Creating a Funnel Chart Widget

The funnel chart is especially useful for showing stages in a process that are sequentially dependent.

For example, you can use funnel charts when you want to represent a greater number of items in the first stage versus a smaller number in the final stage. You can also use them to track sequential data that moves through stages or to reveal bottlenecks in a linear production process.

Each stage in the funnel chart corresponds to a percentage. The top, thickest stage is the largest and each subsequent stage is thinner than its predecessor. If you have a stage that appears thicker than the previous stage, there might be a problem in your process.

There are two ways to create a funnel chart:

  • You can select a category along with a single value. The value is broken by the members of the category and each member appears as a separate section in the funnel chart.
  • You can select multiple values. Each value appears as a separate section in the funnel chart.

To create a funnel chart:
  1. Click Dashboards tab, the Dashboards tab, and select a dashboard from the list.
  2. In the Widget library panel, click Create new widget button, the Create new widget button, to create a widget and open it in the Widget Designer.
    For more information, see Creating Widgets.
  3. In the Widget Designer, select Funnel Chart from the list of widget types in the top-left corner.
  4. In the data panel on the left, add data to the widget:
    • If you have data fields that contain all the steps in the process, select a category along with a single value. Click Add button, the Add button, in the Categories section and select the category field. Then, click Add button, the Add button, in the Values section and select the value field.
    • If you want to include individual values in the funnel chart, add multiple value fields. Click Add button, the Add button, in the Values section and select the value fields that you want to include in the funnel chart. Each value field appears as a separate stage in the chart.
    The fields appear in the same top to bottom order in the funnel chart as they appear in the data panel. The value of the top stage is always 100% and the percentage value for each subsequent stage is derived from the top stage.
  5. In the Design tab on the right, customize the appearance of the widget:
    1. Under Funnel Size, select Wide, Regular, or Narrow.
    2. Under Funnel Type, select Regular or Pinched. The Pinched option displays the last stage as a rectangle.
    3. Under Funnel Direction, select Regular or Inverted. The Inverted option flips the funnel chart so the first stage is on the bottom and the last stage is on top.
    4. Under Legend, specify whether to show or hide the legend and set its position.
    5. Under Labels, specify the labels that you want to display in the funnel chart.
      These options are available:
      • Categories: Displays the label for each stage.
      • Percent: Displays the percentage represented by each stage. The first value in the funnel chart is considered 100%. Each subsequent value is represented as a percentage of the first value.
      • Value: Displays the numerical value of each stage.
      • Decimals: Displays the percentages with one decimal place when the Percent option is enabled.
  6. Click Apply.