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Change the order of stage visualization display on the sales funnel chart in Dynamics 365 (CRM)

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Posted on by Community Member Microsoft Employee

Hello Community,

I was trying to change the order display of the lead to opportunity stage visualization display on the out of the box sales funnel chart so that at the bottom of the funnel chart display the stage would be displayed in the right order of sequence. Otherwise it appears to me that the display would be kind of random. For example, I may see stage 1, 2, 3 in the Dev environment, but when viewing the same chart in the QA environment it may be in the order of stage 2, 1, 3

An even better example is the following. On the left the stage circled appears in the right order in Dev, but the same chart's stage display appears out of sort in QA

pastedimage1572595484219v1.png

I have seen some similar blog articles on this, so what I did was I exported the chart and added the following line circled in red below in the xml:

pastedimage1572595085519v1.png

I was able to import the chart back successfully, publish the changes, but when I tried to view the chart again on the dashboard, it says the process funnel chart could not be rendered for the lead to opportunity sales process record type. If I undo the changes, the chart will display again, but obviously that would undo what I was trying to solve.

Does anyone know what I could be doing wrong that's causing the updated chart not being able to render? 

Feedback is appreciated!

Thanks!

Categories:
Customization / Solutions / SDK and API
  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change the order of stage visualization display on the sales funnel chart in Dynamics 365 (CRM)

    Hi Hao,

    Thank you for your response!

    Here is the complete xml file. As I noted, I am not clear why after importing this file it's not able to render the chart. It keeps saying the process funnel chart could not be rendered for the lead to opportunity sales process record type on the dashboard. As you can see in the xml file blow, the only line I have added is "<order alias="groupby_column" ascending="true" />". The import is successful but the chart cannot be rendered. Once I removed this line and re-import, it's back to normal.

    <visualization>

     <visualizationid>{C704E86F-9ED6-E611-80D6-00155D0878CA}</visualizationid>

     <name>Process Funnel</name>

     <description>Shows the number of active processes.</description>

     <primaryentitytypecode>leadtoopportunitysalesprocess</primaryentitytypecode>

     <datadescription>

       <datadefinition>

         <fetchcollection>

           <fetch mapping="logical" aggregate="true">

             <entity name="leadtoopportunitysalesprocess">

               <attribute groupby="true" alias="groupby_column" name="activestageid" />

               <attribute alias="aggregate_column" name="name" aggregate="countcolumn" />

               <order alias="groupby_column" ascending="true" />

             </entity>

           </fetch>

         </fetchcollection>

         <categorycollection>

           <category alias="groupby_column">

             <measurecollection>

               <measure alias="aggregate_column" />

             </measurecollection>

           </category>

         </categorycollection>

       </datadefinition>

     </datadescription>

     <presentationdescription>

       <Chart Palette="None" PaletteCustomColors="91,151,213; 237,125,49; 160,116,166; 255,192,0; 68,114,196; 112,173,71; 37,94,145; 158,72,14; 117,55,125; 153,115,0; 38,68,120; 67,104,43; 124,175,221; 241,151,90; 186,144,192; 255,205,51; 105,142,208; 140,193,104; 50,125,194; 210,96,18; 150,83,159; 204,154,0; 51,90,161; 90,138,57;">

         <Series>

           <Series ShadowOffset="0" IsValueShownAsLabel="True" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" ChartType="Funnel" CustomProperties="FunnelLabelStyle=Outside, FunnelNeckHeight=0, FunnelPointGap=1, FunnelNeckWidth=5 ">

             <SmartLabelStyle Enabled="True" />

           </Series>

         </Series>

         <ChartAreas>

           <ChartArea>

             <Area3DStyle Enable3D="false" />

           </ChartArea>

         </ChartAreas>

         <Legends>

           <Legend Alignment="Center" LegendStyle="Table" Docking="right" IsEquallySpacedItems="True" Font="{0}, 11px" ShadowColor="0, 0, 0, 0" ForeColor="59, 59, 59" />

         </Legends>

         <Titles>

           <Title Alignment="TopLeft" DockingOffset="-3" Font="{0}, 13px" ForeColor="0, 0, 0" />

         </Titles>

       </Chart>

     </presentationdescription>

     <isdefault>false</isdefault>

    </visualization>

    Thank you!

  • LuHao Profile Picture
    LuHao 40,862 on at
    RE: Change the order of stage visualization display on the sales funnel chart in Dynamics 365 (CRM)

    Hi partner,

    I tested it in my environment, I added <order alias="..." ascending="true" /> to the exported xml file, which correctly sorted the order of the items in the funnel.

    pastedimage1572854739208v1.png

    Therefore, your approach should work.

    Could you provide the contents or screenshots of the complete xml file?

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