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Sep 11, 2023 at 11:06 AM

Aggregation in the planning model

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Hi everyone,

I am going to explain what I am trying to achieve with data on one specific example that you see in the picture below, but logic should be applied on the whole dataset.

I am trying to sum up amounts for ID 451570 only once, so I want to go through members 26/26.01, 26/26.02 and take maximum value for that ID. Total 693.009,41 works fine because it sums up amounts for two different IDs that belong to the same member 26/26.01.

However, total 1.026.187,01 adds up ID 451570 amount that belongs to another member 26/26.02, which is crossed out in the picture below. Is there a way to achieve something like this? I tried aggregation settings in the planning model, but couldn`t figure out, maybe function such as (count distinct or smth similar) could help, or maybe this logic could be set up in data action?

image.png

BR,

Marija

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