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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!
This also allowed me to sort the MATRIX columns in that screenshot as well.
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
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.
Hi @Chris-TX , Refer the below link may be that can help: https://community.powerbi.com/t5/Desktop/Funnel-Chart-Sorting/m-p/511773
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.
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