Creating a Funnel Chart

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1. Overview

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.

Note
Funnel charts are not always the best way to represent your data when thinking of data visualization best practices, but many organizations are used to this type of visualization and users' familiarity should be a factor in your design considerations.

2. Sample Data for Setup

Sample data
Sample data

3. Setup

From the Main Menu, select New -> Metric Set

Create a bar chart with the measures and dimensions you wish to use

Revisualize to a bar chart
Revisualize to a bar chart

Click on Horizontal Bars from the toolbar, to turn the chart on its side.

Select Horizontal Bars from the toolbar
Select Horizontal Bars from the toolbar

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.

Add the formula to create a negative version
Add the formula to create a negative version

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.

Set the Range start and end
Set the Range start and end

You will get a Funnel Chart like this:

Unstyled funnel chart
Unstyled funnel chart

Tip
In case your stages alphabetic sorting doesnt match your process, you can define a custom hierarchy sorting.

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.

Formatted funnel chart
Formatted funnel chart

5. See Also

 

 

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