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SarikaB
Regular Visitor

Funnel Chart Issues

I am trying to visualize the CRM Sales data in a funnel chart by Stages, However it is not showing properly as expected.

 

Scenario : When no filter is applied

 

SarikaB_0-1634804025642.png

Scenario : When Name filter is applied

We can see the Stages are not in a order as in like the CRM stages

1)Qualify

2) Propose
3) Develop

SarikaB_2-1634804139529.png

Please refer to the CRM funnel as below:

SarikaB_3-1634806508177.png

 

 

Could anyone help me change the necessary formats so as to get the desired output of the funnel.

 

Also is there a way we can create custom visual based  on the data 

Opportunity 
StageAmountID
Qualify 1890001
Propse 2000001
Develop100001
Qualify 2000002
Propse 50002
Develop100002

 

Users 

IDName
1ABC
2XYZ

 

Thanks in advance.

 

regards,

Sarika

3 REPLIES 3
v-rzhou-msft
Community Support
Community Support

Hi @SarikaB 

According to your statement, I know you want to sort your visual by the order you want. The result from your screenshot, your visual is sort by amounts, so it's dynamic. 

Ex: Quality =1, Develop =2 ...

I suggest you to create a new Stage table with sort column and use Sort by Column in Column tool.

1.png

Create a relationship between this table and Opportunity table by Stage columns.

Then sort Stage by sort.

2.png

Create visual by Stage column from Stage table and Amount column from Opportunity table.

Sort visual by Stage. Result is as below.

3.png

Best Regards,
Rico Zhou

 

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

 

 

Hello @v-rzhou-msft ,

 

Thank you much for replying.

 

However if I select ABC, the essence of Funnel visual is not satisfying.Please find the screenshot as below.

 

SarikaB_0-1635157523858.png

 

Regards,

Sarika

 

Hi @SarikaB 

According to your original post, I think you want to sort your visual by your sort logic Quality =1, Develop =2 ...

Then we sort the visual by Stage,  the sort is fixed. It is based on the sort column in Stage table. So when you select ABC , you will get this kind of result.

 

Best Regards,
Rico Zhou

 

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

 

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