ForumKB
Try it Free

Funnel Chart

A Funnel Chart represents values as segments in a tapered shape. It helps viewers compare stages in a process and identify where values increase or decrease between stages.

Funnel Chart

Configuring Data

Configure the Funnel Chart in the ASSIGN DATA tab. At least one field is required in Values.

Data section Requirement Description
Values Required Accepts one or more measures or numeric expressions. Each value is aggregated and controls a segment’s size.
Columns Optional Accepts one or more dimensions that create the funnel stages. Multiple fields create a drill-down hierarchy.
Row Optional Accepts one dimension and creates a separate Funnel Chart for each distinct value.
Hidden Column Optional Accepts measures or dimensions used for filtering, linking, or underlying data without displaying them.
Filters Optional Accepts measures or dimensions and applies additional filtering conditions.
Tooltip Optional Accepts one or more measures shown as supplementary tooltip values.

Assigning Data

  1. Drag the Funnel Chart from the toolbox onto the design canvas.
  2. Select the chart, click the Settings icon, and open the ASSIGN DATA tab.
  3. Add a measure or numeric expression to Values.
  4. Optionally, add dimensions to Columns to create stages and drill-down levels.
  5. Optionally, add a dimension to Row to create multiple charts.
  6. Add fields to Hidden Column, Filters, or Tooltip as needed.

Without a Columns field, configured Values fields form the stages. With a Columns field, its distinct values form the stages for each measure.

Settings menu

Click the More options icon for an assigned field to access Rename, Aggregation type, Sort, Filter(s), and Format, when supported. See Aggregating Value Columns, Advanced Sorting, Configuring Widget Filters, and Formatting Measure Type Column.

Drill Down

Widgets that support hierarchies enable drill-down when multiple dimension fields are assigned to the hierarchy data section. Select a data point to move to the next level, and use the widget breadcrumb to return to a previous level.

Formatting the Funnel Chart

You can format the Funnel Chart using the property categories listed below.

Basic Settings

Configure the chart type, value labels, label content, and suffix. Refer to Basic Settings for more information.

Tooltip Settings

Configure tooltip visibility, content, and right-to-left display. Refer to Tooltip Settings for more information.

Series Settings

Configure the grid arrangement used when the widget displays multiple Funnel Charts. Refer to Series Settings for more information.

Legend Settings

Configure legend visibility, interaction, position, shape, title, and text behavior. Refer to Legend Settings for more information.

Series Palette

Configure the colors used by the chart segments. Refer to Series Palette for more information.

Refer to Linking for information about configuring navigation to another dashboard or URL.

Font Settings

Refer to Font Settings for information about configuring font-related properties.

Filter

Refer to Filter Settings for information about configuring filter-related properties.

Container Appearance

Refer to Container Appearance for information about configuring the widget container.

Container Actions

Refer to Container Actions for information about configuring viewer actions.

No Data Appearance

Refer to No Data Appearance for information about configuring the widget when no data is available.

Export Settings

Refer to Export Options for information about configuring available export formats.

View Underlying Data

Refer to View Underlying Data for information about allowing viewers to inspect the chart’s underlying records.

AI-Powered Summarization

When available, this category controls whether viewers can generate a natural-language summary of the chart data.