Are you tired of manually creating age analysis reports for your business invoices? Look no further! In this article, we will guide you through the process of creating an age analysis report using the Pivot table in Google Sheets. With just a few simple steps, you’ll be able to organize outstanding customer invoice amounts and track how long a bill has gone unpaid. Let’s get started!
Preparation of Sample Data for Age Analysis Report
To begin, let’s prepare the sample data for our age analysis report. The sample data should include the customer name, invoice number, invoice date, and invoice amount columns. Additionally, we’ll need a helper column to create the age analysis report using the Pivot table in Google Sheets.
Once you have the sample data ready, we can proceed to the next steps. Don’t worry, we’ll explain all the details along the way.
Steps to Create Age Analysis Report Using Google Sheets Pivot Table
Now that we have our sample data set up, let’s dive into creating the age analysis report using the Pivot table in Google Sheets. Follow these simple steps:
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Select the data range that includes all the relevant columns, such as customer name, invoice number, invoice date, and invoice amount. If you anticipate future data entries, make sure to select a larger range.
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Go to the Insert Menu and choose “Pivot table” from the drop-down menu.
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Select whether you want to create the age analysis report on an existing sheet or a new sheet. Choose the option that suits your needs.
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Click the “Create” button to generate the Pivot table.
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Drag and drop the necessary columns, such as “Customer’s Name,” “Invoice No.,” and “Invoice Date,” under the “Rows” field.
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Drag and drop the “Ageing” column under the “Columns” field.
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Uncheck the “Show totals” option for the “Invoice Date” and “Invoice No.” columns.
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Drag and drop the “Amount” column under the “Values” field.
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Add “Ageing” under the “Filter” field and uncheck any blank entries.
Note: If you add future data to your source data, make sure to revisit the filter (step 9) and reapply it.
That’s it! Your age analysis report using the Pivot table is now ready. It’s as simple as that.
Customization of Age Analysis Report in Google Sheets
Now, let’s explore the customization options available to make your age analysis report more visually appealing.
Firstly, you can switch between different themes using the Format menu Theme. Choose a theme that best suits your preferences. Keep in mind that theme changes affect the entire file.
Secondly, you can customize the appearance of the Pivot table report itself. Simply select the pivot table range and apply the Format menu “Alternating colors” to add some flair. For more advanced customization options, you can go to Format > Conditional formatting.
As a bonus tip, if you have multiple customers in your report, select “Show details” against “Invoice No.” in the pivot editor. This will allow you to view subtotals in your Pivot table report in Google Sheets.
Check out the finished aging analysis report created using the Pivot table below. We’ve even included one more customer to demonstrate how the subtotal feature works.
That’s it! You now have the power to create age analysis reports using the Pivot table in Google Sheets. Impress your colleagues and superiors with your newfound skills. If you want to learn more about advanced Pivot table techniques, check out our tutorials on topics such as drill down details and date grouping.
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