Hi Friends,Anyone Please guide me step by step to create a connected stage table based on the below requirements for funnel chart.Prospecting - Draft leadQualification - Qualifed leadOffer & Negotation - If the Quotation is sent to the customerBooking - if the reservation is created from the quotationClosing - If the Agreement is created

Hi PANNEER ,Try below steps. 1. Create a Stage table (for sorting & consistency) In Power BI Desktop: Go to Modeling ➜ New table Paste this DAX:Stage =DATATABLE ( "StageKey", INTEGER, "StageName", STRING, "SortOrder", INTEGER, { { 1, "Prospecting", 1 }, { 2, "Qualification", 2 }, { 3, "Offer & Negotiation", 3 }, { 4, "Booking", 4 }, { 5, "Closing", 5} }) In Data view, select the Stage table. Select StageName column → Column tools ➜ Sort by Column ➜ SortOrder 2. Map each record to a Stage (calculated column) Now we need a column in your main table (call it Opportunities for example) that says which stage each row is in based on your rules: Prospecting – Draft lead Qualification – Qualified lead Offer & Negotiation – Quotation sent Booking – Reservation created from quotation Closing – Agreement created In Modeling ➜ New column on your main table: StageName =VAR HasAgreement = NOT ISBLANK ( Opportunities[AgreementDate] ) // or status/flagVAR HasBooking = NOT ISBLANK ( Opportunities[ReservationDate] ) // or status/flagVAR HasQuotation = NOT ISBLANK ( Opportunities[QuotationDate] ) // or status/flagVAR IsQualified = Opportunities[LeadStatus] = "Qualified"VAR IsDraft = Opportunities[LeadStatus] = "Draft"RETURNSWITCH ( TRUE (), HasAgreement, "Closing", HasBooking, "Booking", HasQuotation, "Offer & Negotiation", IsQualified, "Qualification", IsDraft, "Prospecting", BLANK() // or "Unknown") 3. Connect Stage table to your data Go to Model view. Drag from Stage[StageName] → Opportunities[StageName] to create a relationship Cardinality: Many-to-one (Opportunities → Stage) Cross filter: Single is fine. Now your model knows which stage each opportunity belongs to, and you have a clean stage dimension for ordering. 4. Create a measure for funnel values You usually want to count leads/opportunities per stage. In Modeling ➜ New measure: Leads Count =DISTINCTCOUNT ( Opportunities[LeadID] ) -- or OpportunityID / CustomerID 5. Build the funnel chart Go to Report view. Insert a Funnel visual. In the Fields pane: Category → Stage[StageName] Values → [Leads Count] Make sure the funnel is sorted by Stage[SortOrder]: Click the … on the visual → Sort by StageName Then in the dropdown choose Sort by SortOrder (if available), or sort your StageName alphabetically to match the SortOrder if needed. If my response as resolved your issue please mark it as solution and give kudos.

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