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PANNEER's avatar
PANNEER
Frequent Visitor
9 months ago

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 re...
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V-yubandi-msft's avatar
V-yubandi-msft
Community Support
9 months ago

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.

PANNEER's avatar
PANNEER
Frequent Visitor
9 months ago

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 created

  • V-yubandi-msft's avatar
    V-yubandi-msft
    Community Support
    8 months ago

    Hi 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.