Forum Discussion

SarikaB's avatar
SarikaB
Regular Visitor
4 years ago

Funnel Chart Issues

I am trying to visualize the CRM Sales data in a funnel chart by Stages, However it is not showing properly as expected.   Scenario : When no filter is applied   Scenario : When Name filter...
Need Help
Anonymous's avatar
Anonymous
Not applicable
4 years ago

Hi SarikaB 

According to your statement, I know you want to sort your visual by the order you want. The result from your screenshot, your visual is sort by amounts, so it's dynamic. 

Ex: Quality =1, Develop =2 ...

I suggest you to create a new Stage table with sort column and use Sort by Column in Column tool.

Create a relationship between this table and Opportunity table by Stage columns.

Then sort Stage by sort.

Create visual by Stage column from Stage table and Amount column from Opportunity table.

Sort visual by Stage. Result is as below.

Best Regards,
Rico Zhou

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

 

  • SarikaB's avatar
    SarikaB
    Regular Visitor
    4 years ago

    Hello Anonymous ,

     

    Thank you much for replying.

     

    However if I select ABC, the essence of Funnel visual is not satisfying.Please find the screenshot as below.

     

     

    Regards,

    Sarika

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      4 years ago

      Hi SarikaB 

      According to your original post, I think you want to sort your visual by your sort logic Quality =1, Develop =2 ...

      Then we sort the visual by Stage,  the sort is fixed. It is based on the sort column in Stage table. So when you select ABC , you will get this kind of result.

       

      Best Regards,
      Rico Zhou

       

      If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.