Jump to content
  • 0

How to put values in funnel chart type in custom order?




I have created a funnel chart that shows leads by status. For the category, I was using the Lead_Status field and the Company field for value. I want to sort values by Lead_Status but all I see in Caspio is alphabetical sorting. I need my values to be sorted as follows: New, Qualified, Assigned, In Progress, Ready to Close, Won, Lost, Unqualified. Does anyone have any idea how to do this? I was trying to implement JS solution here but didn't have success with it but I am assuming something might be wrong with my code.

Many thanks,


Link to comment
Share on other sites

1 answer to this question

Recommended Posts

  • 0

I figured out a way to work around this and want to share it here in case someone encounters a similar problem. I created a help formula field in the table to count statuses as stages 1, 2, 3, etc. Here is the formula:


WHEN [@field:Lead_Status] = 'New' THEN 'Stage 1 - New'

WHEN [@field:Lead_Status] = 'Assigned' THEN 'Stage 2 - Assigned'

WHEN [@field:Lead_Status] = 'In Progress' THEN 'Stage 3 - In Progress'

WHEN [@field:Lead_Status] = 'Qualified' THEN 'Stage 4 - Qualified'

WHEN [@field:Lead_Status] = 'Ready to Close' THEN 'Stage 5 - Ready to Close'

WHEN [@field:Lead_Status] = 'Won' THEN 'Stage 6 - Won'

WHEN [@field:Lead_Status] = 'Lost' THEN 'Stage 7 - Lost'

WHEN [@field:Lead_Status] = 'Unqualified' THEN 'Stage 8 - Unqualified'

ELSE ' '


I was using that field for creating a chart and selected that I wanted to sort the values based on that field from A to Z. I hope this solution will be useful to whoever runs on this discussion.

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Answer this question...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

  • Create New...