Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Enhance your career with this limited time 50% discount on Fabric and Power BI exams. Ends September 15. Request your voucher.

Reply
mryd3r
New Member

Sum of Values Excluding Duplicates with Filtering Across Tables

 

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

 

 

 

Table Opportunities

 

 

 

 

 

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

 

 

 

 

 

 

 

 

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 NameTeam Member IDAccount NameOpportunity NameValue
Emma2Account NAME 1Opp Name RED10000
Ian5Account NAME 2Opp Name YELLOW15000
Lucy6Account NAME 2Opp Name YELLOW15000
Helen4Account NAME 3Opp Name Blue50000
Ian5Account NAME 4Opp Name Orange30000
David1Account NAME 4Opp Name Orange30000
     
Sub Total All Unique Opportunities105000
     
With ability to also filter based on selected Team Member Name
Team Member NameTeam Member IDAccount NameOpportunity NameValue
Ian5Account NAME 2Opp Name YELLOW15000
Ian7Account NAME 4Opp Name Orange30000
     
Sub Total for just Ian45000

 

Thanks in Advance.

 

Regards

 

mryd3r

 

2 REPLIES 2
amitchandak
Super User
Super User

@mryd3r , Try a measure like

sumx(values(Table[Opportunity ID]), calculate(max(Table[Opportunity Value])))

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

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.

Helpful resources

Announcements
August Power BI Update Carousel

Power BI Monthly Update - August 2025

Check out the August 2025 Power BI update to learn about new features.

August 2025 community update carousel

Fabric Community Update - August 2025

Find out what's new and trending in the Fabric community.