Create a Dynamic Aging Report in Excel | Automate Invoice Tracking with Power Query & Power Pivot

Описание: In this tutorial, you’ll learn how to create a Dynamic Aging Report in Excel to track overdue invoices with ease. We’ll walk you through two methods:

Using Formulas and PivotTables for a traditional approach.
Automating the process with Power Query and Power Pivot, so you can easily update and track invoice aging by changing the report date.
By the end of this video, you’ll be able to:

Generate a dynamic aging report to categorize invoices as not due, 1-30 - days, 31-60 days, 61-90 days, and over 90 days.
Automate your invoice tracking using Power Query and Power Pivot for real-time data analysis.
Dynamically format your PivotTables to reflect aging status changes with ease.

Download start workbook here:
https://onedrive.live.com/download?re...

Whether you’re a finance professional or an Excel enthusiast, this video will show you how to streamline your reporting process and save time with automated workflows.

Chapters
00:00 Overview
02:27 Building with Regular Excel formulas
10:25 Power Query and Power Pivot
24:10 Show all Labels and Sort
28:57 Formatting the PivotTable
35:40 Setup Dynamic Reporting
36:53 Conclusion

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