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

Chart data

Adding value(s)

You can add more than one measure section to the Value(s) field by dragging the required measures.

Add data to value

Click Settings to change the name by using the Rename and required summary type from the available summary types shown in the settings.

Settings option

Filtering data

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

Filter option

Formatting data

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

Format option

To remove the added value fields, click the Remove option.

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 with dimension field

You can change the Settings.

Column settings

Renaming fields

The configured field names can be edited by using the Rename option provided in the settings menu.

Sorting data

You can sort the dimension data using the Sort option under the Settings menu list. To apply sorting for the data, refer to the sort.

Sort option

Filtering data

You can apply a filter by selecting the Filter(s) option in settings.

Filter option

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.

Multi-Level Drill Down

You can add more than one value to the Columns field. The following dialog box 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

Adding rows

You can drag the Dimension into the Rows field.

Add data to row

You can apply the 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.

Property window

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

General settings

Title

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

It animates the measure values when you enable the Enable Animation.

Show legend

A Legend is the 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.

Legend Label Color

This allows you to change the chart legend title and label colors.

Chart Legend Color Option

Chart Legend Color

Customization

You can customize the legend text through the Custom Legend Settings dialog. This dialog will show the legend text list as labels at left and corresponding text area at right to add the formatted text to display instead.

Legend customization

Legend customization Change

Legend Position

A Legend is a text used to describe the data plotted. This option allows you to place the legend at the position of Left, Right, Top, and Bottom.

Legend Shape

This allows you change the shape of the legend.

Circle

This option allows you to change the shape of the legend in a Circle.

Show Legend shape

Series Type

This option allows you to change the shape of the legend in Series.

Show Legend shape Series

Legend Title

This allows you to add the legend title for the chart. It will reflect with the Show Legend.

Show Legend Title

Show value labels

Toggle the visibility of value labels.

Show value labels

Value Label Color

This allows you to customize value label’s color.

Value label Color

Value label Color Option

Data label

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

Category

Value

Value

Value

Percentage

Percentage

Category and percentage

Value and percentage

Category and percentage

Value and percentage

Value and percentage

Value and percentage

All Details

Value and percentage

Value labels suffix

Set a suffix for the value labels.

Value labels suffix

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

Link

Series palette

By toggling the series palette, you can able to customize the proportion series segments’ colors.

Series palette

Based On

You can choose the field from the Based On section to apply the conditions.

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 color by changing the corresponding hexadecimal value at the right.

Series palette

Series palette Customization

Use Default Palette

This option shows when you add more than one measure field to the Value(s).

By toggle off the Use Default Palette, you can customize the proportion series segments’ colors by clicking the colored squares.

Series color palette window

Font Settings

Font Settings section allows you to enable the auto font size property.

Font Settings

Legend

On enabling Auto Font Size option for Legend , the font size of the legend will be adjusted automatically if the resolution of the screen varies.

Legend Title

On enabling Auto Font Size option for Legend Title, the font size of the legend title will be adjusted automatically if the resolution of the screen varies.

Value Label

On enabling Auto Font Size option for Value label, the font size of the Value Label will be adjusted automatically if the resolution of the screen varies.

NOTE: The Legend Auto Font size, Legend Title Auto Font Size, and Value Label property only show when the Show Legend and Show Value Label property is enabled in the basic settings.

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.

Enable Hierarchical filter

Through this option, you can enable or disable hierarchical Top N filtering. While applying the 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.

Container Appearance

Container Appearance

Title Alignment

This allows you to handle the alignment of widget title to either left, center, or right.

Title Color

This allows you to apply the text color to the widget title.

Title Auto Font Size

On enabling Auto Font Size, the font size of the title will be adjusted automatically if the resolution of the screen varies.

Font Size

This allows you to apply the specified size of the font to the widget title if the Title Auto Font Size is disabled. Value can be between 10 and 44.

Subtitle Auto Font Size

On enabling Auto Font Size , the font size of the subtitle will be adjusted automatically if the resolution of the screen varies.

Font Size

This allows you to apply the specified size of the font to the widget title if the Subtitle Auto Font Size is disabled. Value can be between 10 and 32.

Show Border

This allows you to toggle the visibility of border surrounding the widget.

Corner Radius

This allows you to apply the specified radius to the widget corners if the Show Border is enabled. Value can be between 0 and 10.

Show Background Image

This allow you to set the background image for the funnel chart widget.

Background Color

This allows you to set the background color to the funnel chart widget.

Transparency

This property allows you to specify the transparency for the background color.

Container actions

Container Actions

Show Header

This allows you to enable or disable the widget title of the funnel chart.

Allow Maximize View

This allows you to 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 the setting in the viewer.

Allow CSV Export

This allows you to 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.

Allow Excel Export

This allows you to 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.

Allow Image Export

This allows you to 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.

Allow PDF Export

This allows you to enable or disable the PDF export option for the funnel chart widget. Enabling this allows you to export the view of the widget to pdf format in the viewer.

Enable Comments

This allows you to enable or disable comment for the dashboard widget. For more details, refer to this link.

Allow View Underlying Data

This allows you to visualize the raw data associated with a widget at runtime.

To learn more about viewing the underlying widget data, refer to the view data documentation.

Pin Widget

This allows you to pin the widget.