Funnel Chart

Version

Application Scenario

The funnel chart resembles a funnel, always starting with a quantity of 100% and ending with a smaller quantity. The funnel chart has a logical order from top to bottom, and displays the differences between each part by the area of each part.

The funnel chart is suitable for single-process and one-way analysis of standardized business processes with long cycles and multiple steps. By comparing the business data of each part through the funnel, you can intuitively identify and explain the problematic parts to make decisions.

Two complementary indicators conversion rate and churn rate are most commonly used in the funnel analysis, such as the recruitment conversion rate analysis, as shown in the following figure.

Chart Feature

Advantage: The funnel chart intuitively displays the proportional relationship of each stage, so the chart is suitable for data tracking of process optimization.

Disadvantage: The funnel chart is not suitable for displaying comparisons between categories with no logical order, so the chart is not suitable for representing proportions.

Data Preparation

1. Choose File > New General Report in the upper left of the designer, and select Refresh Technology as the template theme.

2. Create a Built-in Dataset Number of People Recruited at Each Stage. The following figure shows the data structure.

Chart Insertion

Merge required cells, click the Insert Chart icon on the upper toolbar, select Funnel Chart, and click OK, as shown in the following figure. /

Funnel Chart Design

Select the chart, click the Cell Element icon on the right property panel, and set the attributes (Type, Data, Style, and Special Effect) for the chart.

Data Binding

Click Data and bind the required data to the chart, as shown in the following figure.

Style Setting

1. Title Setting

Choose Style > Title and enter Recruitment Conversion Rate, as shown in the following figure.

2. Label Setting

Select Use Label to display Series and Conversion.

Conversion refers to the percentage produced by dividing the value of the current series by the value of the previous series. Format is defaulted to #.##%, and you can modify the number of decimal places displayed.

Note:

The label displays the series name, and you can deselect Show Legend in Style > Legend.

3. Series Setting

Select Discontinuous as Continuity, and Descend as Sort, as shown in the following figure.

• Continuity: When Continuous is selected, the overall shape of the chart is triangular. When Discontinuous is selected, the overall shape of the chart is irregular.

• Sort: When Ascend is selected, the chart is inverted, with the smallest value at the top, which can be used to create a pyramid chart. When Descend is selected, the smallest value is at the bottom. When None is selected, the data is sorted according to the order in the dataset.

Effect Display

PC

Save the template and click Pagination Preview. The effect is same as that shown in section "Application Scenario".

Mobile Terminal

The template can be previewed on both the DataAnalyst app and the HTML5 terminal. The following figure shows the effect.

You can modify Continuity and Sort under Series > Style to set multiple style effects.

The following figure shows the general effect.

For details, you can click to download the template Funnel Chart.cpt.