Creating Debt Ageing report using Pivot Table Sample 4 pg 82 83

Sample 4

This report shows the date of each invoice for each customer in each age group.

	A			B				C				D				E
1	
2	
3	Sum of M–DEBIT
4	DEBT AGE	ACCOUNT–DEBIT	SRC NO		DATE			Total
	GROUP
5	0-30	CUSTOMER B		1202-1047		02-Apr-01		347,467.14
6							1202-1047 Total					347,467.14
7			CUSTOMER B Total								347,467.14
8			CUSTOMER C		1207-1048		02-Apr-01		594,256.75
9							1207-1048 Total					594,256.75
10			CUSTOMER C Total								594.256.75
11			CUSTOMER D		1209-1049		03-Apr-01		260,878.21
12							1200-1049 Total					260.878.21
13			CUSTOMER D Total								260,878.21
14			CUSTOMER E		1214-1050		14-Apr-01		502,142.54
15							1214-1080 Total					502.142.54
16			CUSTOMER E Total								502,142.54
17			CUSTOMER F		1216-1001		16-Apr-01		336,624.26
18							1216-1051 Total					336,624.26
19			CUSTOMER F Total								336,624.26
20			CUSTOMER G		1222-1062		20-Apr-01		848,595.50
21							1223-1062 Total					848,595.50
22			CUSTOMER G Total								848,595.50
23 0-30 Total												2,889,964.40
24 30-60	CUSTOMER A		1102-1000		02-Mar-01		370,049.57
25							1102-1038 Total					370,045.57
26							1130-1046		30-Mar-01		691,004.78
27							1130-1046 Total					691.004.78
28			CUSTOMER A Total								1,061,054.35
29			CUSTOMER B		1106-1039		06-Mar-01		474,081.73
30							1108-1039 Total					474,081.73
31			CUSTOMER B Total								474,081.73								
32			SUBSIDIARY A	44				06-Mar-01		53,267.42
33							44 Total						53,267.40
34							45				25-Mar-01		156,742.40
35							45 Total						156,742.40
36							46				31-Mar-01		210,029.80
37							46 Total						210,029.80
38			SUBSIDIARY A Total								420,059.80
39	30-60 Total												1,955,195.68
40	

82

Here are the steps to build the report:

1. Follow the steps 1 to 13 from Sample 1.

2. Drag the button DEBT-AGE GROUP (partly not visible) into the ROM box, Drag the button ACCOUNT-DEBIT into the ROW box but below the DEBT AGE GROUP button, and drop it there. Drag the button SRC NO into the ROW box but below the ACCOUNT-DEBIT button, and drop it there. Drag the button DATE into the ROW box but below the SRC NO. button, and drop it there. Drag the button RM-DEBIT into the DATA box.

3. Follow the steps 15 to 17 from Sample 1.

4. You should get the above report.

HOT

Initially, the report will contain a total row for each invoice number. You may want to hide this total. To do this, right-click on a cell containing the word Total. A floating menu will appear. Select Hide. All the Total rows will be hidden.