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Microsoft Dynamics CRM (Archived)

Sales Pipeline Funnel Chart Order sorting in Quarter

Posted on by

Hi guys,

i am trying to sort a funel with Aggregated sum of turnover in a funel. The sorting should be by quarters.

i have tried to add 

order alias "_CRMAutoGen_groupby_column_Num_0" decending="true" />

to my Code:

but it does not show any diffrence.

I want the quarter we are in (Q2 2019) to be on the bottom and the Q4 2019 on the top. 

do you have any idea how to do this ? 

4520.1.jpg

4520.2.jpg

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  • Sreevalli Profile Picture
    Sreevalli 3,256 on at
    RE: Sales Pipeline Funnel Chart Order sorting in Quarter

    Hi,

    I was working with Bar, but it should work for funnel as well. let me check and come back with possibilities

  • Martbln Profile Picture
    Martbln on at
    RE: Sales Pipeline Funnel Chart Order sorting in Quarter

    anyone an idea?

  • Martbln Profile Picture
    Martbln on at
    RE: Sales Pipeline Funnel Chart Order sorting in Quarter

    HI,

    i am a little confused, i have no possibility to add a second Horizontal Category, when using the "funnel" grafic. Are you using the funnel grafic?

  • Sreevalli Profile Picture
    Sreevalli 3,256 on at
    RE: Sales Pipeline Funnel Chart Order sorting in Quarter

    Hi,

    In my case I was trying to show the duration of hours by week. even after applying the sorting I faced the similar issue, then added Bookable resource (really, no use of it). then it turned as I wish to. So, suggest you to add a filed(may be revenue) to sorting.

    Screenshot-2019_2D00_04_2D00_26-at-2.55.13-PM.png

  • Martbln Profile Picture
    Martbln on at
    RE: Sales Pipeline Funnel Chart Order sorting in Quarter

    Hi Sreevalli,

    thx for the reply. do you have an explampe code for me ? sorry mostly working with xrm toolbox and advanced chart editor... not really good in adding freestyle :)

  • Sreevalli Profile Picture
    Sreevalli 3,256 on at
    RE: Sales Pipeline Funnel Chart Order sorting in Quarter

    Hi,

    I faced the same issue before, but fixed it on top of sorting xml update, modified chart by adding additional horizontal axis label without any sorting to it

  • Martbln Profile Picture
    Martbln on at
    RE: Sales Pipeline Funnel Chart Order sorting in Quarter

    Hi Lu Hao,

    i changed and uploaded it but it changes nothing in the visualization of the funnle... :(

    the weird thing is, it has no effekt at all ?!

    4118.2.jpg

    4118.2.jpg

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: Sales Pipeline Funnel Chart Order sorting in Quarter

    Hi Martbln,

    Please change decending=“true” to decending=“false”.

    This will sort the quarters in reverse order.

    Hope this helps.

    Best Regards,

    Lu Hao

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