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Anonymous
Not applicable

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!

7 REPLIES 7
Anonymous
Not applicable

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

 

TrevorSeymour_0-1676998965067.png

 

That data is not in a usable format. Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).
https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-...
Please show the expected outcome based on the sample data you provided.

https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

lbendlin
Super User
Super User

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

Anonymous
Not applicable

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

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

Anonymous
Not applicable

OK, let's try this!  Here is the data (or at least how it would look in Excel.  I know the customer ID's of all customers in Group A, and Group B.  I need a way to filter just to show these two groups of customers.  My data is being pulled from the cloud so I can't (or at least I don't think) I can create a column to calculate this.

 

Customer IDCityTypeMonthRevenue     
1234567LondonRetailJanuary £      22,536     
6549872LondonRetailJanuary £      23,770     
1232209LeedsLeisureJanuary £      25,004     
6547514LondonLeisureJanuary £      26,238     
1229851New YorkLeisureJanuary £      27,472     
6545156LondonRetailJanuary £      28,706     
1227493LeedsRetailJanuary £      29,940     
6542798LondonFinanceJanuary £      31,174     
1225135New YorkRetailJanuary £      32,408     
6540440LeedsFinanceJanuary £      33,642     
1222777New YorkFinanceJanuary £      34,876     
6538082New YorkRetailJanuary £      36,110     
1220419LeedsRetailJanuary £      37,344     
6535724New YorkFinanceJanuary £      38,578     
1218061New YorkFinanceJanuary £      39,812     
6533366LondonFinanceJanuary £      41,046     
1215703LondonRetailJanuary £      42,280     
6531008LeedsRetailJanuary £      43,514     

 

Simply put, I don't want any of the customers marked NA below to appear in my dataset.

 

Customer IDCityTypeMonthRevenue 
1234567LondonRetailJanuary £      22,536Group B
6549872LondonRetailJanuary £      23,770NA
1232209LeedsLeisureJanuary £      25,004NA
6547514LondonLeisureJanuary £      26,238NA
1229851New YorkLeisureJanuary £      27,472Group A
6545156LondonRetailJanuary £      28,706Group B
1227493LeedsRetailJanuary £      29,940NA
6542798LondonFinanceJanuary £      31,174NA
1225135New YorkRetailJanuary £      32,408NA
6540440LeedsFinanceJanuary £      33,642Group A
1222777New YorkFinanceJanuary £      34,876Group A
6538082New YorkRetailJanuary £      36,110Group A
1220419LeedsRetailJanuary £      37,344NA
6535724New YorkFinanceJanuary £      38,578NA
1218061New YorkFinanceJanuary £      39,812NA
6533366LondonFinanceJanuary £      41,046NA
1215703LondonRetailJanuary £      42,280NA
6531008LeedsRetailJanuary £      43,514Group B

Here is an example. Feel free to modify/adjust. It will also work when the "NA"  customers are missing from the dimension table. Understanding blank row and limited relationships - SQLBI

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