Creating a funnel chart
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.
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.
From the Main Menu, select New and then Metric Set.
Create a bar chart with the measures and dimensions you wish to use.
Click on 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.
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.
You will get a funnel chart like this:
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.
4. See also
- Setting up the visualization
- Using chart properties
- Apply colors to data points or series using color rules
- How to create a variable width column chart
- Adding formulas