This section describes how to create a funnel chart. For more information, see Dashboard overview and Basic dashboard operations. If you need to edit or create datasets, see Create a dataset.

Funnel charts are suitable for analyzing business processes that involve a sequence of activities and span a long period of time. By comparing the business data between different stages, you can easily identify potential problems in the business process. Funnel charts can be used to show the conversion rates between stages of the business process. For example, you can see the percentage of visitors who became paying customers in a funnel chart easily.

A funnel chart consists of a number of tiers with varying labels and widths. The labels of tiers are determined by data dimensions, such as area. The widths of tiers are determined by data measures, such as order amount.

Note

For each funnel chart, one and only one dimension must be specified to determine the labels of tiers. One and only one measure must be specified to determine the widths of tiers.

The following scenario uses the company_sales_record dataset as an example.

Scenario: Compare the order amounts across multiple areas

  1. Log on to the Quick BI console.
  2. Click Datasets to open the dataset management page.
  3. Select the company_sales_record dataset and click Create Dashboard.
  4. Click the Funnel Chart icon and the corresponding legend is displayed.
  5. Click the Data tab to select the data dimension and data measure.

    In the Dimensions list, select area and add it to Tier Labels. In the Measures list, select order_amt and add it to Tier Area, as shown in the following figure:



  6. Click Update to generate the chart.
  7. In the Style tab, you can change the title, layout, and legend of the chart.
    • General Configuration: Specify the main title of the chart, the font color, and the background color.
    • Layout: Change the position of the legend.
    • Measure: Change the style of the measure and specify the number of decimal places to keep for the value.
    • Tier: Specify the color of tiers.
  8. Click the Save icon to save the dashboard.

To delete the chart, move the mouse to the upper-right corner and click Delete in the toolbar that appears.