This topic introduces funnel charts, including an overview and an application example. This topic also describes how to configure the style of a funnel chart and how to delete a funnel chart.

Prerequisites

Overview

A funnel chart is best suited to analyze standard, long-term, multi-stage business processes. It allows you to compare business data from different stages and identify issues. You can also use a funnel chart to show the conversion rate at each stage of a business process, for example, the percentage of visitors that become paying customers for a shopping website.

A funnel chart consists of funnel layering and tier areas. Funnel layering is determined by a dimension, such as area. Tier areas are determined by a measure, such as order price.

Notice You must specify one dimension for funnel layering and one measure for tier areas. Otherwise, you do not need to specify any dimension for funnel layering but must specify one to ten measures for tier areas.

Application example

Scenario: Compare the order prices of multiple regions or compare the order prices, profits, and shipping costs of multiple regions. The following example uses the company_sales_record dataset to describe the application of a funnel chart.

  1. In the left-side navigation pane of the Workspace page, click Datasets.
  2. On the Datasets page that appears, find the company_sales_record dataset, and click the Create dashboards icon in the Actions column.
    Note If you are using Quick BI Enterprise Standard, select Standard or Full Screen as the dashboard type. In this example, Standard is selected.
  3. Click the Funnel chart icon. A funnel chart appears in the display area of the dashboard.
  4. Click the Data tab and select the required dimension and measures.
    • If you want to compare order prices of different regions, find area in the Dimensions list and add it to the Funnel layering / dimension field, then find order_amt in the Measures list and add it to the Tier Area (Mea.) field.Order price comparison
    • If you want to compare order prices, profits, and shipping costs of different regions, find order_amt, profit_amt, and shipping_cost in the Measures list and add them to the Tier Area (Mea.) field in sequence.Measure comparison
  5. Click Update. The chart is updated.
  6. Click the Style tab and configure parameters in the Basic Information, Chart Type, and Series Settings sections.
  7. Click Save in the upper-right corner. In the Save Dashboard dialog box that appears, enter a name for the dashboard and click OK.

Configure parameters on the Style tab

  • In the Basic Information section, configure Show Title and Description, Show Link, and Visual Style.
    Note If you want the user to be redirected to a report or an external page, select Show Link and specify Link Text and Link Address.
    You can set Visual Style to Standard or Conversion Analysis.Visual Style
  • Chart Type
    • If Visual Style is set to Standard, you can configure the following parameters in the Chart Type section: Shape, Display Category Labels, Display Data Labels, Conversion Rate Calculation Method, Funnel Color, Data Label Display, Display Mode, Bottom Style, and Show Legend.Chart Type
      Note The conversion rate is calculated by using the following formulas:
      • 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 Visual Style is set to Conversion Analysis, you can specify Shape, Funnel Color, and Data Label Display in the Chart Type section.Conversion Analysis
  • In the Series Settings section, specify Display Name and Number Formatting for each measure.Series Settings
The following figure shows an updated funnel chart.Updated chart

Delete a chart

Click the More Actions icon in the upper-right corner of a chart and select Delete from the drop-down list to delete the chart.