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Hi,
I am having a hard time coming up with a good way to handle this.
I have two source tables--one for web data and one for call data.
They share a common column called "tactic". I want to be able to aggregate by tactic across both tables.
For instance:
placement #1 search produced 5 leads from web visits
placement #2 banner ads produced 7 leads from phone calls
placement #3 social ads produced 8 leads from web vistis and phone calls combined
I can't simply append the data because the other columns in the tables are very different.
What I thought would be the right approach is to create a lookup table of distinct values for tactic that they could share (same as the date look up table).
Is that the right approach? And if so, how do i do it? I can create a unique table from one source, but can't figure out how to create a unique table from two sources. Is there a better way to do this?
Thanks.
Your approach is sound. Basically what you want is a query that pulls only the "tactic" column from your first data source. Then you create an Append query that refers to your first query and then pulls the "tactic" column from your second data source and then you remove duplicates. Probably best to use the technique I posted here to put it all into one query. While the blog post is for Merge queries, it also works for Append queries. Same basic technique:
http://social.technet.microsoft.com/wiki/contents/articles/32915.power-bi-merge-query-with-m.aspx
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