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Oros
Post Patron
Post Patron

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.

 

Oros_0-1634239000899.png

 

 

2 REPLIES 2
v-jingzhang
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

If this post helps, please Accept it as Solution to help other members find it.

smpa01
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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