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Pivot table for past due invoices by Customer

  1. #1
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    Pivot table for past due invoices by Customer

    Hello
    I am trying to get a summary of late invoices for a given customer.


    I realize I will need to create a pivot table but don't know exactly how to do this.


    (sorry I don't know how to show tabs or spaces in the post so I used __)

    An example of the data is:
    Data Example:
    Customer_Name__________Invoice_#__________Days_Past_Due
    CustomerA______________Invoice101__________32
    CustomerB______________Invoice109___________6
    CustomerC______________Invoice106__________15
    CustomerA______________Invoice112__________31
    CustomerC______________Invoice104___________4
    CustomerA______________Invoice102___________5
    CustomerB______________Invoice103___________2


    Output Desired: (Pivot Table)
    Customer_Name__________ 1-7-Days_Past__________8-30_Days_Past__________30+_Days_Past
    CustomerA ________________1_________________________0________________________2
    CustomerB ________________2_________________________0________________________0
    CustomerC ________________1_________________________1________________________0


    Can I do this with the current data, or do I also need to create additional columns in the spreadsheet?

    Something Like the following?

    Customer_Name__________Invoice_#________Days_Past_Due_________1-7-Days_Past_________8-30_Days_Past________30+_Days_Past
    CustomerA ______________Invoice101___________32____________________________________________________________________X
    CustomerB ______________Invoice109____________6_____________________X
    CustomerC ______________Invoice106___________15___________________________________________X
    CustomerA ______________Invoice112___________31______________________________________________________________________________X
    CustomerC ______________Invoice104____________4_____________________X
    CustomerA ______________Invoice102____________5_____________________X
    CustomerB ______________Invoice103____________2_____________________X


    Even if I need to create the additional columns, I am having a problem creating a pivot table.


    Thanks in advance. I am pretty sure this should be simple, I just can't figure it out.
    kpierce

  2. #2
    Forum Expert gmr4evr1's Avatar
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    Re: Pivot table for past due invoices by Customer

    Would something like this work?
    Summary of late invoices.xlsx
    You can filter by invoice #, customer, past due etc., or just about any combination of them.
    1N73LL1G3NC3 15 7H3 4B1L17Y 70 4D4P7 70 CH4NG3 - 573PH3N H4WK1NG
    You don't have to add Rep if I have helped you out (but it would be nice), but please mark the thread as SOLVED if your issue is resolved.

    Tom

  3. #3
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    Re: Pivot table for past due invoices by Customer

    Hello,
    A tentative
    Regards.
    Attached Files Attached Files

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