Traditional Funnel Chart in Tableau

In this article, we will show how to Create a Traditional Funnel Chart in Tableau with an example. For this Tableau Traditional Funnel Chart demo, we use the Custom Query against the SQL Server Data Source.

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]

TIP: Please refer Funnel Chart article to understand the Creation of Advanced Funnel Charts in Tableau

Create a Traditional Funnel Chart in Tableau

In this example, we are going to create a Tableau Traditional Funnel Chart for the Country dimension against the Sales Amount size. First, Drag and Drop the Sales Amount from Measures Region to Columns Shelf and Country names from Dimension Region to Rows Shelf. By default, desktop will display the Bar Chart.

Add Measure to Column and Dimension to Rows Shelf 1

Next, We have to sort the data in descending order. To do this, click on the Sort by Descending order option in the Toolbar.

Sort by Descending order 2

Now, we have to change the Marks type from Automatic to Area, as shown below.

Change the Marks type from automatic to Area 3

Once you complete it, the following screenshot will display. Look like I finished half of the traditional funnel chart.

Funnel Chart in Tableau 4

Next, we create one calculated field for the negative values of the sales amount measure. We can create a calculated field in multiple ways. For now, we are selecting the Create Calculated Field option from the Analysis menu.

Create a calculated field 5

Once you select the Create Calculated Field option, a new window will be opened to create the new calculated field. Let us add the – (SalesAmount) code in that region.

Expression for negative sales 6

The following screenshot will show you the newly created calculated field in our measures Region

Add Negative Sales to Columns Shelf 7

Now, Drag and Drop the freshly created calculated field (which is negative Sales) from Measures Region to ColumnsShelf. And place it right before the Sales Amount Measure. Once complete, you can see the Traditional Funnel Chart.

Funnel Chart in Tableau 8

Add Data Label

Before we finish this Tableau Traditional Funnel Chart, Let us add Profit Measure value as Data labels. To do this, Please drag the Profit from the Measures region to the Label field of the Sales Amount Measure present in the Marks Shelf.

TIP: If you want to add Data Labels to both the Measures, select All Measures in Marks Shelf and Place the Measure value. Otherwise, select the Individual Measure and place the measured value.

Funnel Chart in Tableau 9

Format Color of a Traditional Funnel Chart in Tableau

It allows us to format the Area Color. To change the color, Please click on the Color field inside the Marks Shelf. Once you click on it, the following window will be displayed. Click on the color you are interested in. For now, we are selecting the Green Color for the Positive Sales Amount.

Funnel Chart in Tableau 10

The below screenshot will show you the final output, which is our Traditional Funnel Chart in Tableau.

Funnel Chart in Tableau 11