Create or Edit Funnel Charts for Visualizations in Projects/Shells

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

1. Sign in to Unifier with project/shell administration credentials.
2. Go to the specific project/shell tab, and switch to Admin mode. For example, select a tab called Vision Corporation.
3. In the left Navigator, select Setup, and then select Visualizations.
4. In the Visualizations log (right pane), select 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.
5. On the Edit page, select Edit ()for a Funnel chart in the visualization layout. Proceed to step 6b.
6. On the Create or Edit page, specify or update the following information:
   1. From the Preview Data list, select an active project or shell, and select Preview Data to preview the data you can use to create the chart.
   2. 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.
   3. From the View Type list, select Funnel Chart.
   4. In the Name field, enter a name for the Funnel chart.
   5. (Optional) In the Description field, enter a short description about the Funnel chart.
   6. 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 in 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.
   7. After populating the required fields, you can allow your users to explore related data using dynamic content by selecting More Actions (…) and then selecting Configure Drill down.
      For more information, see Configure Drill-down Content for View Types.
   8. 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.
   9. 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.
   10. h. If the data element selected in the Value list (step f) represents a numeric or currency value, specify the display format for these values:
       1. From the Decimal Places list, select the number of decimal places following the decimal point to be used for numeric values. Choices include 0 through 8.
       2. From the Abbreviations list, select the abbreviated format to be used for currency values. Choices include: Auto (default), None, Thousands (K), Millions (M), Billions (B), and Trillions (T).
       3. From the Currency Options list, select the currency used by the project/shell. Choices include: None, Shell Currency, and Base Currency.
   11. From the Orientation list, select Vertical or Horizontal.
   12. Make changes as needed to refine the above selections.
7. 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.
8. On the Edit page, select Save to update the visualization with any created or edited content.