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mattross19's avatar
mattross19
Regular Visitor
4 years ago
Solved

Adding a sequential number based on text values

I have 12 stages (sales lifecycle) that I want to add a number in front of so I can build a funnel visual in sequential order. 

 

Right now, the funnel goes: 

Identification

Scoping

Lead

 

I want the stages to include the # in front of the stage so I can sort them properly : 

1) Lead

2) Identification

3) Scoping

 

Should I make a separate table and create a relationship? Or would you do something else? 

 

Thanks! 

  • what table do you curently store these values, in do you  have a lookup / dimension table?   you can create a new conditional column in power query if you do, assigning each stage in the funnel a index value  in the sequential order you want it in and calling the column something like funnelsort.    Then you can sort the funnel description by the funnelsort value.

     

    and then in the visual pane you can select the description field in the table and set it to sort by the column you create.

     

1 Reply

  • vanessafvg's avatar
    vanessafvg
    Community Champion

    what table do you curently store these values, in do you  have a lookup / dimension table?   you can create a new conditional column in power query if you do, assigning each stage in the funnel a index value  in the sequential order you want it in and calling the column something like funnelsort.    Then you can sort the funnel description by the funnelsort value.

     

    and then in the visual pane you can select the description field in the table and set it to sort by the column you create.