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Funnel Chart

Funnel charts display a single series or data point for a set of records as a progression of slices of a three-dimensional funnel. Both the decreasing radius of the funnel and the overall depth of each slice indicate the decreasing size of the data.

See Characteristics and Configure This View for more information. For an alternate presentation of progressive numerical data, see Pyramid Chart.



Characteristics

Requirements

A set of repeating items with:

  • One field with a label that identifies each slice of the funnel. In the example shown above, the State field provides the label.

  • At least one field with a numeric value that has some variation from large to small for each record. For best results, the value for each record should be unique to ensure that slices do not misrepresent the data. In the example shown above, the aggregate AGI is the value.

Published Events

None

Mobile Views

No

Configure This View

Choose the Funnel view and:

  1. If needed, change the Select Repeating Element field to find the repeating items that contain the fields you want to chart. This must be the parent node to the fields you want to use and it must be a repeating node.

  2. Drag the column that contains the labels for each slice and drop this in the Label field.

    For best results, limit the number of categories to 15 or less.

    You can click Show Data to see the actual data and simply drag the appropriate column title. Hide Data closes this and shows just the column names.

  3. Drag one column that contains numeric data into the Value field.

  4. Optionally, drag and drop a column with text values in the Tooltip field.

  5. Click Next and set basic options for the chart in the Customize Appearance step:

    • Set a Caption or Subcaption for the chart.

    • If needed, add a prefix or suffix for all numeric labels for this chart.

      Common examples might be $ as the prefix or % as the suffix.

  6. If needed, click Switch to advanced mode to set other visual properties for the chart. See Advanced Configuration Properties for details.

  7. Preview the chart at any time.

  8. Once you are satisfied, save the view:

    1. Click Finish.

    2. Give the view a name, and optional description.

    3. Click Save.