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Maverick423's avatar
Maverick423
Regular Visitor
6 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...
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  • Mariusz's avatar
    Mariusz
    6 years ago

    Hi Maverick423 

     

    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


     

     

     

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

Hi Maverick423 

 

Can You create a sample of your data.

 

Best Regards,
Mariusz

Please feel free to connect with me.
Mariusz Repczynski

 

  • Maverick423's avatar
    Maverick423
    Regular Visitor
    6 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
      6 years ago

      Hi Maverick423 

       

      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


       

       

       

      • Maverick423's avatar
        Maverick423
        Regular Visitor
        6 years ago

        Hi Mariusz,

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

        It solved my problem instantly:)

        Regards,

        Maverick423