This time we’re going bigger than ever. Fabric, Power BI, SQL, AI and more. We're covering it all. You won't want to miss it.
Learn moreDid you hear? There's a new SQL AI Developer certification (DP-800). Start preparing now and be one of the first to get certified. Register now
Hi,
I'm new to Power BI and Power Query and am looking for some help.
With my data, each quote has a unique sales ID but the information in excel is broken out per line item.
This means there are multiplie line items with the same sales ID. I want to look at the information for each sales ID as a whole.
In excel I can use the UNIQUE function to generate a list of every ID and then use SUMIF to pull the total price of all items. I can also use XLOOKUP to associate the quote date and region with the sales ID as well.
Any idea how to do this in power query or power BI with a dashboard?
Thanks in advanced!!
Hi @BI101 ,
Consider publishing a simple file (without private data) with the expected output, that would be helpful, thanks.
See here for a helpful guide to uploading files and pasting data.
How to provide sample data in the Power BI Forum
Best Regards,
Gao
Community Support Team
If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!
How to get your questions answered quickly -- How to provide sample data in the Power BI Forum
You can use the Table.Group function to examine all of the items associated with a given sales ID
Check out the April 2026 Power BI update to learn about new features.
Sign up to receive a private message when registration opens and key events begin.
If you have recently started exploring Fabric, we'd love to hear how it's going. Your feedback can help with product improvements.
| User | Count |
|---|---|
| 7 | |
| 5 | |
| 4 | |
| 3 | |
| 3 |