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Anonymous's avatar
Anonymous
Not applicable
3 years ago

Create list based on multiple customer IDs

Hi all!

 

I have a list of over 50k customers, but I am only concerned with aprox 1k of them - group A and Group B.  I don't have access to the data in Excel format - I've linked Power BI directly to the company database.  How can I create two lists  of my 1k customers only (group A and Group B), using their customer number for example?  I have downloaded Power BI Filter By List, and that allows me to copy and paste my customer numbers.

 

I effectively want a button for each group on my dashboard - I'm not concerned about the data of the other 49k customers.

 

Thank you!

Tutorial Requests

7 Replies

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  • lbendlin's avatar
    lbendlin
    Super User
    3 years ago

    Please provide a more detailed explanation of what you are aiming to achieve. What have you tried and where are you stuck?

    • Anonymous's avatar
      Anonymous
      Not applicable
      3 years ago

      I need to define within the dataset 2 groups of customers.  The dataset is approx 50,000 customers.  Group A will contain approx 500 customers, and group B approx 500 customers.  I effectively want to filter just group A and B - the rest can be discarded.  How can I do this without manually typing out each customer individually?  Thanks

      • lbendlin's avatar
        lbendlin
        Super User
        3 years ago

        Please provide sanitized sample data that fully covers your issue.
        Please show the expected outcome based on the sample data you provided.

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    So my data would look something lije this, but the I have added the yellow column.  I would need to tell Power BI which customers are in Group A and B, and ignore everything else.  I will then be reporting on the two groups sales performances, but I am only interested in their data.  So I need to create a gropu or a list in Power BI to do this.

     

    This is how I would do it in Excel for example.  There are around 1,000 customers that I need to group like this, so I was hoping there would be a quick/simple way!  Thanks