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liberty345
Regular Visitor

Required to create uniform customer names across all the businesses.

Hi Experts,

I am having 4 businesses : IBR, ARC, Recycling, S&T and around 29k Customer Names.
Issue:

Single customer is having different names in different businesses.
For example : 
ARC : Crystal A engineering
IBR : Crystal A Pvt. Ltd
Recycling : Crystal A engg
S&T : Crystal A 

 

Requirement :
1) I want to create a group where group name should be first 2 words of customer name. eg. Crystal A (This is the group for above customer)
2) I want to make customer name uniform across all businesses. eg. In businesses ARC, IBR, Recycling, S&T above customer should be reffered as 'Crystal A engineering'.
( In list of customer names if 2 first words of customer names are same (eg. Crystal A) or belongs to same group (which we created using mentioned point no.1, then we have to rename all the below customer names as its 1st name.
(eg. 1st occurance of group 'Crystal A' is in business ARC and name is 'Crystal A engineering' then all below records which are from Crystal A group will be renamed as  'Crystal A engineering'.

Expected result is as following : 

liberty345_0-1697111175418.png

 

 

Thanks in advance.

3 REPLIES 3
PurpleGate
Resolver III
Resolver III

If you are using Power Query,  then you can 

Add Column > Extract > Text Before Delimiter > set the delimeter as a [space] and skip the first delimeter.

PurpleGate_1-1697200657283.png

 

Then, you could inner join your table where you have your new customer name to add the New customer Name Column

PurpleGate_2-1697200816816.png

PurpleGate_3-1697200829402.png

 

Thank you @PurpleGate.

New customer name column is not available in the data, It is the expected solution.
Kindly guide to create 'New customer column' using DAX.

Then I would duplicate your table and keep the columns Business and Customer T. 

Then filter on Business to only show [Arc].

This would create your table called "New Customer Name"

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