Quick BI:Butterfly Chart

Overview

Scenarios

• A funnel chart compares business data between different stages of a process. A funnel chart is suitable for one-way analysis of a single process that is standard, runs for a long period of time, and involves multiple stages. You can use a funnel chart to identify the stages in which issues occur and make informative decisions.

• A funnel chart includes trapezoid areas to compare business volume between a stage and its previous stage.

• From top to bottom, the funnel chart has a logical sequential relationship, showing the completion of business objectives as the workflow advances.

• Funnel charts are suitable for process conversion comparisons with business implications, but not for comparisons without associated categories.

Benefits

• Computing power: A facet scatter chart automatically calculates the conversion rate.

• Visualization effects: trapezoid, rectangle style, and custom label display.

Rendering example

Create a chart

1. On the Fields tab, select the required dimension fields and measures.

   • In the Dimensions list, double-click Area. You can also drag this dimension to the Comparison Metric (Dimensions) field.

   • In the Measures list, double-click Order Amt and Profit Amt. You can also drag these measures to the Funnel Width (Mea.) field.

2. Click Update to create the LBS heat map.

   

Configure the styles of the LBS heat map

The following section describes how to configure the style of a word cloud. For more information about how to configure the style of a chart title and card, see Configure the title area of a chart.

You can enter a keyword in the search box at the top of the configuration section to search for configuration items. You can also click Expand /Collapse All Categories in the right-side chart.

• If you set the Funnel Mode parameter to Standard, you can configure the Funnel Style, Legend, Category Label, label, and ToolTip.

  • In the Funnel section, specify a funnel style.

    Parameter	configuration items example
    Layout	You can select Default, Rectangle, or Perfect trapezoid.
    Color Settings	The color of the funnel. You can customize the color of each field.
    Display Mode	You can select True or Smooth.
    Bottom Style	You can select Flat or Sharp.

  • In the Legend section, specify whether to show a legend and the legend style.

    Parameter	configuration items example
    Position	Set the legend display position. The following three legend rendering methods are supported.
    Text	Sets the display style of the legend text.

  • In the Category Label section, configure whether to display the category label and the label style.

    Parameter	configuration items example
    Full Display	Select the check box to display all category tags.
    Position	If you select Default or Rectangle, you can select Left or Right.
    Text	Sets the display style for category label text.

  • In the label, set whether the label is displayed and the label style.

    Parameter	configuration items example
    Full Display	Select the check box to display all category tags.
    Content	Select Conversion Rate, Metric, or Conversion Rate + Metric.
    Conversion rate calculation method	If you set the Display Style parameter to Default or Rectangle, you can set the Calculation Method parameter to Percentage of First Layer or Percentage of First Layer. If you set Display Style to Standard Ladder, the default value is Percentage of First Layer. 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%
    Text	Sets the display style for label text.

  • In Tooltip, set the tooltip mode.

    Parameter	configuration items example
    Content	The display mode of the prompt information. You can select Percentage of Upper Layer or Percentage of First Layer.
    Background color	Set the background color.
    Text	Sets the prompt text style.

• If Funnel Mode is set to Conversion Analysis, you can set Funnel Style, label, and Tooltip.

  • In the Funnel section, specify a funnel style.

    Parameter	configuration items example
    Layout	You can select Landscape or Portrait.
    Color Settings	The color of the funnel. You can customize the color of each field.

  • In the label, set whether the label is displayed and the label style.

    Parameter	configuration items example
    Full Display	Select the check box to display all category tags.
    Conversion rate calculation method	By default, the calculation method in Conversion Analysis mode is set to Percentage of the previous layer. 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%
    Text	Sets the display style for label text.

  • In the Tooltip section, configure the tooltip mode.

    Parameter	configuration items example
    Content	The display mode of the prompt information. You can select Percentage of Upper Layer or Percentage of First Layer.
    Background color	Set the background color.
    Text	Sets the prompt text style.

Chart analysis configuration

Limits

What to do next

• You can share your dashboard with others. For more information, see Share a dashboard.

• If you want to create a navigation menu for thematic analysis, you can integrate your dashboard into a business intelligence (BI) portal. For more information, see Create a BI portal.