The Funnel Chart control shows values across multiple stages in a process by highlighting different stages with different colors. It allows you to make proportional comparisons between values showcased in a progressively decreasing manner.
How to configure table data in the Funnel Chart
The Funnel Chart needs a minimum of one value element and one column element to showcase. The measure or expression field that you want to analyze can be dropped into the Values block. The dimension for which you want to categorize the measure can be dropped into the Columns block. To categorize the measure based on a series, drop the respective dimension into the Rows block.
To configure data in the Funnel Chart, follow these steps:
- Drag the Funnel Chart into the canvas and resize it to your required size.
- Click the Data Source icon in the configuration panel.
- Click CREATE NEW to launch a new connection from the connection-type panel.
- In the connection-type panel, click any one of the listed connection type buttons shown. Here, Microsoft Excel connection type is selected for demonstration.
- In the NEW DATA SOURCE configuration panel, choose the file path and click Preview &Connect.
- Drag your preferred table or view from the left pane from the data design view and click Save.
- Click the Properties icon in the configuration panel. The property pane opens.
- Now, switch to ASSIGN DATA tab.
The data tab will be opened with the available measures and dimension sections from the connected data source.
You can add the required data from the Measures and Dimensions sections to the required field.
You can add more than one measure section to the Values field by dragging the required measures.
Now, the Funnel Chart will be rendered as follows.
Click Settings to change the required summary type from the available summary types shown in the settings.
You can filter the data displayed in the Funnel Chart by using the Filter option. For more details, refer to filter.
You can format the data displayed in the chart by using the Format option. For more details, refer to measure format.
To remove the added value fields, click Remove.
Drag data from the Dimension field to the Column(s) field.
The Funnel Chart will be rendered as follows.
You can add more than one value to the Columns field. The following message will open.
You can enable this option to get further details about the selected chart region. To enable drill down, click Yes.
If you click No, a single value will be added to the columns field.
The drilled-down view of the selected chart region will be as follows.
You can change the Settings.
You can sort the dimension data using the Sort option under the Settings menu list. To apply sorting for the data, refer to sort.
You can apply a filter by selecting the filter option in settings.
By default, the filter will be set for the top 5 records.
You can apply filters by selecting the filter option in settings. For more details, refer to filters.
Similarly, you can add the Measures and Expression Columns to the Column field.
You can drag the Dimension into the Rows field.
This will render a funnel chart in the series.
Scroll down to see all charts.
How to format a Funnel Chart
You can format a Funnel Chart for better illustration of the view by using the settings available in the Properties tab.
To configure data in Funnel Chart, follow these steps:
Drag and drop the Funnel Chart into the canvas and resize it to your required size.
Configure data in the Funnel chart.
Focus the funnel chart and click the Widget Settings icon.
The property window will be opened as follows.
You can see the list of properties available for the widget with default value.
Allows you to set a title for the Funnel Chart widget.
Allows you to set a subtitle for the Funnel Chart widget.
Set a description for the Funnel Chart widget, whose visibility will be denoted by i icon, and hovering over it will display the description in a tooltip.
Switch the widget view from the current chart type to another chart type.
Enable the series rendering in animated mode.
A Legend is text used to describe the plotted data. It allows you to toggle the visibility of the legend in the chart and change the legend text position (selecting through the combo box).
Enabling the Custom Legend Text option will allow you to define a custom text (through the text area) to display for each legend series (selecting through the combo box) in the chart.
Show value labels
Toggle the visibility of value labels.
Define the display format as a value, percentage, or both.
Value and percentage
Value labels suffix
Set a suffix for the value labels.
Act as Master Widget
Define the Funnel Chart widget as a master widget such that its filter action will be shown in other widgets of the dashboard.
Ignore filter actions
Define the Funnel Chart widget to ignore the filter actions applied to other widgets in the dashboard.
Through this option, you can enable or disable hierarchical Top
N filtering. While applying Top N filter with multiple dimension columns, the data returned can be customized based on whether the filtering needs to be done as flat or based on the hierarchy of added dimension columns.
When the Hierarchical Filter option is enabled, the Top N filter will be applied for each individual column separately based on the number set for each column.
You can enable linking and configure navigating to a general URL with or without parameters. For more details, refer to Linking.
Handle the alignment of the widget title to left, center, or right.
Apply a text color to the widget title.
Toggle the visibility of the border surrounding the widget.
Apply a specified radius to widget corners, if the
Show Border property is enabled. Values can be between 0 and 10.
Enable or disable the maximized mode of the Funnel Chart widget. The visibility of the maximize icon in the widget header will be defined based on this setting in the viewer.
Enable or disable the CSV export option for the Funnel Chart widget. Enabling this allows you to export the summarized data of the widget view to CSV format in the viewer.
Enable or disable the Excel export option for the Funnel Chart widget. Enabling this allows you to export the summarized data of the widget view to .xlsx or .xls format in the viewer.
Enable or disable the image export option for the Funnel Chart widget. Enabling this allows you to export the view of the widget to image format (.jpg, .png, or .bmp) in the viewer.
Enable or disable the comments for the dashboard widget. For more details refer here.
Customize the chart series color through the Series Palette section.
Use Default Palette
Toggle the series color between the default palette and a custom palette. By default, the Use Default Palette option is toggled on and the default palette will be applied to proportion series segments.
By toggle off the Use Default Palette, you can customize the proportion series segments’ colors. This section shows a palette of colors. By clicking the colored square, the color picker will open. You can choose a color and change the series color by changing the corresponding hexadecimal value at the right.