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I have data coming in from Accounting, Sales, and two Operations databases. Each database has its own customer record (ID and name). I need to combine all these sources so I can filter by the customer name and analyze the data in full.
What is the best way to do this in Power Query?
Examples of how the customer records are showing up in each database:
The most straight forward way of doing this is to simply union all the tables together like:
Combined = Table1 & Table2 & Table3 & ...
I'm not sure I understand your solution.
In the above examples, there are only 6 unique customers (see table below). Each system (Acctg, Sales, Ops1, Ops2) could have either one, two, three, four, or no records related to that customer.
If I want to select just one customer and I want to see everything about this customer from the Acctg system, everything about this customer from the Sales system, everything about this customer from the Ops1 system, and everything about this customer from the Ops2 system, then what's the best way to join these tables?
| Customer |
| Arta |
| Broy |
| Purifoy |
Cinity |
| Amer |
| Kingston |
| User | Count |
|---|---|
| 15 | |
| 8 | |
| 6 | |
| 5 | |
| 5 |