linking data from a field in the same table from one field to another??

[gator99]

Sorry - not exactly sure how to explain (at least in the subject line) what I am after, but let me try:

I have a customer table and inside of this table are fields with customer demographics (i.e. name, address, CustID etc.) with that said there is also a referral id of the customer that referred them to us (RefbyID) which actually equals the CustID in the same table.

I have attached a screenshot (exported) of a simple table to show this relationship.

What I am trying to do is Power BI is creat a report that shows the customers that have been referred to us and in the same report pull the referring customers information in it.  Hopefully that make sense?

[Phil_Seamark · Accepted solution]

Have a look at creating a table in the Query Editor using the Merge feature.  But join Cust ID from one table to RefByID in the other

This should create a new table for you which, when you rename the columns appropriately, will probably allow you to build your reports.

[gator99]

I have not, but to be clear since this data is all in one table, I would need to duplicate the original table then merge correct?