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mark_carlisle
Advocate IV
Advocate IV

Filter a column by the values in another column in another table

I have two tables, Lead and Opportunity. I want to be able to calculate the sum of the Value in Opportunity if the OppId appears in Lead.

 

Effectively I want to show the value of the Opportunities that have originated from the Leads.

 

The Lead table would be similar to this;

LeadIdOppId
19
2 
37
4 

 

The Opportunity table similar to this;

OppIdValue
9£100
8£300
7£50
6£200

 

The sum of all Opportunities is £650 but the desired result is the sum of OppId 9 and 7, therefore £150, as these are the only two opportunities that appear in the Lead table.

 

The Lead and Opportunity tables are joined to a common Date table, therefore there is no active relationship between Lead and Opportunity.

1 REPLY 1
Greg_Deckler
Community Champion
Community Champion

Seems like you just need a relationship defined between Leads table and Opportunities table based on OppId Leads -> Opportunities.


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