Forum Discussion
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...
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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