{"id":4390,"date":"2017-01-06T03:00:47","date_gmt":"2017-01-05T19:00:47","guid":{"rendered":"http:\/\/www.finereport.com\/en\/?p=4390"},"modified":"2025-04-17T11:40:03","modified_gmt":"2025-04-17T03:40:03","slug":"the-introduction-of-making-a-funnel-chart","status":"publish","type":"post","link":"https:\/\/www.finereport.com\/en\/product-functions\/the-introduction-of-making-a-funnel-chart.html","title":{"rendered":"The Introduction of Making a Funnel Chart"},"content":{"rendered":"<div id=\"toc_container\" class=\"toc_transparent no_bullets\"><p class=\"toc_title\">Contents<\/p><ul class=\"toc_list\"><li><a href=\"#1_Overview_of_Funnel_Chart\">1. Overview of Funnel Chart<\/a><\/li><li><a href=\"#2_Example_of_Funnel_Chart\">2. Example of Funnel Chart<\/a><ul><li><a href=\"#21_Prepare_data_for_funnel_chart\">2.1 Prepare data for funnel chart<\/a><\/li><li><a href=\"#22_Insert_funnel_chart\">2.2 Insert funnel chart<\/a><\/li><li><a href=\"#23_Set_funnel_chart_data\">2.3 Set funnel chart data<\/a><\/li><li><a href=\"#24_Save_and_preview_of_funnel_chart\">2.4 Save and preview of funnel chart<\/a><\/li><li><a href=\"#Save_template_and_click_Page-breaking_Preview_to_see_the_effect_as_shown_above\">\nSave template and click Page-breaking Preview to see the effect as shown above.<\/a><\/li><\/ul><\/li><\/ul><\/div>\n<h2><span id=\"1_Overview_of_Funnel_Chart\"><strong>1. Overview of Funnel Chart<\/strong><\/span><\/h2>\n<p>A funnel chart, as an important <a title=\"FineReport BI and reporting tool\" href=\"\/en\/\" target=\"_blank\" rel=\"noopener\">reporting tool<\/a> and <a title=\"FineReport reporting and business intelligence tool\" href=\"\/en\/\" target=\"_blank\" rel=\"noopener\">business intelligence tool<\/a>, displays the proportion of a stage and provides analysis of conversion rate. This chart represents a single-sequence chart with a part of 100% without using any axes for clear <a title=\"FineReport data analysis\" href=\"\/en\/help\/data-analysis\" target=\"_blank\" rel=\"noopener\">data analysis<\/a>\u00a0and <a title=\"FineReport BI and reporting tool data visualization\" href=\"\/en\/help\/data-visualization\" target=\"_blank\" rel=\"noopener\">data visualization<\/a>.<\/p>\n<h2><span id=\"2_Example_of_Funnel_Chart\"><strong>2. Example of Funnel Chart<\/strong><\/span><\/h2>\n<h3><span id=\"21_Prepare_data_for_funnel_chart\"><strong>2.1 Prepare data for funnel chart<\/strong><\/span><\/h3>\n<p>Create a new workbook and add built-in dataset ds1, recording sales order type and number of orders, as shown below:<br \/>\n<img src=\"http:\/\/www.finereport.com\/en\/wp-content\/themes\/fanruan\/images\/010511.jpg\" alt=\"\" \/><br \/>\nNext, we will analyze the conversion rate of sales order by making a funnel chart to reflect sales opportunity status and working efficiency of salesmen.<\/p>\n<h3><span id=\"22_Insert_funnel_chart\"><strong>2.2 Insert <\/strong><strong>funnel chart<\/strong><\/span><\/h3>\n<p>Taking Float Chart as an example, click <span style=\"color: purple;\">Insert &gt; Float Element &gt; Insert Chart<\/span>. Select Funnel Chart and click OK.<\/p>\n<h3><span id=\"23_Set_funnel_chart_data\"><strong>2.3 Set <\/strong><strong>funnel chart <\/strong><strong>data<\/strong><\/span><\/h3>\n<p>Select Float Chart. In the right Chart Attribute Table, select <span style=\"color: purple;\">Chart Attribute Table &#8211; Data<\/span><br \/>\n<img src=\"http:\/\/www.finereport.com\/en\/wp-content\/themes\/fanruan\/images\/010512.png\" alt=\"\" \/><br \/>\nAs required, in the Chart Attribute Table, you can further set Chart Style. For example, set as follows:<br \/>\n<img src=\"http:\/\/www.finereport.com\/en\/wp-content\/themes\/fanruan\/images\/010513.png\" alt=\"\" \/><\/p>\n<h3><span id=\"24_Save_and_preview_of_funnel_chart\"><strong>2.4 Save and preview of <\/strong><strong>funnel chart<\/strong><\/span><\/h3>\n<h3><span id=\"Save_template_and_click_Page-breaking_Preview_to_see_the_effect_as_shown_above\"><img src=\"http:\/\/www.finereport.com\/en\/wp-content\/themes\/fanruan\/images\/010514.png\" alt=\"\" \/><br \/>\nSave template and click Page-breaking Preview to see the effect as shown above.<\/span><\/h3>\n<p>Click Funnel_plot.cpt to check template effect online.<\/p>\n<p>For completed templates, see: <span style=\"color: blue;\">%FR_HOME%\\WebReport\\WEB-INF\\reportlets\\doc\\Advanced\\Chart\\Funnel_plot.cpt<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Contents1. Overview of Funnel Chart2. Example of Funnel Chart2.1 Prepare data for funnel chart2.2 Insert funnel chart2.3 Set funnel chart data2.4 Save and preview of funnel chart Save template and click Page-breaking Preview to see the effect as shown above. 1. Overview of Funnel Chart A funnel chart, as an important reporting tool and business&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[111],"tags":[126,117],"yst_prominent_words":[1503,605,196,604,600,3508,345,185,618,572,570,429,319,1155,613,4295,906],"_links":{"self":[{"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/posts\/4390"}],"collection":[{"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/comments?post=4390"}],"version-history":[{"count":4,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/posts\/4390\/revisions"}],"predecessor-version":[{"id":19639,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/posts\/4390\/revisions\/19639"}],"wp:attachment":[{"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/media?parent=4390"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/categories?post=4390"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/tags?post=4390"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/yst_prominent_words?post=4390"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}