In this article, we will show how to Create a Traditional Funnel Chart in Tableau with an example. For this, we use the Custom SQL Query against the SQL Server Data Source from Tableau. So, visit Connecting Tableau to SQL Server.
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
Create a Traditional Funnel Chart in Tableau
In this example, we are going to create a 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
Next, We have to sort the data in descending order. To do this, 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 completed, the following screenshot will be displayed. Look like 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 a 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 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
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.
Format Color of a Traditional Funnel Chart in Tableau
Tableau 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, and for now, we are selecting the Green Color for the Positive Sales Amount
The below screenshot will show you the final output, which is our Traditional Funnel Chart in Tableau