Funnel Chart - Embedded Analytics Visual

The Funnel Chart control displays values across multiple stages in a process by highlighting different stages with different colors. It allows for proportional comparisons between values in a progressively decreasing manner.

How to configure table data in the Funnel Chart

The Funnel Chart requires at least one value element and one column element to showcase. The measure or expression field that you want to analyze can be placed in the Values block. The dimension for categorizing the measure can be placed in the Columns block. To categorize the measure based on a series, place the respective dimension in the Rows block.

To configure data in the Funnel Chart, follow these steps:

1. Drag the Funnel Chart onto the canvas and adjust its size as needed.

2. Click the Data Source icon in the configuration panel.

3. Click CREATE NEW to establish a new connection from the connection-type panel.

4. In the connection-type panel, click any one of the listed connection type buttons shown. Here, Microsoft Excel connection type is selected for demonstration.

5. In the NEW DATA SOURCE configuration panel, select the file path and click Preview & Connect.

6. Drag your preferred table or view from the data design view on the left pane and click Save.

7. Click the Properties icon in the configuration panel to open the property pane.

8. Switch to the ASSIGN DATA tab.

The ASSIGN DATA tab will display the available measures and dimensions from the connected data source.

Adding value(s)

You can add multiple measure sections to the Value(s) field by dragging the required measures.

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

Filtering data

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

Formatting data

Format the data displayed in the chart using the Format option. Refer to the measure format for more details.

To remove added value fields, click the Remove option.

Adding columns

Drag data from the Dimension field to the Column(s) field.

The Funnel chart will be rendered accordingly.

You can adjust the 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.

Filtering data

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

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 the 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.

You can enable this option to get further details about the selected chart region. To enable drill down, click Yes.

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.

Adding rows

You can drag the Dimension into the Rows field.

You can apply the filter and sort options for the rows field, if required.

This will render a funnel chart in the series.

Scroll down to see all charts.

Hidden Column

Hidden columns are useful in cases where we don’t want the fields to take part in the visualization, but only to be used for linking, filtering and view data.

We can configure both measure and dimension fields into the hidden column. For measure, we will have all the settings we have for the measure fields except formatting and filtering.

In the case of dimension fields, we will have the following options only. In Date fields, we will have all available types except sorting, relative date filter, settings, and filters.

Linking

The primary use case of the hidden columns is linking. On configuring hidden columns, we can see below that the fields configured in hidden columns are listed in the linking section. On configuring the column in linking we can pass the corresponding column value in linking parameter.

Measure Based Example: If we wish to pass the number of Matches played as a URL parameter but do not want it to influence the visualization, we can configure the Matches in the hidden columns and incorporate them into the link.

Dimension Based Example: If we wish to pass the number of Team Name played as a URL parameter but do not want it to influence the visualization, we can configure the Team Name in the hidden columns and incorporate them into the link.

Filtering

You can use hidden columns to filter data in the visualizations. Configure hidden columns and click the following filter icon.

Click the Custom button highlighted in the filter configuration dialog image below. It will list all the fields configured in the widget. Keep the field configured in the hidden column and remove the other fields, then click the Update button.

Now, we can see in the following image, the data is filtered based on the hidden column field instead of the actual column that we bound in the widget. 

For more details about filtering the widget data, refer to the Cross Filter Configuration documentation.

View Data

You can view the data in the hidden columns in the underlying data view. This is useful for checking the data in more detail and can help you to identify any issues with the data.

NOTE: We don’t recommend configuring lower hierarchy data in hidden columns as we can see in the info icon in Hidden Column section denotes the same.

The following chart displays the goals by each team without hidden columns.

If we configure lower hierarchy data (Player Name) in hidden columns compared to column and Row filed data, the data configured in the widgets gets duplicate. This affects the chart visualization as we can see in the following image.

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.

The property window will be opened as follows.

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

General settings

Name

Lets you set a title for the Funnel chart widget.

Subtitle

Lets you 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

Chart type

Switch the widget view from the current chart type to another chart type.

Show value labels

Toggle the visibility of value labels.

If you disable Show Value Labels properties, the dependent properties, which are color, Value label position, Value label rotation, and Value label suffix will be hidden.

Value Label Color

This lets you customize the value label’s color.

Data label

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

Category

Value

Percentage

Category and percentage

Category and percentage

Value and percentage

All Details

Value labels suffix

This feature lets you show or hide the suffix value of value labels.

Suffix Value

This feature lets you customize the suffix value of value labels.

Series Settings

The Series Settings option is enabled only when you configure the series in the Assigned Data tab.

Fixed rows and columns

If you enable fixed rows and columns, you can customize the rows and columns. The rows and columns are fixed based on the container size and the size of the funnel chart.

Row count

By enabling the Row Count, you can set the count of the rows.

Column count

By enabling the Column Count, you can set the column count.

Note: If invalid columns and rows are given, the rows and columns will reset to their default value. For example, if you are given 6 rows and 5 columns but only have 20 data entries, the rows and columns will reset to their default value.

Tooltip Settings

The Tooltip Settings section lets you customize the appearance and behavior of tooltips in widget visualizations.

Show Tooltip

This option lets you toggle the visibility of the tooltip in the funnel chart.

Customize Tooltip

This option lets you customize which columns are visible in the chart’s tooltip.

Enable RTL

This option lets you display fields and their data from right to left.

