Forum Discussion
innovative way to display data
Is it first possible for you to make clearer what data is relevant.
You've removed client names, which is thoughtful, but more thoughtful would be to insert false client names, so those of whom you're asking for help would not have to guess at where one client stops and another picks up.
And maybe spell out a little more completely what data you want to be highlighted. You say "customer indebtedness and its payments" but what specifically does that amount to? A history of debt balance and individual payments; only current debt balance and payment due; something else? You may think it's obvious, but there are many ways to interpret your words in practice; these are questions I'd be asking if we were sitting down face-to-face.
- hussein_elsayedMar 30, 2022Brass Contributor
First of all i'd like to thank you for your valuable points.
- i have a large data i just sent only sample and i will attach the whole data sheet
- i need to make the attached data to be clear for any one to use
- i need to creat some reports for aging and customer balances and any other usful reports to tracking the outstanding client dues.
could you please help in this issue and thanks in advance
- mathetesMar 30, 2022Gold Contributor
First let me ask, since I don't read Arabic, whether those are real names: if they are, since there are other people who read Arabic (presumably including you), you should remove that file from the site. Please also, put in names of movie characters (Luke Skywalker, Mickey Mouse, Minnie Mouse, etc)
Second, you've not really answered my question. I fully understand the desire for clarity, I know what that means. But I'm not familiar with this kind of data, or the kind of report you're charged with creating. Your answer, "i need to creat some reports for aging and customer balances and any other useful reports to tracking the outstanding client dues" assumes that I would know what those terms mean. I have some ideas, but again, you're asking me to guess, especially with "any other useful reports"--what is "useful"?? Not the meaning of the word--I know that--what would be an "other useful report" in this field?
As I said, if we were sitting down face-to-face, I'd be asking these questions and we'd be able to move forward quickly. You need to assume the person you're writing to (on a site such as this) is knowledgeable about Excel, but an utter novice when it comes to the specific kind of data and report that you're working with. That's your expertise; you need to do some translating.
- hussein_elsayedMar 30, 2022Brass Contributor
Dear Mr. Mathetes
i'm sorry for the inconvienient, let me explain more to make that issue clear.
I have a list of different units’ column (B) that sold with list of amounts column (D) with different payment date column (E)
my input is entering the payments only and for the first columns (A: E) without change still as it is
Here under explanation of the attached sheet I hope to be clear for you
1st I have a list of dues per date per unit
Unit Due Date
NE04-B-1702 25/01/2019
NE04-A-0506 16/03/2019
NE04-A-0506 16/06/2019
NE04-A-0506 16/09/2019
2nd I have a list of collection in columns that covered the above dues that paid in different date
Payment_1 Payment_2
COLLECTED CLEAR DATE Rec# COLLECTED CLEAR DATE Rec#
160,000 02/04/2019 5006 61,598 09/04/2019 5008
3rd calculated field (BE) that refer to the outstanding dues which = amount in column (D) - total collected in column (AW)
My question is
Is there any way to present the above date to be clear or understandable for anyone?
I hope you got my point.
Thanks