To analyze the ownership of master accounts versus sub-accounts in Dynamics 365 using Power BI, you will need to establish a relationship between your Master and Sub account tables and then create a measure or calculated column to compare the owners. Here’s a step-by-step approach to tackle this:
1. Establish Relationships:
- Make sure there is a common key between the Master and Sub tables that can be used to create a relationship in Power BI. Typically, this could be an Account ID or Parent Account ID.
- In Power BI, go to the Model view and create a one-to-many relationship from the Master (one) to the Sub (many) table using the common key.
2. Create a Measure or Calculated Column:
- You will then create a DAX measure or calculated column to compare the Owner of the Master account with the Owners of the Sub accounts. A calculated column could be more straightforward for filtering and visual identification.
- Here’s an example of what the DAX for a calculated column might look like:
```dax
Owner Mismatch =
VAR MasterOwner = RELATED(Master[Owner])
RETURN
IF(
MasterOwner <> Sub[Owner],
"Mismatch",
"Match"
)
```
- In this example, `Master[Owner]` is the column from the Master table that contains the Sales Rep for the master account, and `Sub[Owner]` is the column from the Sub table that contains the Sales Rep for the sub-account.
- The `RELATED` function is used to pull the corresponding owner from the Master table based on the established relationship.
- The `IF` statement compares the two owners and returns "Mismatch" if they are different and "Match" if they are the same.
3. Visualize the Data:
- Now, you can create a visual in Power BI that includes both Master and Sub account details along with the new `Owner Mismatch` column.
- You might use a matrix or table visual to display the account names/IDs along with the corresponding owners from both tables and the `Owner Mismatch` calculated column.
4. Apply Filters:
- To focus on the accounts where there is a mismatch, you can apply a filter to your visual to only show rows where `Owner Mismatch` equals "Mismatch".
5. Review and Interpret:
- Review the filtered list to identify where the ownership between Master and Sub accounts differs.
- This list can now be used by your sales team or account managers to investigate and address any discrepancies in account ownership.
Remember to refresh your Power BI report to reflect the latest data from Dynamics 365 regularly, ensuring that ownership comparisons are up to date.
