topic Re: Funnel Chart Issues in Developer

Funnel Chart Issues

SarikaB — Thu, 21 Oct 2021 08:58:20 GMT

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 is applied

We can see the Stages are not in a order as in like the CRM stages

1)Qualify

2) Propose
3) Develop

Please refer to the CRM funnel as below:

Could anyone help me change the necessary formats so as to get the desired output of the funnel.

Also is there a way we can create custom visual based on the data

Opportunity
Stage	Amount	ID
Qualify	189000	1
Propse	200000	1
Develop	10000	1
Qualify	200000	2
Propse	5000	2
Develop	10000	2

Users

ID	Name
1	ABC
2	XYZ

Thanks in advance.

regards,

Sarika

Re: Funnel Chart Issues

Anonymous — Mon, 25 Oct 2021 06:37:06 GMT

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.

Re: Funnel Chart Issues

SarikaB — Mon, 25 Oct 2021 10:27:08 GMT

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

Re: Funnel Chart Issues

Anonymous — Tue, 26 Oct 2021 09:45:03 GMT

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.