topic Power BI & Dynamics CRM - Merge Columns in Developer

Power BI & Dynamics CRM - Merge Columns

mbrawn — Tue, 11 Jul 2017 08:46:57 GMT

I'm using Dynamics CRM as my data source and creating a report of Won Opportunities. In CRM there is a pre-determined list of products (Products Table) and there is also the ability to use 'written-in' products (Opportunity Products Table). I need to be able to create a column/table which just contains the contents of both of these tables as, for some reason, the relationship between the two will not allow me to show them together.

Products[name]

Opportunityproducts[description]

I don't think I can't just use merge or append as the two source tables contain different columns and when I tried this it just never completes.

Any help appreciated.

Thanks

Re: Power BI & Dynamics CRM - Merge Columns

Greg_Deckler — Tue, 11 Jul 2017 13:22:19 GMT

If Append in Power Query is not working, you could try a UNION DAX function like:

MyTable = UNION(DISTINCT(Sales[ItemDesc]),DISTINCT(Tickets[status]))

This would be a New Table formula.

Re: Power BI & Dynamics CRM - Merge Columns

mbrawn — Tue, 11 Jul 2017 14:35:39 GMT

Perfect thank you Greg_Deckler!

Now I need to work out how to link this to the existing tables so I can use the column in my report but that's a separate issue for me to work out.

Thanks again