Create or Edit Funnel Charts for Visualizations in Projects/Shells

You can create or edit Funnel charts for visualizations if you have the Manage Content permission to perform this task.

To create or edit Funnel charts for visualizations in a project/shell (User mode):

Sign in to Unifier with project/shell user credentials.
Select the specific project/shell tab, and switch to User mode. For example, select a tab called Vision Corporation.
In the left Navigator, select Visualizations.
or

Access the Visualizations log from a business process log as follows:
1. In the left Navigator, select Logs, and then select a specific business process, such as Contracts.
2. In the selected business process log (right pane), just below the User mode indicator, select a specific visualization from the Visualization list.
In the Visualizations log (right pane), perform any of the following actions:
- Select Create to add a new visualization in the project/shell. Proceed to step 6.
- Select a visualization in the log, and then select Edit. Proceed to step 5.
On the Edit page, select (Edit ) for a content item in the visualization layout; proceed to step 6b.
On the Create or Edit page, specify or update the following information:
1. To preview the data before creating the chart:
  1. From the Data Source list, select the data source to use for creating the content item. The list shows published content in the alphabetical order.
  2. From the Preview Project list, select an active project/shell, and then select Preview Data.
2. From the View Type list, select Funnel Chart.
3. In the Name field, enter a name for the Funnel chart.
4. (Optional) In the Description field, enter a short description about the Funnel chart.
5. From the Value list, select a data element from the above selected data source to represent the actual value measured in each stage. This is represented by the filled-in area of each horizontal slice of the Funnel chart. Displays Count by default.
  For each data element selected in the Value list, select any of the following measures:
  - Average: The mean of all values of the selected data element.
  - Count: (Default) The total number of rows of the selected data element.
  - Max: For numeric fields, displays the highest value. For date fields, displays the maximum date.
  - Median: The central value among all values of the selected data element.
  - Min: For numeric fields, displays the lowest value of the selected data element. For date fields, displays the minimum date.
  - Sum: Sum of all values of the selected data element.
6. From the Target Value list, select a data element to represent the goals to be achieved at each stage as a horizontal slice in the Funnel chart.
7. (Optional) From the Color By list, select a data element to measure using a color-code. A maximum of six colors can be selected for the Funnel chart. Perform any of the following actions:
  - To color-code additional data elements, select Add Color By.
  - To remove a color code and the associated data element, select Delete (x).
  - If you have selected more than one color code, select Drag () to reorder the color codes.
8. From the Currency Options list, select the currency used by the project/shell. Choices include: None, Base Currency, and Shell Currency.
9. From the Orientation list, select Vertical or Horizontal.
10. Make changes as needed to refine the above selections.
After making all changes, perform any of the following actions:
- If you created a Funnel chart, select Create, and return to the Edit page.
- To confirm all the changes made to the edited Combo chart, select Update, and return to the Edit page.
On the Edit page, select Save to update the visualization with any created or edited content.

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