Forum Discussion
Helper VLink customer ID to source system customer record
Hi Experts
Is it possible to link a customer ID from PBI to the source system
record for that customer and if so how is this done? Our CRM is
off the shelf and not a microsoft product.
Thanks in advance
Create a new column
Customer URL = "domain.com/editcustomer.aspx?nActionId=2&strRef=" & 'Table'[CustomerID]
4 Replies
johnt75Super User
It depends on the URL structure of your CRM. If it is something like domain.com/customer/1234 or domain.com/page?cust=1234 then you can do it.
Create a column, either in Power Query or in DAX which appends the base URL for the page with the customer ID. Change the category of the column to Web URL, and then you can put the column into a table visual which will link to your CRM. In the settings of the table visual you can switch URL Icon on, which just leave a small link icon rather than a potentially long URL
Elisa112The url looks like this
domain.com/editcustomer.aspx?nActionId=2&strRef=CustomerID, so I believe the link can be done. I am not clear what dax is required, can you provide an example please?
many thanks
- johnt75
Create a new column
Customer URL = "domain.com/editcustomer.aspx?nActionId=2&strRef=" & 'Table'[CustomerID]