Forum Discussion
Creating a Table Based on an existing table
Hello there,
I am just wondering if there is a way within Power BI to create a table based on selections from another table. My use case is this: I have a table of customer names for others within my organization to contact, and I want to be able to create a table of names that have been contacted so that there are not multiple employees contacting the same person. I want this to be dynamic so that as more calls are being placed, the table of contacted names is growing and the list of names to contact gets smaller. Is this even possible?
Thank you in advance!
4 Replies
Hi NJ81858,
You can create a flag that shows let's say 0 when a person is not contacted and 1 when he/she is contacted. You can then create a table visual and use that flag as filter to when value is 0. This will ensure that you are seeing only those records, who have not been contacted.
Did I answer your question? Mark this post as a solution if I did!
Consider taking a look at my blog: Forecast Period - Previous ForecastsWith this method, is there a way for the end user to be able to change the flag value? Or will I have to go in through the back end and change the data each time there is someone contacted?
Hi NJ81858 ,
//Or will I have to go in through the back end and change the data each time there is someone contacted?
Yes, as I said earlier, you need to add the customers you have already contacted to the second one after saving it in the data source and run a refresh so that the uncontacted customers will be reflected in the model and visuals.
Best Regards,
Gao
Community Support TeamIf there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!
How to get your questions answered quickly -- How to provide sample data
Hi NJ81858 ,
If you want a virtual table, you can refer to Shaurya's advice.
If you want to get an ever-changing entity table. suppose we have such two tables:
CustomerNameTable:
AlreadyContactedTable:
merge as new:
Result:
When the AlreadyContactedTable keeps getting bigger, you just need to refresh the data every time. (The data in the data source needs to be saved and then refreshed)
Best Regards,
Gao
Community Support TeamIf there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!
How to get your questions answered quickly -- How to provide sample data
