4.4 Create a funnel chart - Video Tutorials & Practice Problems

<v Instructor>In this sublesson,</v> we're going to create a funnel chart and then we're going to go through the process of formatting a funnel chart. So once again, let's go ahead and get the supporting file opened for this particular sublesson. Give it a moment. Okay. So let's go and start building our funnel chart out here. Now that we've got the power BI desktop open. So what I'm going to do here I'm just going to go over to my visualizations pane here. Once again, let's zoom in and actually show you the different visuals here. So I'm gonna do here is click on this one that looks like a little funnel, like so, and what that's going to do once again, is stick a blank visualization on our page. Like so, and then what I'm going to do is actually take that visual and move it over to here, roughly. So I'm just going to go ahead and do this and we can see as we're actually bringing this visual in there are lines that are showing up. So on the right hand side you're going to see a dotted line. There's actually showing me how these visualizations are actually lining up. So this is really nice to keep your visuals looking nice and clean and aligned with each other. Now, these are just some of the cues that are gonna help you move throughout the entire process. Okay. So now that we have that built out, let's go through the process of adding some data into visualization. So I'm just going to move some of these items over a bit just so we can see all the field names a little bit easier as we're going through and picking them out. So the first table that I want to go to is the product table. So I'm going to open that up. And what I want to do is open up the product hierarchy. It gives the field that I'm actually going to bring in here is the actual product name. So if I just opened this up a little bit, we can see the product name is here and it is part of the hierarchy. So now just for reminder that we did have it as part of the main table but back in the modeling section we actually turned it off so it wasn't visible in report view. So the only place we can actually see the product name is in the actual product hierarchy. So what we're gonna do here is take the product name, drag it over here into group. And what we're going to see happen is the entire hierarchy comes. So what I'm gonna do here is I'm actually going to go ahead and turn the levels off that are above the name, just by clicking the Xs over here, like so, and the category. And that's just going to leave us with the name part of the product hierarchy. Okay. So next what we're going to do is I'm going to close the product table up here. I'm going to go back down to my sales table and we're going to grab our total sales here, and I grabbed total sales and we're going to drag it into the values well right here, and now we're going to see that we get a funnel chart drawn out with all of the products that we have, ranked from top to bottom based on total sales. Okay. So that's not a very meaningful visual at this point in time. So what we're going to do is we're just going to go in and open up the filters pane. So I can see here just by accident, my formula bar is overwriting my filters pane. So I'm just going to click in the canvas here, like so and that'll usually get rid of the formula bar there and now I can actually open my filters pane up by clicking that arrow right there, which opens the pane. Okay. So now what I need to do here is go back to my funnel chart. And make sure it has focus by clicking in a blank space here and next what we're gonna do is we're gonna actually add a filter to this visualization so that we can see the top five products by product beam based on sales. Okay, so what we're going to do here is in the filters pane we can see there is a section here called filters on this visual and product names. So keeping in mind, all of the fields that you bring into the visualization are going to meet made available in the filters on this visual. I'm just going to go ahead and click this little dropdown box. And what we're going to see here is on the product name, there's a number of different filter types. So what I'm going to do here is click the drop down box right here. And I'm going to choose top N because I want to do a top five of the products. So what I can do here is take a look down. I can see it says show items by top. Now I could actually go to the bottom. If I want to see the bottom items, I can do that. But in this exercise I want to go ahead and do the top. So I'm just going to go with top five. And what I want to do here is I want to see the top five by total sales. So what I'm gonna have to do here is drag this total sales from the fields pane over here into the buy value like so, and now what this is going to say is I want to see the top five products by total sales. The last thing we have to do here is there's this little apply a filter tag right here. If I just go ahead and click on that, now we're going to see in the visualization that the filtering has taken hold and now the filters applied to we can see the top five products ranked by total sales. Okay. So that's looking good here. So maybe we'll just kind of show you some of the features of this funnel chart, which are quite nice. So I'm just going to zoom back in here on the visualization so we can see this a little bit easier. And if I just hover over top, any of these bars here we're going to see that a tool tip pops up and we can see the product name, the total sales and some other information that are called percentage of first. So if, since I highlighted on the first bar, it's 100% of itself. line:15% If I moved down to the second bar here line:15% we can see that we've got all the same information line:15% as before, except now we've got the percentage of first line:15% and the percentage of previous. line:15% So the funnel chart is a great way for doing comparisons line:15% to something previous and your first value. line:15% So if I go like this, I can move down to the third line:15% and I can see what percentage this one is of the very line:15% first one and the neighbor, which was the previous one. line:15% So really interesting information that we can get off line:15% of this particular chart here. line:15% So what I'm gonna do here next is we're actually line:15% just going to go in and start working on formatting line:15% this actual visualization itself. So I'm just going to zoom back out like so, and now let's go and start working on our formatting. Okay. So I don't need my filters pane open anymore. So I'm just going to go ahead and close that. And once again, the visual still has focus. So I always want to be paying attention to that to make sure it has focus. And now what we're gonna do is go to the visualizations pane and move off of the fields and over into formats, I'm going to click on format here. And what we're going to do first is actually go in and modify the title here. So I'm just going to open this up and I want to change this to total sales by what do I want to change this to, total sales by product name. That's actually not a bad title So let's go ahead and leave that. So I'm just going to move that into the middle once again make sure I'm happy with my font size and I'm keeping it consistent. So the font size of the previous title was 14. It's black it's centered. So we're starting to get some consistency in our visualizations already. Okay. The last thing I'm gonna do here is I'm just going to close the title card up, go to my general and let's just make sure we get this position exactly where we want it. So I'm going to say six 54. The Y position will be three 94 like so. The width will be five 84, which we'll look I actually got five 84 when I did my placement and the height we're going to here make it 254 like so, okay, so now we've got the visualization position exactly where we want it on the canvas here. Ah, things are lined up nicely with the previous visual. We got some standardization. You can see that the theme file we imported earlier is influencing the default colors that are shown in the visualization. So we're already well on our way to brilliance in visuals that look standardized, nice, and clean. Okay. And that actually brings us to the end of this particular sublesson.