Unique Values for a CRM

Hi Tareq,

For the second summary table, you’ll want to group by Client Type and Team. Still select by CLIENT_LIST [by team]. The new summary table will have a Team column, you can go ahead and hide this.

Delete the Client List table and re-add it to the page. Select by CLIENT_LIST [by Client Type, Team].

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Now, it should filter the way you want!

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