Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

Retrieve just one quote

Hello PBI Experts, In my report, I have a table that should contain selected fields from Opportunity and Quotes. I need to retrieve just one or the first quote linked to an entity considering that O...
Need Help
  • Mariusz's avatar
    Mariusz
    7 years ago

    Hi Anonymous 

     

    You can create a Measure like below, and use it later as Filters in your Table visual.

    Measure = 
VAR _firstQuoteID = { CALCULATE( MAX( Quotes[qtID] ), ALL( Quotes[qtID] ) ) }
RETURN 
CALCULATE(
    COUNTROWS( Quotes ), 
    KEEPFILTERS( TREATAS( _firstQuoteID, Quotes[qtID] ) ) 
)

    The attached file contains an applied solution.

     

    Best Regards,
    Mariusz

    If this post helps, then please consider Accepting it as the solution.

    Please feel free to connect with me.
    Mariusz Repczynski


     

     

     

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Hello Mariusz,

Please see below for my test data in a table:

 

As you can see, I have here two Quotes under 1 Opportunity. The requirement is just to diplay the first Quote if there are 2 or more Quotes linked to an Opportunity. Is it possible to do it using DAX?

 

Regards,

Maverick423

Mariusz's avatar
Mariusz
Icon for Community Champion rankCommunity Champion
7 years ago

Hi Anonymous 

 

You can create a Measure like below, and use it later as Filters in your Table visual.

Measure = 
VAR _firstQuoteID = { CALCULATE( MAX( Quotes[qtID] ), ALL( Quotes[qtID] ) ) }
RETURN 
CALCULATE(
    COUNTROWS( Quotes ), 
    KEEPFILTERS( TREATAS( _firstQuoteID, Quotes[qtID] ) ) 
)

The attached file contains an applied solution.

 

Best Regards,
Mariusz

If this post helps, then please consider Accepting it as the solution.

Please feel free to connect with me.
Mariusz Repczynski


 

 

 

  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    Hi Mariusz,

    Thank you ever so much for this. You're a genius!!

    It solved my problem instantly:)

    Regards,

    Maverick423

  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    Hi Mariusz,

    Just an additional question for this. When I tried to add more fields in the table like Opp Name and Quote Name, the visual filter will stop working. I tried to replicate the Measure using Opp Name and Quote Name but they did not work.

    Thanks again.

     

    Regards,

    Maverick423

    • Mariusz's avatar
      Mariusz
      Icon for Community Champion rankCommunity Champion
      7 years ago

      Hi Anonymous 

       

      The adjusted version should work, please see the below code and the attached file.

      The problem was that the Quote Name column was not included in the ALL() statement and the filter context was still applied. 

      Measure = 
VAR _firstQuoteID = { 
    CALCULATE( 
        MAX( Quotes[qtID] ), 
        ALL( Quotes ), 
        VALUES( Quotes[OppID] ) 
    ) 
}
RETURN 
CALCULATE(
    COUNTROWS( Quotes ), 
    KEEPFILTERS( TREATAS( _firstQuoteID, Quotes[qtID] ) ) 
)

       

      Best Regards,
      Mariusz

      If this post helps, then please consider Accepting it as the solution.

      Please feel free to connect with me.
      Mariusz Repczynski