Create or Update Funnel Charts

Funnel charts help you visualize a process through its various stages. Use a Funnel chart to identify bottlenecks and develop process improvements.

To create or update Funnel charts:

1. Sign in to Unifier with company administration credentials.
2. Select the Company Workspace tab, and switch to Admin mode.
3. In the left Navigator, select Visualizations, and then select Content.
4. In the Content log (right pane), select Create.
5. On the Create page, specify 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.
      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 data source selected in step 5a. 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 the selected data element in the Value list, select any of the following measures:

      • Average: The mean of all values of the selected data element.
      • Count: (Default for non-numeric data elements) 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. This measure is not applicable to date fields.
      • Percentage: A percent of the filtered value from the total of the selected data element.
      • Sum: Sum of all values of the selected data element.
      • Bar Chart: A bar chart as a measure of the second metric.
   6. 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.
   7. 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.
   8. (Optional) From the Color By list, select a non-numeric data element to differentiate using a color-code. 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.
   9. From the Orientation list, select the orientation as either Horizontal or Vertical (default).
   10. Make changes as needed to refine the above selections.
   11. After making all changes, perform any of the following actions:
       • To save the chart in a Draft status, select Create Draft, and return to the Content log.
       • To save additional changes made to an existing chart in Draft status, select Update Draft.
       • To delete the chart, select Cancel. You will lose all unsaved changes made to the chart.
       • To make the chart available to your users for data visualizations, select Publish, and return to the Content log.