Case Study:
Excel to PDF

 

Client

Wealth Management and Investment Services divisions of a large, global, bank.

Requirement

Up to 1,700 factsheet pages per month in 4 umbrellas and 4 brands across 3 languages with various templates required, plus 14 x 16pp reports quarterly.

Languages

English, French and Italian.

Solution

Our client produces various source data files and database outputs in Excel format and from these generates XML files using DataActive’s pre-configured ‘control’ file tool. The control file allows the client to add/delete funds and select which objects to draw on a page and which files to run.

The solution allows for client data references to be changed and selection of different styling /branding templates. All styles for text, tables, line charts, bar charts, pie charts and page layout are managed by DataActive. Images can be uploaded to our servers or simply referenced as a url in the XML file. The client submits the XML files generated from the control file to our servers and screen/press ready PDF files are created and are available for viewing or downloading via our re:view website.

 

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