Sales Funnel Sorting

[Chris-TX]

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!

[Chris-TX]

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

[Chris-TX]

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

[isabella]

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.

[truptis]

Hi @Chris-TX , Refer the below link may be that can help: https://community.powerbi.com/t5/Desktop/Funnel-Chart-Sorting/m-p/511773 

[Chris-TX]

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.