Use the Funnel Graph View

You can use the funnel graph view to show results as a three-dimensional chart that
represents target and actual values and levels by color. Typically, funnel graphs are
used to graphically represent data that changes over different periods or stages. For
example, funnel graphs are often used to represent the volume of sales over a quarter.
Funnel graphs are well suited for showing actual compared to targets for data where
the target is known to decrease (or increase) significantly per stage, such as a sales
pipeline. You can click on one of the colored areas to drill down to more detailed
information.

In funnel graphs, the thresholds indicate a percentage of the target value, and colors
provide visual information for each stage:

• All stages for which the actual value falls below the minimum threshold are colored
in red.
• All stages for which the actual value falls below the maximum threshold are colored
in yellow.
• All stages for which the actual value is greater than the maximum threshold are
colored in green.

 

Description of Funnel Graphs

The following table lists the available funnel graphs:

How to…

Add a Funnel Graph View

1. Create or modify the report with which you want to work.

2. Click the Results tab.

3. Click the button and choose the specific funnel style using the drop-down,
cascading menu.

4. Configure the view, as required.

5. Click the button to save the view.

6. Click the  button to save the report.

 

Configure a Funnel Graph View

1. Create or modify the report with which you want to work.

2. Click the Results tab. The Results page appears.

3. In the Views pane, select the funnel graph view and click the button. The view
appears in the workspace.

4. In the Layout pane, specify the layout of the funnel graph view.

Do the following:

a. Use drop targets to modify the way that data is arranged in a view.
In the Layout pane, the columns in a funnel graph view are displayed in drop
targets. Drop targets represent a valid position for a column and indicate
where a column can be inserted, moved to, or dropped. Examples of drop
targets include Graph Prompts and Sections, among others.
Drag and drop columns from the Subject Areas pane to a drop target. You
can also use drop targets to modify the way data is arranged in a funnel
graph view by dragging and dropping columns to different targets within the
view.
b. Click the  button (Properties) in a drop target to configure the properties for
the target. The Properties dialog appears.
Configure the drop target properties, as required.
c. In the Sections drop target, select the Display as Slider checkbox to specify
that members of the dropped columns are to be displayed as a section slider
(instead of displayed as a unique view).
d. Use the Show In Legend checkbox to specify whether to display a legend to
show the color variation of the columns dropped in the Vary Color By (Horizontal
Axis) drop target.

5. In the Settings pane, set the thresholds that are to be displayed in the funnel
graph.

Each threshold has a high and a low and is associated with a color in which the
range identified by the threshold is displayed in the funnel graph, such as green for
acceptable, yellow for warning, and red for critical.of the funnel graph view.

Do the following:

a. In the Goal field, specify whether high or low values are desirable.
Choose the corresponding radio button:

• High values are desirable—Specify that high values are the desirable goal.
Selecting this radio button lists the statuses in order from the most desirable
indicator (for example, Excellent) at the top to the least desirable indicator
(for example, Warning) at the bottom.
• Low values are desirable—Specify that low values are the desirable goal.
Selecting this radio button lists the statuses in order from the least desirable
indicator (for example, Warning) at the top to the most desirable indicator
(for example, Excellent) at the bottom.

b. In the Threshold section, specify the data values in a funnel graph that highlight
a particular range of values. The values must be between the minimum
and the maximum values set for the funnel graph limits. The range identified by
a threshold is filled with a color that is different from the color of other ranges.
Click the  button and choose from among the following options using the
drop-down list:

To specify a data value, do either of the following:

• Enter a static value directly in a Threshold field.
• Click the Threshold Options button to set the value based on a measure
column, a variable expression, or the results of a SQL query.

c. In the Status section, specify the label for each range identified by a threshold
and the color in which the range is to be displayed in the funnel chart.
Click the button (Status Options) button to specify a label, and choose
from among the following options using the drop-down list:

Click the Color button to specify a color for each range. The Color Selector
dialog, allowing you to select the color for the range that is identified by the
threshold.
d. In the First Stage x final stage target value field, type the factor required to
meet the target. In a last-stage only funnel graph, the target value of all the
stages before the last are calculated based on the last stage target value and
this target factor.
e. Click the button (Add Threshold) to add a new threshold row.
f. Click the  button (Delete Threshold) to delete a threshold row.

6. Click the  button.

7. Click the button to save the report (and embedded views).

 

Configure Funnel View Properties

1. Create or modify the report with which you want to work.

2. Click the Results tab. The Results page appears.

3. In the Views pane, select the graph view and click the button. The view
appears in the workspace.

4. Click the button. The Graph Properties dialog appears.

Funnel Graph Properties Dialog

5. Click the General tab.

6. In the Canvas Width field, type the width of the graph canvas in pixels.

7. In the Canvas Height field, type the height of the graph canvas in pixels.

8. In the Legend field, choose the location of legend using the drop-down list.

You can choose from among the following options:

• Default (Right)—Display the legend in the default location (to the right of the
graph canvas)
• None—Don not display a legend
• Top—Display the legend at the top of the graph canvas.
• Right—Display the legend to the right of the graph canvas
• Bottom—Display the legend at the bottom of the graph canvas
• Left—Display the legend to the left of the graph canvas

9. In the Master-Detail field, select the Listen to Master-Detail Events checkbox to
specify that the graph is to act as a detail view in a master-detail relationship (and
listen for master-detail events).
In the Event Channels field. type one or more channels on which the graph is to listen
for master-detail events raised by one or more master views. The channel
name is case sensitive and must match the channel name specified in the master
view exactly. Separate channels with commas, for example, channel a, channel
b.

10. In the Null Values field, select the Include Null Values checkbox to override null
suppression and include null values in graph rows that contain all nulls.

11. Click the Style tab.

12. In the Graph Data section, choose the graph style using the Style drop-down list.

13. In the Plot Area section, do the following:

a. In the Background field, click the  button and select the plot area background
color in the Color Selector pop-up that appears.

14. In the Legend section, click the  button (Background) and select the legend
background color in the Color Selector pop-up that appears.

15. In the Canvas Colors and Borders section, do the following:

a. In the Background field, click the button and select the canvas background
color in the Color Selector pop-up that appears.
b. In the Gradient field, select the checkbox to have the canvas background
color gradually fade from the specified color (at the top) to white (at the bottom).
c. In the Border field, click the button and select the border color (around
the canvas) in the Color Selector pop-up that appears.

16. Click the Tile and Labels tab to set properties that control the display of titles and
labels for the graph.

17. In the Graph Title section, do the following:

a. In the Title field, type a title for the graph.
This field is editable only when the next field is unchecked.
b. Select the Use measure name as graph title checkbox, as required.
c. Click the button to specify the font information for the title. The Font Format
dialog appears.

18. In the Labels section, do the following:

a. In the Legend field, click the button to specify the font information for the
legend.
b. In the Data Markers field, click the button to specify the font information for
the markers.

19. Click the OK button.

20. Click the  button.

21. Click the  button to save the report (and embedded views).