Funnel Chart

Version

Application Scenario

A funnel chart describes the process of gradual data reduction, typically used to display the stages of a conversion process and the quantity changes in each stage. The funnel chart is named after its shape, which resembles a funnel, with a wide top and a narrow bottom, used to visually represent the process of data reduction from start to end.

For example, you can use a funnel chart to display the changing number of people from viewing products to purchasing products in a series of steps.

Basic Requirement

The following table shows the basic requirements for a funnel chart.

Chart Feature

Advantages

Intuitiveness: A funnel chart visually demonstrates the process of data reduction.

Conversion rate emphasized: A funnel chart displays the conversion rate of each stage and potential bottlenecks.

Disadvantages

Information restriction: A funnel chart is not suitable for displaying increasing data or data with no fixed order.

Complexity: For complex processes with multiple branches or backflows, a funnel chart may not be intuitive enough.

Data Preparation

1. Log in to FineBI, click My Analysis, select a folder, and click New Subject, as shown in the following figure.

2. Choose Local Excel > Upload Data, as shown in the following figure.

You can download the example data: Funnel Chart Example Data 1.xlsx.

3. Click OK after the data is uploaded.

Component Creation

1. Click Component in the lower left corner.

2. Drag the fields, Procedure and Number of People, into the component, and set Chart Type to Funnel Chart, as shown in the following figure. 

3. Choose Procedure > Descend > Number of People(Sum), as shown in the following figure.

Label Display Conversion Rate Setting

1. Click Label, and select Display Conversion Rate.

2. Rename the component Single-Indicator Funnel Chart, as shown in the following figure. 

Effect Display

1. PC

2. Mobile Terminal

Function Description:

1. You are allowed to drag multiple indicators into the Size bar in FineBI 6.0.

2. After you drag multiple indicators into the Size bar, the Display Indicator Summary Value field will be added to the Label bar. This field will display the summary value of each indicator after being grouped by the corresponding dimension. If this field is deselected, only the fields dragged into the Label bar will be displayed in the form of a label.

3. After you drag multiple indicators to the Size bar, the Prompt bar will display the Indicator Name and Indicator Summary Value fields by default.

Application Scenario:

1. Drag multiple indicator fields with a value greater than or equal to 2 into the Size bar. Drag the Indicator Name field into the Color bar. In this case, the size attribute of the funnel chart reflects the summary values of the different indicators, with each indicator displayed in a different color, and the legends for Indicator Name and Indicator Summary Value are displayed.

2. Drag multiple indicator fields with a value greater than or equal to 2 into the Size bar. Drag the Indicator Name field into the Fine-grained bar. In this case, the size attribute of the funnel chart reflects the summary values of the different indicators, and the legend for Indicator Summary Value is displayed.

Data Preparation

For details, see section "Data Preparation" in "Example One: Single-Indicator Funnel Chart."

You can download the example data: Funnel Chart Example Data 2.xlsx.

Component Creation

1. Click the Component button in the lower left corner.

2. Select Funnel Chart in Chart Type.

3. Drag the indicator fields View Products, Try Products, Consult Prices, Send Contracts, and Purchase Products from the left to-be-analyzed area into the Size bar under Graphic Property, as shown in the following figure.

Component Beautification

Label Setting

Drag the Indicator Name field in the left to-be-analyzed area into the Label bar, click the label setting button, and select Display Indicator Summary Value in the pop-up setting box, as shown in the following figure.

Color Setting

Drag the Indicator Name field from the left to-be-analyzed area into the Color bar, and different indicators will be displayed in various colors, as shown in the following figure.

Legend Setting

Choose Component Style > Legend and deselect Display All Legends, as shown in the following figure.

Effect Display

1. PC

2. Mobile Terminal

Data Preparation

For details, see section "Data Preparation" in "Example One: Single-Indicator Funnel Chart."

You can download the example data: Funnel Chart Example Data 1.xlsx.

Component Creation

1. Click the Component button in the lower left corner.

2. Select Funnel Chart in Chart Type.

3. Drag the Number of People field from the left to-be-analyzed area into the Size bar under Graphic Property, and drag the Procedure field into Vertical Axis, as shown in the following figure.

4. Click the drop-down button of the Procedure field in Vertical Axis and choose Descend > Number of People, which means sorting the Procedure field in descending order according to Number of People, as shown in the following figure.

Component Beautification

Color Setting

Drag the Number of People field into the Color bar, click the color setting button, set Gradient Type to Continuous Gradient (the default setting), set Gradient Solution to Auto (the default setting), and set Gradient Interval to Auto (the default setting). You can also customize Gradient Type, Gradient Solution, and Gradient Interval as needed, as shown in the following figure.

Label Setting

Drag the Number of People field into the Label bar, and the chart will display the labels for the number of people, as shown in the following figure.

Legend Setting

Choose Component Style > Legend and deselect Display All Legends, as shown in the following figure.

Effect Display

1. PC

2. Mobile Terminal