Hi,
I'm absolutely stumped on how to create this.
The data is a direct query from a SQL server that is from the CRM system - we have no control over how this data is presented.Each job on the CRM reports as a singular line in the data table. There are certain items called "tags" which are applied to the job during the review process to show which stage the job is currently at. Tags also apply to sites and customers, and virtualy every other module within the CRM.
for this purpose, we are looking at jobs. A job may have no tags, or it may have 9 - it entiely depends upon where it is in the review and why. However, each tag generates a new row in the data table. Please see example below:
| Job Number | Tag |
| 1 | Booked with site |
| 1 | Special invoicing requirements |
| 2 | |
| 3 | Booking process started |
| 3 | with AM for review |
| 3 | Special invoicing requirements |
| 4 | Special invoicing requirements |
As this is a direct query, im having issues creating a column in the data table that will merge all of the information in row 2, so thought perhaps a measure that could be applied to the visual table may work. However, im having no luck in figuring out the dax.
The ideal output would be:
| Job Number | Tag |
| 1 | Booked with site, Special invoicing requirements |
| 2 | |
| 3 | Booking process started, with AM for review, Special invoicing requirements |
| 4 | Special invoicing requirements |
I have searched through multiple threads and have only found information to merge the information as a separate column - as stated this doesnt seem to work with direct query, and i need the dashboard overall to reflect live data at any given point. The alternative suggesgtions have yeilded only errors, EXCEPT for CONCATENATEX which only proceeded to generate a "total" row at the bottom of the table, and not a per line item.
Any suggestions/help?
Thanks in advance.
