A Funnel chart helps in visualizing sequential stages in a linear process such as the flow of users via a sales or business process. The chart takes its name from the funnel shape it has - which starts with a broad head and ends with a narrow neck. The number of users at different process stage are indicated by the width of the funnel.
Funnel charts can help identify potential problem areas in processes where it is noticeable at what stages and rate the values decrease. A real-time use case for Funnel Charts can be an order fulfillment process scenario, which tracks the number of orders getting across a stage, such as orders received, processed, approved, released, shipped, completed, and delivered. Each stage in such a process represents a percentage or proportion of the total. That's the reason why the chart takes a funnel shape with the first stage being the largest and the consecutive stage smaller than the predecessor.
A Funnel chart arranges related values stacked on top of one another.
The Create Funnel Chart walkthrough showcases plotting parameters like Visitors, Opportunities, Total Quality Organization, and Customers.
Stacked Funnel Chart
A Pyramid chart is an easy-to-understand chart type, which can be used to depict directional workflows or hierarchies. The Pyramid chart is beneficial for organizing and visualizing data and explaining internal business management structures or workflows. A Pyramid chart can quickly communicate processes, hierarchies, and relationships between categories of information.
A Pyramid chart arranges each series vertically stacked one over the other. The Create Pyramid Chart walkthrough showcases plotting the Sales Amount for each Product Category per Sales Channel.
Stacked Pyramid Chart
The plot properties discussed below can be accessed from the Properties Panel on selecting the Chart > Plot from the Report Explorer. You can access some of the important properties from the Plot's Smart Panel too. See Chart Smart Panels topic for more information. Both the Properties Panel and the Smart Panel can be accessed by right-clicking the plot in the design area.
Indicates the color used to fill the chart area.
The action to perform when the plot is clicked. The action can be a hyperlink, a bookmark, or a drill-through.
The data labels for each chart.
The line style for the borders. Includes the following properties for the customization.
The name of the plot. By default, a chart containing a single plot has the plot name 'Plot1'.
Contains the tooltip template settings. You can choose from the list of predefined settings or set your own in the Expression Editor.
The Clipping Mode determines how a plot extends within the plot area. The ClippingMode can be set to:
The Opacity is the percentage value of the opacity of the plot fill color. 100% opacity means that the plot fill color is opaque while 0% opacity means that the plot fill color is completely transparent.
Overlays property is a collection for superimposing the data trend on a plot. For more information, see Trendlines topic.
Rules control the appearance of plots based on specified conditions. For more information on conditions, see Rules topic.
Represents how null or empty values should be shown in the plot - Gaps (default), Connected, or Zeros.
Determines whether to display multiple data fields as a single data field. By default, the property is set to 'False'.
The BarSettings specifies the bar-style settings.
The Colors Encoding enables the color legend of the Details or Category Encoding. It includes the following properties:
Action
The action to take when the color legend is clicked.
Aggregate
Aggregates the value of Color expression.
ShowValuesName
If set to True, the legend is displayed based on the value specified in Details encoding or Color encoding.
Values
The Values is the collection where the value of the Color expression is specified. However, the Pyramid charts take the first item from the collection.
The Details Encoding breaks down the data values into subcategories and produces additional groups. The Details property is the collection of items and each item includes the following properties that define the Details encoding:
The Values encoding specifies the data values and represents the collection of items and each item includes the following properties.
Type
The Type property provides 'Simple' and 'Complex' options to choose from. However, for Pyramid and Funnel charts, 'Simple' is acceptable.
Value
The Value property is the collection and usually takes a bound field. However, the Pyramid and Funnel charts take the first item from the collection.
Aggregate
To show aggregated values such as Average, Count, and Sum instead of individual values, specify an Aggregate function.
The Text Encoding provides support of any dataset field in chart labels and tooltips and allows displaying additional info on the chart. When two text encodings are added, they are displayed by default with the ";" delimiter. A text encoding includes the following properties:
Aggregate
Aggregates the value of the Text expression.
Target
Specifies whether this text is for a Label or a Tooltip Label. The label format is controlled with the chart's Labels > Template property or Tooltip Template property.
The Template property can use both the predefined values and the added text encoding fields, for example:
Count:{Text0}
Sum:{valueField.value}
Template Key
A unique key, used in the chart plot's Labels > Template and Tooltip Template to access the text encoding value.
Value
A field, constant, or expression to be displayed.
