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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"