Traditional Funnel Chart in Tableau

In this article, we will show you, How to Create Traditional Funnel Chart in Tableau 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]

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

Creating Traditional Funnel Chart in Tableau

In this example, we are going to create Traditional Funnel Chart for Country dimension against the Sales Amount size. First, Drag and Drop the Sales Amount from Measures Region to Columns Shelf and Country name from Dimension region to Rows Shelf. By default, tableau will display the Bar Chart as shown below

Next, 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

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

Once you are done, following screenshot will be displayed. Look like, we finished half of the traditional funnel chart

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

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

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

Now, Drag and Drop the newly created calculated filed (which is negative Sales) from Measures Region to Columns Shelf and place it right before the Sales Amount Measure. Once you are done, you can see the Traditional Funnel Chart as shown in below screenshot

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

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

Tableau allows us to format the Area Color. In order to change the colour, Please click on the Color field inside the Marks Shelf. Once you click on it, following window will be displayed. Click on the colour you are interested in. For now, we are selecting the Green Color for the Positive Sales Amount as shown below

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

Thank You for Visiting Our Blog