Grouping multiple element including total up the value

[SH_94]

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?

[messi007]

@SH_94,

Please see below:

Attached the workflow,

If this solve the issue please make it as solved it will help others,

Regards,

[SH_94]

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.

[messi007]

@SH_94,

Could you share with me the input .xlsx (Sample data) and it will help to update the workflow accordingly.

Regards, 

[SH_94]

Hi @messi007 

As requested , kindly find the data below for your reference.

[messi007]

@SH_94,

Below the screen shot of the requested output

Attached the workflow,

Please mark it as solved if it solve your need, it will help others.

Regards,

[SH_94]

Hi @messi007

Thank you for your time.

Could you briefly explain on how to use the formula trim and why we need to use it in this case?

[messi007 · Accepted solution]

@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%3A1614797371... 

Regards,