Learn how to create an Excel aging report showing your debtors aging using Power Query to transform your data in Excel. 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
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✅ For videos mentioned please use the links below:
Power Query in Excel Beginners Tutorial: Combine Multiple Excel Sheets, Automate & Transform Data: • Excel's Power Query: The Ultimate Beginner...
Power Query Error Handling - How to Deal with Power Query Issues: • Power Query Error Handling - How to Deal w...
How to Fix Date and Time Error in Power Query: • The Ultimate Guide to Fixing Your Power Qu...
Combine Data from Multiple Sheets into One Sheet in Excel: • Easiest Way to Combine Data from Multiple ...
✅ Please also check out my Excel course on Udemy, please use this link: https://www.udemy.com/course/excel-fo...