# Funnel & Pyramid Charts

{% tabs %}
{% tab title="Funnel" %}

## &#x20;                               <mark style="color:$success;">**Funnel chart**</mark>

#### **Chart setup to build a funnel chart:**

| Configuration option | Configuration value                                        |
| -------------------- | ---------------------------------------------------------- |
| **Axis**             | Drag the dimension to plot on the axis (e.g., Sub Region). |
| **Values parameter** | Drag the measure to analyze (e.g., Actuals).               |
| **Chart type**       | Select  **Funnel** from the Chart Type dropdown menu.      |

> Funnel charts are typically used to identify potential bottlenecks or areas of improvement in a process. In this example, we've used a Funnel to view the sales across different sub-regions.

<figure><img src="/files/yARnMdzaiuh7T87B50Zn" alt=""><figcaption><p>Funnel chart</p></figcaption></figure>

### **1. Customization & formatting options under Canvas settings**

#### **1.1. Chart width**

You can adjust the funnel width based on your requirements. The allowed range is between 40 and 100.

<figure><img src="/files/7XCfnfoZWsIbVfVkKimj" alt=""><figcaption><p>Chart width</p></figcaption></figure>

#### **1.2. Chart type**

You can opt for a funnel or a pyramid.

<figure><img src="/files/xYQDDUlV6RZXWLMNrnS8" alt=""><figcaption><p>Pyramid chart</p></figcaption></figure>

#### **1.3. Include total sum**

Enable this option to use the measure sum total for funnel height calculation.

#### **1.4. Inverted**

Enable this option to turn the funnel or pyramid upside down.

<figure><img src="/files/yH9oxtmRfT5xlEpAZSNv" alt=""><figcaption><p>Inverted funnel</p></figcaption></figure>

#### **1.5. Curved**

Enable this option to view the funnel with rounded ends. You can set the width of the curve.

<figure><img src="/files/VCtk4vH20MtGMPDdUKZY" alt=""><figcaption><p>Curved funnel</p></figcaption></figure>

#### **1.6. Dynamic slope**

The slope of the funnel is determined by the magnitude of each category.

<figure><img src="/files/4GP4Pl7wyud8Z9XBNY8v" alt=""><figcaption><p>Dynamic slope</p></figcaption></figure>

#### **1.7. Pinched**

You can disable the slope for a specific number of categories. Enter the category count in the **Pinch count** textbox.

<figure><img src="/files/F7S2fU4Z7vws2wq7aefE" alt=""><figcaption><p>Pinch count</p></figcaption></figure>
{% endtab %}

{% tab title="Pyramid" %}

## &#x20;                           <mark style="color:$success;">**Pyramid chart**</mark>

#### **Chart setup to build a pyramid chart:**

| Configuration option | Configuration value                                        |
| -------------------- | ---------------------------------------------------------- |
| **Axis**             | Drag the dimension to plot on the axis (e.g., Sub Region). |
| **Values parameter** | Drag the measure to analyze (e.g., Actuals).               |
| **Chart type**       | Select  **Funnel** from the Chart Type dropdown menu.      |

> A pyramid chart is a triangular diagram divided into horizontal layers, each symbolizing a hierarchical level or category, with the width of each layer showing its proportion relative to the entire chart.

{% hint style="success" %}
A funnel chart can be converted into a pyramid by selecting 'Pyramid' from the Canvas Settings > Chart type dropdown.
{% endhint %}

<figure><img src="/files/4MJRbChiKcqMH7g7nivQ" alt=""><figcaption><p>Pyramid chart</p></figcaption></figure>
{% endtab %}

{% tab title="Executive funnel" %}

## &#x20;                      &#x20;**&#x20;**<mark style="color:$success;">**Executive funnel**</mark>

#### **Chart setup to build an executive funnel:**

| Configuration option | Configuration value                                                                   |
| -------------------- | ------------------------------------------------------------------------------------- |
| **Axis**             | Drag the dimension to plot on the axis (e.g., Stage).                                 |
| **Values parameter** | Drag the measure to analyze (e.g., Count).                                            |
| **Chart type**       | Select  **Executive Funnel** from the Funnel section of the Chart Type dropdown menu. |

> Executive funnel charts are used to visualize progressive stages in a high-level process, making it easy for executives to track conversion, drop-off, or flow through key business stages.

