𝗪𝗜𝗟𝗗𝗘𝗦𝗧 𝗗𝗜𝗦𝗖𝗢𝗨𝗡𝗧 𝗢𝗙 𝗧𝗛𝗘 𝗬𝗘𝗔𝗥 - 𝟲𝟱% 𝗦𝗔𝗩𝗜𝗡𝗚𝗦 𝗙𝗢𝗥 𝗕𝗟𝗔𝗖𝗞 𝗙𝗥𝗜𝗗𝗔𝗬 https://www.excelforfreelancers.com/BFSale2024_YTDesc


In this week’s training, I will show you how to create an amazing Customer Balance Report with DOUBLE DRILL DOWN functionality, Invoice Preview and 1 Click Go To Invoice.

See the Original Mini-Accounting Training Here: https://youtu.be/itHilzsUHck
Watch Me Create A Customer Statement For This Application Here: https://youtu.be/_hJuE-VKu7A


𝗗𝗢𝗪𝗡𝗟𝗢𝗔𝗗 𝗧𝗛𝗜𝗦 𝗪𝗘𝗘𝗞'𝗦 𝗪𝗢𝗥𝗞𝗕𝗢𝗢𝗞 𝗧𝗘𝗠𝗣𝗟𝗔𝗧𝗘 𝗛𝗘𝗥𝗘:
USING YOUR EMAIL: http://bit.ly/DblDrillDown_WkbkDl


GET AN UPDATED TRAINING AND TEMPLATE WITH THE FOLLOWING FEATURES:
• Date Picker
• Customer Pie Chart Pop-Up
• Date Change Event Updated
• Included Estimate Option

FIND THIS UPDATE ON PATREON HERE: https://www.patreon.com/posts/double-drill-73704674


TIMESTAMPS:
0:00 Introduction
3:23 Overview of the Double Drill Down App
5:20 Setting Up the Customer Balance Report Sheet
10:59 Customizing the Header and Subheader for the Balance Report Sheet
18:35 Setting Up Orders Data Balance Sheet for Criteria and Results Column
24:34 Adding Macro for Customer Balancer Refresh Button
34:32 Setting Up the Selection Change Command
43:35 Creating and Designing the Customer Headers
1:09:09 Adding Macro for On Invoice Selection
1:34:58 Setting up a Conditional Formatting for Columns
1:54:42 Accessing the Camera Tool for the Dashboard
1:57:38 Adding Final Macro for Go to Invoice


#DataDrillDown #BusinessTools #DataReporting #DoubleDrillDown