Funnel charts visually represent data conversion rates at various stages, with widths indicating the conversion level at each stage. They are valuable in e-commerce, marketing, and other scenarios where tracking user behavior is crucial. For example, funnel charts can clearly illustrate the entire journey from initial product exposure to final conversion, offering valuable insights for business decision-making.
This section will show you how to add data and configure styles for funnel charts.
Notes and Constraints
- The dimension axis is determined by the dimensions of the data and only one dimension can be selected.
- The metric axis is determined by the metrics of the data and only one metric can be selected.
Prerequisites
- A project has been created by referring to Creating a Project.
- A data source has been connected by referring to Creating a Data Source.
- A dataset has been created by referring to Creating a Dataset.
- A dashboard has been created by referring to Creating a Dashboard.
Procedure
- In the tool bar on the top, click Add Chart and select Funnel to create a funnel chart template.
- Select a dataset in the Data area.
- Set parameters on the Field, Style, and Advanced tabs.
- Click Update. The system automatically updates the chart.
Figure 1 Funnel chart
- Click Save or Save and Publish in the upper right corner to save the dashboard.
- In the displayed Dashboard dialog box, set Name and click Confirm.
Field
- In the Data area on the right, double-click or drag required dimension and metric fields.
- Set a filter.
- Drag dimension and metric fields to the Filter area.
- Click
next to a field in the Filter area. - In the displayed Set Filter dialog box, set the parameters and click OK.
Table 1 Filter parameters Type
Parameter
Description
String
Condition
Filter Mode: The options are Condition and Enumeration.
Condition Type: The options are And condition and Or condition.
Filter Condition: The options are Exact match, Contain, Start with, End with, Not match, Not contain, Null, and Not null.
Enumeration
Query Mode: The options are Single-select and multi-select.
Filter Condition: The options are >, ≥, <, ≤, =, ≠, Null, and Not null.
Metric
Condition Type
The options are And condition and Or condition.
Filter Condition
The options are >, ≥, <, ≤, =, ≠, Null, and Not null. You can select Before aggregation and After aggregation for data.
NOTE:If you select Before aggregation, data is filtered before aggregation. If you select After aggregation, data is filtered after aggregation. For aggregation concepts, see Creating a Dataset.
You can click Create Filter Condition to set multiple filter criteria.
Date
Range value
Select a time range for filtering.
Single value
Set a single time for filtering.
Condition
You can select And condition or Or condition as the condition type and select filter condition like >, ≥, <, ≤, and =.
You can click Create Filter Condition to set multiple filter criteria.
- Set sorting.
- Drag and drop required data fields from the Dimension and Metric (Indicator) areas under Data to the Sorting area.
- Click
next to a field in the Sorting area and select a sorting mode. The sorting modes are Ascending, Descending, and Custom. - To cancel sorting, click
next to the sorting field.
- Set the maximum number of query results.
Enter the maximum number of records that can be returned in the text box. The default value is 1000.
- Set automatic refresh.
The auto refresh interval supports the following options: no refresh, 1 minute, 5 minutes, 15 minutes, and 30 minutes.
Style
Parameter | Description |
|---|---|
Card Title | Whether to display the card title. If selected, the card title is displayed in the upper left corner of the chart. |
Text | Set the text size and click |
Alignment | Set the alignment mode, which can be left alignment or center alignment. |
Bottom Margin | Set the distance between the card title and the chart. |
Divider | Whether to display the divider. You can set the size, color, and bottom margin of the divider. |
Card Background | Whether to display the card background. Click |
Status Icon | Whether to display the status icon. You can set the display mode and color of icons. The display modes include Always display and Hover display. |
Parameter | Description |
|---|---|
Visualization Style | Set the color of the funnel chart by choosing from the system's preset color options or creating your own custom color scheme. Set the layout, position, and padding of the funnel chart. |
Range | Set the value range and width proportion of the funnel chart. |
Value Settings | Set the context, unit, and value representation. Set the text size, direction, and position of legends. Sets the position and text size of class labels. Set the data label content, conversion rate calculation method, and text size. |
Tooltip | Set the content, background color, dimension text, indicator text, and numerical values for the tooltip. Once enabled, a message will appear when you hover over the chart. |
Advanced
- Linkage
Click the Advanced tab and click
next to Linkage. The Chart Linkage Settings page is displayed. Set parameters. For details, see Linkage example.Table 4 Chart linkage configurations Parameter
Description
Filter
Select the fields to be bound first and then select the chart to be associated with them. You can select all charts on the dashboard.
Associated Charts
Link the associated charts.
- Follow bound field: When the bound field is set to A, the associated data tables filter data related to A.
- SQL placeholder: The bound field value corresponds to the value set for the SQL placeholder in the dataset.
- Initialize Query for Associated Query Control: whether the associated query control supports query initialization. If the checkbox is selected (
), the control supports query initialization. If the checkbox is not selected (
), the control does not support query initialization.NoteIf you select this option, when a chart is linked to a query control and the query control does not have a default query set, the chart's data configuration will be queried during chart initialization.