Self-Service Visualization
  • What is Story?
  • Creating a new Story
    • Accessing the Story Module
    • Create New Story
      • Creating a new Story with an Existing Data Store
        • Creating and Updating Instance
      • Creating a new Story by Uploading a File (CSV/Excel)
      • Creating a new Story based on a Data Sandbox Data Store with Data Preparations
    • Designing a View
    • Saving Multiple Views
  • Design Workspace
    • Dimension Profiling
    • Measure Summary
    • Series Properties
    • Create Calculated Field
      • Creating a Formula
        • Record Level Option
        • Summary Level Option
      • Creating a Range
    • Order by and Limit
    • Adding a Slicer
  • Chart Gallery
    • Mixed chart
    • Area chart
    • Bar chart
    • Bubble chart
    • Column Stack chart
    • Line chart
    • Pie chart
    • Scattered Plot chart
    • TreeMap chart
    • Circumplex chart
    • Pareto chart
    • Semi Gauge
    • KPI Tile
    • KPI Tile: Comparative Tile
    • KPI Tile: Sparkline
    • Map
    • Data Grid
    • Metric Summary
    • Dissolution/Decomposition chart
    • Spider chart
    • Waterfall chart
    • Funnel chart
    • Inverted Funnel chart
    • Heat Map chart
    • Geo chart
  • Storyboard
    • Search
    • Shared Views
    • Live Refresh
    • Export
    • Alert Center
    • Change Theme
    • Data Store Information
    • Options Assigned to a View
      • Analyse
        • Timeline Play
      • Edit
      • Remove
    • Data Interactions/ Data Drills
      • Drill Into
      • Drill Through
  • Applying Filters
    • View Specific Filter
      • Dimension-based View Filter
      • Measure-based View Filter
      • Date-based View Filter
    • Global Filter
      • Exclude from the Global Filter
      • Saving a Global Filter
      • Custom View Filter
      • Like and Not Like Filter Operations
  • Interactions
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On this page
  • Best Situations to Use a Funnel chart​
  • Properties
  • Insights
  1. Chart Gallery

Funnel chart

A funnel chart is a specialized chart type that demonstrates the various stages in a process. The chart takes its name from its shape, which starts with a broad head and ends with a narrow neck. Funnel charts help to track progress through a workflow with multiple steps. The user can highlight how well a process is being followed and easily identify any bottlenecks.

Best Situations to Use a Funnel chart​

Funnel charts are suitable for displaying sales conversation data.​

Examples:​

  • To evaluate the success of a promotional campaign​

  • To analyze the recruitment process​

Properties

General Settings​

  • Exclude Global Filter: The view gets excluded from the Global Filter condition by putting a checkmark in the box.​

  • Show Data Label: The data label gets displayed by using a checkmark in the given box.​

  • Show Legend: Provide a checkmark in the box to display Legend. After enabling ‘Show Legend,’ users need to select the following information:​

  • Legend Style: Select one of the following options by using the drop-down menu​

    • Fixed ​

    • Floating​

  • Legend Orientation: This option appears when ‘Show Legend’ is enabled, and the selected ‘Legend Style’ is ‘Fixed’. Users need to select an option out of the given choices using the drop-down menu.​

    • Vertical​

    • Horizontal​

  • Legend Checkbox: Enable this option by a checkmark to add the checkbox beside the Legend

Formatter​

  • Format Type: Select a desired format type from the drop-down menu (the provided options for this field are: None and Percent).​

  • Currency Type: Select a currency symbol to be displayed in the view (the provided options for this field are: None, Euro, Rupees, Pound, USD, Yen, Cent).​

Insights

  • Text: Provide any information regarding the chart. If any digit or character is required to be highlighted, put it inside two asterisks. (E.g., *70%* or *skills*).

  • Text align: There are three alignments to align the text.

    • Left

    • Right

    • Centre

  • Position: There are two options to position the text.

    • Bottom

    • Right

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Last updated 2 years ago