A funnel Chart in QlikView is useful for displaying the Data flow or data in different stages. We can use this QlikView Funnel Chart to visualize the Wastage Cost or Production cost at each stage of the Production. For this Funnel Chart demo, we are going to use the data present in the following Excel table.
From the screenshot below, see that we are loading the below-specified Excel sheet into QlikView.
Create a Funnel Chart in QlikView
In this example, we create a Funnel chart for the list of countries that are available in our data source. To do this, we are going to use the Country Column as the dimension data and the Sales Amount expression as the flow size.
We can create a QlikView Funnel chart in multiple ways: Please navigate to the Layout Menu, select the New Sheet Object, and then select the Charts.. option.
Another approach: Right-click on the Report area to select the New Sheet Object, and then select the Charts.. option.
Either way, it opens a new window to create a Funnel Chart. From the below, see that we assigned a new name called Funnel Chart Example to our chart and then selected the Funnel Chart as the chart type
Please select the Dimension column to use in the Funnel chart. For this example, we are adding the Country dimension to the used dimension section. Refer Import data from Excel to QlikView article in QlikView to understand importing the excel tables.
Clicking the Next button opens an Expression page, and on top of that, a pop-up window called Edit Expression opens. Use this QlikView window to write the custom expression for the Funnel Chart data or select the Columns.
From the screenshot below, see we are writing an expression under the Expression OK section. If you don’t know how to write an expression, then select the Filed as Sales Amount, Aggregation as Sum, and click the Paste button.
Click the OK button to close the edit expression window and then click the Next button.
NOTE: As we are not making any changes to the Default settings, clicking the Finish button at this stage will give the same result. We intend to show the available options, and we will discuss them in the next article.
Please specify the sorting order for the Country dimensions. In this QlikView Funnel Chart example, we can sort the countries by Name in Ascending order.
The next page is to change the look and style of a Funnel Chart. Here, we are leaving the default settings.
The presentation page is to alter the QlikView Funnel chart settings:
- Pop-up Labels: When hovering the mouse on the Funnel chart, it displays the corresponding Dimension name and an Expression Value. In this example, it will display the Country Name and Sales Amount
- Show Legend: Do you want to show the legend or not? If so, checkmark this option; otherwise, uncheck it.
The QlikView Funnel chart Colors page is useful for changing the Color pattern. From the screenshot below, see that we changed the colors a bit.
Next, we are formatting the Expression value. It only reflects when you display the data labels or when you hover over the region. As we all know, the Sum of the Sales Amount is money, so we are selecting the money.
Please change the Font family, style, and font size as per requirements. From the below screenshot, see we changed the font size to 11
Use this Layout page to provide the shadow effects to the funnel chart, or we can apply the custom theme by clicking the Apply Theme button.
The caption page is to stylize the QlikView Funnel Chart Caption. Here, we can change the color, background, position, and so on for the Funnel Chart. Once completed, click the Finish button.
Now, see our newly created Funnel Chart in QlikView.
Let us hover over the mouse in the Australian region. From the screenshot below, the Funnel Chart displays the Country Name and the Sales Amount (Data label).
