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jdormer
Helper I
Helper I

Map internal values to display values?

Hi, 

 

I am using Power BI to build a report using data from our CRM. We have a field "DealStage" that users update as deals progress. The values that users select do not correspond with the internal names that get pulled into Power BI. For example, I have the following mappings:

 

"Buying" = in_purchasing

"Finalizing" = best_case

"Deciding" = quoted

"Quoted" = GUID
"Needs Quoting" = deciding

 

This is going to create a lot of confusion for anyone viewing this report who wants to apply filters based on DealStage. Is there a way to surface the display names rather than the internal values? 

 

Please let me know if I can provide any clarification.

 

Thanks.

1 ACCEPTED SOLUTION
Seth_C_Bauer
Community Champion
Community Champion

@jdormer The most straightforward approach is most likely to create a calculated column to perform an IF or SWITCH to replace the values. Something like this, assuming that the first line is the one you want to have.

 

= SWITCH(

[DealStage],

"in_purchasing", "Buying",

"best_case", "Finalizing",

"quoted", "Deciding",

"GUID", "Quoted",

"deciding", "Needs Quoting",

"None"

)


Looking for more Power BI tips, tricks & tools? Check out PowerBI.tips the site I co-own with Mike Carlo. Also, if you are near SE WI? Join our PUG Milwaukee Brew City PUG

View solution in original post

2 REPLIES 2
Seth_C_Bauer
Community Champion
Community Champion

@jdormer The most straightforward approach is most likely to create a calculated column to perform an IF or SWITCH to replace the values. Something like this, assuming that the first line is the one you want to have.

 

= SWITCH(

[DealStage],

"in_purchasing", "Buying",

"best_case", "Finalizing",

"quoted", "Deciding",

"GUID", "Quoted",

"deciding", "Needs Quoting",

"None"

)


Looking for more Power BI tips, tricks & tools? Check out PowerBI.tips the site I co-own with Mike Carlo. Also, if you are near SE WI? Join our PUG Milwaukee Brew City PUG

@Seth_C_Bauer Perfect, thank you. 

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