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jwbingel
Regular Visitor

CALCULATE formula that pulls in SUM based on different field than by Row in a MATRIX table

Hello experts, 

 

I need to bring in ACV(Converted) for the 2 reps here (see attached) which is what this formula is doing. However, I also want to see if they are listed under another field called "Account Manager". If so, I'd like to bring in that ACV too. Is this possible to do in a matrix table? If not, what about in a standard table? Thank you so much.

 

Matrix table - Want to bring in ACV for Adam/Alex if they appear not only in Rep field, but also "account mgr" field.

Capture.PNG

 

3 REPLIES 3
v-luwang-msft
Community Support
Community Support

Hi @jwbingel ,

s the right side the raw data, or the matrix generated from the source data? Is the left side the output you want? If so, I'm sorry, I'm not quite sure how Alex 7K was obtained, can you clarify.

 

Best Regards

Lucien

Greg_Deckler
Super User
Super User

@jwbingel Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.


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@Greg_Deckler Thank you Greg for your response. Apologies I am a new user. Let me know if this makes sense.

 

jwbingel_0-1642196394897.png

 

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