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Microsoft Dynamics CRM (Archived)

Sorting by Percentage: Why does 100% show up below everything else?

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Been trying to google my way through this and I'm not really sure why this is occurring.

Screenshot-2016_2D00_10_2D00_09-09.27.57.png

When I export data from opportunities and load it into excel, it also sorts incorrectly. However, if I were to manually create 95%/80%/100%, it sorts fine. My guess is that somehow it's not treating it as a percentage properly, but I haven't been able to find out where to set this!

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  • Suggested answer
    Community Member Profile Picture
    on at

    Hi,

    I suspect that because your percentages are labels and Excel is treating them as text, sorted in descending alphabetical order. Therefore 100% appears under 20% because it begins with '1', which is alphabetically lower than '2'.

    Is it possible to export the labels as decimals (or floats, etc), then format the axis labels within Excel instead? Have a look at the format of your export and the data type of each column. I believe you will find your answer there.

    Below is an example of what I mean. My source data is a decimal. I have formatted the decimal as a percentage in Excel. It therefore sorts automatically as a number in the correct order.

    04316.untitled.png

    Good luck.

    Please remember to mark as verified if a member of the community helps you.

  • Community Member Profile Picture
    on at

    Seems like this is the exact same problem: https://community.dynamics.com/crm/f/117/t/161307

    No good resolution there. 

  • Suggested answer
    Wouter Madou Profile Picture
    3,392 on at

    Can you correctly sort your view on the probability field?

    If yes => that should automatically translate to your chart.

    If no, I would create a new field probability_decimal and auto-fill it with the value of the probability.

    Export the chart, set the format of the legend to Format="0'%'" (show % without decimal values) and the series as well (LabelFormat for the series). Also, set a order on the attribute of the new field.

    Import the chart, publish.

    That should be it I guess.

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