This topic provides an overview of funnel charts and an example on how to use funnel charts. This topic also describes how to configure funnel chart styles and how to delete a funnel chart.

Prerequisites

A dashboard is created. For more information, see Create a standard dashboard.

Overview

A funnel chart can be used to analyze standardized, long-term, and multi-staged business processes. You can use a funnel chart to compare data between different stages and identify the stages that may require more attention. You can also use a funnel chart to show the conversion rate at each stage of a business process, such as the conversion rate of visitors to paying customers on a shopping website.

When you create a funnel chart, you must specify Tier Area (Mea.) and Funnel Layering/Dimension.
  • You can specify only one dimension for Funnel Layering/Dimension.
  • You can specify 1 to 10 measures for Tier Area (Mea.).
Notice You can configure a funnel chart in the following two ways:
  • Specify one dimension for Funnel Layering/Dimension and one measure for Tier Area (Mea.). This type of funnel chart is suitable for analyzing the business data of a specific stage, which helps you easily identify issues within the stage.
  • Specify 1 to 10 measures for Tier Area (Mea.) and no dimension for Funnel Layering/Dimension. This type of funnel chart is suitable for comparing business data of multiple stages.

Example

The following example shows how to use a funnel chart. In this example, the company_sales_record dataset is used.

  1. Perform the operations shown in the following figure to create a dashboard. Create a dashboard
  2. In the Create Dashboard dialog box, select Standard or Full Screen, and click OK.
    In this example, Standard is selected. Confirmation message
  3. On the dashboard edit page, click the Division of square paper icon in the top menu bar and click the Funnel Chart icon.
    International site
  4. On the Data tab, select measures and dimensions based on your business requirements.
    • Add the following fields to compare the order amounts of different areas:
      • In the Dimensions list, double-click area. You can also drag this dimension to the Funnel Layering/Dimension field.
      • In the Measures list, double-click order_amt. You can also drag this measure to the Tier Area (Mea.) field.
    • Add the following fields to compare the order amounts, profits, and shipping costs:
      • In the Measures list, double-click order_amt, profit_amt, and shipping_cost. You can also drag these measures to the Tier Area (Mea.) field.
  5. Click Update to update the funnel chart. 1

    You can click the 1 icon next to Tier Area (Mea.) to modify the display name, aggregation method, and value display format of a measure. For more information, see Configure a chart.

  6. On the Style tab, configure parameters in the Basic Information, Chart Style, and Series Settings section.
    For more information, see Configure funnel chart styles.
  7. On the Advanced tab, configure the following parameters.
    Parameter Option Description
    Advanced Settings Auto Refresh After you select Auto Refresh, the system refreshes the funnel chart as scheduled. For example, if you select Auto Refresh, enter 5, and then select Minutes, the system refreshes the funnel chart every 5 minutes.
    Filter Interaction After you configure Filter Interaction and click an area or field in the funnel chart, data in other charts that are associated with this chart is updated. For more information, see Configure the filter interaction feature.
    Hyperlink After you configure Hyperlink, you are directed to the linked report when you click a field in the funnel chart. You can set Hyperlink to Parameter or External Link. If you select Parameter, you must configure global parameters. For more information, see Configure the hyperlink feature.
    Note Hyperlink is unavailable if you do not specify dimensions on the Data tab.
  8. Click Save in the upper-right corner of the page to save the settings.

Configure funnel chart styles

  • In the Basic Information section, configure Show Title and Description, Description, Endnote, and Show Link.
    Note If Show Link is selected, you also need to configure Link Text and Link Address. If you click a field in the funnel chart, you are redirected to the linked report or an external link.
    Quick BI provides Standard and Conversion Analysis for you. Example
  • Chart Style
    • If you set Visual Style to Standard, configure Layout, Show Category Label, Show Data Label, Conversion Rate Calculation Method, Funnel Color, Data Label Display, Display Mode, Bottom Style, and Show Legend in the Chart Style section. Layout
      Perfect Trapezoid is a new layout mode. Perfect Trapezoid
      Note You can use the following formulas to calculate the conversion rate:
      • Conversion rate from the upper adjacent layer = Measure value at the current layer/Measure value at the upper adjacent layer × 100%
      • Conversion rate from the first layer = Measure value at the current layer/Measure value at the first layer × 100%
    • If you set Visual Style to Conversion Analysis, configure Layout, Funnel Color, and Data Label Display in the Chart Style section. Conversion Analysis
  • In the Series Settings section, configure Series and Display Name.
The following figure shows the updated funnel chart. Updated

Delete a chart

  1. Click the More icon in the upper-right corner of the line chart.
  2. Select Delete. The line chart is deleted.