<figure><img src="/files/zdAZDnZp8kaVYmf04EB2" alt=""><figcaption><p>Executive funnel</p></figcaption></figure>

### **1. Customization & formatting options under Canvas settings**

#### **1.1. Category deviation**

The drop-off between each stage will be displayed only when this toggle is enabled.

<div><figure><img src="/files/MEVC3pzM93Cg14atFMk0" alt=""><figcaption><p>Category deviation enabled</p></figcaption></figure> <figure><img src="/files/gc1POrA4qfMe79BhN9Ta" alt=""><figcaption><p>Category deviation disabled</p></figcaption></figure></div>

#### **1.2. Auto font color**

The font color for the drop-off notations is automatically adjusted for best visibility when this toggle is enabled.&#x20;

<figure><img src="/files/fgf9G9vtcrR4LCbu5zMg" alt=""><figcaption><p>Auto font color enabled</p></figcaption></figure>

Set a custom font color when the toggle is disabled.

<figure><img src="/files/iZTTIrGzb4JhXKsK3eIu" alt=""><figcaption><p>Custom font color</p></figcaption></figure>

* **Font size**

Set the font size of the drop-off notations.

<figure><img src="/files/CVESpp87MGGfkl9p41f0" alt=""><figcaption><p>Font size</p></figcaption></figure>

* **Shape**

By default, the drop-off or conversion is displayed within an ellipsis. You can also choose a square.

<figure><img src="/files/qYNs6yXFfh0IIrpAgNtq" alt=""><figcaption><p>Shape</p></figcaption></figure>

* **Border radius**

When you choose 'Square' in the **Shape** dropdown, you can customize the border radius.

<figure><img src="/files/AJKkG5znoWSOPm3PVx5n" alt=""><figcaption><p>Border radius for square shapes</p></figcaption></figure>

* **Label display**

Show the actual drop-off or conversion value between stages or the percentage of both.

<figure><img src="/files/wUyexc3Z0bnCPWnVaulb" alt=""><figcaption><p>Label display </p></figcaption></figure>

* **Background transparency**

Adjust the transparency of the ellipsis or square.

<figure><img src="/files/ZUlRnhOgONT7EQNXEah5" alt=""><figcaption><p>Background transparency </p></figcaption></figure>

#### **1.3. Funnel direction**

Use arrows to show the direction of progress of each stage. The arrows will not be displayed when this toggle is turned off.

<div><figure><img src="/files/OGwXcNNrLjMeWFd5Thaq" alt=""><figcaption><p>Funnel direction enabled</p></figcaption></figure> <figure><img src="/files/Vg76hxrOmtk65jx4Ne8a" alt=""><figcaption><p>Funnel direction disabled</p></figcaption></figure></div>

* **Arrow size**

Set the thickness of the direction arrows.

<figure><img src="/files/FRn9PVHVBEJ81k9MAP13" alt=""><figcaption><p>Arrow size</p></figcaption></figure>

#### **1.4. Area fill**

Render an area chart to capture the overall trend.

<figure><img src="/files/hvHdJoTw8pzvp0Cg2gnf" alt=""><figcaption><p>Area fill enabled</p></figcaption></figure>

* **Fill color**

Set a custom color for the area chart.

<figure><img src="/files/eKvlLHvnB6tdx4CIXB7B" alt=""><figcaption><p>Setting a custom fill color for the area chart</p></figcaption></figure>

* **Area transparency**

Adjust the transparency of the area chart.

<figure><img src="/files/9pr1ZqMLsGaIiBQ5PPaB" alt=""><figcaption><p>Area chart tranparency</p></figcaption></figure>

#### **1.5. Executive funnel bubble**

Enable this toggle to show bubbles for each stage.

<figure><img src="/files/mqrGLD7LAxWWLZ3u72kf" alt=""><figcaption><p>Display bubbles for each stage</p></figcaption></figure>

* **Value type**

Choose to display the actual value or the percentage. The data label will be automatically adjusted accordingly - for instance, if you choose 'Value', the data label will display the percentage.

<figure><img src="/files/5yFnRvFhrGz50RVh4TMr" alt=""><figcaption><p>Value type</p></figcaption></figure>

* **Connecting line color**

Set the color for the lines connecting the bubbles.

<figure><img src="/files/NgXqupJPCVDzkrLlXJEX" alt=""><figcaption><p>Connecting line color</p></figcaption></figure>

* **Connecting line width**

Set the width of the connecting lines.

