How do you sort a chart by a different column than the displayed grouping column?
We're trying to create a chart to analyse Lead progression through the different Lead Stages, but the only sorting options are alphabetically by the grouping column or by the measure value. We want this to be sorted by an additional column on the Lead Stage that defines the order within the Lead progression rather than alphabetically or by the value to keep a consistent and logical order to the data, but cannot see an option for this unless there's a trick we're missing. Could someone please advise on how this might be done? We're mostly working with Freedom UI pages and therefore charts.
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Is it the same question? https://community.creatio.com/questions/freedom-ui-sorting-lookup
Vladimir Sokolov,
it may be related, but that question is discussing combo boxes in pages, whereas I’m looking for chart sorting (e.g. in a bar graph) so I expect any solution would be fairly different.
Harvey Adcock,
Good day,
Could you please provide more details about your business task?
Perhaps you could take a screenshot with a description of your requirements so that we can better understand them and offer advice.
We are looking forward to your feedback.
Best regards,
Pavlo
Hi Pavlo,
Sure, what the business is asking for is to be able to sort a chart's columns by the lead stage through the process, rather than by the stage's name alphabetically or by the total number of leads in each stage as can be selected by default in the chart options. For example, see this chart available in the Home section of the Sales workplace in a clean CRM trial environment:
It is currently sorted by the stage name alphabetically, which doesn't align with the progression you actually get through the Opportunity stages. Looking at the sorting options, we can see that the only ones available are to sort by the grouping name alphabetically, or by the measure value:
So we are unable to sort by another field on the Lead Stage lookup that we've created - Stage Number - which would order it correctly. What we'd like is to be able to use that additional field for sorting without using it as the labels for the x axis.
If there are any workarounds for this besides numbering the stage names themselves, we'd love to hear about them!
Many thanks,
Harvey
Harvey Adcock,
Good day,
Unfortunately, it's not possible to implement this with the current basic functionality. However, we have registered the idea for our development team to consider implementing this feature.
Perhaps the "Full pipeline" dashboard type may work for you, where stages are grouped according to their placement in the DCM field?
Thank you for reaching out!