Forum Discussion
Order visuals with text data using a index column
Hello
I'm working with some CRM data and I have to create a pipeline visualization.
This means that I need to order a column that as text data like Negotiation, Proposal, Analysis and Commit.
I've tried to create a column that as a SWITCH case for each of those values, I'm using this code:
- How to order visuals? I need to insert this column aside the pipeline_steps and its a mess;
-
- Some visuals doesn't even works with that
Any alternatives?
Maybe I can create a calculated table that is ordered by the pipeline_steps columns? I can't really understand how ORDERBY works.
Hi, create a conditional column in Power Query with the corresponding numbers. Hence that sorting column would contain 1 when value is Qualification, 2 when Needs Analysis and so on. Once done, then sort by another column. When you click on your "pipeline_steps" column, at top Column tools would open. in Sort by column, choose that sorting column you created in Power Query.
Now you may use pipeline_steps and it would be sorted.
If this resolves your proble, then mark it as solution, thanks
2 Replies
Hi, create a conditional column in Power Query with the corresponding numbers. Hence that sorting column would contain 1 when value is Qualification, 2 when Needs Analysis and so on. Once done, then sort by another column. When you click on your "pipeline_steps" column, at top Column tools would open. in Sort by column, choose that sorting column you created in Power Query.
Now you may use pipeline_steps and it would be sorted.
If this resolves your proble, then mark it as solution, thanksHi samratpbi
Can you elaborate on this solution perfomance?
Is it a good pratice to create columns in Power Query as needed? I'm pulling data from Big Query.
This solution works and solves my question, but I want to understand better if this is a thing that I can do everytime I need to adjust data.
I'm trying to get better at this.