Funnel Chart in QlikView is useful to display the Data in flows, or data in different stages. We can use this Funnel Chart to visualize the Wastage Cost, or Production cost at each stage of the Production. In this article we will show you, How to Create a Funnel Chart in QlikView with example. For this we are going to use the data present in the following Excel table.
From the below screenshot you can see that, we are loading the above specified excel sheet into the QlikView. I suggest you to refer Import data from Excel to QlikView article to understand the steps involved in importing the excel tables.
Create a Funnel Chart in QlikView
In this example we will create a Funnel chart for the list of countries that are available in our data source. T 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 Layout Menu, select the New Sheet Object, and then select the Charts.. option
Another approach: Right-click on the Report area will open the Context menu. From the context menu, Please select the New Sheet Object, and then select the Charts.. option.
Either ways, it will open a new window to create a Funnel Chart. As you can see from the below screenshot, 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 that you want to use in your Funnel chart. For this example, we are adding the Country dimension to the used dimension section.
Once you click the Next button, it will open an Expression page and on top of that, a pop up window called Edit Expression will be opened. You can use this window to write the custom expression for the Funnel Chart data, or you can select the Columns.
As you can see from the below screenshot, 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 OK button to close the edit expression window, and then click Next button.
NOTE: As we are not doing any changes to the Default settings you can simply click Finish button at this stage will give the same result. Our intention is to show the available option, and we will discuss them in next article.
Please specify the sorting order for the Country dimensions. In this example, you can sort the countries by Name in Ascending, or Descending order.
Next page is used to change the look, and style of a Funnel chart. Here we are leaving the default settings.
Presentation page is used to alter the Funnel chart settings:
- Pop-up Labels: When you hover your mouse on Funnel chart, It will display 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, check mark this option otherwise, uncheck it.
Colors page is useful to change the Color pattern of the Funnel chart. From the below screenshot you can see that, we changed the Colors a bit. I think you should play with them
Next, we are formatting the Expression value. This will be reflected only when you display the data labels, or when you hover over the region. As we all know the Sum of Sales Amount is money so we are selecting the money.
Please change the Font family, style, and font size as per your requirements. From the below screenshot you can see that, we changes the Font size to 11
You can use this Layout page to provide the shadow effects to your funnel chart, or you can apply the custom theme by clicking the Apply Theme button.
Caption page is used to be stylize the QlikView Funnel Chart Caption. Here you can change the color, background, position, and so on for the Funnel Chart. Once you done, click the Finish button.
Now you can see our newly created Funnel Chart in QlikView.
Let me hover over my mouse on Australia region. As you can see from the below screenshot, it is displaying the Country Name, and it’s Sales amount (Data label).
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