Funnel Chart

A funnel chart, as the name suggests, resembles a funnel filtering out data with a larger top (opening) and a smaller bottom (exit). It is a type of data visualization that showcases the progressive reduction of data as it passes through sequential stages in a process. Each stage or section in the chart showcases the filtering process, and the width of each stage is proportional to the data value.

The funnel chart starts with the 100% quantity representing the total input or potential entries into the process. As the data moves down through each stage, the sections narrow, illustrating how the number of items decreases, often due to filtering. The chart helps to identify the stages with the largest reductions in data visually.

Basic Configuration

Add and configure the funnel chart in Infoveave with the simple drag-and-drop option. Select the Datasource, the associated measure and the dimensions required. Below are the simple steps on how to configure a funnel chart in Infoveave.

1. Drag the funnel chart and drop it onto the designer workspace, from the chart library.
2. Click on the funnel chart in the designer to select it.
3. With the funnel chart selected, go to the Configuration tab located in the Configuration panel.
4. Under the Configuration tab, select the Basic Configuration option to access the essential settings for the funnel chart.
5. Select the Datasource from Source which the chart will pull the data from the option.
6. Choose the Measure(s) that represents the numerical values you want to display on the funnel chart.
7. Choose the Dimension(s) that represents the categorical values you want to display on the funnel chart.
8. Use the Date to include a date dimension in your chart, useful for showing trends over time.
9. Enable Hide Zero Values option (optional) to hide bars that have a value of zero.

Chart Customization

Customizing the funnel chart allows you to tailor the widget appearance to meet your theme. With improved customization you can enhance the clarity on the data points, the chart aesthetics and set interactivity filters making your dashboard visually appealing also effectively communicating your data insights.

The basic customizations available for the funnel chart are as below

• General Modify the chart’s general appearance, including the background color, borders, shadows, and drill-out choices.
• Title Enable and customize the chart title’s text, font, color, and alignment.
• Sorting Choose the order in which data points are shown in the chart.
• Legend Adjust the legend’s visibility, position, text, and orientation, as well as heatmap settings.
• Series Customize the look and behavior of the data series, such as labels, colors, and backdrop.
• Tooltip Customize the tooltip settings to improve the information shown when you hover over data points.
• Other Additional option to apply grid positioning to the chart.