Microsoft Dynamics CRM (Archived)

Sales Pipeline Funnel Chart Order sorting in Quarter

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Posted on by Martbln

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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LuHao 40,892 on at

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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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Martbln on at

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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 ?!

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Sreevalli 3,256 on at

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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

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Martbln on at

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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 :)

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Sreevalli 3,256 on at

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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.

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Martbln on at

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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?

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Martbln on at

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RE: Sales Pipeline Funnel Chart Order sorting in Quarter

anyone an idea?

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Sreevalli 3,256 on at

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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

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