FUNNEL CHART IN TABLEAU

Visualizing the Data in Tableau with Funnel Chart

Tableau is an essential tool for data analysis that enables users to connect the various data sources, to create the visualization, perform the data preparation tasks and also it is a user friendly interface. For every visualization of data we need to connect the data through Microsoft Excel and explore the data according to the given data sets. In this we are going to learn one of the important visualization of data through Funnel chart in Tableau.

What is a Funnel Chart?

A Funnel which is also called as a pipeline , which can be demonstrated the flow of measure value through a business or sales process. The chart takes its name from its shape, which starts from the broad head and ends with the narrow neck. The aggregated value of measure at each dimension value are indicated from the funnel’s width as it narrows.

Why we should use the Funnel Chart?

Funnel Charts are a type of chart used to represent the stages of sales process and shows the amount of potential growth and revenue for each stage. This type of chart can also be useful in identifying the potential problem areas in an organization’s processes.

The four simple elements of marketing Funnel Chart is as follows:

A good data set is the one which has some considerations that can help you weed out data sets that are unlikely to suit your purpose. On the whole the data sets that meet the following conditions:

1. Contain the elements that you need.

2. Are disaggregated data.

3. Have at least a couple of dimensions and couple of measures.

4. Have a good metadata or a data dictionary.

5. Are useable .

Let’s see below one by one how the Funnel Chart is created using the dataset and how it is connected through the Data source in the Tableau with Visualization. Example dataset is Sample store.

The first step is to drag the Sum of Sales to the Rows:

The second step is adding the Sub Category to Label and the Sum of Sales in to size.

The third step is to to move the Sub Category and Sum of sales in to Label.

The fourth step is to make it to ascending or descending as per our requirement. But for the Funnel chart we need to have it from descending because we want the shape has to be in the funnel . For getting the proper funnel shape from the bigger values to the small values we need to make the view from the standard view to the entire view. So by default it will be displayed as follows:

We can also add the Sum of profit and the Sub category in to filters to avoid any null values. After this we need to save it to the Tableau Public to get a clear visualization .

The final part we are going to discuss about the advantages and disadvantages of Funnel chart.

Advantages:

1. Easy to visualize

2. Gives emphasis to Processes

3. Help to Identify the Bottlenecks

Disadvantages:

1. Only represents the single variable

2. Not suited for Data Analysis

The other charts that are much related to Funnel Charts are the Bar charts where you do left or right alignment. A Sankey diagram is also another alternative to a Funnel chart and it can represent more complex workflows with multiple inputs and output. Thanks everyone for reading my blog and much more to follow.