Forum Discussion

Oros's avatar
Oros
Post Prodigy
4 years ago

Merge customers

Hello,

 

We have the same customers that have accounts in the system.  We would like to make sure that Power Bi pulls a report based on the total of the same customer with multiple accounts.  Do we need to have a 'customer conversion' table to be able to merge or consolidate the records when building a Power Bi report.

 

In the example below, we would like to see just two (2) totals.  Customer #1 (ABC COMPUTERS + COMPUTER ABC + PC ABC) and Customer #2 (XYZ RETAIL + RETAIL INC.)

 

Thanks.

 

 

 

Need Help

2 Replies

  • smpa01's avatar
    smpa01
    Community Champion
    4 years ago

    Oros  you need  a dimCustomer tbl for that-> create relationship with Fact->bring axis from dim->aggregate on fact

     

    Customer Alpha Name Customer
    a1 a
    1a a
  • v-jingzhang's avatar
    v-jingzhang
    Community Support
    4 years ago

    Hi Oros 

     

    You need to have a table to have a unique name for each customer and match the unique name to the multiple accounts it may have. Or is there any rule we can follow to add a new customer name column based on CUSTOMERS column? In this new column, we can have a unique name e.g. "Customer ABC" for "ABC COMPUTERS"&"COMPUTERS ABC"&"PC ABC" and "Customer XYZ" for "XYZ RETAIL"&"RETAIL INC.". 

     

    After you have prepared above name-accounts matching, add unique name column and sales column into a table visual, you will have only two totals. 

     

    Best Regards,
    Community Support Team _ Jing

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