Forum Discussion
Table from CRM in Power BI
I loaded a table with data into pbi from crm system. This table has manager, payment date, prepayment date, postpayment date and amount, prepayment amount and postpayment amount, executor, first executor and amount, second executor and amount. And all these data in one row can be in one row depending on the service. I needed to calculate the amount of sales for a certain date, but it was not possible to display reliable information on the date, the total amount (depending on whether there was a prepayment or postpayment) and the performer (because there are services where there are several performers).
I decided to divide the table into several tables: prepayment, postpayment, performer 1, performer 2 and make only one column date and make append. But at the same time I got duplicates (by ID, manager), and at the same time it solved my problem with displaying the necessary data. Can you please tell me if I did it right? I tried to create formulas and columns in Power Query and measures, but it did not solve my problem.