cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
LuBee
New Member

sales pipeline: which visualisation to use?

Hi   I am trying to build our sales pipeline diagram.   We currently have a diagram created "by hand" in powerpoint that shows time to order along the x-axis, then bubbles for each opportunity sized to the value of the potential order and coloured for the market sector.   We mark them according to win probability low/medium/high.   My idea is to index each opportunity with a sequential whole number (called ID) then plot ID (Y axis) vs Expected Order Date (X axis). Then the size of the corresponding plot could be order value, the colour could be market sector and this could be conditionally formatted dependant upon the likelihood of win thus the shading could go from 20% transparent (Low) to 60% (Medium) to 100% (High).   My problem is that I can't find a visualisation that allows for this simple plot.   In my mind I visualise it like old fashioned graph paper plotting the ID against the date and then sizing and colouring the dots.   Can anyone suggest a visulisation for me to use please?

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@LuBee , Can you share a screenshot, what you wanted to have?

There are quite a few thing about the visual, see if scatter can suit -https://docs.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-scatter



Power BI Features || Datamarts: https://youtu.be/8tskWsJTEpg || Field Parameters : https://youtu.be/lqF3Wa1FllE?t=70
Time Intelligence Decoded : https://youtu.be/aU2aKbnHuWs&t=145s
Did I answer your question? Mark my post as a solution! Appreciate your Kudos !! Proud to be a Super User! !!
Dashboard of My Blogs !! Connect on Linkedin !! Subscribe to my youtube Channel !!
Want To Learn Power BI | Beginners !! Advance Concepts !! Power BI For Tableau User !!

View solution in original post

3 REPLIES 3
LuBee
New Member

@amitchandakthanks fro the link to the "how to guide" I picked up a top tip and turned my data into a text field so now it behaves as expected.   The one element I can;t find is how to put conditional formatting on the bubbles.   They are sized based on a number (sales value) and colour based on a category (market sector) but I would like that colouring to have further conditional formatting on it that altered its colour saturation/transparency.   I can not see the "fx" symbol to give me this option.   Do you know if this is possible?

LuBee
New Member

Thanks @amitchandak I have tried a scatter but I can not get the plot values on the x and y axis to remain descrete (ie 1,2,3,4,5,6,7 up the y axis and the plot against time on the x axis).   It wants to sum or count etc.   I thought scatter would be perfect too but I can not get it to behave in this simple way.  

 

Sorry, I can't seem to paste a picture.

 

 

 

 

amitchandak
Super User
Super User

@LuBee , Can you share a screenshot, what you wanted to have?

There are quite a few thing about the visual, see if scatter can suit -https://docs.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-scatter



Power BI Features || Datamarts: https://youtu.be/8tskWsJTEpg || Field Parameters : https://youtu.be/lqF3Wa1FllE?t=70
Time Intelligence Decoded : https://youtu.be/aU2aKbnHuWs&t=145s
Did I answer your question? Mark my post as a solution! Appreciate your Kudos !! Proud to be a Super User! !!
Dashboard of My Blogs !! Connect on Linkedin !! Subscribe to my youtube Channel !!
Want To Learn Power BI | Beginners !! Advance Concepts !! Power BI For Tableau User !!

Helpful resources

Announcements
August 2022 update 768x460.jpg

Check it Out!

Click here to learn more about the August 2022 updates!

August 1 episode 9_no_dates 768x460.jpg

The Power BI Community Show

Watch the playback when Priya Sathy and Charles Webb discuss Datamarts! Kelly also shares Power BI Community updates.

Power Platform Conf 2022 768x460.jpg

Join us for Microsoft Power Platform Conference

The first Microsoft-sponsored Power Platform Conference is coming in September. 100+ speakers, 150+ sessions, and what's new and next for Power Platform.

Top Solution Authors
Top Kudoed Authors