The funnel chart displays the stages of your process in parts on top of each other, which are visually enhanced by color.
By default, the difference in stage values compared to the total of data is translated in the different widths of the parts. Meaning, the more items in one stage, the wider the part. This gives you the opportunity to notice a bottleneck stage at a glance for example.
Creating a funnel chart is very easy and can be executed for all kinds of processes. Let’s go through it step by step.
The funnel chart can be found underneath the ‘special charts’ section. By drag & dropping it into the canvas, data can be added to the two dataslots ‘category’ and ‘measure’.
Columns with data types ‘hierarchy’ and ‘date time’ are a perfect fit for this slot.
The data added to this slot defines how many stages - or parts - will appear, as such five different stages will divide the funnel chart in five parts. The measures from the same stage will be aggregated into one part.
The example below demonstrates how a column with the different phases of a process is added to the chart. Without measure data, each part represents the number of rows per phase found in the dataset, which is like the count rows aggregation.
Columns with data type ‘numeric’ or ‘hierarchy’ are a perfect fit for this slot.
The measure slot defines the numeric value of a stage. By default, the higher the value, the wider the part. Different aggregations can be set in order to be able to execute different calculations, e.g. the average.
In this example, we use a column containing volume data to show the amount of items per process phase. The order in which the parts are represented can be changed in the settings - based on category or measure, and ascending or descending.
Underneath the general settings, you can choose to display the legend as a list or as labels for a different visual effect.
A very handy option is the possibility to show percentages in the parts - compared to the maximum or to the total of values. By toggling off the ‘Show absolute value’ option, you only have the percentages.
The funnel chart itself also has multiple layout options:
Dynamic Width - the difference in value between the parts translates in the width
Dynamic Height - the difference in value between the parts translates in the height
Equal & Linear - the difference in value between the parts is not translated