Creating Debt Ageing report using Pivot Table Sample 3 pg 81 82

Sample 3

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

2
3	Sum of RM–DEBIT
4	DEBT AGE GROUP	ACCOUNT DEBIT		SRC NO			Total
5	0-30			CUSTOMER B			1202-1047		347,487.14
6					CUSTOMER B Total					347.467.14
7					CUSTOMER C			1207-1048		594,256 75
8					CUSTOMER C Total					594,256 75
9					CUSTOMER D			1209-1043		260.078.21
10					CUSTOMER D Total					260,078.21
11					CUSTOMER E			1214-1050		502,142.54
12					CUSTOMER E Total					502,142.54
13					CUSTOMER F			1216-1051		336.624.26
14					CUSTOMER F Total					336.624.26
15					CUSTOMER G			1223-1052		848.595.50
16					CUSTOMER G Total					848,595.50
17	10-30 Total											2,009,964.40
18	30-60			CUSTOMER A			1102-1039		370,049.57
19										1130-1040		651,004.78
20					CUSTOMER A Total					1,061,054 35
21					CUSTOMER B			1106-1039		474,081.73
22					CUSTOMER B Total					474,081.73
23					SUBSIDIARY A		44				53,287.40
24										45				156,742.40
25										46				210,029 80
26					SUBSIDIARY A Total					420.059.60
27	30-60 Total											1,955,195.68
28	60-90			CUSTOMER A			1030-1037		189,487.16
29					CUSTOMER A Total					189,487.16
30					CUSTOMER B			1005-1030		361,509.41
31					CUSTOMER B Total					361,509.41
32					CUSTOMER C			1009-1031		456,114.70
33					CUSTOMER C Total					456,114.70
34					CUSTOMER D			1012-1032		365,834.88
35					CUSTOMER D Total					365,834.80
36					CUSTOMER E			1016-1033		541,227.30
37					CUSTOMER E Total					541,227.35
38					CUSTOMER F			1019-1004		453,847.29
39					CUSTOMER F Total					453.847.20

Here are the steps to build the report:

1. Follow steps 1 to 13 from Sample 1.

2. Drag the button DEBT-AGE GROUP (partly not visible) into the ROW 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 RM-DEBIT into the DATA box.

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4. You should get the above report.

5. Follow steps 15 to 17 from Sample 1.

TIP

You can see rows with word Total. To hide these rows, just right-click on one of the rows. A floating menu will appear. Click Hide. All rows containing Total (except the grand total row) will be hidden.