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

  • @thomasdilushan1180
    @thomasdilushan11802 жыл бұрын

    Thanks Man! Saved a lot of time.

  • @excelexcellence4238
    @excelexcellence42383 жыл бұрын

    Very well explained. Helped me in a much bigger way. Thank You for this creation. Highly recommended to subscribe. Smooth teaching.

  • @HasaanFazal

    @HasaanFazal

    3 жыл бұрын

    Glad it helped :)

  • @joelmessmer6594
    @joelmessmer65943 жыл бұрын

    Great explanation, really helpful!

  • @elangoelango1975
    @elangoelango19752 жыл бұрын

    Thanks very useful

  • @mbeemxs
    @mbeemxs3 жыл бұрын

    nice, thank you

  • @oniaschikwata7380
    @oniaschikwata73809 ай бұрын

    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.

  • @MB-xc6kv
    @MB-xc6kv2 жыл бұрын

    So helpful!! Thank you!!

  • @ashokanselliah9571
    @ashokanselliah95714 жыл бұрын

    Really excellent video. Hugely helpful

  • @HasaanFazal

    @HasaanFazal

    4 жыл бұрын

    Really happy for you. :)

  • @mohammedashraf3368
    @mohammedashraf33684 жыл бұрын

    Thanks a lot

  • @ShivamRai-xo8fu
    @ShivamRai-xo8fu Жыл бұрын

    Good one man, learnt alot

  • @giccsarl9968
    @giccsarl99684 жыл бұрын

    Thank you, really helpfull

  • @HasaanFazal

    @HasaanFazal

    4 жыл бұрын

    Glad it helped!

  • @satheshk26
    @satheshk26 Жыл бұрын

    Thanks bro, Helpful

  • @hamzawaheed47
    @hamzawaheed474 жыл бұрын

    Excellent Thank You!

  • @HasaanFazal

    @HasaanFazal

    4 жыл бұрын

    Glad it was helpful :)

  • @pandharinathjoshi6565
    @pandharinathjoshi65653 жыл бұрын

    Good sir

  • @madhun8092
    @madhun80922 жыл бұрын

    Can u do show this in power query too

  • @bhavanipasam3882
    @bhavanipasam38827 ай бұрын

    Can u pls text the vlookup formula which u used The video is having very less resolution

  • @oyewolejidesunday8006
    @oyewolejidesunday80063 жыл бұрын

    Very insightful video. Excellent report.. how can iget the formula for the =Vlookup(if)(today)(date).. help me with the remaining formula pls🙏

  • @danielc4698

    @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

    @sagheerabbas7127

    2 жыл бұрын

    =VLOOKUP(IF(TODAY()>[@date],TODAY()-[@date],0),statusmsg,2,TRUE)

  • @bindujashwani
    @bindujashwani Жыл бұрын

    What is the formula if I have to use for a particular Date and not today.as my sales date is changing every day.

  • @laurenceernestramirez4022
    @laurenceernestramirez40222 жыл бұрын

    Sir please can you give me the vlookup and if formula? I can seen it clearly. Thanks in advance

  • @lakshmipathiganesan6332
    @lakshmipathiganesan63323 жыл бұрын

    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.

  • @s2mconsulting986
    @s2mconsulting9862 жыл бұрын

    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.

  • @isranim
    @isranim4 жыл бұрын

    What if need to make it on year wise rather in days??

  • @HasaanFazal

    @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

    @isranim

    4 жыл бұрын

    @@HasaanFazal thanks for your prompt response. It's working fine with suggested approach.

  • @HasaanFazal

    @HasaanFazal

    4 жыл бұрын

    @@isranim most welcome. glad it helped.

  • @gopeshsaha5701
    @gopeshsaha57013 жыл бұрын

    When a customer made a payment then what will be the coulumn head and how we calculate in aging analysis?

  • @HasaanFazal

    @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.

  • @shambhum1829
    @shambhum18299 ай бұрын

    Please zoom the videos

  • @LCJ-gv3oj
    @LCJ-gv3oj4 жыл бұрын

    I need the amount to be collected now along with this wht shud i do ?

  • @HasaanFazal

    @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

    @LevinCJ

    4 жыл бұрын

    @@HasaanFazal thank you

  • @bhavanipasam3882
    @bhavanipasam38827 ай бұрын

    Hi

  • @nitinnasik1
    @nitinnasik12 жыл бұрын

    Unable to apply the formula

  • @HasaanFazal

    @HasaanFazal

    2 жыл бұрын

    Please share the error you are getting

  • @jyothicrafts5794
    @jyothicrafts57943 жыл бұрын

    good explanation but video is not clear...

  • @HasaanFazal

    @HasaanFazal

    3 жыл бұрын

    Thanks for watching. Would like to know what's not clear in the video?

  • @danielc4698

    @danielc4698

    3 жыл бұрын

    @@HasaanFazal I type exactly the same formula as you and the complete formula does not work.

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