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I have a sales data set with a list of sites belonging to three different customers. Through series of queries I dynamically merge and split the columns, to have a dynamic list of columns for each site. It works fine for a single customer, but I need to make three separate outputs, each for separate customer.
Sample data:
Customer | Site | Product | Sales | Qty |
Customer 1 | Cust1_Site 1 | Prod1 | 10 | 10 |
Customer 1 | Cust1_Site 2 | Prod2 | 15 | 15 |
Customer 1 | Cust1_Site 1 | Prod2 | 10 | 10 |
Customer 2 | Cust2_Site 1 | Prod1 | 15 | 10 |
Customer 2 | Cust2_Site 2 | Prod2 | 20 | 15 |
Customer 3 | Cust3_Site 1 | Prod1 | 25 | 30 |
Customer 3 | Cust3_Site 2 | Prod1 | 15 | 20 |
Output needed:
Customer 1:
Product | Cust1_Site 1 Sales | Cust1_Site 1 Qty | Cust1_Site 2 Sales | Cust1_Site 2 Qty |
Prod1 | 10 | 10 | ||
Prod2 | 10 | 10 | 15 | 15 |
Customer 2:
Product | Cust2_Site 1 Sales | Cust2_Site 1 Qty | Cust2_Site 2 Sales | Cust2_Site 2 Qty |
Prod1 | 15 | 10 | ||
Prod2 | 20 | 15 |
Customer 3:
Product | Cust3_Site 1 Sales | Cust3_Site 1 Qty | Cust3_Site 2 Sales | Cust3_Site 2 Qty |
Prod1 | 25 | 30 | 15 | 20 |
Due to the fact that the list of sites changes from month to month I need to keep it as a series of queries and lists, which makes copying the whole process for each customer cumbersome.
I was told there might be a way to use customer name as a parameter and have Power Query use the whole process separately for each customer, by overriding the parameter from the output query. I can't figure out how to do it. Is that possible, and if yes, could anybody give me some hints as to how?
Solved! Go to Solution.
Rather than changing the shape of your data in Power Query, this feels like something you can achieve more simply with a matrix and filters (eg use a single-select slicer).
If you need to ensure that certain users can only see one associated customer, then you can achieve with RLS: https://learn.microsoft.com/en-us/fabric/security/service-admin-row-level-security
If you have particular business requirements where the above is not applicable, then you could go the parameters route. Can you confirm that you are trying to do what is described here and, if yes, what is the part that you are getting stuck on? https://learn.microsoft.com/en-us/power-bi/connect-data/service-parameters
Hi @KNalewajka ,
Thank you @MarkLaf for the helpful response!
I wanted to check in on your situation regarding the issue. Have you resolved it? If you have, please consider marking the reply that helped you or sharing your solution. It would be greatly appreciated by others in the community who may have the same question
Thank you.
Hi @KNalewajka
I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If our response has addressed your query, please Accept it as a solution so that other community members can find it easily.
Thank you.
Hi @KNalewajka !
May I ask if you have resolved this issue? If so, please mark the helpful reply and Accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.
Thank you.
Rather than changing the shape of your data in Power Query, this feels like something you can achieve more simply with a matrix and filters (eg use a single-select slicer).
If you need to ensure that certain users can only see one associated customer, then you can achieve with RLS: https://learn.microsoft.com/en-us/fabric/security/service-admin-row-level-security
If you have particular business requirements where the above is not applicable, then you could go the parameters route. Can you confirm that you are trying to do what is described here and, if yes, what is the part that you are getting stuck on? https://learn.microsoft.com/en-us/power-bi/connect-data/service-parameters
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