How to Use Ownership Data in Power BI

In this video, we explain how Pereview structures ownership data in Power BI and when to use different ownership-related fields in your reports. 

Each investment in Pereview can have multiple direct owners, and Power BI provides three distinct ways to view and work with this ownership data: individual owner columns (e.g., Owner 1, Owner 2), the Owner Name List (a semicolon-separated string of all owners sorted by ownership percentage), and the Owner Name Filter (used exclusively for filtering, not display). 

You'll learn how to choose the right approach depending on your reporting goal – whether you're displaying ownership details alongside percentages or simply listing all owners in a clean, single column. The video also explains how Power BI handles filters across columns, why using the Owner Name Filter for display can lead to duplicated rows and incorrect metrics, and how to avoid common pitfalls when visualizing multi-owner investments.