How to Create an Excel Age Analysis Report - That's Easy and Automated!

Share
Miss Microsoft
Published at : 15 Oct 2021
116 views
9
0

Learn how to create an excel aging report showing your debtors aging.
And learn how to do this dynamically so that whenever your debtors receipts and invoices are updated, your age analysis refreshes automatically with just the click of a button
This is really easy to perform with Power Query.
Timestamps:
00:00 What the Final Automated Age Analysis Will Look Like
00:22 Importing Your Debtors Data into Power Query
02:09 How to Clean Up Your Data
03:18 How to Calculate the Aging & Create Aging Groups
05:01 How to Pivot Your Data in Power Query
05:34 How to Get Your Age Analysis in the Correct Format
06:59 How to Send Data Back to Excel
07:14 Let's Test the Automation
07:59 If You Would Like to Buy Me A Coffee to Support the Channel :)

☕ If you would like to buy me a coffee, so I can get my caffeine in to keep creating as many videos as possible for you :). It's really quick and easy, please use this link: https://www.buymeacoffee.com/missmicrosoft

✅ For more videos please subscribe: https://www.youtube.com/channel/UCcZhWH_xKNZFIBbBjz1VsWw?sub_confirmation=1

✅ For videos mentioned please use the links below:
- Power Query in Excel Beginners Tutorial: Combine Multiple Excel Sheets, Automate & Transform Data: https://youtu.be/7nRRuF46qoc
- Power Query Error Handling - How to Deal with Power Query Issues: https://youtu.be/xboyhrbo0uM
- How to Fix Date and Time Error in Power Query: https://youtu.be/CFrLv_XlqBU
- Combine Data from Multiple Sheets into One Sheet in Excel: https://youtu.be/yxsQ-gCifkY

✅ Please also check out my Excel course on Udemy, please use this link: https://www.udemy.com/course/excel-foundations-learn-the-most-important-features-of-excel/?referralCode=AD9171333F41E4B774DA
exceltutorialaging

Business Location Factors

Business Location Factors

The TRUTH About How Much My McLaren ACTUALLY Cost To Rebuild

The TRUTH About How Much My McLaren ACTUALLY Cost To Rebuild

Why you have to fail to have a great career: Michael Litt at TEDxUW

Why you have to fail to have a great career: Michael Litt at TEDxUW

Make $80.00 Per 10 Minutes For Watching Videos (Make Money Online 2022)

Make $80.00 Per 10 Minutes For Watching Videos (Make Money Online 2022)

[Avatar/Korra] Air Nation - Whatever it takes

[Avatar/Korra] Air Nation - Whatever it takes

Fade Into You

Fade Into You

What is Accessible Learning?

What is Accessible Learning?

MBT - Designer [Audio]

MBT - Designer [Audio]

Dr. Andrew Huberman: "DO IT DAILY!" very large positive effects (science recommendation)

Dr. Andrew Huberman: "DO IT DAILY!" very large positive effects (science recommendation)

BTS mentioned 139 | AMA's Artist of the Year, 2x Grammy Nominee and PTD LA starts on the 28th! yeah!

BTS mentioned 139 | AMA's Artist of the Year, 2x Grammy Nominee and PTD LA starts on the 28th! yeah!

Tom Morello - You'll Get Yours (feat. X Ambassadors) [Official Audio]

Tom Morello - You'll Get Yours (feat. X Ambassadors) [Official Audio]

BMW M3 v Porsche 911: DRAG RACE

BMW M3 v Porsche 911: DRAG RACE

Connected And Respected  Cypher

Connected And Respected Cypher

10 Dialogues You Shouldn't Have Skipped In Video Games

10 Dialogues You Shouldn't Have Skipped In Video Games

I Played a Value Deck.

I Played a Value Deck.

Collaborating With Stakeholders

Collaborating With Stakeholders

FRIDAY COFFEE MORNING JAZZ: Positive Morning Bossa Nova for Cafe, Work, Study

FRIDAY COFFEE MORNING JAZZ: Positive Morning Bossa Nova for Cafe, Work, Study

P Style, Pt. 1

P Style, Pt. 1

Dalex, Rauw Alejandro, Lyanno - Máquina del Tiempo (Video Animado)

Dalex, Rauw Alejandro, Lyanno - Máquina del Tiempo (Video Animado)

Craziest "1 in a Trillion" Moments in Sports History

Craziest "1 in a Trillion" Moments in Sports History

CommScope Provides You Four Reasons Why You Must Learn About Passive Infrastructure

CommScope Provides You Four Reasons Why You Must Learn About Passive Infrastructure

The Truth....

