A funnel chart visualizes a process with sequential, connected stages. By comparing data across each stage, you can quickly identify potential issues. A funnel chart also shows the conversion rate between stages, making it useful for analyzing multi-step processes, such as tracking a user's journey from their first website visit to a final purchase. This topic describes how to add data to and configure a funnel chart.
Prerequisites
You have created a dashboard. For more information, see Create a dashboard.
Limitations
A funnel chart consists of Funnel Layering/Dimension and Tier Area (Mea.):
Funnel Layering/Dimension uses a dimension from your data. You can add one dimension or none.
Tier Area (Mea.) uses measures from your data. You must add between 1 and 10 measures.
A funnel chart supports two data configurations:
One dimension in Funnel Layering/Dimension and one measure in Tier Area (Mea.). This configuration is useful for analyzing data at a specific stage and identifying potential issues.
No dimension in Funnel Layering/Dimension and one to 10 measures in Tier Area (Mea.). This configuration is useful for comparing data across multiple stages of a process.
Overview
Use cases
A funnel chart is ideal for analyzing single, linear processes with well-defined stages. By comparing data at each stage of the funnel, you can intuitively identify bottlenecks and make informed decisions.
The area of each trapezoid represents the value of a business metric at that stage, visually representing the drop-off from the previous stage.
The stages in a funnel chart are arranged sequentially from top to bottom, showing progress toward a business objective.
Advantages
Calculation: Automatically calculates the conversion rate.
Visualization: Provides trapezoid and rectangle layouts, and allows you to customize label display.
Example
Configure chart data
On the Data tab, select the required dimension and measure fields.
Add the following fields to compare order amounts by area:
In the Dimensions list, find area and double-click it or drag it to the Funnel Layering/Dimension field.
In the Measures list, find order_amt and double-click it or drag it to the Tier Area (Mea.) field.
Click Update. The chart automatically updates.
Configure chart styles
This section describes how to configure the styles for a funnel chart. For general chart style settings, see Configure the chart title area.
Funnel
You can set the Visual Style to Standard or Conversion Analysis.
This style provides a clear overview of the entire business process, emphasizing the funnel as a whole.
This style highlights the conversion between adjacent stages, making it ideal for comparing their relative efficiency.
The supported configuration items vary by mode. The details are as follows.
When Visual Style is set to Standard, you can set the Layout to Basic, Rectangle Bottom, or Perfect Trapezoid.
Parameter
Description
Basic
Color Settings
Set the Funnel Color. Color modes include By Category, Gradient, and Monochrome. You can also customize the color of each section.
Edge Display
Set the funnel edge display to Realistic or Smooth.
Rectangle Bottom
Color Settings
Set the Funnel Color. Color modes include By Category, Gradient, and Monochrome. You can also customize the color of each section.
Edge Display
Set the funnel edge display to Realistic or Smooth.
Bottom Style
Set the bottom of the funnel to Flat or Pointed.
Perfect Trapezoid
Color Settings
Set the Funnel Color. Color modes include By Category, Gradient, and Monochrome. You can also customize the color of each section.
When Visual Style is set to Conversion Analysis, you can set the Layout to Center-aligned or Bottom-aligned.
Parameter
Description
Chart Orientation
When Layout is set to Bottom-aligned, you can set the chart orientation to Horizontal or Vertical.
Color Settings
Set the Funnel Color. Color modes include By Category, Gradient, and Monochrome. You can also customize the color of each section.
Bar Height
Set the height of the bars in the chart.
Show Conversion Background
Specify whether to show a conversion background. You can customize the background color.
Edge Display
Set the funnel edge display to Realistic or Smooth.
Legend
In the Legend section, turn on the Show Legend toggle
, and configure the legend style.
Parameter | Description |
Position | Set the display position and alignment of the legend.
|
Text | Set the text style for the legend, including font color, size, weight, and italicization. |
Mobile Legend | The legend settings for PC and mobile are independent. Switch to the mobile editing view by using the PC/Mobile toggle button ( |
) at the top of the dashboard editor. You can then configure separate legend settings for mobile, including position and text style.
Labels
In the Labels section, configure the labels to display on the chart and their styles.
Parameter | Description | |
Mode | Set the display mode for labels. When the layout is Basic or Rectangle Bottom, you can select Mode 1, Mode 2, or Mode 3. When the layout is Perfect Trapezoid, you can only select Mode 1 or Mode 2. | |
Show All Labels | For charts with a large amount of data, we recommend turning this option off to avoid visual clutter. If disabled, the system displays a subset of data labels. | |
Category label | Position | Set the display position of the category label. |
Text | Set the text style for the category label. | |
Data label | Position | Set the display position of the data label. |
Text | Set the text style for the data label. | |
Conversion rate label | Conversion Rate Calculation Method | Set the calculation method for the conversion rate. The formulas are as follows:
|
Arrow Style | When the chart layout is Perfect Trapezoid, you can set the style of the conversion rate arrows. | |
Display Name | When the chart layout is Perfect Trapezoid, you can customize the display name of the label. | |
Show Background | When the chart layout is Perfect Trapezoid, you can customize the background color of the label. | |
Decimal Places | Set the number of decimal places. | |
Text | Set the text style for the conversion rate label. | |
Total conversion rate
In the Total Conversion Rate section, turn on the Show Total Conversion Rate toggle , and configure its Position, Name, and Text Style.
Parameter | Description |
Position | Set the display position of the total conversion rate. You can choose Above or Top Left of the funnel. |
Custom Name | You can set a custom display name for the total conversion rate based on your business requirements. |
Decimal Places | Set the number of decimal places for the conversion rate. |
Name | Set the text style for the name. |
Value | Set the text style for the numerical value. |
Tooltip
In the Tooltip section, enable the tooltip by clicking the toggle 
, and then configure its style.
Parameter | Description |
Content | When the Visual Style is set to Conversion Analysis, you can specify whether to display the Percentage of previous stage and Percentage of first stage in the tooltip. |
Background Color | Set the background fill color of the tooltip. |
Text | Set the text style for the tooltip, including font color, size, weight, and italicization. |
Mobile Tooltip | The tooltip toggles for PC and mobile are independent. Switch to the mobile editing view by using the PC/Mobile toggle button ( |
Series Settings
When the legend is enabled, you can set the display name for each series in the Series Settings section.
Configure chart analysis
Parameter | Name | Description |
Data Interaction | Filter Interaction | When the data you need to analyze is spread across multiple charts, you can use Filter Interaction to link the charts and analyze them together. For configuration instructions, see Filter Interaction. |
Hyperlink | If you need to analyze data across multiple dashboards, you can use the Hyperlink feature to link them. The hyperlink options are Parameter, Components on Page, and External Link. For more information, see Hyperlink. |