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Chris-TX's avatar
Chris-TX
Frequent Visitor
4 years ago

Sales Funnel Sorting

Hi everyone,

 

I'm developing some Sales Funnel analytics.  The problem I'm having is I can't sort the funnel order properly. 

 

1. I'm sure adding numbers in front of my deal stages will work, but frankly thats tacky as h-eee-double hockey sticks. I really don't want to do this...

2. an attempt to add an order reference table to tooltips really wants to summarize/aggregate the order numbers intead of letting them stand on their own 1-6 (i.e. transform them into a max/min/sum/count of order number).

 

For reference: Screengrab 1 is of the new reference table

 

 

Any ideas how I can properly sort these stages?

 

Thank you!

Need Help

5 Replies

    • Chris-TX's avatar
      Chris-TX
      Frequent Visitor
      4 years ago

      Good morning Truptis,

       

      Thank you.  I had previously referred to that, which is what gave me the idea to use a reference table.  That option doesn't seem to work for me, as power bi wants to aggregate the order number into a measure.

  • isabella's avatar
    isabella
    Microsoft Employee
    4 years ago

    Hi Chris-TX 

    I guess you can merge your reference table to your original table , and then sort by the order column.

    Here is my test steps,you can take a reference.

     

    First create a test table，the visual effect looks like：

     

     

     

    Here we can see that the default order is C,B,A

    I am going to change the order to A,C,B.

     

    As you mentioned the reference table:

     

     

    Then in power query do the merge:

     

     

     

     

    Then expand the  [orderno] column 

     

    Now the data looks like:

     

     

    And then save and back to the Power BI Desktop, In visual, add the new column to the ToolTips .

     

     

    And choose sort by the new  column .

     

     

     

    Now the order is A,C,B

     

     

     

     

    Best Regards,

    Community Support Team _Isabella

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

     

  • Chris-TX's avatar
    Chris-TX
    Frequent Visitor
    4 years ago

    Thank you guys.  The solution I found was

     

    1) establish a Deal Stage Reference Table with an order number column, then

     

    2) In the visual itself, use the REFERENCE TABLE deal stages for columns, instead of my raw data.  This was a fundamental lesson for me: use reference tables as much can for stuff like categorizing/grouping.  That allowed me to sort by order number from the reference table

     

     

  • Chris-TX's avatar
    Chris-TX
    Frequent Visitor
    4 years ago

    This also allowed me to sort the MATRIX columns in that screenshot as well.