Tableau Funnel Chart is useful to visualize the Data in stage wise. For example, we can use Funnel Charts to visualize the production cost or Wastage percent or 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 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:
T-SQL Query
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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 in Marks Shelf
Once you drag them, 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 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
Adding 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 present in Marks Shelf
Now you can see the Country Name and Sales Amount in the Funnel Chart
Let us add Profit Measure value to the data Label to see the Sales and Profits of each Country
Formatting Text in Tableau Funnel Chart
In order to format the Data Labels, 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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