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Sorry - not exactly sure how to explain (at least in the subject line) what I am after, but let me try:
I have a customer table and inside of this table are fields with customer demographics (i.e. name, address, CustID etc.) with that said there is also a referral id of the customer that referred them to us (RefbyID) which actually equals the CustID in the same table.
I have attached a screenshot (exported) of a simple table to show this relationship.
What I am trying to do is Power BI is creat a report that shows the customers that have been referred to us and in the same report pull the referring customers information in it. Hopefully that make sense?
Solved! Go to Solution.
Have a look at creating a table in the Query Editor using the Merge feature. But join Cust ID from one table to RefByID in the other
This should create a new table for you which, when you rename the columns appropriately, will probably allow you to build your reports.
Have a look at creating a table in the Query Editor using the Merge feature. But join Cust ID from one table to RefByID in the other
This should create a new table for you which, when you rename the columns appropriately, will probably allow you to build your reports.
I have not, but to be clear since this data is all in one table, I would need to duplicate the original table then merge correct?
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