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Power BI funnel chart

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Power BI funnel chart

The Power BI funnel chart is very useful for displaying your data in stages. For example, we can use this Power BI funnel chart to visualize the cost of a product at each stage in detail.

For this Power BI Funnel Chart demo, we will use the SQL data source that we created in our previous article. So, check out the Connect Power BI to SQL Server article to understand the Power BI data source.

How to create a funnel chart in Power BI

First, click on the funnel chart below the Display section. Automatically create a funnel chart with fictitious data, as shown in the screenshot below.

power-bi-funnel-chart-1-9095443

To add data to the funnel chart in Power BI, we have to add the required fields:

  • Group: Specify the column that shows the stages.
  • Values: Any numerical value, such as sales amount, total sales, customer count, etc.

Let me drag and drop the sales amount from the Fields section to the Values field.

power-bi-funnel-chart-2-5280486

Then add the English product name from the DimProduct table to the group section. You can do this by dragging Product Name to the Group section, or just check the Product Name column

power-bi-funnel-chart-3-5103800

Now you can see the funnel chart for the sales amount for each product. Hover over any box to see the tooltip for the product name and its sales amount.

power-bi-funnel-chart-4-9759844

Create a funnel chart in Power BI approach 2

First, drag and drop the sales amount from the Fields section onto the canvas. Automatically create a column chart, as shown in the screenshot below.

power-bi-funnel-chart-5-8331780

By clicking on the funnel chart below the Display section automatically converts column chart to funnel chart

power-bi-funnel-chart-6-4123222

Next, let me add the DimSalesTerritory sales territory region to the group section. It means that each box represents a region

power-bi-funnel-chart-7-6096420

Let me apply a quick format to the funnel chart

NOTE: I suggest that you refer to the article Formatting Funnel Chart to understand the steps required to format the title font, title alignment, box colors, data labels, and colors.

power-bi-funnel-chart-8-1506619

The Power BI funnel chart is very useful for displaying your data in stages. For example, we can use this Power BI funnel chart to visualize the cost of a product at each stage in detail.

For this Power BI Funnel Chart demo, we will use the SQL data source that we created in our previous article. So, check out the Connect Power BI to SQL Server article to understand the Power BI data source.

How to create a funnel chart in Power BI

First, click on the funnel chart below the Display section. Automatically create a funnel chart with fictitious data, as shown in the screenshot below.

power-bi-funnel-chart-1-9095443

To add data to the funnel chart in Power BI, we have to add the required fields:

  • Group: Specify the column that shows the stages.
  • Values: Any numerical value, such as sales amount, total sales, customer count, etc.

Let me drag and drop the sales amount from the Fields section to the Values field.

power-bi-funnel-chart-2-5280486

Then add the English product name from the DimProduct table to the group section. You can do this by dragging Product Name to the Group section, or just check the Product Name column

power-bi-funnel-chart-3-5103800

Now you can see the funnel chart for the sales amount for each product. Hover over any box to see the tooltip for the product name and its sales amount.

power-bi-funnel-chart-4-9759844

Create a funnel chart in Power BI approach 2

First, drag and drop the sales amount from the Fields section onto the canvas. Automatically create a column chart, as shown in the screenshot below.

power-bi-funnel-chart-5-8331780

By clicking on the funnel chart below the Display section automatically converts column chart to funnel chart

power-bi-funnel-chart-6-4123222

Next, let me add the DimSalesTerritory sales territory region to the group section. It means that each box represents a region

power-bi-funnel-chart-7-6096420

Let me apply a quick format to the funnel chart

NOTE: I suggest that you refer to the article Formatting Funnel Chart to understand the steps required to format the title font, title alignment, box colors, data labels, and colors.

power-bi-funnel-chart-8-2562220
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