Which customers have exceeded 80% of their credit limit

Problem

I want to make sure that all salespersons are notified, either by email or a pop-up window, about which customers have exceeded 80% of their credit limit, so they can act upon it.

Solution

This excel file.

I have to find a way to:

1) Merge data from three different sheets — Customer Balance, Credit Limit, and Salesperson Data — into the sheet CustomerData.

2) Send warning emails to Salespersons when the account balance of their customers exceeds 80% of their credit limit.

3) Format the merged data by Salesperson using different background colors, bold text and “!” next to the Customer Name when an account balance is equal to or exceeds 80% of the credit limit.

YouTube link: https://www.youtube.com/watch?v=Ln2_NAq3Tq8&t=99s