Power BI Funnel Chart is very useful to display the data in stages. For example, we can use this Power BI Funnel Chart to visualize the Cost of a Product at each stage in-detail.
For this Power BI Funnel Chart demonstration, we are going to use the SQL Data Source that we created in our previous article. So, Please refer to Connect Power BI to SQL Server article to understand the Data Source.
How to Create a Funnel Chart in Power BI
First, click on the Funnel Chart under the Visualization section. It automatically creates a Funnel Chart with dummy data, as shown in the screenshot below.
To add data to the Funnel Chart in Power BI, we have to add the required fields:
- Group: Please specify the Column that displays the stages.
- Values: Any Numeric value, such as sales amount, Total Sales, Customer count, etc.
Let me drag and drop the Sales Amount from the Fields section to the Values field.
Next, add English Product Name from the DimProduct table to the group section. You can do this by dragging Product Name to Group section, or simply checkmark the Product Name column
Now you can see the Funnel Chart for Sales Amount of each product. Hover over any box shows you the Tool-tip of Product Name and its Sales Amount
Create a Funnel Chart in Power BI Approach 2
First, Drag and Drop the Sales Amount from the Fields section to Canvas. It automatically creates a Column Chart, as we showed in the screenshot below.
By clicking the Funnel Chart under the Visualization section automatically convert the Column Chart into Funnel Chart
Next, let me add the Sales Territory Region from DimSalesTerritory to Group section. It means each box represents one region
Let me do some quick formatting to the Funnel Chart
NOTE: I suggest you to refer Format Funnel Chart article to understand the steps involved in formatting the Title font, Title alignment, Box colors, Data labels, and colors.