Forum Discussion
Help with combining specific values within a column
Hi there!
I'm having trouble finding an easy solution to a Problem I have within PowerBi - I'm looking to combine specific values of a variable within a graph.
I currently have a Salesforce driven report, showing me various stages of our opportunities, i.e Discovery, Pitch/Demo, Bid/Proposal, Negotiations, Won. What I'm looking to do is combine discovery, pitch/demo and bid/proposal so my final graph has Won, negotiations and a combined DPB (discovery, pitch,bid) and display the combined values for DPB.
Appreciate any help on this!
I was also wondering if there is an easy way to determine the order of these on the final graph, i.e having stage=won at the top
Hi MiloT ,
You could create an additional custom column where you specify your values that you would like to summarize and the ones that you just wanna leave as they are. For instance like this:
Sales Activity Custom = SWITCH ( TRUE, Table[StageName] = "discovery", "DPB", Table[StageName] = "pitch/demo", "DPB", Table[StageName] = "bid/proposal", "DPB", Table[StageName] )Then you can just use that new attribute.
Does this help? 🙂
/Tom
https://www.tackytech.blog/
https://www.instagram.com/tackytechtom/Hi MiloT ,
For your other query to sort the legend of your stacked bar chart, you can use the sort by column function in column tools. Essentially, you can specify an order for your values there.
Here a blog post where it is explained pretty well 🙂
Custom Sorting in Power BI | Tessellation (tessellationtech.io)
/Tom
https://www.tackytech.blog/
https://www.instagram.com/tackytechtom/
3 Replies
Hi MiloT ,
You could create an additional custom column where you specify your values that you would like to summarize and the ones that you just wanna leave as they are. For instance like this:
Sales Activity Custom = SWITCH ( TRUE, Table[StageName] = "discovery", "DPB", Table[StageName] = "pitch/demo", "DPB", Table[StageName] = "bid/proposal", "DPB", Table[StageName] )Then you can just use that new attribute.
Does this help? 🙂
/Tom
https://www.tackytech.blog/
https://www.instagram.com/tackytechtom/Hi MiloT ,
For your other query to sort the legend of your stacked bar chart, you can use the sort by column function in column tools. Essentially, you can specify an order for your values there.
Here a blog post where it is explained pretty well 🙂
Custom Sorting in Power BI | Tessellation (tessellationtech.io)
/Tom
https://www.tackytech.blog/
https://www.instagram.com/tackytechtom/Thank you for the suggestions, worked like a charm! Much appreciated 🙂
