Forum Discussion
funnel stage
Hi Friends,
I have created a lead dashboard and added a disconnected stage table for leads. Should I keep the stage disconnected for leads, or should I create a connected stage for both leads and revenue? Below are the measure created for disconnected measure.
Please analyze and do needful.
9 Replies
PANNEER , do you want to create a funnel using measures or do you need a slicer?
funnel chart you can use measures.
Consider calculation group also good option for this case
or Field parameter, if you need them only as slicerCalculation Groups- Measure Slicer, Measure Header Grouping, Measure to dimension conversion. Complex Table display : https://youtu.be/qMNv67P8Go0
Power BI Field Parameters — A Quick way for Dynamic Visuals: https://amitchandak.medium.com/power-bi-field-parameters-a-quick-way-for-dynamic-visuals-fc4095ae9afd
Power BI Field Parameters- Measure Slicer and Axis/Dimension slicer: https://youtu.be/lqF3Wa1FllE
Switch TOPN with Field Parameters: https://amitchandak.medium.com/switch-topn-with-field-parameters-299a0ae3725fIf you want to make a good looking free funnel chart. Than you can look at this youtube video. The third options explains how to make it: https://www.youtube.com/watch?v=NAi3svy3Qe4
Hi PANNEER,
Did you get a chance to review ThomasWeppler and amitchandak responses?
If you need any additional clarification, please let us know.From my side, using a disconnected Stage table is perfectly fine when it’s only used to drive Funnel measures via SWITCH logic.
However, if you want Stage to act as a slicer and filter both Lead and Revenue visuals across the report, then it’s better to create a connected Stage dimension, or consider using Field Parameters / Calculation Groups based on your requirement.
Thank You.Please guide me step by step to create a connected stage table based on the below requirements
Prospecting - Draft lead
Qualification - Qualifed lead
Offer & Negotation - If the Quotation is sent to the customer
Booking - if the reservation is created from the quotation
Closing - If the Agreement is createdHi PANNEER ,
Thanks for sharing the details of how you want the stages to work. Here’s a simple way you can set up a connected Stage table so it filters both Leads and Revenue.
1. First, create a small Stage table with the five stages you mentioned. Add a sort order column so they show up in the right sequence in visuals.
2. In your Leads/Revenue data, add a new column that assigns each record to one of those stages. The logic would be.
Agreement created → Closing Reservation created → Booking Quotation sent → Offer & Negotiation Qualified lead → Qualification Draft lead → Prospecting This way every record has one clear stage.3. Connect the Stage table to your fact tables using that new Stage column.
4. Once the relationship is in place, you can drop Stage into slicers or chart axes, and both Leads and Revenue will respond consistently without needing SWITCH measures.
This setup is the standard way to model a funnel in Power BI. It will let you slice by Stage across the whole report.
I’ve also attached an official Power BI modeling document, it explains why using a connected dimension like Stage is best practice and gives more guidance.
Create and use funnel charts in Power BI - Power BI | Microsoft Learn
_Yugandhar.
Hi PANNEER ,
May I know if your issue has been resolved, or if you need any further assistance? Please feel free to let us know.
Thank you.No. still the issue is not resolved. I need help
Hi PANNEER ,
Thank you for your response. Could you please specify where you are experiencing difficulties or getting stuck? Sharing more details about the error or issue will help me understand the situation and provide better guidance.
If you have any specific error messages or challenges, please let me know so I can assist you further.
_Yugandhar.
hI PANNEER ,
We haven’t heard back from you yet. If you can share the details of the error, it will help us identify the exact issue and assist you better.
Waiting for your response.
Thank you.
