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mbrawn
Frequent Visitor

Power BI & Dynamics CRM - Merge Columns

I'm using Dynamics CRM as my data source and creating a report of Won Opportunities. In CRM there is a pre-determined list of products (Products Table) and there is also the ability to use 'written-in' products (Opportunity Products Table). I need to be able to create a column/table which just contains the contents of both of these tables as, for some reason, the relationship between the two will not allow me to show them together.

 

Products[name]

Opportunityproducts[description]

 

I don't think I can't just use merge or append as the two source tables contain different columns and when I tried this it just never completes.

 

Any help appreciated.

Thanks

1 ACCEPTED SOLUTION
Greg_Deckler
Community Champion
Community Champion

If Append in Power Query is not working, you could try a UNION DAX function like:

 

MyTable = UNION(DISTINCT(Sales[ItemDesc]),DISTINCT(Tickets[status]))

This would be a New Table formula.



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2 REPLIES 2
Greg_Deckler
Community Champion
Community Champion

If Append in Power Query is not working, you could try a UNION DAX function like:

 

MyTable = UNION(DISTINCT(Sales[ItemDesc]),DISTINCT(Tickets[status]))

This would be a New Table formula.



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...

Perfect thank you @Greg_Deckler!

 

Now I need to work out how to link this to the existing tables so I can use the column in my report but that's a separate issue for me to work out. 

 

Thanks again

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