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Cortana
Helper III
Helper III

How to track stage by visualizing?

Before asking please have a look at here because I want a graph like this. I have followed that method but it did not work out.  Here is my data and the pbix file.

In that solution, there are 5 stages where in my data, there are a lot of stages but I only want to show them serially.

  1. 6 Qualification
  2. 5 Solution Fit
  3. 4 Evaluation
  4. 3 Decision
  5. 2 Negotiation
  6. 1 Closed Won 

Logically all the opportunities should have started from 6 Qualifications and goes towards serially. But in this case, due to missing values, it was not possible to track all the opportunities from 6 Qualifications.  That is why some opportunities have started from other than 6 Qualifications.  

 

Here OpportunityID is Order & Stage Name is Order Status.

 

So what I want is-

If an opportunity started from 4 Evaluation and the current stage is 2 Negotiation, It should show previous stages are completed.  

Is it possible? 

1 ACCEPTED SOLUTION
v-yalanwu-msft
Community Support
Community Support

Hi, @Cortana ;

1.enter table.

vyalanwumsft_0-1658199510041.png

2.create two measures.

count of status = COUNTROWS('order status')
order current = 
var _currentorder=CALCULATE(MAX('order status'[status order]),ALL('order status'),TREATAS(VALUES('Opportunity History'[StageName]),'order status'[Status]))
return CALCULATE([count of status],'order status'[status order]<=_currentorder)

the final show:

vyalanwumsft_1-1658199574579.png


Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
v-yalanwu-msft
Community Support
Community Support

Hi, @Cortana ;

1.enter table.

vyalanwumsft_0-1658199510041.png

2.create two measures.

count of status = COUNTROWS('order status')
order current = 
var _currentorder=CALCULATE(MAX('order status'[status order]),ALL('order status'),TREATAS(VALUES('Opportunity History'[StageName]),'order status'[Status]))
return CALCULATE([count of status],'order status'[status order]<=_currentorder)

the final show:

vyalanwumsft_1-1658199574579.png


Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Thank you so much. It worked. 

Cortana
Helper III
Helper III

NB: I was following this video

 

Hello @parry2k 

Please have a look at here,

This is my order status table-

Order_Status.jpg

From all these 22 stages, I want only the first 6 stages to show on the graph starting from 6 qualification to 1 Closed Won.

First I calculated this-

Count of Status = COUNTROWS('Order Status')
Then this one-
WhatIget3.jpg
This thing is working but it is not showing the previous stages is completed as well. See this picture below-
WhatIGet4.jpg
I have selected an opportunity whose current stage is 4 Evaluation. It shows only that one, not the previous stages completed. 

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