Funnel Chart

A funnel chart is a specialized chart type that demonstrates the flow of users through a business or sales process. The chart takes its name from its shape, which starts from a broad head and ends in a narrow neck. The number of users at each stage of the process are indicated from the funnel’s width as it narrows.

The following is a list of the fields in the View Properties box in the dashboard designer for funnel chart. There are some required fields to be set for each created view.

Basic Properties

The View Properties fields vary in different charts. Below are the basic properties in the View Properties box.

Field	Description	Mandatory
View Type	Type of chart, table or view.	Yes
Title	Name of the view.	No
Dataset	Data used for the chart, table or view.	Yes
Subset	Partial data from a dataset used for the chart, table or view.	No
Group	Places the output of the dataset/subset into separate groups or data traces based on field selected.	Yes
Key	Key groups the output into separate groups based on the selected value.	Yes
Sort Key	Sorts the output grouped by Key.	No
Value	Used as main output point. Determines the size of each portion based on the selected “Aggregation”.	Yes
Aggregation	Data aggregation refers to the accumulation of the data by count, average, or summation. By default, count is selected.	Yes

The dataset and subset data derive from Datasets module. Choose the right chart from the View Type and data points to build a view. Also, be consistent in using the color scheme and formatting.

Other Properties

The other property fields are available to enhance the view. Below are the other properties in the View Properties box for the funnel chart.

Field	Description	Default
Controlled By	Links dashboard controls to the view. One or more controls can be added to affect the data displayed on the view.	Empty
Colour Scheme	Determines the color palette used for the view.	Default
Select to Control	Allows a selection made in the view to set the value of a control. Other views which are dependent on that control will then update accordingly.	Empty
Hover Template	Customise the content shown when hovering over the view.	Empty
Legend	Chooses the chart legend visibility in the Legend properties as well as how you want to display the legend. The legend orientation displays either in vertical or horizontal order.	Selected
Click to Page	Adds a link to another view.	Empty
Click to Page Tip	Adds a brief description of the link above.	Empty
Maximisable	If selected, places a maximise button on the top right of the view (when not in edit mode). This will maximise the view to fill the browser.	Not selected
Margins	Allows adjusting margins and padding between charts and grid.	Default settings
Advanced	Add a special CSS class, data script and/or layout overview to the view.	Empty
Config Options	Config Options consists of the following: - Scroll Zoom - allows the mouse wheel to zoom in/out of the chart - Display Modebar - controls whether the bar of icons at the top right of the chart should appear always, never or only when hovering over the chart - Hide Modebar buttons - chooses which buttons (icons) to include in the Modebar	Default settings