Creating a funnel chart

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1. Overview

Funnel charts have been used to represent a sales process by depicting the number of leads remaining at each stage. This article describes how you can create a funnel chart in Dundas BI.

Note
A funnel chart does not follow data visualization best practices, and a horizontal bar chart displaying the same data is one easier-to-read alternative.

2. Setup

In this example, we are using the data shown in the following figure, but where the time dimension is moved to Slicers in the metric set.

Sample data
Sample data

From the Main Menu, select New and then Metric Set.

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

Re-visualize to a bar chart
Re-visualize to a bar chart

Click on Horizontal Bars from the toolbar.

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

Re-visualize the bar chart to a Range chart.

Click on Add Formula from the toolbar. In the Formula bar, add $MeasureName$ * -1. Apply and close the formula bar to create a negative version of your measure.

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

In 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 we created.

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
If alphabetic sorting does not match your process, you can sort by the measure, or use custom hierarchy sorting.

3. 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 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 to compare the measure and the hierarchy value (step) to a certain target. (Sec 3.1 and 4.2 of this article are particularly helpful for the funnel chart.)
  • You can add data point labels to the stages and configure how they're placed.

A formatted funnel chart could look like this. Now you can use this chart on any dashboard.

Formatted funnel chart
Formatted funnel chart

4. See also

 

 

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