Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The FabCon + SQLCon recap series starts April 14th at 8am Pacific. If you’re tracking where AI is going inside Fabric, this first session is a can't miss. Register now

Reply
Anonymous
Not applicable

Custom Funnel with Category Splits?

Hi all,

 

I am trying to build a custom funnel chart that looks something like this: 

hmosdell_0-1647625804917.png

I have two general questions, and then I will get into the nitty gritty of what I've built so far:

1. Is there a way to split each funnel level into categories like this?

2. Is there a way to show the step by step conversion rates without the user having to hover over the level?

 

Into my data:

 

Each of my definitions for sales funnel stages exists in a different table, so I created a measure for each with the filters necessary to get the right quantities. I then built a date bridge table so I can use one slicer on all the dates I need (traffic date, lead created date, etc). 

 

hmosdell_1-1647626053278.png

Within my Traffic table, I have a column called "Default channel grouping" that defines all of the categories I want my funnel to be split into. In my other 3 tables, however, there is a column called "referral source" with urls that I will have to manually group and categorize as social, paid, etc. to match the default channel grouping from the Traffic table.

 

Once I create channel groups with the "referral source" column in my 3 tables, how would I go about creating a bridge table so that I can use one slicer on the entire funnel for "Default channel grouping"? And how would I create the splits on each funnel level by those categories?

 

This is what my DAX looks like for each sales level. It is pretty much the same for each, with different filters and table names depending on how we define the level.

hmosdell_2-1647626416100.png

My Traffic table does not have a relationship to any of the other tables as we do not have a way to attribute traffic to leads until they enter our sales funnel (e.g. give us contact info), so the Traffic table has a many to one relationship with the Date Table I created. Each of the other 3 tables also has an inactive relationship to the Date Table by created date that I activate with my measures (USERELATIONSHIP).

 

The other 3 tables (Lead, Opportunity, Account) have a one to one relationship on "Id". I hope that helps explain my data structure but happy to help explain in further detail. 

 

Thank you in advance for any help!

 

 

1 REPLY 1
sridhar_amirnen
Frequent Visitor

Hello,

 

Were you able to figure this out?

Helpful resources

Announcements
New to Fabric survey Carousel

New to Fabric Survey

If you have recently started exploring Fabric, we'd love to hear how it's going. Your feedback can help with product improvements.

Power BI DataViz World Championships carousel

Power BI DataViz World Championships - June 2026

A new Power BI DataViz World Championship is coming this June! Don't miss out on submitting your entry.

Join our Fabric User Panel

Join our Fabric User Panel

Share feedback directly with Fabric product managers, participate in targeted research studies and influence the Fabric roadmap.

March Power BI Update Carousel

Power BI Community Update - March 2026

Check out the March 2026 Power BI update to learn about new features.

Top Solution Authors