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JamesCooper-Hall's avatar
JamesCooper-Hall
Copper Contributor
Sep 11, 2024

Excel formula for Ageing

Hi,

 

I am trying to come up with a formula to net down aged data but I am struggling! 

 

This is a sample from my pivot, I want to run the formula alongside it and what I am trying to do is:

For customer 1 to net off the -735 from 4 Years+ with the 735 in 90-180 so it only shows 735 left in 60-90 days. Then when I refresh the pivot each month these will adjust and then the ageing formula will adjust alongside it.

 

 

Thanks,

James

 

excel
Formulas and Functions

2 Replies

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  • PercivalGrove's avatar
    PercivalGrove
    Iron Contributor
    Apr 01, 2025

    Ensure you adjust the formula to match your actual cell references. Change Customer 1 to whatever customer you have in mind, or adapt the formula to use cell references for this. Using this summary method allows your formula to adjust as your pivot table data refreshes.

  • IgnatiusBlaze's avatar
    IgnatiusBlaze
    Iron Contributor
    Mar 27, 2025

    When you refresh the pivot table, make sure your ranges for age categories and amounts remain consistent, as the formula refers to those exact values through VLOOKUP. Adjust the ranges as needed if you change the structure or add more rows or columns.

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Hi,

 

I am trying to come up with a formula to net down aged data but I am struggling! 

 

This is a sample from my pivot, I want to run the formula alongside it and what I am trying to do is:

For customer 1 to net off the -735 from 4 Years+ with the 735 in 90-180 so it only shows 735 left in 60-90 days. Then when I refresh the pivot each month these will adjust and then the ageing formula will adjust alongside it.

 

 

Thanks,

James

 

","body@stringLength":"993","rawBody":"

Hi,

 

I am trying to come up with a formula to net down aged data but I am struggling! 

 

This is a sample from my pivot, I want to run the formula alongside it and what I am trying to do is:

For customer 1 to net off the -735 from 4 Years+ with the 735 in 90-180 so it only shows 735 left in 60-90 days. Then when I refresh the pivot each month these will adjust and then the ageing formula will adjust alongside it.

 

 

Thanks,

James

 

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Ensure you adjust the formula to match your actual cell references. Change Customer 1 to whatever customer you have in mind, or adapt the formula to use cell references for this. Using this summary method allows your formula to adjust as your pivot table data refreshes.

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When you refresh the pivot table, make sure your ranges for age categories and amounts remain consistent, as the formula refers to those exact values through VLOOKUP. Adjust the ranges as needed if you change the structure or add more rows or columns.

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