En cours

Update to Client Analysis Tool (4/2011)

Need to continue development of our custom Excel workbook used for analyzing client information. Work to complete includes:

Fixes Needed:

• Existing code for displaying print selection window no longer works (can't print).

• Move Up/Down buttons on listbox for Holdings on Admin Panel doesn't work.

• Can't figure out how to set column widths for listboxes on user forms.

• Would like value column of listbox for Accounts on Input Screen to be formatted as currency with no decimals ( $#,###).

• Drop down menus for "Account Categories," "Tax Position," and "Risk Level" on the Input Screen form for adding accounts are loading values from the wrong places.

• On Accounts tab on the Input Screen, removing an account deletes the corresponding row on the Account Input sheet. That's fine, but the problem comes when accounts are then added -- it does not seem to insert a new row into the input area on that sheet. Instead it is just using the next empty row. The problem then comes when the next empty row lies outside the named ranges I've setup on this sheet. Since a row is not being inserted, the named ranges aren't expanding and therefore formulas in other areas of the workbook aren't seeing those accounts.

• User form for Pension Plan parameters is coded to format entries as a percentage. Works great if user overwrites all text in the field, but errors out if user tries to change just part of the text in the field.

Additional Functionality Desired:

• Create list box on Input Screen userform for adding beneficiaries

• Would like Holdings and Advisors tables auto-sorted after adding a new entry via the corresponding user form.

• Time permitting, I have a couple other features I'd like to add but they are secondary to the above.

Compétences : Visual Basic

Voir plus : selection problem, row 44, custom list excel, custom formulas excel, advisors excel, 4 tries, print menus, tries, tax accounts, tab 4, update, client change, auto update, form update excel, client form excel, excel add development, visual basic accounts, create user forms excel, excel selection list, risk excel, excel insert value, visual basic entry form, visual basic currency, excel column update, user tool

Concernant l'employeur :
( 5 commentaires ) Lawrence, United States

N° du projet : #1021188

13 freelance ont fait une offre moyenne de 365 $ pour ce travail

svet63

Excel developer since 1997. Can do. Regards, Svet.

550 $ USD en 7 jours
(45 Commentaires)
6.2
schandraram

Hello - Please see PMB for details of my bid. Thank you. Chandra Ram

500 $ USD en 7 jours
(55 Commentaires)
5.9
RoyEdwards

Please see PM for details. Thanks.

300 $ USD en 5 jours
(13 Commentaires)
4.2
oFAZo

Exceptional quality & Quick work. Please refer to Profile & Reviews for details. Thanks FAZ

450 $ USD en 3 jours
(13 Commentaires)
4.1
muthumuni

Dear sir I am expert on this project. Kindly see my message Thank you

250 $ USD en 5 jours
(7 Commentaires)
3.5
Haiphong

Please check PM.

350 $ USD en 5 jours
(1 Commentaire)
3.4
terwelu

So, it is about updating and adding the VBA code within your XLS Workbook application? Could you give me the file for my review. This would be an easy task if I could get the copy and I am sure it would be a quick upda Plus

300 $ USD en 3 jours
(1 Commentaire)
2.8
Steve323

Hello! I'm a Visual Basic coder and would like to work o thi project. English is my first language. I can get this project done quickly. Thanks! Steve

250 $ USD en 4 jours
(1 Commentaire)
1.0
santana0809

Check PM PLEASE !!!

500 $ USD en 7 jours
(0 Commentaires)
0.0
rmjudkins

For the past decade my focus has been spreadsheet development within Excel utilizing VBA programming. During this time I have developed spreadsheet applications by unleashing the power hidden behind the more obvious fe Plus

500 $ USD en 7 jours
(0 Commentaires)
0.0
thesonisolutions

I would be the best person to work on this.

251 $ USD en 4 jours
(0 Commentaires)
0.0
NYUSternGrad

I have dual degrees in Finance and Information Systems from NYU and 8 years experience designing and programming financial spreadsheets. I would be happy to do this for you with a quick turnaround.

300 $ USD en 2 jours
(0 Commentaires)
0.0
spalmer1

Dear chalgr, Thank you for posting on Freelancer. Kind Regards, Scott Palmer

250 $ USD en 5 jours
(0 Commentaires)
2.2