Aging Report

[Liz J]

I'm trying to perform an aged payable analysis as of 9/30/09. In column A of
my spreadsheet, I have dates (format: 1/1/2009). These dates go from 1/1/2000
to 9/30/2009. In column B, I have invoice dollar amounts.
My goal is to create a pivot table that has columns with the following data:
0-3 months, 3-6 months, then skip to 6-12, 12-18, and 18+ months.

How do I group that in a pivot table?

Thank you for your help!

 

[Marcelo]

use an auxiliar column C for instance for the aged classification and include
it on the Pivot table.

hth
--
pleae click yes if it was helpfull
regards from Brazil
Marcelo



"Liz J" escreveu:

 

[Liz J]

There is a good amount of data involved. I think using formulas/ pivot tables
would be the easiest, but I'm not sure of the execution.

 

[Marcelo]

The auxiliar column that I have suggest is to segregate the data on the pivot
table,

you should select the area click on DATA - Pivot Table & Pivot Chart Report
and follow the instrucions.

hth
--
pleae click yes if it was helpfull
regards from Brazil
Marcelo



"Liz J" escreveu:

 

[Herbert Seidenberg]

Excel 2007 PivotTable
Custom group by odd month sets.
http://www.mediafire.com/file/zzxrzmqmmjh/11_04_09.xlsx