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Data Configuration

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Chart Type

You can read about this section here.

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Stages

This section defines which field will map to the x coordinate for each point on the scatter plot.

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Amount

This section defines which field will map to the y coordinate for each point on the scatter plot.

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Filter

This section is for filtering the chart based on certain columns. You can read about chart filtering here.

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Formatting

Read about the Header section here.

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Enable Download

Read about the Enable Download section here.

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Funnel Chart

  • Vertical Funnel: This will turn the funnel 90 degrees, creating a vertical funnel.
  • Show Percentage Labels: This will display the percentage of the given stage size in comparison to the largest stage on the funnel. This will appear below the total value at a given stage.
  • Show Stage Labels: This will display the name of the given stage below the total value of that stage.
  • Stage Date Format: If the stages are dates, the stage labels will format based on the input from this field.

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Sorting

You can manually sort the stages within a normal funnel. To do this, use the plus sign to add each stage, and then drag to reorder the stages. The stages not included will be shown at the end of the funnel.

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Colors

Read about the Legend section here.

Read about the URL Link section here.

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No Data Configuration

Read about the No Data Configuration section here.

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Expose Underlying Data

Read about the Expose Underlying Data section here.

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Bar Funnel Specific Formatting Options

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X-Axis

Read about the X Axis section here.

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Sorting

  • Sort Type: The sort type allows you to pick a method of sorting the categories on the X axis of the funnel.
    • Default: This will sort based on the order returned in the data.
    • Manual: This will display all of the different stages and allow you to customize the specific order of appearance on the x axis.
    • X Axis: This will sort based on the names of the stages. You can specify ascending or descending.
    • Y Axis: This will sort based on the values of the stages. You can specify ascending or descending.
    • Column: This will sort based on an aggregation of a specific column. You can specify the column and the aggregation as well as ascending or descending.

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Funnel Chart

  • Cumulative: This toggle will sum together the value at a certain stage with the value from each stage to the right of the current stage.

  • Converted Tooltip Label: The converted number is the value at any given stage, in other words the percentage amount that progressed from the previous stage in the funnel. This section is for specifying the label for this percentage in the tooltip.

  • Lost Tooltip Label: The lost number is the percentage difference between the value at the previous stage and the value at the current stage, in other works the amount that did not progress from the previous stage in the funnel. This section is for specifying the label for this percentage in the tooltip.

  • Entity Name: This is the name of the value that is being aggregated in the funnel chart. This section is for specifying the label for this value in the tooltip.

  • Min Bar Width: This is the minimum width of the bars in the funnel. If there is not enough horizontal space based on the number of bars and minimum width, the bars will scroll.