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ReportGreetings,
I have seen some similar questions to this but the answers do not address my need.
I need to sort the funnel and a column chart based on the steps, not the descending values of the opportunities themselves. I have gone into our customized business process flow and changed the display names to start with 1, 2, 3, etc... as appropriate. I need my funnel and other charts to show based on this order. However, the chart is showing based on ascending value and not the stage name.
Success looks like...
1. A pipeline that displays only steps 1. Qualify, 2. Go/NoGo, 3. Solution Go, 4. Offer, 5. Go
2. Pipeline is sorted on steps in this customized process and not on descending values of the opportunities.
<visualization>
<visualizationid>{87293554-2482-DE11-9FF3-00155DA3B012}</visualizationid>
<name>Sales Pipeline</name>
<description>Shows the sum of estimated revenue in each stage of the sales pipeline.</description>
<primaryentitytypecode>opportunity</primaryentitytypecode>
<datadescription>
<datadefinition>
<fetchcollection>
<fetch mapping="logical" aggregate="true" count="5">
<entity name="opportunity">
<order alias="sum_estimatedvalue" descending="true" />
<attribute alias="sum_estimatedvalue" name="estimatedvalue" aggregate="sum" />
<link-entity name="processstage" from="processstageid" to="stageid" link-type="outer">
<attribute groupby="true" alias="stepname" name="stagename" />
</link-entity>
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category alias="stepname">
<measurecollection>
<measure alias="sum_estimatedvalue" />
</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"></Title>
</Titles>
</Chart>
</presentationdescription>
<isdefault>false</isdefault>
</visualization>
<visualization>
<visualizationid>{2F0D6FB3-AB76-E611-80E6-5065F38B3531}</visualizationid>
<name>Opportunities by Sales Stage</name>
<primaryentitytypecode>opportunity</primaryentitytypecode>
<datadescription>
<datadefinition>
<fetchcollection>
<fetch mapping="logical" aggregate="true">
<entity name="opportunity">
<link-entity name="processstage" from="processstageid" to="stageid" link-type="outer">
<attribute name="stagename" groupby="true" alias="_CRMAutoGen_groupby_column_Num_0" />
</link-entity>
<attribute name="estimatedvalue_base" aggregate="sum" alias="_CRMAutoGen_aggregate_column_Num_0" />
<attribute name="opportunityid" aggregate="count" alias="_CRMAutoGen_aggregate_column_Num_13" />
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category alias="_CRMAutoGen_groupby_column_Num_0">
<measurecollection>
<measure alias="_CRMAutoGen_aggregate_column_Num_0" />
</measurecollection>
<measurecollection>
<measure alias="_CRMAutoGen_aggregate_column_Num_13" />
</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 ChartType="Column" IsValueShownAsLabel="True" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40" />
<Series ChartType="Column" IsValueShownAsLabel="True" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40" YAxisType="Secondary" />
</Series>
<ChartAreas>
<ChartArea BorderColor="White" BorderDashStyle="Solid">
<AxisY LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">
<MajorGrid LineColor="239, 242, 246" />
<MajorTickMark LineColor="165, 172, 181" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisY>
<AxisX LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">
<MajorTickMark LineColor="165, 172, 181" />
<MajorGrid LineColor="Transparent" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisX>
<AxisY2 LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount">
<MajorGrid LineColor="239, 242, 246" />
<MajorTickMark LineColor="165, 172, 181" />
<LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" />
</AxisY2>
</ChartArea>
</ChartAreas>
<Titles>
<Title Alignment="TopLeft" DockingOffset="-3" Font="{0}, 13px" ForeColor="59, 59, 59" />
</Titles>
<Legends>
<Legend Alignment="Center" LegendStyle="Table" Docking="right" IsEquallySpacedItems="True" Font="{0}, 11px" ShadowColor="0, 0, 0, 0" ForeColor="59, 59, 59" />
</Legends>
</Chart>
</presentationdescription>
<isdefault>false</isdefault>
</visualization>
Thanks!
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