How create additional table based on specific status

Hi Boopep,

I have reproduced your scenario in Power BI Desktop. You can achieve this by creating a new table that filters based on duplicates and status.

Here’s one way using DAX:

NewTable =

VAR WithCounts =

    ADDCOLUMNS (

        Claims,

        "CountPerSeries",

        CALCULATE ( COUNTROWS ( Claims ), ALLEXCEPT ( Claims, Claims[ClaimSeriesNumber] ) )

    )

RETURN

FILTER (

    WithCounts,

    [CountPerSeries] = 1 || ( [CountPerSeries] > 1 && Claims[Status] = "Refiled" )

)

This logic will:

• Keep all unique ClaimSeriesNumber rows.
• For duplicates, only include those where the Status = "Refiled".

I tested this with sample data and got the expected result:

For your reference, I am attaching .pbix file and thank you, Ilgar_Zarbali , MohamedFowzan1 & Shahid12523 for sharing your valuable insights.

Best regards,
Ganesh Singamshetty.