Spreadsheet: 845744d1697113209-unique-filter-sumifs-in-dynamic-table-unique-filter-sumifs-problem
Sheet: DASHBOARD

 |  |  |  |  |  |  |  |  |  |  |  | Share | Date | Type | Action | Position | Price | Total amount | Currency | Who?
 |  |  |  |  |  |  |  |  |  |  |  | #[NAME]! | 2022-03-12 00:00:00 | Share | Buy | 5 | 50 |  | EUR | All
 |  |  |  |  |  |  |  |  |  |  |  | #[NAME]! | 2022-03-15 00:00:00 | Share | Buy | 10 | 164.3 |  | EUR | All
 |  |  |  |  |  |  |  |  |  |  |  | BBB | 2022-04-20 00:00:00 | Cash | Deposit | 1 | 1000 |  | EUR | [NAME]
 |  |  |  |  |  |  |  |  |  |  |  | BBB | 2022-04-20 00:00:00 | Cash | Deposit | 1 | 500 |  | EUR | [NAME]
 |  |  |  |  |  |  |  |  |  |  |  | BBB | 2022-04-20 00:00:00 | Cash | Deposit | 1 | 1500 |  | EUR | [NAME]
 |  |  |  |  |  |  |  |  |  |  |  | BBB | 2022-04-20 00:00:00 | Cash | Deposit | 1 | 1000 |  | EUR | [NAME]
 |  |  |  |  |  |  |  |  |  |  |  | BBB | 2022-04-20 00:00:00 | Cash | Deposit | 1 | 1000 |  | EUR | [NAME]
 |  |  |  |  |  |  |  |  |  |  |  | BBB | 2022-04-20 00:00:00 | Cash | Deposit | 1 | 1000 |  | EUR | [NAME]
 |  |  |  |  |  |  |  |  |  |  |  | #[NAME]! | 2022-06-04 00:00:00 | Cash | Dividend | 1 | 25 |  | EUR | All
 |  |  |  |  |  |  |  |  |  |  |  | #[NAME]! | 2022-12-07 00:00:00 | Share | Buy | 3 | 100 |  | EUR | All
 |  |  |  |  |  |  |  |  |  |  |  | #[NAME]! | 2023-01-05 00:00:00 | Cash | Dividend | 1 | 100 |  | EUR | All
 |  |  |  |  |  |  |  |  |  |  |  | BBB | 2023-02-02 00:00:00 | Cash | Cost | 1 | 50 |  | EUR | All
 |  |  |  |  |  |  |  |  |  |  |  | #[NAME]! | 2023-05-03 00:00:00 | Share | Sell | -7 | 75 |  | EUR | All
 |  |  |  |  |  |  |  |  |  |  |  | #[NAME]! | 2023-06-04 00:00:00 | Share | Buy | 80 | 12.5 |  | USD | All
 |  |  |  |  |  |  |  |  |  |  |  | #[NAME]! | 2023-06-04 00:00:00 | Tracker | Buy | 10 | 50 |  | EUR | All
 |  |  |  |  |  |  |  |  |  |  |  | #[NAME]! | 2023-06-05 00:00:00 | Holding | Buy | 5 | 20 |  | USD | All
 |  |  |  |  |  |  |  |  |  |  |  | #[NAME]! | 2023-06-06 00:00:00 | Share | Buy | 10 | 20 |  | EUR | All
 | Portfolio today
 | Share | Currency |  | Ticker | Category | Position | Price | 52w hoog | 52w laag | [NAME] | Gem. aankoopkoers | Avg. Purch. Price (EUR) | Price today (EUR) | Value (EUR) | Evolution (%) | % portfolio
 | #[NAME]! | EUR |  | SOF | Holding Companies | 21 | 193.7 | 241.6 | 169.9 | 4067.7 | 92.15 | 92.15 | 193.7 | 4067.7 | 1.102007596310363 | 0.2529742840262446
 | #[NAME]! | USD |  | GOOG | Software & IT Services | 80 | 141.7 | 142.22 | 83.45 | 11336 | 12.5 | 12.5 | 133.39638 | 10671.7104 | 9.6717104 | 0.7049970459280451
 | #[NAME]! | EUR |  | EMIM | #[NAME]! | 10 | 28.11 | 29.21 | 25.16 | 281.1 | 50 | 50 | 28.11 | 281.1 | -0.4378 | 0.01748188687459188
 | #[NAME]! | USD |  | SFTBY | Telecommunications Services | 5 | 21.66 | 26.05 | 17.95 | 108.3 | 20 | 20 | 20.390724 | 101.95362 | 0.01953619999999989 | 0.006735284057340092
 | =UNIQUE(FILTER(Transactions_list[Share];(SUMIFS(Transactions_list[Position];Transactions_list[Share];Transactions_list[Share])>0)*(Transactions_list[Action]="Buy")+(Transactions_list[Action]="Sell")))
 | Portfolio on date:
 | 2022-06-04 00:00:00
 | Share | Currency |  | Ticker | Category | Position | Price | 52w hoog | 52w laag | [NAME] | Gem. aankoopkoers | Avg. Purch. Price (EUR) | Price at 04/06/2022(EUR) | Value (EUR) | Evolution (%) | % portfolio
 | #[NAME]!
 | #[NAME]!
 | #[NAME]!
 | #[NAME]!
 | =UNIQUE(FILTER(Transactions_list[Share];(SUMIFS(Transactions_list[Position];Transactions_list[Share];Transactions_list[Share])>0)*(Transactions_list[Date]<="B38")*(Transactions_list[Action]="Buy")+(Transactions_list[Action]="Sell")))
 | What I expected to obtain:
 | Share | Currency |  | Ticker | Category | Position | Price | 52w hoog | 52w laag | [NAME] | Gem. aankoopkoers | Avg. Purch. Price (EUR) | Price at 04/06/2022(EUR) | Value (EUR) | Evolution (%) | % portfolio
 |  | EUR |  |  |  | 5 |  |  |  |  |  | 50 | 142.9 | 250
 |  | EUR |  |  |  | 10 |  |  |  |  |  | 164.3 | 193.7 | 1643
 | Lijst alle unieke waarden op [NAME] posities > 0 en (*) die onder de category 'Aandeel' of (+) 'Tracker' of (+) 'Holding' vallen