How to Group Records and Sum Unique Values

How to Group Records and Sum Unique Values

Hey all, I was hoping someone would be able to help me on something that I cannot seem to get right. Let me show you an example of what I am trying to do. 

Here is an example of the structure of my data, note the multiple records for a single company. 

Opportunity Name 
Net New ARR
Company 1 
$50,000
Company 1
$50,000
Company 2
$150,00
Company 2
$150,000

With the data like this it will just sum the data for me so that Company 1 will shows a net new arr of 100k and company 2 would show $300k ARR. That isn't the correct value. How can I get it to group the company so that it only shows the distinct total for Company 1 being $50k and company 2 being $150k? 

Any thought on how I could build this formula would be super appreciated! 



    • Sticky Posts

    • What's New in Zoho Analytics - November 2025

      We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What's
    • What's New in Zoho Analytics - October 2025

      Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme
    • What’s New in Zoho Analytics – September 2025

      Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded
    • Announcing Agentic AI - Ask Zia!

      We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.
    • Invitation-Based User Access in Zoho Analytics

      Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security