<figure><img src="/files/gvFByOedzo0kB0V54Cgk" alt=""><figcaption><p>Connecting line width</p></figcaption></figure>

#### **1.6. Highlight funnel**

Capture the contribution of each stage by enabling this toggle.&#x20;

<figure><img src="/files/vcNCp39IzsgkX9Xn5T4Z" alt=""><figcaption><p>Highlight funnel</p></figcaption></figure>

* **Fill**

Customize the fill color of the background bar chart.

<figure><img src="/files/mKZUQy5DKLKjE1jUt3Sn" alt=""><figcaption><p>Customize the fill color</p></figcaption></figure>

* **Border**

Customize the border of the background bar chart.

<figure><img src="/files/EX4a6U3fuwwYjTO2Lsyu" alt=""><figcaption><p>Setting the border color</p></figcaption></figure>
{% endtab %}

{% tab title="Stacked funnel" %}

## &#x20;                         **Stacked funnel**

#### **Chart setup to build a stacked funnel:**

| Configuration option          | Configuration value                                        |
| ----------------------------- | ---------------------------------------------------------- |
| **Axis**                      | Drag the dimension to plot on the axis (e.g., Sub Region). |
| **Values parameter**          | Drag the measure to analyze (e.g., Actuals).               |
| **Small multiples parameter** | Drag the dimension to use to plot stacks (e.g., Quarter).  |
| **Chart type**                | Select **Funnel** from the Chart Type dropdown menu.       |

> Stacked funnel charts are used to visualize multiple categories within each stage of a funnel, making it easy to compare part-to-whole contributions at each funnel stage.&#x20;

{% hint style="success" %}
In Analytics+, you can convert a regular funnel into a stacked funnel chart by assigning a small multiples parameter.
{% endhint %}

<figure><img src="/files/f7kexzWrXyILENxBwVnH" alt=""><figcaption><p>Stacked funnel</p></figcaption></figure>

To display the percentage contribution for each stacked group, select the 'Group and Percentage' option from Data label settings > Display.

<figure><img src="/files/UfZd95lk69YdpT9HfYYp" alt=""><figcaption><p>Stacked funnel</p></figcaption></figure>
{% endtab %}
{% endtabs %}

## Additional Formatting Options

Here are the other settings that help you refine your Funnel chart.

<table><thead><tr><th width="143.5">Feature</th><th>Description</th><th data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Number</td><td>Configure number formatting (decimals, units)</td><td><a href="/pages/5luh7CNmlb8gDCUt1Cdo">/pages/5luh7CNmlb8gDCUt1Cdo</a></td></tr><tr><td>Legend</td><td>Show/hide and customize the legends</td><td><a href="/pages/DKKnFEcoc3dq7SY8pPwT">/pages/DKKnFEcoc3dq7SY8pPwT</a></td></tr><tr><td>Data Label</td><td>Show exact values for each data point</td><td><a href="/pages/hlfbb3nncB1Juac8B2M1">/pages/hlfbb3nncB1Juac8B2M1</a></td></tr><tr><td>Trellis</td><td>Create small multiples using category split</td><td><a href="/pages/gZGiSWPH6pyEPgCUyJ7G">/pages/gZGiSWPH6pyEPgCUyJ7G</a></td></tr><tr><td>Conditional Formatting</td><td>Apply color rules to highlight values</td><td><a href="/pages/eAlYz7nnGGHBwj0vsrG2">/pages/eAlYz7nnGGHBwj0vsrG2</a></td></tr><tr><td>Sorting</td><td>Sort axis order</td><td><a href="/pages/DBrCRJn3JzquaVGXnE0Z">/pages/DBrCRJn3JzquaVGXnE0Z</a></td></tr><tr><td>Ranking</td><td>Limit to top/bottom N categories</td><td><a href="/pages/AmGsNJOt6hyWbMuwohm6">/pages/AmGsNJOt6hyWbMuwohm6</a></td></tr></tbody></table>

## Migrating from xViz Funnel/Pyramid charts to Analytics+

{% hint style="success" %}
**Download Guide and Demo**

Access the detailed guide, which includes step-by-step settings paths and a PBIX demo report, for comprehensive configuration examples between xViz and Analytics+.
{% endhint %}

**Download ↓**

{% file src="/files/2SSNw8D31eUQmlX3fNOD" %}
Download the zip file to access the migration guide and PBIX demo file
{% endfile %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.inforiver.com/analytics+/quick-charts/funnel-and-pyramid-charts.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.