How to create a Funnel Chart in Power BI?

Introduction

A funnel chart is used to show how data is gradually reduced as it moves from one phase to the next. The final stage represents the highest value whereas the primary stage denotes the smallest value. Each of these stages' data is shown as a different percentage of 100% (the total). Unlike cluster column charts, axes are not employed in the Funnel chart. For example, monthly sales production, identifying the employee’s salary range from maximum to minimum, and net revenue month-wise can be visualized through a Funnel chart.

Shortlist the employee salaries through a Funnel Chart

Step 1

Open the Power BI desktop and consider the sample dataset “Employee” consisting of the six columns as highlighted below −

Step 2

Move to the Report View and click on the Funnel chart. The default chart that contains no fields is shown on the canvas. Expand the size of the funnel chart for more visibility.

Step 3

Select the Name column to the Category section, drag the “Salary” column, and drop it into the “Values” section like this. The final stage represents the highest salary of employee “Johny”. Similarly, the initial stage denotes the lowest salary of the employee “Ruhani”.

Step 4

If you place the cursor on any of the workflows, the details of the employee like name, percentage, and salary are populated like this.

To calculate the company's annual gross sales

Step 1

Assume the sample datasets comprises seven columns as shown below −

Step 2

Switch to the Report View and select the “Funnel chart” in the “Visualizations” pane. The default funnel chart contains no data as shown below −

Step 3

Let’s add field value in the Funnel chart. Add the “Year” column to the Category, select the “Gross sales” column, and add it to the Values as highlighted below image. Each stage indicates the total percentage year-wise.

As we can see, the yearly gross sales are determined through the Funnel Chart. We can observe that the highest gross sale is in 2023 and the lowest gross sale is in 2018.

Conclusion

Sorting of the field value is swiftly done through the Funnel chart. Annual gross sales, exporting products to the clients, and percentage of imported items production are populated from this precious chart. The lowest stage represents the smallest value, the second lower stage depicts the second smallest value, and so on.