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jdormer's avatar
jdormer
Helper I
10 years ago
Solved

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.

Need Help
  • Anonymous's avatar
    Anonymous
    10 years ago

    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"

    )

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    10 years ago

    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"

    )