The Truth....

Health Club Jordaan 2019

Health Club Jordaan 2019

What is HUMILIATION? What does HUMILIATION mean? HUMILIATION meaning, definition & explanation

What is HUMILIATION? What does HUMILIATION mean? HUMILIATION meaning, definition & explanation

9 Year Old Signs For Help From Foster Home. (Famous From Tik Tok)

9 Year Old Signs For Help From Foster Home. (Famous From Tik Tok)

9 Time & Money Saving Apps Helping in Daily Household Chores|Budget Planning App|Money Saving Tips

9 Time & Money Saving Apps Helping in Daily Household Chores|Budget Planning App|Money Saving Tips

SEARCH ENGINES FOUND A GERMAN OFFICER OF THE WWII IN A TRENCH

SEARCH ENGINES FOUND A GERMAN OFFICER OF THE WWII IN A TRENCH

Dozen ACC staff suspended after being caught mocking injured New Zealanders

Dozen ACC staff suspended after being caught mocking injured New Zealanders

The 2021 Outtakes, Bloopers & Funny Moments | Real Life Workshop

The 2021 Outtakes, Bloopers & Funny Moments | Real Life Workshop

Toilet Atrocities | Random videos #4 | finally

Toilet Atrocities | Random videos #4 | finally

Kabex is a "god" on the MIC | 10mins freestyle on #SHOWOFF with HipHop & Afrobeat Instrumentals

Kabex is a "god" on the MIC | 10mins freestyle on #SHOWOFF with HipHop & Afrobeat Instrumentals

It's Just a Tech Demo... But It's a Pretty Sick Tech Demo | Aris Test-Drives the Matrix Awakens

It's Just a Tech Demo... But It's a Pretty Sick Tech Demo | Aris Test-Drives the Matrix Awakens

"He'll ALWAYS be a club legend!" | Gary Neville reacts to Solskjaer's sacking | Off Script

"He'll ALWAYS be a club legend!" | Gary Neville reacts to Solskjaer's sacking | Off Script

Bernard Shaw – Sincere and Intimate Quotes about Women and Life | Life Changing Quotes

Bernard Shaw – Sincere and Intimate Quotes about Women and Life | Life Changing Quotes

STRAIGHT FWD - 27ème journée

STRAIGHT FWD - 27ème journée

Honkai Impact 3rd v4.6 [Unequaled, Unrivaled] (1 HOUR EXTENDED)

Honkai Impact 3rd v4.6 [Unequaled, Unrivaled] (1 HOUR EXTENDED)

Captivated By You (Crossfire, Book 4) - Sylvia Day

Captivated By You (Crossfire, Book 4) - Sylvia Day

Chit chat and more! Join me for a casual visit!

Chit chat and more! Join me for a casual visit!

Block will benefit from Afterpay acquisition: MoffettNathanson's Lisa Ellis

Block will benefit from Afterpay acquisition: MoffettNathanson's Lisa Ellis

NOT EVEN THE BEST DROP TODAY ON GIM (#14)

NOT EVEN THE BEST DROP TODAY ON GIM (#14)

Smart Ideas For Clever Parents! Parenting Hacks And Crafts by Crafty Panda

Smart Ideas For Clever Parents! Parenting Hacks And Crafts by Crafty Panda

Cunning wolf and Rabbit funny video || Cartoon gorilla dinosaur & animals comedy videoby Mr Lavangam

Cunning wolf and Rabbit funny video || Cartoon gorilla dinosaur & animals comedy videoby Mr Lavangam

If You See This In Your Basement, You Have a Few Seconds to Hide

If You See This In Your Basement, You Have a Few Seconds to Hide

The Sims 4 but Every Room is a Different Pack

The Sims 4 but Every Room is a Different Pack

Dillon Carmichael - Sawin' Logs (Official Audio)

Dillon Carmichael - Sawin' Logs (Official Audio)

Kiana Ledé "Ur Best Friend" Official Lyrics & Meaning | Verified

Kiana Ledé "Ur Best Friend" Official Lyrics & Meaning | Verified

Family Member of an EU Citizen Residence Permit in Spain (Requirements and Legal Process)

Family Member of an EU Citizen Residence Permit in Spain (Requirements and Legal Process)

The inside joke behind mysterious 'A113' code that appears in nearly every Pixar film f

The inside joke behind mysterious 'A113' code that appears in nearly every Pixar film f

Turning in Bed

Turning in Bed