Create or Edit Funnel Charts for Visualizations in Projects/Shells

Prerequisite

You must have the Manage Content permission to perform this task.

Procedure

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

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

   or

   If configured, 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. From the Visualization list, just below the User mode indicator, select a visualization.
4. In the Visualizations log (right pane), perform one of the following actions:
   • Select Create to add a new visualization in the project/shell. Then on the Create page, do the following to preview the data before creating the item:
     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.

   or

   • Select a visualization in the log and select Edit. Then on the Edit page, select Edit for a content item in the visualization layout.
5. On the Create or Edit page, specify or update the following information:
   1. From the View Type list, select Funnel Chart.
   2. In the Name field, enter a name for the Funnel chart.
   3. Optional: In the Description field, enter a short description about the Funnel chart.
   4. 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 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) 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.
   5. 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.
   6. Optional: From the Color By list, select one or more data elements to measure using a color code. Perform any of the following actions:
      • To color-code additional data elements, click Add Color By.
      • To remove a color code and the associated data element, click Delete (x).
      • If you have selected more than one color code, click Drag to reorder the color codes.
   7. If the data element selected in the Value list 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.
   8. From the Orientation list, select the orientation as either Horizontal or Vertical (default).
   9. From the Data Labels list, select the location for displaying labels on the bar chart. Choices include:

      The following options display:

      • Auto: The default data label display setting for all types of charts.
      • Center: The data label displays in the center of each data point on an Area chart, Bar chart or Line chart.
      • Above Marker: The data label displays above the marker point.
      • Below Marker: The data label displays below the marker point.
      • Before Marker: The data label displays before the marker point.
      • After Marker: The data label displays after the marker point.
      • None: The data labels do not display in the chart.
   10. Make changes as needed to refine the above selections.
6. After making all changes, perform any of the following actions:
   • To analyze the underlying data of the chart, right-click and select View <data source> to navigate to the associated BP log, Cost Sheet, or Cash Flow in a new tab.
   • 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.
7. On the Edit page, select Save to update the visualization with any created or edited content.