Legend Settings

Show legend

A Legend is the text used to describe the plotted data. This option lets you toggle the visibility of the legend in the chart and change the legend text position by selecting through the combo box.

Enabling the Custom Legend Text option lets you define custom text (through the text area) to display for each legend series (selecting through the combo box) in the chart.

Legend Interactivity

The chart legend interactivity option lets you control the behavior of the chart legends. This provides an option to make chart legends non-clickable, which can be especially useful in scenarios where you do not want users to hide or show series data by clicking on the legend. This might also be useful when displaying critical pieces of data that should always be present for accuracy and context purposes.

Disabling the Interactivity feature in the Legend Settings category does not allow you to click on the legends.

Enabling the Interactivity feature in the Legend Settings category lets you click on the legends

Legend Label Color

This feature lets you change the chart legend title and label colors.

Customization

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

Legend Position

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

Legend Item as Dropdown

Legends can be displayed as a dropdown menu when the legend position is set to “dropdown.” When you hover over a chart, a legend icon appears. Clicking on this icon will bring up a legend dropdown. This feature lets you toggle the visibility of the legend in the chart.

This option will hide the legends in the chart area, resulting in increased chart space and enhanced visibility.

The chart legend dropdown option can be used to simplify viewing complex charts with multiple data sources. For example, if you have a chart displaying sales data for the different years, you can use the legend dropdown to deselect all other years and focus only on a specific year.

Legend Alignment

Legend Alignment enables you to control how the legend is positioned within its allocated space. For detailed guidance, refer to the Legend Alignment section.

Legend Shape

This feature lets you change the shape of the legend.

Circle

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

Series Type

This option lets you change the shape of the legend to Series.

Legend Title

This feature lets you add the legend title for the chart. It will reflect with the Show Legend.

Text Overflow

This feature lets you customize legend text based on the Text Width property value.

None

This option lets you render legend items without any wrap and trim.

Trim

This option lets you trim the legend items if its legend exceeds the Text Width value.

Wrap

This option lets you wrap legend items based on the Text Width value.

Text Width

This feature lets you set the maximum width for the Legend Items and it is applicable only if text-overflow is set as Trim or Wrap.

If you uncheck the Show Legend property in the property panel, the dependent properties Legend color, Legend position, customization button, and Legend title are also hidden.

Link

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

Series palette

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

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 on the right.

Color Mapping Type

Using the Color Mapping type, you can apply the colors to the series either based on data or index.

Data

It lets you apply color for chart series based on data. If you want to apply a specific color to specific data, you can use Data-based color mapping. By default, the Color Mapping Type will be Data.

IMPORTANT: Only the top 100 records will be listed in the dialog.

Index

It lets you apply color for chart series based on Index. The colors are maintained based on the index even if the data is changed. It shows only 15 different colors. After that, the color will be repeated from above colors.

For example, If you are displaying the countries based on the increasing order of the case count, then the index-based color mapping will be useful to set the colors based on the rank. Say red color to the top, then the red color will be maintained for the country having the largest case count.

Note: We prefer to use Index based color customization only for minimum data(upto 15 series).

Use Default Palette

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

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

Font settings

This section lets you customize the font size of chart elements.

Filter

Act as Master Widget

Define the Funnel chart widget as a master widget so that its filter action will be shown in other widgets on the dashboard.

Ignore filter actions

Define the Funnel Chart widget to ignore the filter actions applied to other widgets on the dashboard.

Enable Hierarchical filter

Through this option, you can enable or disable hierarchical Top N filtering. When 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.

Show Filter

This feature lets you toggle the visibility of the Filter icon for the funnel chart widget when the Act as Master Widget option is enabled.

Container Appearance

Title Alignment

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

Title Color

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

Title Auto Font Size

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

Font Size

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

Subtitle Auto Font Size

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

Font Size

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

Auto Padding

By enabling Auto Padding, the padding of the widget container will be adjusted automatically if the size of the widget varies.

Padding

This lets you customize the padding of the widget container if the Auto Padding is disabled. The value can be between 0 and 25.

Show Border

This lets you toggle the visibility of the border surrounding the widget.

Corner Radius

This lets you apply the specified radius to the widget corners if the Show Border is enabled. The value can be between 0 and 100.

Show Background Image

This lets you set the background image for the funnel chart widget.

Background Color

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

Transparency

This property lets you specify the transparency for the background color.

Show Shadow

This lets you toggle the visibility of the shadow surrounding the widget.

Mobile Height Factor

This option lets you resize widgets specifically for mobile view.

Container actions

Show Header

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

Allow Maximize View

This lets you 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 lets you enable or disable the CSV export option for the funnel chart widget. Enabling this lets you export the summarized data of the widget view to CSV format in the viewer.

Allow Excel Export

This lets you enable or disable the Excel export option for the funnel chart widget. Enabling this lets you export the summarized data of the widget view to (.xlsx or .xls) format in the viewer.

Allow Image Export

This lets you enable or disable the Image export option for the funnel chart widget. Enabling this lets you export the view of the widget to image format (.jpg), (.png), or (.bmp) in the viewer.

Allow PDF Export

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

Enable Comments

This lets you enable or disable comment for the dashboard widget. For more details, refer to the Commenting Widget.

Allow View Underlying Data

This lets you 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 lets you pin the widget.