When a funnel effect exists between comparison items and you are comparing multiple categories, the system displays the data in a comparison funnel chart. For example, you can compare the proportion of migrant population, employment rate, and commercial housing sales volume between Beijing and Shanghai. The chart displays both the comparative data for the two cities across different metrics and the funnel-level relationships between the comparison items (Beijing and Shanghai). This topic describes how to add data to a comparison funnel chart and configure its styling.
Prerequisites
A dashboard has been created. For more information, see Create a dashboard.
Limits
The comparison funnel chart consists of Funnel Width (measure) and Comparison Metric (dimension):
The comparison metric is based on a dimension. You can select only one dimension, such as region or product type.
The funnel width is based on measures. You must select at least 1 measure and can select up to 10 measures, such as Order Amount and Profit Amount.
Chart Overview
Scenarios
A funnel chart is suitable for the one-way analysis of standardized, single-process business flows that have long cycles and multiple stages. By comparing business data at each stage of the funnel, you can intuitively identify and understand issues at specific stages to aid decision-making.
A funnel chart uses the area of a trapezoid to represent the difference in business volume between a stage and the previous stage.
A funnel chart has a logical top-to-bottom sequence that shows the progression toward business goals.
A funnel chart is suitable for comparing conversions in a meaningful business process. It is not suitable for comparing unrelated categories.
Advantages
Calculation capability: Automatically calculates conversion rates.
Visualization effect: Provides trapezoid and rectangle styles and allows for customizable label displays.
Example output
Configure Chart Fields
On the Field tab, select the required dimension and measure fields.
In the Dimensions list, find Region and double-click it or drag it to the Comparison Metric/Dimension area.
In the Measures list, find Order Amount and Profit Amount, and double-click them or drag them to the Funnel Width/Measure area.
Click Update. The system automatically updates the chart.
Configure Chart Styles
The following sections describe how to configure the style of a butterfly chart. For more information about how to configure the styles of the chart title and card, see Configure the chart title.
Funnel
You can set the funnel mode to Traditional Funnel or Rectangle Conversion.
Traditional Funnel: The conversion rate is calculated as the percentage of data at each layer relative to the previous layer or the first layer. The change in the trapezoid's slope visually represents the data conversion. This mode is suitable for scenarios where you need to clearly display the conversion at each stage of the business process and observe the funnel as a whole.
In the Conversion Analysis funnel pattern, the conversion rate for each layer is calculated as a percentage of the data from the previous layer. This pattern highlights the drop-off between levels and the specific conversion values, making it suitable for scenarios where you compare the conversion efficiency between adjacent stages.
The configuration items vary based on the selected mode.
When Funnel Mode is set to Traditional Funnel, Funnel Style can be set to Basic, Bottom Rectangle, or Perfect Trapezoid.
Configuration item
Description
Basic
Color Settings
Set Funnel Color. You can set the color mode to By Layer Category, By Layer Gradient, or Monochrome. You can also customize the color of the color blocks.
Edge Display
Set the funnel edge to actual or smooth.
Bottom Rectangle
Color Settings
Set Funnel Color. You can set the color mode to By Layer Category, By Layer Gradient, or Monochrome. You can also customize the color of the color blocks.
Edge Display
Set the funnel edge to Actual or Smooth.
Bottom Style
Set the bottom style of the funnel to flat bottom or pointed bottom.
Perfect Trapezoid
Color Settings
Set Funnel Color. You can set the color mode to By Layer Category, By Layer Gradient, or Monochrome. You can also customize the color of the color blocks.
If you set Funnel Mode to Rectangle Conversion, the following configuration items are available.
Configuration item
Description
Chart Display Direction
If Funnel Style is set to Bottom Aligned, you can set the chart display direction to Horizontal or Vertical.
Color Settings
Set Funnel Color. You can set the color mode to By Layer Category, By Layer Gradient, or Monochrome. You can also customize the color of the color blocks.
Cylinder Height
Specifies the width of the bars in the chart.
Show Conversion Background
Specify whether to show the conversion background. You can customize the background color.
Edge Display
Set the funnel edge to Actual or Smooth.
Legend
In the Legend section, turn on the switch 
to show the legend, and set the Legend Position and Text Style.
Configuration item | Description |
Position | Set the display position and alignment of the legend.
|
Text | Set the text style of the legend. You can set the font color, size, weight, and whether it is italic. |
Mobile Legend | The legend settings for PC and mobile are independent. You can switch to the mobile editing view by clicking the PC/Mobile switch button ( |
) at the top of the dashboard editing page to set a suitable legend for mobile devices. You can customize the position and text style of the mobile legend.
Labels
In the Labels section, set the label categories to display in the chart and configure the style of the corresponding labels.
Configuration item | Description | |
Show All | Specify whether to show all labels. If the chart contains a large amount of data, do not select this option. The system then displays some data labels based on the chart's layout to maintain a clean appearance. | |
Category Label | Position | Set the display position of the category label. |
Text | Set the text style of the category label. | |
Data Label | Position | Set the display position of the data label. |
Text | Set the text style of the data label. | |
Conversion Rate Label | Conversion Rate Calculation Method | Set the calculation method for the conversion rate. The following calculation methods are available:
|
Arrow Style | If the chart display style is Perfect Trapezoid, you can set the style of the conversion rate arrow. | |
Display Name | If the chart display style is Perfect Trapezoid, you can customize the display name of the label. | |
Show Background | If the chart display style is Perfect Trapezoid, you can customize the background color of the label. | |
Decimal Places | Set the number of decimal places. | |
Text | Set the text style of the conversion rate label. | |
Total Conversion Rate
In the Total Conversion Rate section, turn on the switch to show the total conversion rate, and set its Position, Name, and Text Style.
Configuration item | Description |
Position | Set the display position of the total conversion rate. You can select Above or Top Left of the funnel. |
Custom Name | You can customize the display name of the total conversion rate as needed. |
Decimal Places | Set the number of decimal places for the conversion rate. |
Name | Set the style of the name text. |
Value | Set the style of the value text. |
Tooltip
In the Tooltip section, click the 
icon to enable tooltips, and then set the tooltip style.
Configuration item | Description |
Content | If the funnel mode is Rectangle Conversion, you can specify whether to display the Percentage of previous layer and Percentage of first layer in the tooltip. |
Background Color | Set the background fill color of the tooltip. |
Text | Set the style of the text in the tooltip. You can set the font color, size, weight, and whether it is italic. |
Mobile Tooltip | The tooltip switches for PC and mobile are independent. You can switch to the mobile editing view by clicking the PC/Mobile switch button ( |
Configure chart analysis
Name | Description |
Filter Interaction | If the data you need to analyze exists in different charts, you can associate multiple charts through filter interactions for data analysis. For more information, see Filter interactions. |
Drill Down | If the data you need to analyze exists in multiple dashboards, you can associate multiple dashboards through drill-down for data analysis. Drill-down includes two methods: Parameter Drill Down and External Link. For more information, see Drill down. |
What to do next
To share the dashboard with other users, you can share it with specific users. For more information, see Share a dashboard.
To create a complex report with a navigation menu for thematic analysis, you can integrate the dashboard into a BI portal. For more information, see Create a PC BI portal.