I imported YTD numbers based on client payments, I created columns to determine number of billing months and a column to calculate client totals. Then a column to divide # of months and client totals.
Great! I’ve got my numbers. However to clean this up I need to group payments by client and I’d like to sort those groups which is where I’m having an issue.
I’ve looked at other post about this approach but still don’t understand what to do next by looking at other use a cases.