Aging Analysis Reports using Excel Pivot Tables - How To
In this free Excel tutorial we are learning how to do conduct aging analysis using Excel Pivot Tables in few very simple steps.
Using Excel Pivot Tables allows us to make flexible reports that can be customized in few clicks and help you make important accounting and managerial decisions quickly.
In this tutorial, we will start with simple customer/supplier data with invoices to do aging or ageing analysis and quickly get a full functional aging report of our customers/suppliers invoices.
To learn how to make aging analysis reports using FORMULA method ONLY please watch: • Aging Analysis Reports...
Read more about aging analysis in Excel:
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Пікірлер: 45
Thanks Man! Saved a lot of time.
Very well explained. Helped me in a much bigger way. Thank You for this creation. Highly recommended to subscribe. Smooth teaching.
@HasaanFazal
3 жыл бұрын
Glad it helped :)
Great explanation, really helpful!
Thanks very useful
nice, thank you
Hassan , thanks for the good work, I like the way you combine the excel formulas to solve a business problem. Also your voice is clear and the pace is good. I am now one of your KZread subscriber.
So helpful!! Thank you!!
Really excellent video. Hugely helpful
@HasaanFazal
4 жыл бұрын
Really happy for you. :)
Thanks a lot
Good one man, learnt alot
Thank you, really helpfull
@HasaanFazal
4 жыл бұрын
Glad it helped!
Thanks bro, Helpful
Excellent Thank You!
@HasaanFazal
4 жыл бұрын
Glad it was helpful :)
Good sir
Can u do show this in power query too
Can u pls text the vlookup formula which u used The video is having very less resolution
Very insightful video. Excellent report.. how can iget the formula for the =Vlookup(if)(today)(date).. help me with the remaining formula pls🙏
@danielc4698
3 жыл бұрын
Same here, the first part of the formula works then the rest doesnt, it might be a problem on the settings of excel.
@sagheerabbas7127
2 жыл бұрын
=VLOOKUP(IF(TODAY()>[@date],TODAY()-[@date],0),statusmsg,2,TRUE)
What is the formula if I have to use for a particular Date and not today.as my sales date is changing every day.
Sir please can you give me the vlookup and if formula? I can seen it clearly. Thanks in advance
Thanks for sharing the ageing analysis. One observation is the vlookup formulae you used is unreadable and my request is wherever you use formulaes, please see that you enlarge the screen so that the formulae are visible.
I just add another column where I work out the number of days, and then do a Grouping on the number of days with intervals of 30.
What if need to make it on year wise rather in days??
@HasaanFazal
4 жыл бұрын
With the same approach as discussed in the video you just need to add as many days. For example for 0-1 year it is 360 or 365 days. For 1-2 years it will be 720-730 days (twice of 360-365 days) Let me know if you have more questions.
@isranim
4 жыл бұрын
@@HasaanFazal thanks for your prompt response. It's working fine with suggested approach.
@HasaanFazal
4 жыл бұрын
@@isranim most welcome. glad it helped.
When a customer made a payment then what will be the coulumn head and how we calculate in aging analysis?
@HasaanFazal
3 жыл бұрын
The aging analysis essentially contains unpaid invoices only. If an invoice is paid it will not appear in this schedule or simply removed from the list. And the payment received will be recorded in the respective accounts.
Please zoom the videos
I need the amount to be collected now along with this wht shud i do ?
@HasaanFazal
4 жыл бұрын
All the amounts that are past due are actually collectibles. Aging is done to know how many days have passed since they aren't paid. Are you asking to know the total? All the amounts of columns other than "not due" are collectibles.
@LevinCJ
4 жыл бұрын
@@HasaanFazal thank you
Hi
Unable to apply the formula
@HasaanFazal
2 жыл бұрын
Please share the error you are getting
good explanation but video is not clear...
@HasaanFazal
3 жыл бұрын
Thanks for watching. Would like to know what's not clear in the video?
@danielc4698
3 жыл бұрын
@@HasaanFazal I type exactly the same formula as you and the complete formula does not work.