Alteryx Designer Desktop Discussions

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Dynamically Sum Columns with Headers that Contain Certain Text

yoyoumysin
6 - Meteoroid

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 #AmountPaid on 12-01Paid on 12-05Paid on 01-20Total Paid
A00110,0005,0002,5005008,000
A00215,0005,000005,000
A00317,5007,50010,000017,500
2 REPLIES 2
apathetichell
18 - Pollux

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.

binuacs
20 - Arcturus

@yoyoumysin very similar approach as @apathetichell mentioned above 

 

binuacs_0-1674981255495.png

 

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