Funnel Chart Options
Funnel charts are best used to understand events in a process, like a signup flow, or counts of customers who make subsequent orders. You can choose to use a funnel visualization by clicking the ellipsis and choosing FUNNEL.
This page describes the options for editing funnel charts in the visualization menu. This menu can be accessed by clicking the gear in the upper right corner of the visualization tab.
A funnel chart is composed from a single set of numbers and a single set of labels. In Analytics, this information can be oriented vertically (one column with labels, and one column with numbers) or horizontally (a single row with numbers, and the column headers are the labels). The chart can work with both pivoted and non-pivoted data.
If you include multiple numeric columns, the funnel chart will use the first column. If you include multiple numeric rows, the funnel chart will use the first row. If you include both multiple numeric columns and rows, the funnel chart will check the first row and the first column, then display whichever one produces the most data points. However, you can use the Orientation setting to change the way the funnel reads the data table and flip the axes to go the other way.
Please note that some of the options listed in the menu may be grayed out or hidden in situations where they would conflict with other settings you have chosen.
Axes Menu Options
Label
Label Left Axis
Left Axis lets you apply a label to the left axis. Click Left Axis to toggle it On. Analytics will display a box where you can enter the label text.
Label Right Axis
Right Axis lets you apply a label to the right axis. Click Right Axis to toggle it On. Analytics will display a box where you can enter the label text.
Bars Menu Options
Bar Colors
The Bar Colors section lets you define the color scheme for the chart.
Using a Predefined Color Scheme
The Bar Colors dropdown menu lets you choose from Analytics' pre-defined color options. Analytics includes color palettes for a variety of use cases, such as highlighting differences, showcasing a progression, serving a color-blind audience, and so forth.
Each bar in the chart represents one number in the underlying data series. Colors will be assigned to each bar in order. The first bar will be assigned the first color, and so on. If there are more bars than colors listed, the colors will repeat from the beginning of the list.
Creating a Custom Color Scheme
To create a custom color scheme, you can either:
- Click on one of the colors already shown, then edit it
- Click the "+" button at the end of the color scheme to add a new color
- Click the "#" button at the top right of the menu to use a comma-separated list of CSS or hex color values (such as
mediumblueor#2ca6cd)
Clicking on one of the colors already present, or clicking the "+" button, will bring up a color picker that you can use to select a color. The corresponding hex value for that color will also be displayed at the bottom of the color picker:
To remove a color from the palette, click the trash can icon in the color picker.
Clicking on the "#" button reveals the Chart Colors box, where you can enter a list of CSS or hex colors:
You can input a list of hex strings, such as #2ca6cd, or CSS named color strings, such as mediumblue.
You'll notice that the the text box will be populated with the hex codes of any color scheme you've already chosen or customized. Copying and pasting this list is the best way to copy custom color schemes from one visualization to another.
To create a color scale, see the next section.
Creating a Color Scale
If you select only two colors when creating a custom color scheme, the bars will be colored on a scale that transitions from one color to the other.
For example:
Smoothed Bars
Smoothed Bars toggles whether to connect the outer edge of each bar in the funnel chart with the bars above and below it.
Orientation
Orientation lets you specify whether the data for the funnel chart is drawn from the table rows or columns. You can also choose Automatic, which causes the funnel chart to choose data based on where there are the most data points.
Label Scale
Label Scale lets you specify the size of labels that are positioned both on top of the chart bars and on the sides of the chart. Labels have a minimum size and a maximum size which varies depending on the size of the chart. Enter a 0 to specify that the labels will be the minimum size. Enter a 1 to specify that the labels will be the maximum size. Enter a number between 0 and 1 to indicate a percentage, and the label size will be set to that percentage between the minimum and maximum size.
Labels Menu Options
Label Position
Label Position lets you specify where your data labels will appear on the chart. You can choose:
- Left: data labels are on the left side of the chart
- Inline: data labels are in the center of the chart, inside the chart bars
- Right: data labels are on the right side of the chart
- Hidden: data labels are not shown
Percent Type
Each bar in the chart is assigned a percentage value. Percent Type determines whether each bar is assigned a percentage by comparing the bar's value to the largest value in the chart, or by comparing the bar's value to the previous bar in the chart.
Percent Position
Percent Position lets you specify where bar percentages will appear on the chart. You can choose:
- Left: percentages are on the left side of the chart
- Inline: percentages labels are in the center of the chart, inside the chart bars
- Right: percentages labels are on the right side of the chart
- Hidden: percentages labels are not shown
Value Position
Value Position lets you specify where your data values will appear on the chart. You can choose:
- Left: data values are on the left side of the chart
- Inline: data values are in the center of the chart, inside the chart bars
- Right: data values are on the right side of the chart
- Hidden: data values are not shown
Color Label
Color Label toggles whether to set a custom color for labels and percentages in the chart. If Color Label is set to On, a color box appears. Click on the box to display the color picker and choose a custom color for the label and percentages. Inline labels will appear in the color chosen, and labels on either side of the chart will appear about 40% darker than the chosen color.