A Funnel chart helps in visualizing sequential stages in a linear process such as order fulfillment. In such processes, each stage represents a proportion (percentage) of the total. Therefore, the chart takes the funnel shape with the first stage being the largest and each subsequent stage smaller than the predecessor. The funnel charts can be used to represent stages in a sales process and represent the amount of potential revenue for each stage. This type of chart is useful in finding potential problem areas in an organization's sales processes. For instance, with funnel charts, you can plot the order fulfillment process that tracks the number of orders getting across a stage.

Design a Funnel Chart in Wyn Enterprise

From the Dashboard Toolbox, open the Data Visualization node and drag-drop the Funnel Chart scenario onto the design area.

Bind Dataset to Chart Scenario

With the scenario selected, from the Data Binding tab, select the dataset. Once the dataset is successfully loaded in the designer, the data binding panel automatically expands and displays the data attributes available in the dataset.

The following image shows the chart scenario bound to the 'ProcessTempsDataset' dataset.

On dragging and dropping the data attributes to the data binding area of the scenario, the chart is plotted accordingly, with a default chart title on the design area.

Initially, the data in the chart scenario is difficult to understand because of the hidden data labels. You can display the data labels and series names in a chart scenario by using the Show Data Label and Series Name properties.

Format Data Attributes

You can format the data attributes and control the display of data by performing a variety of operations such as renaming, modifying data format and display unit, creating a hierarchy field, applying an aggregation method, etc. Using these operations, you can control the display of data attributes in a scenario.

For more information about these operations, see Data Attributes.

In the following image, the data attribute is renamed to remove the underscore from its original name, that is, 'Heat_Type'.

Analyze Data

Wyn Dashboards scenarios support rich data analysis and exploration capabilities that can help analyze massive amounts of information and make data-driven decisions. For example, adding filters to scenarios, sorting data, applying conditional formatting, etc. Note that you can apply all these operations using the Action Bar corresponding to each scenario in the designer.

For more information, see Data Analysis and Interactivity in Dashboards.

In the following chart scenario, the filter is applied to show data only for the selected heat types, that is, fuel, steam, and water.

Customize Chart Appearance

You can customize the default chart appearance by setting properties in the Inspector tab of the scenario such as adding a border, modifying data labels, setting chart style, renaming chart title, etc.

1. Add Click Action

   Use the Click Action property to trigger specific dashboard commands like showing or hiding other dashboard scenarios. From the Interaction section of the Inspector Panel, search the Click Action property and choose a trigger command option from the following:

   1. None: To disable any interaction on click.

   2. Show Tooltip: To display the tooltip on click action.

   3. Keep: To filter the data view by applying a condition on the data points.

   4. Exclude: To remove or hide the selected data points from the current view.

   5. Drill Down: To display more detailed information using the Wyn Drill Down feature.

   6. Jump: To redirect to another dashboard, report, or external URL. See the Jump To article for more information.

   7. Command: To trigger specific dashboard commands like show, hide, or switch. Click + Add to access the Command Settings popup and select a command from the Command dropdown.

      1. Show: To display the scenario on click.

         
         

      2. Hide: To hide the scenario on click.

         
         

      3. Toggle: To toggle the selected scenario on click action.

      4. Switch Page: To switch pages on click.

         
         

      5. Switch Tab: To switch the tab on click.

         
         

      6. 3D Scene Custom Script: To pass the selected data point as a parameter to the 3D scene script. This script creates specific UI effects in 3D scenes such as highlighting objects or changing the camera angle.

      7. Drill Down: To drill down detailed information on the selected data point. See the Drill Down article for more details.

         
         

      8. Jump: To create a redirection to another dashboard, report, or external URL. See the Jump To article for more information.

         
         

      9. Show/Hide Combined Map Layer: To show or hide the layer of combined maps.

         
         

2. Set Chart Style

   Change the chart colors in the scenario by using the Palette property in the Inspector tab. Set the property to a suitable color palette from the list.

   
   

   
   

3. Modify Height and Width

   To customize the height and width for a funnel chart scenario, use the Top Width, Bottom Width, and Neck Height properties.

   
   

   
   

   
   

   You can make a funnel chart look like an inverted pyramid by setting the Bottom Width and Neck Height properties to '0' (zero).

   
   

   
   

4. Enable Automatic Carousel

   Enable the automatic carousel effect in the scenario by using the Automatic Carousel property to create a highly interactive and effective dashboard. The automatic carousel effect when enabled will highlight the information for each funnel part in the chart scenario one by one. You can specify the time interval for the automatic carousel by using the Interval (seconds) property.

   
   

   
   

   
   

   You can see this effect when previewing the dashboard in the Dashboard Viewer.

   
   

   
   

5. Format Data Labels

   You can show or hide data labels in a chart using the Show Data Label property. When you set the Show Data Label property to 'True', the data labels are enabled. You can customize the data label's appearance using the Same Color As Legend and Data Label Font Setting properties. When you set the Same Color As Legend property to 'True', the color of the data labels changes to the same as the data points. However, Data Label Font Setting allows you to set font style and color as per your choice. Please note that the Data Label Font Setting works only when Same Color As Legend is set to 'False'.

   
   

   
   

   Data Labels - Display Pattern

   The pie chart supports the line break (, \n()) in the data label, and you can add a line break between Series, and Value by using the Display Pattern property for the data labels. If you hide some parts of the label, like the value, series, and category, the part will be removed from the pattern, and the related connector (the prefix , \n ()) will also be removed.

   By default, the display pattern selected is Series(Value/Percentage) as shown below.

   
   

   
   

   You can select any pattern from the dropdown list.

   
   

   Preview the chart, the data labels will be shown as per the display pattern selected in the designer.