I want to summarize incoming payment for some invoices as customers may make multiple partial payments. Note the Paid On Date may keep growing as new partial payments trickle in. For example:
Invoice # | Amount | Paid on 12-01 | Paid on 12-05 | Paid on 01-20 | Total Paid |
A001 | 10,000 | 5,000 | 2,500 | 500 | 8,000 |
A002 | 15,000 | 5,000 | 0 | 0 | 5,000 |
A003 | 17,500 | 7,500 | 10,000 | 0 | 17,500 |
transpose
Invoice and amount are your key columns. make sure that unknown columns and the Paid on columns are clicked for columns to be transposed.
summarize tool.
group by invoice/amount
sum - Value columns.
The result (ie Sum_Value) is your total paid.