Duplicates Leads and Cases redesign

intakedesk / PowerBI-General

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Duplicates Leads and Cases redesign #580

Closed CesarITD closed 3 years ago

CesarITD commented 3 years ago

Evaluate Pentaho as the way to go for the integrations part of this issue.

Pentaho Data Integrations documentation: https://it4biz.gitbooks.io/pentaho-bi-for-all/content/presenting_pdi.html

CesarITD commented 3 years ago

External Suppression Lists. Load all external list and update bridge.
New Tab. Depud all vs all. To create a solution with views. To add Sequence ID to step2 looking for perfomance.
- - IDEA: Try to do the cross-list analysis using a 2-column table with all the Surrogate-Key interactions from MasaterStep2. With this table, the interactions might be calculated in DAX and the Case details be pulled with more DAX Measures. (Need to create a query for the 2-column table with the necessary interactions)

CesarITD commented 3 years ago

DONE Report 3 of 5: Matches (dedups) of External Cases List 1 vs External Cases List 2 -- Report 4 of 5: External Cases List 1 vs CRM Leads -- Report 5 of 5: External Cases List 1 vs CRM Cases

jesusitd commented 3 years ago

Thanks @CesarITD great job here. Will close the card and handle changes as subsequent requests.

Published in Operations workspace: https://app.powerbi.com/groups/3e84394e-0c4b-4389-89e2-0f43d7da97d1/reports/4386d9b1-d2e5-4c45-965c-dd86cf6e8021/ReportSection6b419dd381500dc044ea