Customized Sanky Visual

[Amar-Agnihotri]

Hi,

I have created a Sanky Chart But i want to make some changes there which are highlighted in the Below pic - 

Can anybody give suggestions how to do this -

I want to put some Text "Pipeline Start" in place of dates and i Want to show the value (weight) in Millions.

I tried but i found no option to do so. One more thing if i change the color of flows and restart the file the it gets the default color. How can i change the color of flows and nodes permanently. 

Here is my Sanky Table -

I used the following Dax to create this table -

Sankey Table = UNION

(SUMMARIZE(SELECTCOLUMNS('Opportunity Snapshot',"Source",'Opportunity Snapshot'[Start of Quarter],"Target",'Opportunity Snapshot'[Final Status],"Region",'Opportunity Snapshot'[Region__c],"Line of Business",'Opportunity Snapshot'[Line_of_Business__c],"Opportunity Owner",'Opportunity Snapshot'[Opportunity_Owner__c],"Quarter",'Opportunity Snapshot'[Quarter]),[Source],[Target],[Region],[Line of Business],[Opportunity Owner],[Quarter],"Total",SUM('Opportunity Snapshot'[Incremental ACV (USD)])),

SUMMARIZE(SELECTCOLUMNS('Opportunity Snapshot',"Source",'Opportunity Snapshot'[45th Day],"Target",'Opportunity Snapshot'[Status column],"Region",'Opportunity Snapshot'[Region__c],"Line of Business",'Opportunity Snapshot'[Line_of_Business__c],"Opportunity Owner",'Opportunity Snapshot'[Opportunity_Owner__c],"Quarter",'Opportunity Snapshot'[Quarter]),[Source],[Target],[Region],[Line of Business],[Opportunity Owner],[Quarter],"Total",SUM('Opportunity Snapshot'[Incremental ACV (USD)])))

[v-jingzhang · Accepted solution]

Hi @Amar-Agnihotri 

To show the text "Pipeline Start" in place of dates, you should have "Pipeline Start" in the Source column in advance. Should it always be "4/1/2021" or be the earliest date in original Source column? You could add a new column into "Sankey Table". In this column, replace the start dates with "Pipeline Start" and remain other values from Source column. Use this new column as Source field in Sankey chart. 

New Source =
VAR vStartDate = MIN ( 'Sankey Table'[Source] ) // var vStartDate = Date(2021,4,1)
RETURN
    IF (
        'Sankey Table'[Source] = vStartDate,
        "Pipeline Start",
        'Sankey Table'[Source]
    )

For the value in data link labels, I have no idea how to change the unit. I tried changing column format but it didn't influence the labels. 

For the colors-changing-into-default-color issue, I cannot reproduce it. I am using Power BI Desktop of the version 2.98.683.0 64-bit (October 2021). The custom colors are saved well after I close the application and restart it again. Which version do you use? Could you update it to the latest version and try again?

Best Regards,
Community Support Team _ Jing
If this post helps, please Accept it as Solution to help other members find it.

[v-jingzhang · Accepted solution]

Hi @Amar-Agnihotri 

To show the text "Pipeline Start" in place of dates, you should have "Pipeline Start" in the Source column in advance. Should it always be "4/1/2021" or be the earliest date in original Source column? You could add a new column into "Sankey Table". In this column, replace the start dates with "Pipeline Start" and remain other values from Source column. Use this new column as Source field in Sankey chart. 

New Source =
VAR vStartDate = MIN ( 'Sankey Table'[Source] ) // var vStartDate = Date(2021,4,1)
RETURN
    IF (
        'Sankey Table'[Source] = vStartDate,
        "Pipeline Start",
        'Sankey Table'[Source]
    )

For the value in data link labels, I have no idea how to change the unit. I tried changing column format but it didn't influence the labels. 

For the colors-changing-into-default-color issue, I cannot reproduce it. I am using Power BI Desktop of the version 2.98.683.0 64-bit (October 2021). The custom colors are saved well after I close the application and restart it again. Which version do you use? Could you update it to the latest version and try again?

Best Regards,
Community Support Team _ Jing
If this post helps, please Accept it as Solution to help other members find it.

[Amar-Agnihotri · Accepted solution]

@v-jingzhang Thanks buddy