Forum Discussion
How to count the total value of unique items
Hi
We want to be able to measure the total value of unique approved... So basically filter out anything that is approved...
Could you:
- Clarify the above point
- Post of picture (better share a sample representative workbook) showing your data + the expected result
- What version of Excel do you run + on which platform (Windows, Mac, Web...)?
- shelbasaurDec 05, 2024Copper Contributor
I thought I answered this, but my answers might not be posting.
I am including a screenshot below of basically what my data looks like. A project comes to us for approval at 3 different levels. Each time, we approve, or send it back for feedback. A project could come to us multiple times within a level, (and this can happen even if they were approved the first time). A project also should come to us at each level for approval.
What I am trying to provide to leadership is a view of the value of the projects that are moving through this process. However as I'm sure you can understand, if we count an initiative multiple times, those values will be significantly inflated. So I have been going through manually to remove duplications before doing the weekly totals.
- shelbasaurDec 05, 2024Copper Contributor
Including a screenshot below. It's hard to explain without over complicating it, but basically all projects have to go through 3 "levels" of funding, resources, etc. Each time a project is submitted to us, we can approve it, or send it back for feedback. A project can come to us at the same "approval level" multiple times, if either we rejected them the first time, or sometimes even if we approve them but then their values/costs change significantly and they need to be reviewed again. For things that come to us multiple times in the same "Approval Level," I really only care about the most recent entry.
A project can also come to us multiple times as it moves through each level. So we may have approved it at SL2, and now we are approving it at SL3. If a project is approved 3x but they were in different levels (SL1,SL2,SL3) then I want to count each of those.
What I typically am providing to leadership weekly is the Total NRB for SL2 Approvals, Total NRB for SL2 Feedback Requested, Total NRB for SL3 Approvals, and Total NRB for SL3 Feedback Requested. Because I don't want to include duplications of values (you can see how that would quickly get out of hand), I am manually removing duplicates and only tallying the most recent entry.
Also my version is on Windows and it's listed as Microsoft Excel for Microsoft 365 MSO.
- LorenzoDec 10, 2024Silver Contributor
Something remains unclear to me... See if the attached Power Query option (must be Refreshed when data change in SourceTable) does it