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Best strategy to include installment payments in payment status dashboard logic

  1. #1
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    Best strategy to include installment payments in payment status dashboard logic

    Hey folks,

    I'm working on a dashboard (Excel), and Im a bit stuck on the best strategy to include installment payments in my existing payment status tracking system .

    Here the structure I currently have:

    Main "Remind Payments" Dashboard (Pivot Source):
    status (paid/unpaid)

    month

    date

    client

    service

    This works fine unless a client pays in instalments. Right now, instalments just sit in their own sheet and aren't tied into the "paid" logic, which makes the dashboard less useful. I want to treat instalments as partial payments that eventually fulfill the unpaid invoice, and once fulfilled, move it to the paid section.

    Instalments Sheet Format:
    invoice number

    date

    payment amount
    Attached Files Attached Files

  2. #2
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    Re: Best strategy to include installment payments in payment status dashboard logic

    Hello geshiro and Welcome to Excel Forum.
    As of this post the thread has been viewed 69 times and the file downloaded 7 times and there were no responses.
    I feel that more clarification is needed as to how you want the two installments on Sheet3 to be reflected in the pivot table on the dashboard sheet.
    I will give a personal opinion which is that the pivot table would be better understood if it was in tabular form and the only subtotals were for Months and Status.
    Let us know if you have any questions.
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    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

  3. #3
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    Re: Best strategy to include installment payments in payment status dashboard logic

    how did you align sheet pivots to be open left instead of down tree?

  4. #4
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    Re: Best strategy to include installment payments in payment status dashboard logic

    By changing the layout as follows: Design tab > Report Layout > Show in Tabular Form.

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