Sum by using unique values in a different column

user04397 · March 2019

Hi there,

I'm kinda stuck here, I've read other similar threads on this topic but I don't think any of the solutions applies to me because I'm using the global filters on the page quite a bit here.

Below is an example data set

Activity ID	Activity Category	Employee	Order ID	Order Amount
AAA	Events	John	123	5000
BBB	Events	Susan	123	5000
CCC	Events	Susan	123	5000
DDD	Webinar	John	123	5000
EEE	Webinar	Susan	123	5000
FFF	Webinar	Susan	456	2000
GGG	Email	John	456	2000
HHH	Email	John	456	2000

What I'm looking to do is some sort of formula that allows me to sum the Order Amount based on the unique Order ID's. So the output for this table would be 7000.

However, the trick here is that I need to be able to do this calculation while filtering the Activity Category and/or Employee on the domo page.

For example, if I choose to filter Activity Category = Webinar, the data set would look like this, and the Total should be 7000

Activity ID	Activity Category	Employee	Order ID	Order Amount
DDD	Webinar	John	123	5000
EEE	Webinar	Susan	123	5000
FFF	Webinar	Susan	456	2000

But if I filter Activity Category = Events, the data set would look at this, and the Total should be 5000

Activity ID	Activity Category	Employee	Order ID	Order Amount
AAA	Events	John	123	5000
BBB	Events	Susan	123	5000
CCC	Events	Susan	123	5000

Last example, if I were to filter by Activity Category = Events and Webinar, and then filter Employee by Susan, the data set would look at this and the Total should be 7000

Activity ID	Activity Category	Employee	Order ID	Order Amount
BBB	Events	Susan	123	5000
CCC	Events	Susan	123	5000
EEE	Webinar	Susan	123	5000
FFF	Webinar	Susan	456	2000

The solutions I've seen for this mostly don't allow for this level of filtering while still calculating the correct total based on unique Order ID so I'm hoping there's a method/workaround for this that I'm not aware of.

Thanks

ST_-Superman-_ · March 2019

Do you have access to the dashboard layout feature yet?

If you do, then you can accomplish this with a few interactive filter cards.

Let me know if you have trouble viewing the video and I will work on some screenshots instead

user04397 · March 2019

Oh amazing, yes I can see the video and yes I have access to the Dashboard layout feature. Can you elaborate a bit more on how you're able to have a sum by unique order ID?

Did you have to do anything special with the data set or the cards? Or is this something that only a pie chart can do?

Thanks,

cwolman · March 2019

That looks great! I wonder when our instance will have that feature?

Sum by using unique values in a different column

Comments

Categories