Funnel Chart

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.

Funnel chart

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:

  1. Drag the Funnel Chart into the canvas and resize it to your required size.

Drag and drop

  1. Click the Data Source icon in the configuration panel.

Data source button

  1. Click CREATE NEW to launch a new connection from the connection-type panel.

Add data source

  1. In the connection-type panel, click any one of the listed connection type buttons shown. Here, Microsoft Excel connection type is selected for demonstration.

Datasource list

  1. In the NEW DATA SOURCE configuration panel, choose the file path and click Preview &Connect.

Connect button

  1. Drag your preferred table or view from the left pane from the data design view and click Save.

Virtual table

  1. Click the Properties icon in the configuration panel. The property pane opens.

Properties button

  1. Now, switch to ASSIGN DATA tab.

Assign data

The data tab will be opened with the available measures and dimension sections from the connected data source.

Chart data

Adding values

You can add the required data from the Measures and Dimensions sections to the required field.

Add data to value

You can add more than one measure section to the Values field by dragging the required measures.

Add more data

Now, the Funnel Chart will be rendered as follows.

Funnel chart

Click Settings to change the required summary type from the available summary types shown in the settings.

Settings option

You can filter the data displayed in the Funnel Chart by using the Filter option. For more details, refer to filter.

Filter option

You can format the data displayed in the chart by using the Format option. For more details, refer to measure format.

Format option

To remove the added value fields, click Remove.

Remove button

Adding columns

Drag data from the Dimension field to the Column(s) field.

Add data to column

The Funnel Chart will be rendered as follows.

Funnel chart

You can add more than one value to the Columns field. The following message will open.

Drill alert

You can enable this option to get further details about the selected chart region. To enable drill down, click Yes.

Selecting chart region

NOTE

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.

Drilled chart

You can change the Settings.

Column 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.

Sort option

You can apply a filter by selecting the filter option in settings.

NOTE

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.

Adding rows

You can drag the Dimension into the Rows field.

Add data to row

You can apply filter and sort options for the rows field, if required.

This will render a funnel chart in the series.

Funnel chart

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:

  1. Drag and drop the Funnel Chart into the canvas and resize it to your required size.

  2. Configure data in the Funnel chart.

  3. Focus the funnel chart and click the Widget Settings icon.

Widget settings

The property window will be opened as follows.

Funnel chart

You can see the list of properties available for the widget with default value.

General settings

Tittle

Name

Allows you to set a title for the Funnel Chart widget.

Subtitle

Allows you to set a subtitle for the Funnel Chart widget.

Description

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.

Basic settings

Basic settings

Chart type

Switch the widget view from the current chart type to another chart type.

Enable animation

Enable the series rendering in animated mode.

Show legend

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).

Show legend

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.

Show value labels

Data label

Define the display format as a value, percentage, or both.

Value

Value

Percentage

Percentage

Value and percentage

Value and percentage

Value labels suffix

Set a suffix for the value labels.

Value labels suffix

Filter

Filter

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.

Hierarchical filter

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.

Link

Link

You can enable linking and configure navigating to a general URL with or without parameters. For more details, refer to Linking.

Container appearance

Container appearance

Title alignment

Handle the alignment of the widget title to left, center, or right.

Title color

Apply a text color to the widget title.

Show border

Toggle the visibility of the border surrounding the widget.

Corner radius

Apply a specified radius to widget corners, if the Show Border property is enabled. Values can be between 0 and 10.

Show maximize

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.

CSV export

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.

Excel export

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.

Image export

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 comments

Enable or disable the comments for the dashboard widget. For more details refer here.

Series palette

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.

Series color palette

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.

Series color palette window

Funnel chart