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

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.

Funnel chart

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.

Chart width

1.2. Chart type

You can opt for a funnel or a pyramid.

Pyramid chart

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.

Inverted funnel

1.5. Curved

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

Curved funnel

1.6. Dynamic slope

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

Dynamic slope

1.7. Pinched

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

Pinch count

Pyramid

Executive funnel

Stacked funnel

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+

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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xViz Funnel Pyramid Chart to Inforiver Analytics+.zip

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