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Post Partisan
Post Partisan

Merge customers



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.)







Community Support
Community Support

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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Super User
Super User

@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
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