Power BI Funnel Chart is very useful to display the 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 demonstration, we are going to use the SQL Data Source that we created in our previous article. So, Please refer to 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 under the Visualization section. It automatically creates a Funnel Chart with dummy data, as shown in the screenshot below.
To add data to the Funnel Chart in Power BI, we have to add the required fields:
- Group: Please specify the Column that displays the stages.
- Values: Any Numeric 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.
Next, add English Product Name from the DimProduct table to the group section. You can do this by dragging Product Name to Group section, or simply checkmark the Product Name column
Now you can see the Funnel Chart for Sales Amount of each product. Hover over any box shows you the Tool-tip of Product Name and its Sales Amount
Create a Funnel Chart in Power BI Approach 2
First, Drag and Drop the Sales Amount from the Fields section to Canvas. It automatically creates a Column Chart, as we showed in the screenshot below.
By clicking the Funnel Chart under the Visualization section automatically convert the Column Chart into Funnel Chart
Next, let me add the Sales Territory Region from DimSalesTerritory to Group section. It means each box represents one region
Let me do some quick formatting to the Funnel Chart
NOTE: I suggest you to refer Format Funnel Chart article to understand the steps involved in formatting the Title font, Title alignment, Box colors, Data labels, and colors.
How to Format Funnel Chart in Power BI with an example?. Formatting Funnel Chart in Power BI includes changing the Funnel Chart Title, Box Colors, Title position, data labels, and background Colors, etc.
To demonstrate these Power BI Funnel Chart formatting options, we are going to use the Funnel Chart that we created earlier. Please refer to the Power BI Funnel Chart article to understand the steps involved in creating Power BI Funnel Chart.
How to Format Funnel Chart in Power BI
Please click on the Format button to see the list of formatting options that are available for this Funnel Chart.
Format Category labels of a Funnel Chart in Power BI
Category labels display the information about each box (Here, Sales Territory Region Names). You can use this section to format those labels. From the screenshot below, you can see, we changed the color of the label to Brick red, Text Size to 14, and Font family to Corbel.
Format Power BI Funnel Chart Data Colors
By default, all the Funnel Chart Boxes display in a single default color. You can use this Data Colors section to change the Box Colors.
First, toggle Show all options from Off to On. It allows you to pick the specific color for each box.
For the demonstration purpose, we changed the Colors of all the existing boxes.
And you can see the result
Format Data Labels of a Funnel Chart in Power BI
Data Labels display the Metric information (Sales Amount of each bar) about the bar.
As you can see from the screenshot below, we changed the Data labels Color to Dark Gray, Display Units from Auto to Thousands. We also changed the Label Position to Inside Center, Text Size to 20, and Font family to DIN.
Format Power BI Funnel Chart Conversion Rate Labels
Please select the Conversion rate Label, and toggle the option from Off to On. It displays the 100% on Top, and 0% at the bottom of the Funnel Chart.
As you can see from the below screenshot, we change the Color to Green, Font style to DIN, and Font Size to 15. In general, you can just disable this feature.
Format Power BI Funnel Chart Title
By toggling the Title option from On to Off, you can disable the title of a Funnel Chart.
As you can see from the screenshot below, we change the Title Text to Sale Amount by Sales Territory Region. And we also changed the Font Color to Green, Font style to Corbel, Font Size to 27, and Title Alignment to center. If you want, you can add the background color to the title as well.
Add Background Color to Funnel Chart in Power BI
You can add the Background color to Funnel Chart by toggling Background option to On. For the demonstration purpose, we are enabling this feature and adding a background color. Here, you can change the Transparency percentage as well.
Let me remove the background color by clicking the Revert to default option
Add Border to Funnel Chart in Power BI
You can add Borders to Funnel Chart by toggling the Border option from Off to On. For the demonstration purpose, we enabled Borders and added Black color as the Border color.
Use the General Section to Change the X, Y position, Width and height of a Funnel Chart
Diverging option in Power BI Funnel Chart
If you add any valid column to the Color Saturation field, then you can use this Diverging option to add colors to the Funnel Chart Boxes. To demonstrate the same, we are adding the Sales Amount to Color Saturation
Now, you can see that the Default Color option under the Data Colors section replaced with the Diverging option. Let me add Minimum, Center, and Maximum color. Remember, you have an option to add the Minimum, Center, and Maximum values as well.
