Insights - Duplicated Values and Rows

Updated 10 months ago by Elena Yurkova

Duplicated values and rows

This article helps you understand reasons behind duplicates you might encounter in your Insights visualizations.

Scenario

You've created a visualization and see duplicated rows like in the pivot table below.

Duplicates can be visible when you create a chart or even appear later. In both scenarios, the root cause of the duplicates are always the Multi-select values in the table fields.

Multi-select fields are table fields with check-box options. For example, Products/Services, Categories, Account Manager and other table User-Defined fields created in your company that are Multi-Select Fields that are only available internally.

Reasons
  1. If somebody chose or changed a record to multiple Products or other multiple Values in table Opportunity UDF, like in the example above, this record can have duplicates depending on the chart.
  2. A new filter was added and this is a table field with Multi-select values.

 

How to Avoid
  1. Remove Multi-select values from any table fields related to the chart you built.
  2. If (1) is impossible, apply Multi-pass formula to prevent multi-selects:

Example:

SUM (Identification, Average Corporate Revenue)

Read: group by Opportunity Identification and if there are multiple records, count revenue only once and after SUM these unique revenues.

If you want to learn more, read these articles, Multi-select table fields and Data structure.


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