Funnel Chart

A Funnel Chart typically displays the sequential stages of a process, where the aggregate for each stage represents a subset of the aggregate from the previous stage.

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To create a Funnel chart, follow the basic steps below.

If you are new to charting, see the following sections first:

Configure Your Data…​

The data source for the chart (data block or data model) should represent dimensions and measures as independent columns or fields, as shown below. See Prepare Your Data for information on how to manipulate your data, if it is not currently in this form. (Note: A properly designed data model will already have the correct structure.)

dataStructureCharts

In some cases (e.g., Pie Chart), you may want your data to provide just a single measure. In other cases (e.g., Line Chart), you may want the data to supply multiple measures. If the data does not provide the correct number of measures, you may be able to alter the number of measures to suit the needs of the chart by “pivoting” or “unpivoting” the data. See Pivot Data in Prepare Your Data for more information about this procedure.

Open a Chart for Editing…​
Watch Video: Create a Chart (Open the Chart Editor)

This video might show an earlier version of the feature or operation that differs in minor ways from the current version.

Follow the steps below to get started with a new Chart. See Basic Charting Steps for more details.

  1. If necessary, create a new Dashboard. (See Create a New Dashboard.)

  2. From the Toolbox panel, drag a Chart component into the Dashboard.

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  3. Resize the Chart as desired by dragging the handles.

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  4. Press the ’Edit’ button in the center of the Chart or press the ‘Edit’ button edit in the top-right corner.

    ChartEditButton

    This opens the same Visualization Recommender available for creating a new Dashboard. (See Create a New Dashboard.)

  5. To bypass the Recommender, press the ‘Full Editor’ button edit at the top right to open the Chart Editor.

    ChartEditorIntro

  1. Press the ‘Select Chart Style’ button auto chart type. Choose the ‘Funnel’ style. Press the ‘Apply’ button submit.

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  2. From the ‘Dimensions’ folder of the Data Source panel, drag a desired dimension designating the different stages to the ‘Y’ region.

    What is a dimension?

    A dimension is used to break-down the dataset into multiple groups, often within a Crosstab, Chart, or Selection List. Adding a dimension to the ‘X’ region of a Chart distinguishes the different dimension groups by location on the X-axis. Adding a dimension to the ‘Y’ region distinguishes the different dimension groups by location on the Y-axis. You can add multiple dimensions into the ‘X’ or ‘Y’ regions of a Chart, or into the ‘Rows’ or ‘Columns’ regions of a Crosstab, to create multiple grouping levels. You can also distinguish groups in a dimension by using color, shape, size, or label in a Chart.

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    To convert a measure to a dimension, right-click the measure in the data source and select ‘Convert to Dimension’.

  3. From the ‘Measures’ folder of the Data Source panel, drag a measure to the ‘X’ region. Note that the bars of the chart are automatically placed in descending order by value.

    What is a measure?

    A measure is generally used for aggregation, for example summation, averaging, correlation, etc., within a Crosstab, Chart, Text component, or Gauge. Adding a measure to the ‘Y’ region in a chart displays the computed aggregates by using locations on the Y-axis. Adding a measure to the ‘X’ region displays the computed aggregates by using locations on the X-axis. You can also display aggregates by using color, shape, size, or label.

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    To convert a dimension to a measure, right-click the dimension in the data source and select ‘Convert to Measure’.

  4. Press the ‘Edit Measure’ button measure setting next to the measure, and select the desired aggregation method for the measure.

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  5. To add color to the different stages, drag the dimension (again) from the Data Source panel to the ‘Color’ region. (See Group Data by Dimension for information about how to choose different colors.)

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  6. Optional: You can add additional dimensions to the Chart if desired. See Trellis Chart (Grid) for information about adding multiple dimensions to a chart axis.

  7. To add the measure values into the bars on the chart, drag the measure (again) from the Data Source panel to the ‘Text’ region. (To format the text, use the Format tab. See Add Data Format for more information.)

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  8. Optional: To hide an axis title, right-click the title and select ‘Hide Title’.

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  9. Optional: To hide the legend, right-click the legend and select ‘Hide Legend’.

  10. Press the ‘Finish’ button submit to close the Editor.

You can proceed to edit the titles, legend, etc. See Basic Charting Steps and Chart Properties for more information. See Add Data Format for information on how to format text on a Chart.