Data warehouse - customer evaluation

MS Access, VBA

UBS AG, Zurich

PROJECT LINK: Not available
People in the PROJECT: Stefan Troehler
PROJECT Duration: 3 months
PROJECT Value: SFR. 70'000.00

Proects portfolio

HOURS REQUIRED

CUP OF COFFEE

LINES IN THE CODE

EXPERTS IN THE PROJECT

On a weekly basis, the analysts of UBS AG submit their recommendations regarding the securities traded on the stock exchanges.
The recommendations made by the analysts (Microsoft Excel) are summarised, consolidated and re-evaluated in another Excel file.
For this purpose, the individual recommendations are read into the new Excel file file file by file using Microsoft Visual Basic for Application, consolidated and re-evaluated, this on the basis of defined mathematical principles and complex projections.
Accounting for all recommendations, a recommendation is recalculated for each security (Buy, Hold, Sell).
The Microsoft Excel file consolidated in this way is subsequently made available to UBS AG clients on the UBS AG Internet.
Testing and documentation (user and technical).

Stefan Tröhler

14 Sep01:41:02 PM

04 May01:41:02 PM

18 Mar12:41:02 PM

08 Mar12:41:02 PM