Funnel & Pyramid Charts
Funnel charts are effective in highlighting drop-offs and bottlenecks in a workflow. Pyramid charts are ideal for displaying hierarchical structures, workflows, or proportional data distributions.
Funnel chart
Chart setup
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.
Pyramid chart
Chart setup
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.
A funnel chart can be converted into a pyramid by selecting 'Pyramid' from the Canvas Settings > Chart type dropdown.
Executive funnel
Chart setup
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.
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.
Stacked funnel
Chart setup
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.
In Analytics+, you can convert a regular funnel into a stacked funnel chart by assigning a small multiples parameter.
To display the percentage contribution for each stacked group, select the 'Group and Percentage' option from Data label settings > Display.
Additional Formatting Options
Here are the other settings that help you refine your Funnel chart.
Migrating from xViz Funnel/Pyramid charts to Analytics+
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+.
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