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Knowledge and Support - Adaptive Insights

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

DIS-appearanceSettingsTab.png Click the Appearance Settings tab in the right pane to configure the appearance for the selected chart. The appearance settings available differ based on the chart type. 



The chart title.

Character Limit: 50

Data Labels

Expand the Data Labels menu to view the different settings for the text describing the data on the chart.

Data Labels

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

  • Toggle right: Show data labels
  • Toggle left: Hide data labels


Defines the font type, size, style, and color for the data labels on the chart. 

Labels Type

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

Possible Values:

  • Percent (%)
  • Data


Provides settings for styling the legend on the chart.


Shows or hides the legend on a chart.

  • Toggle right: Show the legend.
  • Toggle left: Hide the legend.


Sets the font type, size, style, and color for the chart legend.

Data Settings

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


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.


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 to drag the account to the new location.


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

Character limit: 50 characters


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


Narrows the focus of the analysis by filtering the account data. For example, if you are a regional sales executive, filter by sales region and isolate data related only to your sales region. Click the arrow next to the filter value to change or select a new a filter. Click Back or select a filter to return to the Account setting.


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.


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


Possible values:

  • Time Granularity
  • Dimension
  • Series

Time Settings

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

General Section


Sets the time scale for the data set.

Possible values:

  • Month
  • Quarter
  • Year


Choose how to calculate the value based on time.  

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 type for the period:

  • 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 granularity. For example if you have selected month as the time granularity, 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 granularity (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 Granularity 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 time for specific period, such as month, quarter, or year. 

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

 Sets time relative to the current period based on granularity (month, quarter year, year), where a 0 offset is the current period. Specify an offset, such as -1 to offset the period. 

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