Would you please post a .TWBX with your sample data? This kind of issue is difficult to troubleshoot without information about exactly what's in each column and the overall structure of your data.
Here is a workbook with some sample data.
We have brokers that get commissions based on a corporate account, and then brokers that get commission based on to which distribution center for that account a particular order is shipped. Sometimes broker A has a corporate account and broker B has the individual part, and then for another sale, broker B may have the corporate account and broker C has the individual part. I want a report for all sales that broker A had a part in, regardless if it was as the corporate account broker (SP1 in the test sheet), or as the regional broker (SP2 in the test sheet).
This would entail customers and specific orders being duplicated in the report, but that's fine because the report is meant to compare a specific broker to their past performance, not to each other. We will have a master report that shows everyone, and each broker will get a report filtered down to themselves.
Does this help?
testspreport.twbx 8.4 KB