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Hi, I'm hoping to summarise the data below to produce a report which displays the total Team Win Values.
[BUT... without the duplicates where there may have been two team members on one Opportunity]
Hopefully the below tables and expected outputs can explain what I'm trying to achieve.
I have a visualisation a bar graph of all members of the team with the count of their wins in current year, from which I'd like to be able to have the ability to click on the Team member and filter the table to their specific wins and then total their own overall Win Value.
EDIT FROM Original Post: I forgot to mention that there is also more data for other Users (Outside of this Team, so I need to be able to filter to selected individuals that make up this Team, which I've done using a Filter on the Page for the selected people I'm trying to report on).
Table Account Name |
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| Table Opportunities |
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| TABLE: USERS | |||
Account ID | Account Name | Opportunity ID | One to Many | Opportunity ID | Account Name | Opportunity Name | Opportunity Value | Team Member ID | One to Many | Team Member ID | Team Member Name |
Account 1 | Account NAME 1 | Opp 3462 | Opp 3462 | Account 1 | Opp Name RED | 10000 | 2 | 1 | David | ||
Account 2 | Account NAME 2 | Opp 5628 | Opp 5628 | Account 2 | Opp Name YELLOW | 15000 | 5 | 2 | Emma | ||
Account 3 | Account NAME 3 | Opp 2751 | Opp 5628 | Account 2 | Opp Name YELLOW | 15000 | 6 | 3 | Paul | ||
Account 4 | Account NAME 4 | Opp 8759 | Opp 2751 | Account 3 | Opp Name BLUE | 50000 | 4 | 4 | Helen | ||
Account 5 | Account NAME 5 |
| Opp 8759 | Account 4 | Opp Name ORANGE | 30000 | 7 | 5 | Ian | ||
Account 6 | Account NAME 6 |
| Opp 8759 | Account 4 | Opp Name ORANGE | 30000 | 1 | 6 | Lucy | ||
Account 7 | Account NAME 7 |
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| 7 | John |
At the moment in the below table I'm getting the Total Value (INCLUDING duplicates) so 150,000, instead of the Unique Wins Value of 105,000.
Expected Output | ||||
Team Member Name | Team Member ID | Account Name | Opportunity Name | Value |
Emma | 2 | Account NAME 1 | Opp Name RED | 10000 |
Ian | 5 | Account NAME 2 | Opp Name YELLOW | 15000 |
Lucy | 6 | Account NAME 2 | Opp Name YELLOW | 15000 |
Helen | 4 | Account NAME 3 | Opp Name Blue | 50000 |
Ian | 5 | Account NAME 4 | Opp Name Orange | 30000 |
David | 1 | Account NAME 4 | Opp Name Orange | 30000 |
Sub Total All Unique Opportunities | 105000 | |||
With ability to also filter based on selected Team Member Name | ||||
Team Member Name | Team Member ID | Account Name | Opportunity Name | Value |
Ian | 5 | Account NAME 2 | Opp Name YELLOW | 15000 |
Ian | 7 | Account NAME 4 | Opp Name Orange | 30000 |
Sub Total for just Ian | 45000 |
Thanks in Advance.
Regards
mryd3r
Hello @amitchandak , I've edited the original post as I forgot to mention that:
EDIT FROM Original Post: I forgot to mention that there is also more data for other Users (Outside of this Team, so I need to be able to filter to selected individuals that make up this Team, which I've done using a Filter on the Page for the selected people I'm trying to report on).
Hope this makes sense.
Your measure suggested does reduce the total sum of my actual data but it reports on every piece of data in the Opportunities Table, without filtering down to the selected individuals in the Users Table.
User | Count |
---|---|
68 | |
63 | |
59 | |
54 | |
28 |
User | Count |
---|---|
182 | |
81 | |
64 | |
46 | |
38 |