Forum Discussion

Scott_S_is_me's avatar
Scott_S_is_me
New Member
3 years ago
Solved

Look for a Way to Display Duplicate Line Items for Auditing

Hello all,

 

I'm looking to use PBI to audit duplicate entries for payment reimbursements.  Say I have a table with 3 columns, "Employee", "Line Item", "Amount".  I have figured out how to search the "Amount" column for duplicates and created a 4th column that displays "Duplicate" or "Unique".  I have a filter set up on my visual to only show the duplicate amounts.  What I'm having trouble with is narrowing in filtering on those duplicate amounts to only show items that are truely duplicates for a particular individual and line item.

 

For example here is my visual:

EmployeeLine ItemAmountDuplicates
Bob SmithAirfare500.00Duplicate
Renee JonesCar Rental 300.00Duplicate
Bob SmithAirfare400.00Unique
Renee JonesAirfare500.00Duplicate
Renee JonesCar Rental300.00Duplicate
Bob SmithCar Rental300.00Duplicate

 

So even though there are a few duplicate amounts, the only true duplicate entry would be Renee Jones Car Rental for 300.00.  What would I need to do to have this as a result:

EmployeeLine ItemAmountDuplicates
Renee JonesCar Rental300.00Duplicate

 

Thanks for any guidance.

  • Do a group by with all the columns being key columns. Add the aggregate of Count. Then filter on Count > 1.

2 Replies

  • artemus's avatar
    artemus
    Microsoft Employee

    Do a group by with all the columns being key columns. Add the aggregate of Count. Then filter on Count > 1.