A funnel chart is used to analyze standardized, multi-stage business processes. It shows the conversion rate for each step, which makes it ideal for this type of analysis. By comparing business data at each stage, you can easily identify problems. For example, you can use a funnel chart to clearly show the final conversion rate of users, from visiting a website to making a purchase. This topic describes how to add data to and configure the style of a funnel chart.
Prerequisites
You have created a dashboard. For more information, see Create a Dashboard.
Limits
A funnel chart consists of Funnel Layer/Dimension and Funnel Width/Measure.
Funnel layers are determined by dimensions. You can select a maximum of one dimension or no dimension. For example, region.
Funnel width is determined by measures. You can select at least one measure and a maximum of 10 measures. For example, Order amount.
Funnel charts support two data configurations:
Select one dimension for the funnel layer and one measure for the funnel width. This configuration is suitable for analyzing business data at a specific stage to easily identify problems.
Select no dimension for the funnel layer and 1 to 10 measures for the funnel width. This configuration is suitable for comparing business data across different stages.
Chart Overview
Scenarios
Funnel charts are ideal for analyzing standardized, long, and multi-stage business processes. Comparing data at each stage helps you identify problem areas and make decisions.
A funnel chart uses the area of a trapezoid to represent the difference in business volume between a stage and the previous stage.
The stages in a funnel chart are arranged from top to bottom in a logical sequence. This arrangement shows how business goals are met as the process progresses.
Benefits
Calculations: Automatically calculates conversion rates.
Visualizations: Supports trapezoid and rectangle styles, and custom label displays.
Example
Configure Chart Data
On the Data tab, select the required dimension and measure fields.
Add the following fields to compare order amounts by region:
In the Dimensions list, locate Region and double-click or drag it to the Funnel Layer/Dimension area.
In the Measures list, locate Order Amount and double-click or drag it to the Funnel Width/Measure area.
Click Update. The system automatically updates the chart.
Configure Chart Style
This section describes how to configure the chart style. For information about general style settings, see Configure the Chart Title. You can set Funnel Mode to Traditional Funnel or Rectangular Conversion.
When Funnel Mode is set to Standard, the conversion rate is the percentage of the current layer's data relative to the previous layer or the first layer. The change in the trapezoid's slope visualizes the data conversion. This mode is suitable for scenarios where you need to clearly show the conversion at each stage of the business process and view the funnel as a whole.
When Funnel Mode is set to Conversion Analysis, the conversion rate is the percentage of the current layer's data relative to the previous layer. This mode emphasizes the gap between layers and the specific conversion values. It is suitable for scenarios where you need to compare the conversion efficiency between adjacent stages.
The available configuration items vary depending on the selected mode. The details are as follows.
Funnel
When Funnel Pattern is set to Traditional Funnel, you can set Funnel Style to Basic, Bottom Rectangle, or Perfect Trapezoid.
Configuration Item
Description
Basic
Color Settings
Set the Funnel Color. For Color Pattern, you can select By Level Category, 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 the Funnel Color. For Color Pattern, you can select By Level Category, 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 the Funnel Color. For Color Pattern, you can select By Level Category, Level Gradient, or Monochrome. You can also customize the block colors.
When Funnel pattern is set to Rectangle Conversion, you can set Funnel Style to Align center or Align bottom.
Configuration Item
Description
Chart Display Direction
When Funnel Style is set to Align Bottom, you can set the chart display direction to Horizontal or Vertical.
Color Settings
Set the Funnel Color. For Color Pattern, you can select By Level Category, Level Gradient, or Monochrome. You can also customize the block colors.
Bar Height
Specifies the width of the columns 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.
Label
In the Label section, you can set the label types to display in the chart and their corresponding styles.
Configuration Item
Description
Mode
Set the display mode for labels. When Funnel Style is set to Basic or Bottom Rectangle, you can select Mode 1, Mode 2, or Mode 3. When Funnel Style is set to Perfect Trapezoid, you can only select Mode 1 or Mode 2.
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 to calculate the conversion rate. The formulas 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 arrows.
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, Text Style, and more.
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
You can customize the display name of the total conversion rate as needed.
Decimal Places
Set the number of decimal places for the conversion rate.
Name
Set the text style of the name.
Value
Set the text style of the value.
In the Tooltip section, you can specify whether to show the tooltip content and set its background color and text style.
When the Legend is enabled, you can set the display name for each series in Series Settings.
Chart Analysis Configurations
Configuration Item | Name | Description |
Data Interaction | Filter Interaction | When the data you need to analyze is in different charts, you can link the charts for data analysis. For more information about the settings, see Filter Interaction. |
Jump | When the data you need to analyze is in multiple dashboards, you can jump between dashboards to link them for data analysis. Jumps include three types: In-product Jump, In-page Component, and External Link. For more information about the settings, see Jump. |