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mcantos
Helper II
Helper II

Remove the default descending/ascending sort of a bar chart visual

Hello, I hope you can help me with this. I have read similar posts but I didn't find any solution for my situation.

 

I have this bar Stacked bar chart that counts the Opportunities by Stage and Status

 

mcantos_0-1721294301213.png

mcantos_1-1721294357507.png

Opportunity ID and Status come from the Opportunity Table and, New current Stage and Position from the Stage table. The tables have their relationship.

I want to sort the char by Position (text value) which is a field not included in the visual, so I added on the Tooltips to have the option to sort by it, but even though there is a default sort that doesn't allow me to get the order by Position (that's what I think, but I'm not sure) so I want to remove them.

 

mcantos_2-1721294838197.png

 

Do you have any idea how can I solve this?

Thank you!

 

1 ACCEPTED SOLUTION
Bmejia
Super User
Super User

Go to the Stage table view and select "New Current Stage" column in the "Columns Tools" tab select "Sort by column" and select "Position". (if Position is format as text value then format as whole number, otherwise this will not work, all data in this column must be of numeric value)  

Bmejia_0-1721334609957.png

 




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6 REPLIES 6
mcantos
Helper II
Helper II

Thank you again @Bmejia ,

 

It finally worked. I had to transform the data type of the Position column in the Stage table from text to number. Then I created a new column with the position in the Opportunities table, finally, I ordered the new position column and worked.

 

Cheers, 

Anonymous
Not applicable

Hi @mcantos ,

 

Have you solved your problem? If so, can you share your solution here and mark the correct answer as a standard answer to help other members find it faster? Thank you very much for your kind cooperation!

 

 

Best Regards,

Clara Gong

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

mcantos
Helper II
Helper II

Thank you @Bmejia for your response. I think what you suggested could work but the problem is the column which I need to sort with is in a different table. I mean, the New Stage Name column is in the Opportunities Table and the Position column is in the Stage table. 

Should I create a new Position column in the Oppotunities table to make this work? 

 

Thank you so much again.

As long as the tables are link with each other you should be fine.   You can just do it, it will not affect anything in your data.  You can always remove the sorting.   

Also you could create table with all your new stage names and create a position column and then link the table with the state table on new stage name, but you have to make sure all the new stage names are spell the same.  Then use the new stage name from the sorting table in your matrix rather then the one from the stage table.  This will be a bit manual.

Hi @Bmejia ,

Sorry for the delayed answer. I was off for health reasons. I tried what you said, but even though the tables are related, I don't see the "Position" column as an option to sort in the Opportunities table. There must be something I'm doing wrong. 

I will create a "Position" column in the Opportunity table to see if that works. 

 

Thank you again!

Bmejia
Super User
Super User

Go to the Stage table view and select "New Current Stage" column in the "Columns Tools" tab select "Sort by column" and select "Position". (if Position is format as text value then format as whole number, otherwise this will not work, all data in this column must be of numeric value)  

Bmejia_0-1721334609957.png

 




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