Using Funnel Charts

Use a funnel chart to visualize data that moves across multiple stages in a linear process. The first stage, known as the head, is the largest block and is followed by the smaller stages, known as the neck, in a funnel shape. The size of a block is a percentage of the total, and is proportional to the value it represents.

Funnel chart

For example, funnel charts are often useful to identify trends or potential problem areas and bottlenecks in each stage of a process.

To create a funnel chart:

Click , the Dashboards tab.
Click Dashboard Designer, in the bottom-left corner.
On the Analyses dialog, click New analysis or click , the Options button, next to an existing analysis and select Edit.
On the analysis page, click , the Add visual button, on the toolbar.
Click the Funnel chart icon.
Add data to the visual by dragging fields from the Data panel to the appropriate field wells in the Visuals panel:
1. Drag a dimension to the Group by field well.
2. Drag a measure to the Value field well.
3. Add drill-down layers by dragging one or more additional fields to the Group by field well.
Customize the appearance of the visual in the Properties panel on the right.
1. Under Display Settings, format the title and subtitle.
  For more information, see Formatting Titles and Subtitles in Visuals.
2. Under Value, format the value field.
  - To remove or display the field title, click , the Hide axis title icon, or , the Show axis title icon, next to Title.
    You can also enter a custom title in the text box. To include a parameter in the title, click , the Insert parameter icon.
  - To remove or display the quick sort icon, click , the Hide quick sort icon icon, or , the Show quick sort icon icon, next to Sort.
3. Under Group by, format the group by field.
  - To remove or display the field title, click , the Hide axis title icon, or , the Show axis title icon, next to Title.
    You can also enter a custom title in the text box. To include a parameter in the title, click , the Insert parameter icon.
  - To remove or display the quick sort icon, click , the Hide quick sort icon icon, or , the Show quick sort icon icon, next to Sort.
  - Under Number of stages displayed, enter the maximum number of stages to include in the funnel chart.
    The remaining smaller stages are grouped into the Other stage. To hide the Other stage from the funnel chart, click , the Menu options button, in the corner of the visual, and select Hide "other" categories.
4. Under Data labels, format the labels.
  For more information, see Formatting Data Labels in Visuals.

RICOH Supervisor

Using Funnel Charts