Funnel

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.
String	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.
Metric	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.
1. Drag and drop required data fields from the Dimension and Metric (Indicator) areas under Data to the Sorting area.
2. Click next to a field in the Sorting area and select a sorting mode. The sorting modes are Ascending, Descending, and Custom.
3. 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

Set funnel chart style parameters based on Table 2 and Table 3.

**Table 2** Basic Settings
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 to select the text color.
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 to select a background color.
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.
Hide Panel Operations	You can customize whether to display in the upper right corner of the chart.
Panel No Padding	You can customize whether to cancel card padding.

**Table 3** Chart style
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.

**Table 4** Series settings
Parameter	Description
Select Series	Select a series.
Alias	Set an alias for the selected series.

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 5** Chart linkage settings
Parameter	Description
Fields to Bound	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	Set linked associated charts. You can select charts from the same dataset or different datasets. 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.

If 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.