# Funnel & Pyramid Charts {% tabs %} {% tab title="Funnel" %} ## **Funnel chart** #### **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.

### **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.

#### **1.2. Chart type** You can opt for a funnel or a pyramid.

#### **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.

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

#### **1.6. Dynamic slope** The slope of the funnel is determined by the magnitude of each category.

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

{% endtab %} {% tab title="Pyramid" %} ## **Pyramid chart** #### **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 %}

{% endtab %} {% tab title="Executive funnel" %} ## ** ****Executive funnel** #### **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.

### **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.

#### **1.2. Auto font color** The font color for the drop-off notations is automatically adjusted for best visibility when this toggle is enabled.

Set a custom font color when the toggle is disabled.

* **Font size** Set the font size of the drop-off notations.

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

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

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

* **Background transparency** Adjust the transparency of the ellipsis or square.

#### **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.

* **Arrow size** Set the thickness of the direction arrows.

#### **1.4. Area fill** Render an area chart to capture the overall trend.

* **Fill color** Set a custom color for the area chart.

Setting a custom fill color for the area chart

* **Area transparency** Adjust the transparency of the area chart.

#### **1.5. Executive funnel bubble** Enable this toggle to show bubbles for each stage.

* **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.

* **Connecting line color** Set the color for the lines connecting the bubbles.

* **Connecting line width** Set the width of the connecting lines.

#### **1.6. Highlight funnel** Capture the contribution of each stage by enabling this toggle.

* **Fill** Customize the fill color of the background bar chart.

* **Border** Customize the border of the background bar chart.

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

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

{% endtab %} {% endtabs %} ## Additional Formatting Options Here are the other settings that help you refine your Funnel chart.

Feature	Description	Link
Number	Configure number formatting (decimals, units)	charts-number-settings
Legend	Show/hide and customize the legends	charts-legend-settings
Data Label	Show exact values for each data point	3.6.-data-label-customizations
Trellis	Create small multiples using category split	6.-trellis-customizations
Conditional Formatting	Apply color rules to highlight values	9.-conditional-formatting
Sorting	Sort axis order	sorting-data
Ranking	Limit to top/bottom N categories	ranking-for-charts

## 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="" %} Download the zip file to access the migration guide and PBIX demo file {% endfile %}