Need to track unpaid invoices by salesperson

Occasional Visitor

I have a spreadsheet that we convert from our software to excel & I need to do a separate "past due" invoice sheet

2 Replies
=FILTER()? Even Data/Filter may already do the trick, depending on data layout -> Date Filters.


In the attached file there is a master sheet and a pivot table sheet. Based on the pivot table sheet reports for all salesmens and their overdue invoices were created. The overdue invoices are indicated by a "1". The reports were created by selecting Analyse -> Pivot table -> Pivot table options -> Show report filter pages and then select the report filter which is "Person" in this example and then click ok. Maybe this is what you are looking for.