Hi ,
I would like to combine the data as per screenshot below:
1. Group the customer, then following by amount (total) for each customer and each ageing bracket will total up together as well.
May i know how can i build this up this workflow?
@SH_94,
We use trim in order to delete spaces in a string fields.
I used it here because after replacing brackets we have spaces and numbers shouldn't have spaces.
With this I have done a summarize to sum amounts.
Google is you're best friend for more details: https://www.google.com/search?biw=1920&bih=975&sxsrf=ALeKk00uAzmqUuT5E12R_lpGydvliCJAIg%3A1614797371835&ei=O9o_YLmoMp6HjLsP38CI4Ac&q=trim+function+Alteryx&oq=trim+function+Alteryx&gs_lcp=Cgdnd3Mtd2l6EAMyAggAMgYIABAWEB4yBggAEBYQHjIGCAAQFhAeOgUIABCRAjoCCC46BAgjECc6BAgAEEM6BggAEAoQQzoECC4QQzoKCC4QxwEQrwEQQzoICC4QxwEQrwE6BQgAEMsBOgQIABANOggIABANEAUQHjoICAAQCBANEB5Qq5GGK1jBxIYrYKDGhitoAnAAeACAAZIFiAGqHJIBCjMuMTkuMS41LTGYAQCgAQGqAQdnd3Mtd2l6wAEB&sclient=gws-wiz&ved=0ahUKEwj5se395JTvAhWeA2MBHV8gAnwQ4dUDCA0&uact=5
Regards,
Please see below:
Attached the workflow,
If this solve the issue please make it as solved it will help others,
Hi @messi007
May i know how about the screenshot below ? How should i build the workflow if i do it by invoice , whereby if the same invoice then it will add up together.
