Good day all,
I have a rather large report with sources from numerous systems. The company went through some acquisitions and we are trying to view our consolidated data within Power BI.
We have System A which will provide a list of all Corporate Names. System A will also hold all of the account information for Company 1. I connect to system A via SQL Server and pull in whatever I need. My other source of Account information is from an excel sheet provided by Company 2. This sheet gives me the Account Name as well as the ID of the Corporate Name from System A (where applicable - not all accounts from Company 2 will have a Corporate name. Some from Company 1 do not have a Corp name either)
I cleaned up the information and appended the 2 Account queries to act as one. I set a relationship on column Parent ID, which exists in my new appended query as well as the Corporate Name query. I need to be able to see all Corp Names and not have blanks roll up together, as such, I added a new conditional column to the Account query to pull in Corp Name from my Copr Name table and use Account name from Account table if there was no Corp Name. Column is as follows:
Corporate Name =
Accounts[Parent ID] = BLANK (),
‘Corp Names’[Corporate Name]))
I now have a Corporate Name column with my accounts that I can use for my visuals (Accounts[Corporate Name]) Problem is, I still have a significant amount of BLANK Corp Names there. When I back track through, the Corp Name exists in the Corp Name table (Corp Names[Corporate Name]), the account has a parent ID (Accounts[Parent ID]), but the value is still blank.
Any thoughts on what would cause this? I refresh the data and get the same results, sometimes with different accounts (EnterpriseDNA may show up blank, then after a refresh, its OK, but Microsoft is now blank)