adding a "fake" record

Question

Hello Community.&nbsp;&nbsp;Odd request perhaps. &nbsp;&nbsp;&nbsp;Our CRM system is pretty basic. &nbsp; Nothing fancy like Salesforce. &nbsp;&nbsp; In our forecast, aside from "actual" potential customers, we also use a placeholder account for our retail channel. &nbsp; &nbsp;&nbsp; The salesperson in charge of this channel just puts a blanket number as the monthly forecast value every month. &nbsp; It's basically always $500k. &nbsp;&nbsp;&nbsp;We call this "fake" customer Retail. &nbsp;&nbsp; However, since this is not a real customer, this "customer" does not show up in the data extracted from our ERP tables. &nbsp;&nbsp;I would somehow like to create this fake customer, called "Retail" as an actual customer on my customer dimension table. &nbsp;&nbsp;&nbsp;Is there a way to do this?

edhans · Accepted Answer

Yes. The easiest way is to:

Create a new table in Power BI using the Enter Data button on the Home ribbon.
Name all of the relevant fields&nbsp;exactly the same as your ERP system. This is super important later. All data must be properly typed as well (Integer, number, text, date, etc.)
Enter one record, the fake customer.
Press Transform.
Now you are in Power Query.
Go to your actual Customer table. Select Append on the Home Ribbon of Power Query.
Select this fake customer table.

If any columns are not named the same, you will have extra and empty columns.

That's it.

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adding a "fake" record

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