This topic describes how to create a funnel chart. Make sure that you have read Dashboard overview and Basic dashboard operations. For creating a dataset, see Create a dataset.

Overview

Funnel charts apply to the analysis of the standardized business process that has long cycles and multiple links. By using funnel charts, you can discover problems and locate the causes rapidly. Funnel charts are also used to present the conversion rate of each step. For example, you can view the conversion rates throughout the process from a user entering a website to completing purchases.

A funnel chart is based on the tier label and tier area. The tier label is based on the dimension such as the region. The tier area is based on the measure such as the order amount.

Examples



Notes

You can select a maximum of one dimension for the tier labels of a funnel chart. You can select a maximum of one measure for the tier area of a funnel chart.

Scenarios: order amounts in multiple areas

The following example uses the company_sales_record dataset.

  1. Log on to the Quick BI console.
  2. Click Datasets to go to the Datasets page.
  3. Select the company_sales_record dataset. Click the Create Dashboard icon in the Actions column.
    Note If you use Quick BI Enterprise Standard, you need to choose Standard or Full Screen as the display mode manually. The following example uses Standard.
  4. Click the Funnel chart icon and an empty chart appears in the dashboard.
  5. On the Data tab page, select dimensions and measures as needed.

    In the Dimensions list, select the area field and add it to the Tier Labels (Dimensions) section. In the Measures list, select the order_amt field and add it to the Tier Area (Measures) section.



  6. Click Update and the chart is updated.
  7. On the Style tab page, modify the name, layout, and legend of the funnel chart.


  8. Click Save to save the dashboard.

Configure the style

  • In the Basic Settings section, you can configure the chart name, hyperlinks for page jumping, and the background color. This example uses Dark as the background color.
  • In the Layout section, you can configure the legend position, label style, and display mode.
  • In the Measures section, you can configure the alias, format, and the number of decimal places of the measure.
  • In the Blocks section, you can configure the colors and aliases of dimension values.
The updated chart is shown as follows.

Delete a chart

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