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Cortana's avatar
Cortana
Helper IV
4 years ago
Solved

How to track stage by visualizing?

Before asking please have a look at here because I want a graph like this. I have followed that method but it did not work out.  Here is my data and the pbix file.

In that solution, there are 5 stages where in my data, there are a lot of stages but I only want to show them serially.

  1. 6 Qualification
  2. 5 Solution Fit
  3. 4 Evaluation
  4. 3 Decision
  5. 2 Negotiation
  6. 1 Closed Won 

Logically all the opportunities should have started from 6 Qualifications and goes towards serially. But in this case, due to missing values, it was not possible to track all the opportunities from 6 Qualifications.  That is why some opportunities have started from other than 6 Qualifications.  

 

Here OpportunityID is Order & Stage Name is Order Status.

 

So what I want is-

If an opportunity started from 4 Evaluation and the current stage is 2 Negotiation, It should show previous stages are completed.  

Is it possible? 

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  • v-yalanwu-msft's avatar
    v-yalanwu-msft
    4 years ago

    Hi, Cortana ;

    1.enter table.

    2.create two measures.

    count of status = COUNTROWS('order status')
    order current = 
var _currentorder=CALCULATE(MAX('order status'[status order]),ALL('order status'),TREATAS(VALUES('Opportunity History'[StageName]),'order status'[Status]))
return CALCULATE([count of status],'order status'[status order]<=_currentorder)

    the final show:


    Best Regards,
    Community Support Team _ Yalan Wu
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

3 Replies

  • v-yalanwu-msft's avatar
    v-yalanwu-msft
    Community Support
    4 years ago

    Hi, Cortana ;

    1.enter table.

    2.create two measures.

    count of status = COUNTROWS('order status')
    order current = 
var _currentorder=CALCULATE(MAX('order status'[status order]),ALL('order status'),TREATAS(VALUES('Opportunity History'[StageName]),'order status'[Status]))
return CALCULATE([count of status],'order status'[status order]<=_currentorder)

    the final show:


    Best Regards,
    Community Support Team _ Yalan Wu
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • Cortana's avatar
    Cortana
    Helper IV
    4 years ago

    NB: I was following this video

     

    Hello parry2k 

    Please have a look at here,

    This is my order status table-

    From all these 22 stages, I want only the first 6 stages to show on the graph starting from 6 qualification to 1 Closed Won.

    First I calculated this-

    Count of Status = COUNTROWS('Order Status')
    Then this one-
    This thing is working but it is not showing the previous stages is completed as well. See this picture below-
    I have selected an opportunity whose current stage is 4 Evaluation. It shows only that one, not the previous stages completed.