Linking a table with mixed data fields

[gambleave]

May I please have advice on how to incorporate a table such as the one below into a typical data model? Can it be achieved with measures only, or does the table itself need to be modifed?

The table summarizes whether a particular consultant should be introduced to a client. But the scenario is one where a client (Master Group) might have more than one account manager (focused on different areas). As such there might be multiple Yes/. No's or Yes and No occurring for the same client. I want to work this into a model to be able to display a value field on a dashboard showing: i) clients that a particular consultant should be introduced to, ii) name of the account manager(s) with an indicated Yes. 

Thank you. 

[Anonymous]

Hi  @gambleave ,

Here are the steps you can follow：

1. Create measure.

Measure =
IF(
    MAX('Table'[Introduction Needed?])="Yes",MAX('Table'[Account Manager]),BLANK())

2. Select Matrix visual.

3. Turn on Format - Row headers - Stepped layout to OFF.

4. Result:

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

[gambleave]

Thanks very much for your help. My plan is to link the table to an existing data model and have this information display along with other existing measures (when a particular consultant is selected by filter). So far no luck getting this to work properly since it's a many relationship (tried setting both directions to the relationship and using crossfilter). Is there a way to get this working working, except by deleting rows from the source table?

[speedramps]

Please can you provide example data as table not screen short so we can import it and build an solution.

Dont share private data. Delete the post it you have share private data or you manager and clients may complain. 

[gambleave]

Yes of course, doesn't seem possible to upload files here... I've posted sample data here.

Basically, I want to consolidate multiple rows concerning the same consultant and account and add columns naming the account managers indicating Yes/No to introductions. If there are both Yes and No instances of feedback for the same consultant vs. the same account, the Yes would override the No. 

I'm a relative newbie...would appreciate advice on how this can be achieved!