Funnel Chart

Funnel Chart

A funnel chart is a graphical representation used to visualize how data moves through a process. In a funnel chart, the dependent variable’s value diminishes in the subsequent stages of the desired process.

Funnel charts are widely used to represent sales funnels, recruitment, and order fulfillment processes.

How to Create a Funnel Chart:

• First, you need to go to the Visualization Section in Report V2 and select the Funnel Chart option.

• Now in the Build panel go to the Values part inside the Chart Settings section and Choose or Drop the relevant Measure columns with desired aggregation functions such as Sum of Sales, Count of Orders, etc. which you want to plot in the Funnel Chart.

• Now in the Labels section, you need to select the relevant Dimension Column(preferably a Categorical column) using which you want to divide the selected Data into different stages of the process to showcase in the Funnel Chart.

• Then Click on the Run Button and your Funnel Chart will be ready.

For eg: You want to create an Online Sales Funnel for an e-commerce website report. It can be done easily using the Report V2 Funnel Chart option. You will first need to select the Measure column "Count of Users" in the Value part of Chart Settings and select the "User Status" column (having information about different stages of User activities like "Website visit", "Interest in Product", "Added Product into the Cart", and "Purchase ") in the Labels part of the same.

Then you will need to click on the Run button and your desired Funnel Chart report will be ready.

The Report V2 Funnel Chart has two panels Build and Format.

Build

This panel is like a building block for the Funnel Chart. It allows you to select various Dimension and Measure columns for creating the Funnel Chart.

It is further divided into 3 parts:

Chart Settings: This allows you to select the relevant Dimension and Measure Columns.

• Values: Here you can select 1 Measure Column using which you need to plot the Funnel Chart.

• Labels: Here you can select 1 Dimension Column using which you need to divide the data into different stages in the Funnel Chart.

Row Limit: This allows you to limit the Output rows by going to the Row Limit section in the Build panel then selecting the number of rows and clicking on the Run Button.

Format

This panel allows you to apply various formatting techniques on the Funnel Chart to make it more customized as per your needs.

It consists of various different sections which are as follows:

Title

This allows you to give a Title to the Line Chart. You just need to go to the Title section in the Format panel.

You can easily toggle it on or off. In the "Customize title" modal, you can:

• Modify the title text, font size, and alignment, and even add a background color.

• Include an optional description that will appear when hovering over the "i" icon that will be visible as a floating button on the tile.

Once done, click the Apply button.

Option: This allows you to deal with the geometric aspects of the funnel-like its orientation and alignment etc. It has 4 components:

• Funnel Orientation: It allows you to choose the orientation of the Funnel Chart like whether you want it Upright or Inverted. By default, it will be Upright.

• Funnel Align: It allows you to select the alignment of the Funnel wrt to the Output pane. You can choose either Left, Center or Right alignment based on your requirements.

• Gap: It allows you to adjust the gap between various stages of the Funnel.

• Percentage Relative To: It allows you to decide whether you want to calculate the values in your funnel wrt the Top category stage in your Funnel chart. If yes, then you can choose Top from the drop-down and click on the Apply button.

Labels

It allows you to enable/disable the visibility, the appearance & the layout of data labels. By default, it will be disabled. You can turn on the labels using the toggle switch.

Global settings

Global Label Settings

Apply consistent formatting to all labels within a chart.

You can customize:

• Layout: Position, alignment, overflow, and rotation etc.

• Content: Display values, series names, or categories.

• Appearance: Font, color, background, and number formatting etc.

Specific Settings

Specific Label Settings

Tailor labels for individual data points or categories.

Ideal for highlighting specific data or creating visual distinctions.

To add specific formatting:

• Add the specific label from the dropdown

• Click on the fields to make them editable and change the values according to your requirements.

• Apply the changes. These changes will override the global settings.

Example: Display percentages as labels for one series, while showing values for another.

Legend

• This allows you to showcase the chart legend.

• By default it is disabled. But you can easily enable it by clicking on the Show Legend toggle button under the legends section under the format panel.

• Choose from a variety of positions, including top, bottom, left, and right, with options for stacking and centering.

• For charts with many legends, you can now paginate them or arrange them in multiple rows.

• Additionally, you can customize the font size, color, family, and style of legend text to match your chart's design.

Grid Offset: It allows you to adjust the chart grid as per your need. It has 4 offset types: Right, Left, Top, and Bottom.

Filed Formatting: This allows you to format field values in the selected dimension and measure columns as per your requirement. It involves changing the field values like the field value's display units, number of decimal places, adding any prefix or suffix, etc.