FUNNEL CHARTS
Funnel charts are generally used to view and analyze a measure e.g: Sales, Profit across
various stages, segments, categories or partitions in the data
Given below are the 3 things that can be observed in a Funnel Chart:
1. Order in which the Size of the measure is going down
2. Size of the different boxes i.e., bigger the size of the box the bigger is the measure
3. Each category or segment will have a different color. Categorical color palette is assigned
to the categories, stages or segments
FUNNEL CHARTS
A funnel chart is a specialized chart type that is typically used to display the flow of users
through a business or sales process.
The chart gets its name from its shape, which starts from a broad head and ends in a narrow
neck.
The number of items at each stage of the process are indicated from the funnel’s width as it
narrows.
We will go through two types
Basic Funnel Chart
Advanced Funnel Chart
STEPS TO CREATE A BASIC FUNNEL CHART
STEP 1: Drag and drop Profit to the Rows shelf
STEPS TO CREATE A BASIC FUNNEL CHART
STEP 2: Drag and drop Segment to the Color on Marks card
STEPS TO CREATE A BASIC FUNNEL CHART
STEP 3: Drag and drop Profit to the Size on Marks card
STEPS TO CREATE A BASIC FUNNEL CHART
STEP 4: Select Entire View from the drop-down
STEPS TO CREATE A BASIC FUNNEL CHART
STEP 5: Drag and drop Segment to the Label on Marks card
STEPS TO CREATE A BASIC FUNNEL CHART
STEP 6: Drag and drop Profit to the Label on Marks card
STEPS TO CREATE A BASIC FUNNEL CHART
STEP 7: Right-click Profit, Select Quick Table Calculation > Percent of Total
STEPS TO CREATE A BASIC FUNNEL CHART
STEP 8: If required change the size of Label as shown
STEPS TO CREATE A BASIC FUNNEL CHART
STEP 9: This is the final Basic Funnel Chart
STEPS TO CREATE THE ADVANCED FUNNEL CHART
STEP 1: Drag and drop Sales to the Columns shelf
STEPS TO CREATE THE ADVANCED FUNNEL CHART
STEP 2: Drag and drop Ship Mode to the Rows shelf
STEPS TO CREATE THE ADVANCED FUNNEL CHART
STEP 3: Click on Sorting icon as shown
STEPS TO CREATE THE ADVANCED FUNNEL CHART
STEP 4: Select the Area option from Marks drop-down
STEPS TO CREATE THE ADVANCED FUNNEL CHART
STEP 5: Select Entire View from the drop-down
STEPS TO CREATE THE ADVANCED FUNNEL CHART
STEP 6: Create a Calculated Field for Negative Sales
STEPS TO CREATE THE ADVANCED FUNNEL CHART
STEP 7: Drag and drop Neg Sales to the left of Sales pill in the Columns shelf
STEPS TO CREATE THE ADVANCED FUNNEL CHART
STEP 8: Drag and drop Ship Mode to the Label on Marks card of SUM(Neg Sales)
STEPS TO CREATE THE ADVANCED FUNNEL CHART
STEP 9: Drag and drop Sales to the Label on Marks card of SUM(Sales)
STEPS TO CREATE THE ADVANCED FUNNEL CHART
STEP 10: Right-click Sales, Select Quick Table Calculation > Percent of Total
STEPS TO CREATE THE ADVANCED FUNNEL CHART
STEP 11: If required we can change the color of the chart for SUM(Sales)
and SUM(Neg Sales)
STEPS TO CREATE A BASIC FUNNEL CHART
STEP 12: This is the final Advanced Funnel Chart
