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Funnel and Pyramid Charts Settings

Describes appearance, data, and time settings for funnel and pyramid charts.

A funnel chart visualizes data segmented by a category. This chart type is often used to show progression in business phases, such as a sales cycle or manufacturing process. This chart type can help you identify potential revenue at various sales stages or identify inefficiencies in a production line.

The following are examples of a funnel chart and pyramid chart. The funnel chart visualizes payroll data for a single year. The Pyramid chart visualizes payroll data by level for Q4. 

Example of a Funnel chart and Pyramid chart'

Appearance Settings

Appearance Settings Tab Click the Appearance Settings tab in the right panel to change the appearance for the selected chart. The appearance settings that are available will differ based on the chart type. 

General

Name

The chart title.

Character Limit: 50

Data Labels

Expand the Data Labels section to configure display options for data labels.

Data Labels

Indicates whether to show or hide data labels on the chart. 

  • On: Show data labels
  • Off: Hide data labels

Font

Defines the font type and color for this setting.

Labels Type

Determines if data displays as a percent or a numeric value.

Possible Values:

  • Percent (%)
  • Data

Legend

Provides settings for styling the legend on the chart.

Legend

Shows or hides the legend on a chart.

  • On: Show the legend.
  • Off: Hide the legend.

Font

Defines the font type and color for this setting.

Data Settings

 Click the Data Settings tab in the right panel to configure settings for account data. The Data settings that are available will differ based on the chart type. 

Accounts

Expand the Accounts menu to view, change, delete or add accounts to the chart. To configure the data displayed for each account, expand the listed account.

Account

Each account associated with a chart has its own settings. Click the arrow to expand the settings for the specific account.

Example of the Account Options from the Data Settings tab

If you have a series of accounts in your chart, you can reorder them. Click the Handler icon DIS-handlerIcon.png to drag the account to the new location. Click X to remove the account from the chart.

Name

The name of the account as it will display on the chart.

Character limit: 50 characters

Version

The originating data source for the account. Click the arrow next to the version to select another version from the selection pane. Click Back or select a version to return to the Account setting.

The default, From version selector pulls data from version indicated in the upper right of the application. You can change this default.

Example of a Default Version

Filter

Narrows the focus of the analysis by filtering the account data by dimensions or dimension members. Click the arrow next to the filter value to change or select a filter. 

You can search or browse for a dimension. Type a keyword and click DIS-searchIcon.png to search. Use the Dimension tab or Search tab to browse results. A numbered set of links appears at the bottom of the search results if more than one page of results is returned. Click the link to go to the search results page.

Choose each dimension or dimension member to include in the filter. You can choose more than one dimension and dimension members for the filter. Click Back to return to the Account setting.

The following shows a multi-select filter that filters by Level: Company A and Customer: Customer 1, Customer 2, and Customer 4.

Multi-Select Filter with Level Filtering on Company A and Customer Filtering on Customer 1,2, and 4

The selection panel displays the selected dimension members at the top and highlights these selections in the list. To clear the filter for:

1 A dimension and all its members from the list of selected filters, click X next to the dimension.

2 A dimension member, click the highlighted dimension member from the list.

Color

Indicates the color for the account. The color associated with the account is also indicated in the account settings header to the left of the account name.

Color Indicator for an Account

Display Units

Sets the unit format to display on chart axes.

Possible Values:

  • Follow Account:  Uses the display units set from the account.
  • #,000,000 (#,##0.#): Displays as millions with one decimal.
  • # (#,##0): Displays as thousands with no decimals.
  • #,000 (#,##0.#): Displays as thousands with one decimal.

Breakdown 

Settings that determine how to break data into granular categories, such as by time (months, quarters, years) or by dimension (level, location, product).

Breakdown

Possible values:

  • Time Stratum
  • Dimension
  • Series

Time Settings

DIS-timeSettingsTab.png Click the Time Settings tab in the right panel to configure data settings for the selected chart.

General Section

Stratum

Sets the time scale for the chart, such as  month, quarter, or year.

Span

Choose how to evaluate based on a range of time or single period.

Possible Values:

  • Range: When selected, specify the Span Type and From – To periods.
  • Single Period: When selected, specify the Date Range, Span Type, and Period.

Data Range

For Single Period time span, indicates the time over which to calculate the value.

Possible values:

  • Total Period: Includes all the dates in a period.
  • To Date: Includes all dates up to a specific date.

Span Type

Sets the span of time as absolute or relative:

  • Absolute: A specific period or range of periods, such as from May 2017 to June 2017.
  • Relative: A period based on an offset relative to the current date. For example, show data based on one month prior to the current date.

From - To (Span: Range, Span Type: Absolute)

The period of time is based on the selected time stratum. For example if you have selected month as the time stratum, you can choose periods based on month-year. For quarter, you can choose periods based on quarter. For year, you can choose periods based on the year.

From - To (Span: Range, Span Type: Absolute)

The time relative to the current period based on the stratum (month, quarter, year), where a 0 offset is the current period (month, quarter, or year). Select a From and To offset when looking for values based on a relative time range.

Offset examples when span is range and today's date is June 2017, Q2:

From - To Range Stratum Includes These Periods Results In
-2 - 2 Month Last 2 months up to and including 2 months into the future 5 months: from April through August
-2 - 0 Month Last 2 months up to and including the current month 3 months: from April through June
-3 - 0 Quarter Last 4 quarters up to and including the current quarter  4 quarters: Q3 2016 through Q2 2017
-3 - 0 Year  Last 4 years up to and including current year 3 years: 2014 through 2017

 Period (Span: Single Period, Span Type: Absolute)

Sets the period based on the selected stratum. For example, if the stratum is month, you can choose a calendar month as the period.

Relative Period (Span: Single Period, Span Type: Relative)

Sets the relative period based on the selected stratum. Specify a positive or negative offset, where 0 is the current period. For example, if the stratum is Month and the current month is June. If the offset is -1, the relative period is the prior month, May.  

 

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