A comparison funnel chart displays data that follows a sequential process across multiple categories. For example, you can compare the migrant population ratio, employment rate, and commercial housing sales between Beijing and Shanghai. The chart compares the two cities for each metric and shows the funnel relationship between the comparison items. This topic describes how to add data to a comparison funnel chart and configure its style.
Prerequisites
You must have created a dashboard. For more information, see Create a Dashboard.
Limits
A comparison funnel chart consists of Funnel Width/Measure and Comparison Metric/Dimension:
The comparison metric is determined by a data dimension. You can select only one dimension, such as region or product type.
The funnel width is determined by data measures. You must select at least one measure and at most 10 measures. For example, you can select the number of orders and the order amount.
Chart Overview
Scenarios
Funnel charts are ideal for analyzing standardized, multi-stage business processes. Comparing data at each stage helps you identify problems and make informed decisions.
The trapezoid area in a funnel chart represents the difference in volume between one stage and the previous stage.
The top-to-bottom sequence of a funnel chart shows the progress toward business goals throughout the process.
Use funnel charts to compare meaningful process conversions. Do not use them to compare unrelated categories.
Benefits
Calculation: Automatically calculates conversion rates.
Visualization: Supports trapezoid and rectangle styles, and lets you customize label displays.
Example
Configure Chart Fields
On the Fields tab, select the dimension and measure fields that you want to use.
In the Dimension list, find Region and double-click or drag it to the Comparison Metric/Dimension area.
In the Measures list, find Order Amount and Profit Amount. Double-click or drag them in sequence to the Funnel Layer Width/Measure area.
Click Update. The system automatically updates the chart.
Configure Chart Styles
This section describes how to configure the style of a comparison funnel chart. For information about configuring the chart title and card styles, see Configure the Chart Title. You can set the funnel mode to Traditional Funnel or Rectangle Conversion.
When Funnel Mode is set to Traditional Funnel, the conversion rate is the percentage of the current layer's data relative to the previous layer or the first layer. The slope of the trapezoid visually represents the data conversion. This mode is suitable for scenarios where you need a clear view of the conversion at each stage of the business process and want to see the funnel as a whole.
When Funnel Mode is set to Rectangle Conversion, the conversion rate is the percentage of the current layer's data relative to the previous layer. This mode emphasizes the gap and specific conversion values between layers. It is suitable for comparing conversion efficiency between adjacent stages.
The available configuration items vary based on the selected mode.
Funnel
When Funnel Mode is set to Traditional Funnel, you can set Funnel Style to Basic, Bottom Rectangle, or Perfect Trapezoid.
Configuration Item
Description
Basic
Color Settings
Set Funnel Color. You can set Color Pattern to By Level Category, By Level Gradient, or Monochrome. You can also customize the block colors.
Edge Display
Set the funnel edge to Actual or Smooth.
Bottom Rectangle
Color Settings
Set Funnel Color. You can set Color Pattern to By Level Category, By Level Gradient, or Monochrome. You can also customize the block colors.
Edge Display
Set the funnel edge to Actual or Smooth.
Bottom Style
Set the bottom style of the funnel to Flat or Pointed.
Perfect Trapezoid
Color Settings
Set Funnel Color. You can set Color Pattern to By Level Category, By Level Gradient, or Monochrome. You can also customize the block colors.
When Funnel Mode is set to Rectangle Conversion, the following configuration items are supported.
Configuration Item
Description
Chart Display Direction
When Funnel Style is set to Bottom Align, you can set the chart display direction to Horizontal or Vertical.
Color Settings
Set Funnel Color. You can set Color Pattern to By Level Category, By Level Gradient, or Monochrome. You can also customize the block colors.
Bar Height
You can set 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 Show Legend switch
, and set the Legend Position and Text Style.
Labels
In the Labels section, select the label categories to display in the chart and configure the display style for each label.
Configuration Item
Description
Show All
Specify whether to show all labels. If the chart contains a large amount of data, clear this option. The system then displays only some data labels to keep the chart clean.
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 method for calculating the conversion rate. The calculation methods are as follows:
Percentage of previous layer = (Current layer measure value / Previous layer measure value) × 100%
Percentage of first layer = (Current layer measure value / First layer measure value) × 100%
Arrow Style
When the chart display style is Perfect Trapezoid, you can set the style of the conversion rate arrow.
Display Name
When the chart display style is Perfect Trapezoid, you can customize the display name of the label.
Show Background
When 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 Show Total Conversion Rate switch
, 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
Customize the display name for 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, enable Show Tooltip and configure the background color and text style.
Configure Chart Analysis Features
Name | Description |
Filter Interaction | If the data you want to analyze is in different charts, you can link the charts. This lets you perform data analysis through filter interactions. For more information, see Filter Interaction. |
Jump | If the data you want to analyze is in multiple dashboards, you can jump between dashboards to link them for data analysis. Jumps include two methods: Parameter Jump and External Link. For more information about how to configure jumps, see Jump. |
What to do next
You can share the dashboard with other users to allow them to view it. For more information, see Share a Dashboard.
You can integrate your dashboard into a BI portal to create a complex portal with a navigation menu for specific analysis topics. For more information, see Create a PC BI portal.