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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.
Solved! Go to Solution.
@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"
)
@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"
)
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