Retrieve just one quote

[Maverick423]

Hello PBI Experts,

In my report, I have a table that should contain selected fields from Opportunity and Quotes. I need to retrieve just one or the first quote linked to an entity considering that Opportunity to Quotes has 1->M relationship. How do I filter the Quotes so that my table would only contain one QUOTE linked to an Opportunity?

Regards,

Maverick423

[Mariusz]

Hi @Maverick423 

Can You create a sample of your data.

Best Regards,
Mariusz

Please feel free to connect with me.

[Maverick423]

Hello Mariusz,

Please see below for my test data in a table:

As you can see, I have here two Quotes under 1 Opportunity. The requirement is just to diplay the first Quote if there are 2 or more Quotes linked to an Opportunity. Is it possible to do it using DAX?

Regards,

Maverick423

[Mariusz · Accepted solution]

Hi @Maverick423 

You can create a Measure like below, and use it later as Filters in your Table visual.

Measure = 
VAR _firstQuoteID = { CALCULATE( MAX( Quotes[qtID] ), ALL( Quotes[qtID] ) ) }
RETURN 
CALCULATE(
    COUNTROWS( Quotes ), 
    KEEPFILTERS( TREATAS( _firstQuoteID, Quotes[qtID] ) ) 
)

The attached file contains an applied solution.

Best Regards,
Mariusz

If this post helps, then please consider Accepting it as the solution.

Please feel free to connect with me.

[Maverick423]

Hi @Mariusz,

Just an additional question for this. When I tried to add more fields in the table like Opp Name and Quote Name, the visual filter will stop working. I tried to replicate the Measure using Opp Name and Quote Name but they did not work.

Thanks again.

Regards,

Maverick423

[Mariusz]

Hi @Maverick423 

The adjusted version should work, please see the below code and the attached file.

The problem was that the Quote Name column was not included in the ALL() statement and the filter context was still applied. 

Measure = 
VAR _firstQuoteID = { 
    CALCULATE( 
        MAX( Quotes[qtID] ), 
        ALL( Quotes ), 
        VALUES( Quotes[OppID] ) 
    ) 
}
RETURN 
CALCULATE(
    COUNTROWS( Quotes ), 
    KEEPFILTERS( TREATAS( _firstQuoteID, Quotes[qtID] ) ) 
)

Best Regards,
Mariusz

If this post helps, then please consider Accepting it as the solution.

Please feel free to connect with me.

[Maverick423]

Hi @Mariusz,

Thank you ever so much for this. You're a genius!!

It solved my problem instantly:)

Regards,

Maverick423