Need top past due totals from individual invoice data to populate dashboard

Cindy75

New Member
Joined
Mar 7, 2025
Messages
1
Office Version
  1. 2016
Platform
  1. Windows
Have a large list of invoices with a lookup on the customer number to return a type. Data includes standard invoice info (hidden in image), and past due and aging buckets. I need to know the 5 customers with the largest past due balance based on type chosen from a dropdown menu. Then I need totals for all past due and each bucket to populate on a dashboard. I'm hoping the attachment helps illustrate data. Sure appreciate help.
 

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  • Screenshot 2025-03-06 161908.png
    Screenshot 2025-03-06 161908.png
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  • Screenshot 2025-03-06 161908.png
    Screenshot 2025-03-06 161908.png
    26.9 KB · Views: 8
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Cross posted at: Return largest 5 totals of listed items based on lookup criteria
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