New Column is Summing Duplicate Records

Molly Glowacki
Molly Glowacki
Kudos 1 Name Dropper Participant First Anniversary
in SKY Developer General Discussions

Hello, I have created a simple column to help our team with a forecast:

Forecast = (Opportunity Amount Asked + Opportunity Amount Expected)/2

The only issue is, a few of our Opportunities have multiple Fundraisers assigned, and this is causing two records to be included in the calculation/doubling what the Forecast amount should be.

Is there a way in a custom column to specify distinct Opportunity records for the calculation? Or another way around this? I could create a new Query that does not include Fundraisers (eliminating the duplicate records that way), but we do sometimes filter on Fundraiser, so that would introduce a new limitation.

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Comments

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary Kudos 5 Facilitator 3 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge

    @Molly Glowacki
    the proper way to handle is to have a separate table for opportunity fundraiser, and relationship linking the opportunity id from this table to the main opportunity table's id. Power BI will do the rest for filtering if you setup the relationship properly

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