If you never want the funnel shape to change, consider placing a static image on a dashboard of a funnel. Then float multiple sheets containing the numbers you need on top of the funnel image. Alternatively, check out the sort on the dimension that is partitioning the funnel. You can manually sort the dimension so it never changes order, despite changes in numbers.
You could do something with a calculated field used for the Measure Sizes, Something like
IF MIN([Category]) = 'Top' THEN MIN(9)
ELSEIF MIN([Category]) = 'Middle' THEN MIN(5)
ELSEIF MIN([Category]) = 'Bottom' THEN MIN(1)
This way, the Size of the Bars are always consistent. Then you can just add Measure Values as Text Mark labels.
Depends on how your Viz is laid out though. Can you provide a Screenshot, or an example workbook?
Thanks for your input guy's..............
Both good suggestions, but i think in essence i would like to see the Height of each bar/area change relative to the measure value as to represent change in the movement of the sales pipeline, without the reordering phases/stages of process or distorting funnel shape??
Any further ideas?
Not sure I quite understand what you are after?
You don't want the Length to change, you just want the Height?
Can you provide a screenshot of what you are seeing vs what you would like to see (The latter being just some sort of mock up).
As you can see, the shape of the funnel never changes, just the size of each bar relative to the value.
In tableau, when you create the "Funnel", the bars seem to distort in width depending on the value?
Ignore it's current format in tableau, i haven't yet change the bars to areas, but the issue is the same.
Hope i've made some sense??
From what I can tell, the aim is to show how distribution is changing through time from multiple segments (While keeping a 100% scope in mind).
Rather than using multiple funnels, it may be better to use a Multi-Series line graph, or multiple 100% Stacked Bars.
Great article/discussion on the benefits/downsides of these two chart types in various situations Visual Business Intelligence – When Are 100% Stacked Bar Graphs Useful?
Using funnels would make it very hard to see variations in size(% of Total contribution) from one point in time to another. Calling it a "funnel" may also confuse people, since a Funnel implies a Top-to-Bottom relationship, where the Top is the MAX Number, and Bottom is the MIN number.
Also, there is no easy way to create "Clean" funnels in Tableau. So though we could get to something that looks like what you are trying to do, it would be "hacky" and wouldn't have a clean look.
Apologies if this wasn't what you were looking for, but I wanted to throw in a couple of different ideas,
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I am just trying to help , i dont how far it will help you but please give a tryatleast. Hope this helps.
My data structure and sample data.
Funnel Chart with single color to all the dimensions.
Create one calculated field, name it as -Count
formula to add in calculated field is -[Count]
Bring status (dimension) to rows shelf, bring count (measure) to column shelf.
Drag newly created calculated field and drop it into column shelf, left to already present count(measure).
Now you can see bar chart with two part one for positive values and one for negative values.
Sort it descending .
Change the graph type from BAR to AREA.
Funnel chart is ready. Now add status onto Label marks cards.
Funnel chart with different color for each dimension.
In my sample data, we have following dimension values.
So we have to create 2 calculated field for each dimension, one for positive and one for negative.
Following is the calculated field I have created.
if ATTR([Status])='Registered' or LOOKUP(ATTR([Status]),-1)='Registered' then SUM([Count]) END
if ATTR([Status])='Registered' or LOOKUP(ATTR([Status]),-1)='Registered' then -SUM([Count]) END
if ATTR([Status])='Hits' or LOOKUP(ATTR([Status]),-1)='Hits' then SUM([Count]) END
if ATTR([Status])='Hits' or LOOKUP(ATTR([Status]),-1)='Hits' then -SUM([Count]) END
if ATTR([Status])='Attended' or LOOKUP(ATTR([Status]),-1)='Attended' then SUM([Count]) END
if ATTR([Status])='Attended' or LOOKUP(ATTR([Status]),-1)='Attended' then -SUM([Count]) END
if ATTR([Status])='Download' or LOOKUP(ATTR([Status]),-1)='Download' then SUM([Count]) END
if ATTR([Status])='Download' or LOOKUP(ATTR([Status]),-1)='Download' then -SUM([Count]) END
We are creating these calculated field in order to sum it up by each dimension instead doing it as combine sum.
And negative calculated field are created in order to plot graph to negative side (similar -count in previous example).
Bring status (dimension) to rows shelf.
Bring measure values (measure) column shelf.
This is what you will see after step 2.
Now remove unwanted measure from measure values.
in this case we have
3)Sum(Number of records).
Now select all the remaining measure and change its Compute using to Table(Down)
Sort the graph descending.
Now change the graph type from BAR TO AREA
This is how it will look.
Now , Go to analysis tab (top of screen), click on it , change stack marks from on to off.
Graph will look like this after change.
Drop status from dimension on color marks card.
Funnel Chart with different colored dimension.
Thanks for your reply Pandey,
I have already achieved this objective, the problem with this solution is when the values in each of the phases are larger than the phase above it distorts the funnel shape, this is why i am looking for a more robust solution.
I have been using stacked Bar graphs previously and agree they can be effective, there is a call within my business, to show our sales process and the opportunities contained within it in a traditional "Sales Funnel" hence my quest for a solution.
The nearest i have come to finding a solution is contained within this thread
But i can't get it to work with my data, the example is based on data in a excel spreadsheet, but i take my feed from our sales tool directly into Tableau.
Rajeev, it's really a good step by step guide!