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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?

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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



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Datamarts: https://youtu.be/8tskWsJTEpg
Field Parameters : https://youtu.be/lqF3Wa1FllE?t=70
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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



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

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