Tableau Funnel Chart

Tableau Funnel Chart is useful to visualize the Data in stage wise. For example, we can use Tableau Funnel Charts to visualize the production cost or Wastage percentage or a number of resources we used in each stage of our product development. Tableau supports two type of Funnel Charts: Traditional and Advanced.

In this article, we will show you, How to Create advanced Tableau Funnel Chart with an example. For this we are going to write the Custom SQL Query against the SQL Server Data Source.

So, Please visit Connecting Tableau to SQL Server article to understand the configurations. Custom SQL query we are going to use for this report is:

SELECT Geo.EnglishCountryRegionName, 
       Geo.StateProvinceName, 
       Geo.City, 
       Prod.EnglishProductName, 
       Prod.Color, 
       Fact.OrderQuantity, 
       Fact.TotalProductCost, 
       Fact.SalesAmount, 
       Fact.TaxAmt, 
       Fact.[Freight]
FROM DimProduct AS Prod 
   INNER JOIN FactInternetSales AS Fact 
      ON Prod.ProductKey = Fact.ProductKey 
   INNER JOIN DimSalesTerritory AS Terry 
      ON Terry.[SalesTerritoryKey] = Fact.[SalesTerritoryKey] 
   INNER JOIN DimGeography AS Geo 
      ON Geo.[SalesTerritoryKey] = Terry.[SalesTerritoryKey]

Create Tableau Funnel Chart

In this example, we are going to create Funnel Chart for Country dimension against the Sales Amount size. First, Drag and Drop the Sales Amount from Measures Region to Rows Shelf as shown below

Second, Drag and Drop the Country Dimension from Dimension Region to Color Field present inside a Marks Shelf

Once you drag them, the following screenshot will be displayed.

Third, We have to sort the data in Descending order. In order to do this, Please click on the Sort by Descending order option in the Tableau Toolbar

Next, Drag and Drop the Sales Amount from the Measures Region to Size Field present in Marks Shelf as shown below

Once you drag, Tableau Desktop will display the Funnel Chart as shown in the below screenshot

Add Data Labels to Tableau Funnel Chart

Before we finish, Let us add Country Name and Sales Amount as Data labels. To do this, Please drag and drop the Country Name Dimension and Sales Amount from Measures from respective region to Text field in Marks Shelf

Now you can see the Country and Sales Amount in the Tableau Funnel Chart

Let us add Profit Measure value to the data Label to see the Sales and Profits of each Country

Tableau Funnel Chart Text Format

In order to format the Data Labels in tableau funnel chart, Please click on the Text field inside the Marks Shelf. Once you click on it, following window will be displayed. Click on the … button beside the text will open the Edit label window to format the Text

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