topic Re: Aging Invoices in QlikView

Aging Invoices

Thu, 24 Jul 2014 15:48:17 GMT

I am trying to age an open invoice file using incremnts of 30, 60, 90, and 120+. What's the best way to go about creating the buckets for this? I've attached my QV doc as well as the source docs that the data comes from. The Age chart I have is in the Main tab. Thanks in advanced for any help you can provide.

Re: Aging Invoices

Thu, 24 Jul 2014 16:10:27 GMT

Hi there,

Do you mind rephrasing/elaborating a little more on the requirement. Maybe some examples of whats the result you are looking for would be helpful as well in solving this.

Thanks

Re: Aging Invoices

Thu, 24 Jul 2014 16:29:53 GMT

So I have a bunch of records with various invoice dates and I'm trying to seperate those dates by how long they've been outstanding. So i need to count the number records that fall between 0-30 days outstanding, 30-60 days, etc from a cutoff date. Let me know if you need more information.

Re: Aging Invoices

Thu, 24 Jul 2014 16:56:45 GMT

How do you determine the outstanding bracket. Lets say

Invoice # 1234 has invoice date 3/23/2013. How do you determine which bracket it falls into?

Re: Aging Invoices

Thu, 24 Jul 2014 17:01:49 GMT

How many days have expired from the cutoff date. Say the cutoff date is 3/31/2013, your invoice would fall under the <30 days bracket becuase only 8 days would have passed.

Re: Aging Invoices

Thu, 24 Jul 2014 17:20:56 GMT

So the cutoff date is something the user enters?

Re: Aging Invoices

Thu, 24 Jul 2014 17:25:21 GMT

Yes

Re: Re: Aging Invoices

Thu, 24 Jul 2014 17:26:22 GMT

If above is the case then the attached will help you. I created an input box where you can enter the cutoff date and the bar chart below that will change accordingly.

Thanks

Re: Re: Re: Aging Invoices

Thu, 24 Jul 2014 17:35:41 GMT

Updated. There was a bug in my previous attachment. Please use this one.

Thanks

Re: Aging Invoices

Thu, 24 Jul 2014 17:51:31 GMT

Exactly what I was looking for. Thank you very much.