Funnel Chart

Version

Application Scenarios

A funnel chart is an analytical tool that visually represents the conversion process of a business flow.

It is suitable for analyzing business processes with regular patterns, long cycles, and multiple stages. A funnel chart uses trapezoidal areas to represent the differences in business volume between a stage and the previous stage.

The funnel chart follows a logical sequence from top to bottom, showing the progress of business goals as the business process advances.

Funnel charts are also commonly used in conversion rate analysis scenarios.

Basic Requirements

Features

Advantage: Suitable for displaying categorized data that changes with the process.

Disadvantage: Not suitable for representing categorized comparisons without logical order.

Preparation

1. Downloading Example Data

Click to download the example data：Funnel Chart Example Data.xlsx

2. Creating a Subject

The admin logs into FineBI. Click My Analysis, select one folder, and click New Subject.

3. Uploading Data

Click Local Excel > Upload, select Funnel Chart Example Data, and click OK.

Creating a Component

1. Click Component in the bottom left corner.

2. Drag Procedure to Horizontal Axis, and Number of People to Vertical Axis.

3.  Choose funnel chart in the chart type.

4. Click Graphic Properties > Fine-grained > Procedure > Descending > Number of People (Sum).

Beautifying the Component

1. Setting the Color

Drag Procedure to Color field, and set the scheme as Custom.

2. Setting the Label

Drag Procedure and Number of People to Label field.

3. Setting the Legend

Click Component Style > Legend, and uncheck Display All Legends.

Preview

The effect of the App and HTML5 end is shown in the following figure:

Functions:

1. FineBI 6.0 supports dragging multiple indicators to Size.

2. The Show summary values of indicators field has been added to Label, representing the aggregated value of each indicator after indicators are grouped by the corresponding dimension field. If you uncheck it, the field displayed in the label will be based on the dragged-in field.

3. Prompt will display TargetName and Indicator summary value.

Application scenarios:

1. Drag at least two indicators to Size, and drag TargetName to Color. At this point, the size property of the funnel chart represents the indicator summary value. The legend will display the corresponding TargetName, and the legend title will display the name of the dragged-in color field.

2. Drag at least two indicators to Size, and drag fine-grained attribute to TargetName. At this point, the size property of the funnel chart represents the indicator summary value. Legend will not be displayed.

3. Drag at least two indicators to Size, and drag other properties to Dimension. At this point, the size property of the funnel chart will display the summary value of two indicators after they are grouped.

Preparing Data

1. Downloading Example Data

Click to download example data:Funnel Chart Example Data2.xlsx

2. Creating a Subject

The admin logs into FineBI. Click My Analysis, select one folder, and click New Subject.

3. Uploading Data

Click Local Excel > Upload, select Funnel Chart Example Data2, and click OK.

Creating a Component

1. Click Component in the bottom left corner.

2. Choose funnel chart in the chart type.

3. Drag View Products, Try Products, Consult Price, Send Contracts, and Purchase Products in sequence to Size.

Beautifying the Component

1. Setting the Label

Drag TargetName to Label, click Label, and select Show summary values of indicators.

2. Setting the Color

Drag TargetName to Color, click Color, and select Scheme as Custom.

Preview

For details, see section "Preview".

Preparing Data

1. Downloading Example Data

Click to download the example data：Funnel Chart Example Data.xlsx

2. Creating a Subject.

The admin logs into FineBI. Click My Analysis, select one folder, and click New Subject.

3. Uploading Data

Click Local Excel > Upload, select Funnel Chart Example Data, and click OK.

Creating a Component

1. Click Component in the bottom left corner.

2. Choose funnel chart in the chart type.

3. Drag Number of People to Size, and drag Procedure to Vertical Axis.

4.  Click Procedure > Descending > Number of People (Sum).

Beautifying the Component

1. Setting the Color

Drag Number of People to Color, and select Gradient as Yellow to Green.

2. Setting the Label

Drag Number of People to Label.

3. Setting the Legend

Click Component Style > Legend, and uncheck Display All Legends.

Preview

The effect of PC and mobile end is shown in the following figure: