportation, Type of the spredsheet, Access table or Query name, _

  & The File Path that you would like to export with the completely name of the file and his .extension, If it has fields name (True /     

  False), _

  & And the range in the excel, range means the name of an specific range of value, and you must declare in in your own model as I did in   my own and it always will be preced by the name Range:="your_range_name"