Creating a Funnel Chart
A funnel chart helps you visualize a linear process that has sequential connected stages.
Funnel charts are often used to represent a sales process by depicting the different sales stages. For example, the number of leads that have followed through each of the stages of Sales. It can be used to identify the potential problem areas in the organization's sales process. This article describes how you can create a funnel chart in Dundas BI.
2. Sample Data for Setup
From the Main Menu, select New -> Metric Set
Create a bar chart with the measures and dimensions you wish to use
Click on Horizontal Bars from the toolbar, to turn the chart on its side.
Revisualize the bar chart to a Range chart.
Click on Add Formula from the toolbar. In the Formula bar, add (-1)*$MeasureName$. Apply and close the formula bar, this will create a negative version of your measure.
Under the Data Analysis Panel, click on Visualization.
Under Series 1, set the Range Start to the original measure and Range End to the new formula measure created by dragging them over and deleting the originals.
You will get a Funnel Chart like this:
4. Styling the Funnel Chart
You can further style your chart using the following options:
- From the Properties Panel, you can hide the Bottom Axis and the Left Axis by unchecking the Visible checkbox.
- You can use Discrete Color Rules to color the chart based on the different groups. For example, leads can be given a different color than Quotes or Sales.
- If you want the coloring to be more dynamic based on the values, you can set up states by comparing the measure and the hierarchy value (step) to a certain target. More information on how to set up states can be found here. (Sec 3.1 and 4.2 of this article are particularly helpful for the funnel chart.)
- You can add labels to the Categories. To do this, open Properties Panel -> Series 1 -> Text tab -> Add a Data Point Label.
A formatted funnel chart could look like this. Now you can use this chart on any dashboard.
5. See Also