In this documentation, we’ll learn How to Create Funnel Chart in PowerBI Firstly, we have to understand what is it and when should we use it.
Introduction to funnel chart in PowerBI
A funnel chart represents data in a funnel-shaped format, showing stages in a process and the corresponding values, typically decreasing at each stage. It’s ideal for visualizing conversion rates, sales processes, or any sequential data flow. Use it to identify bottlenecks, drop-off points, and areas for improvement in processes like lead conversion or user retention.
Dataset description
We’ll utilize a supermarket sales dataset with invoice ID, branch, city, customer type, gender, product line, unit price, quantity, tax, total amount, sale date and time, payment option, COGS, gross margin percentage, gross income, and buy rating in this tutorial. This dataset provides complete sales information, making it excellent for 100% stacked bar chart in PowerBI.
You can access the dataset here.
Description: In this dataset, there following features/columns:
| Invoice ID | Unique Identifier for each Invoice |
| Branch | There are four branch Site |
| City | City where transactions occurred |
| Customer Type | Type of Customer – Member or Normal |
| Gender | Gender – Male, Female |
| Product Line | Type of Product |
| Unit Price | Price of a Single Unit of Product |
| Quantity | Total Quantity of Product Sell in a Single Purchase |
| Tax 5% | 5% of Tax on Cost of Goods Sold |
| Total | Total Amount of Items without Tax |
| Date | Date of Sale |
| Time | Time of Sale |
| Payment | Mode of Payment |
| COGS (Cost of Goods Sold) | Total Amount of Items with Tax |
| Gross Margin Percentage | Total Profit in Percentage |
| Gross Income | Total Profit |
| Rating | Raing of the purchase in range of 1-10 |
Sample of Data:
Procedure to Create Funnel Chart in PowerBI
Step1: Open your PowerBI Desktop on your Device
Step2: Click on Get Data button in Home Ribbon and select Text/CSV.
Step3: Open Prompt box will be open to select your text or csv file.
Step4: After selection of dataset, It will pop up a window for Load OR Transform Data. Click on Load to use data on PowerBI.
Step5: In the following picture, data has been loaded successfully.
Step6: Select Funnel Chart from Visualizations Section (Right Hand Side).
Step7: Here, we’ll put the following data (from supermarket_sales) in different fields:
| Category | Payment |
| Values | Total (Sum of Total) |
After that you have to click on format your visual. Go to the General click on turn on visual border and the shadow. In the Visual border make the rounded corner of 15 px. After that Go to Visuals and turn on the data labels.
What the Chart indicating:
Cash is the most popular way for users to pay, as shown by the funnel chart, which shows that users have spent a total of 112,9K on it. Credit cards are the least chosen method of payment, with a total of 100.77K in total spending. E-wallets come in close behind, with 109.99K in total spending. The chart makes it clear that Cash is the most popular way of payment when it comes to total sales.
Conclusion
Funnel chart in PowerBI help us visualize the progress of data at different stages in a process, showing the decrease in data as it moves from one stage to the next. The chart starts with a wide bar at the top, indicating the initial stage with the largest value. As the data progresses through each next stage, the bars become narrower, showing the decrease in values. This helps to identify drop-off points and understand how data is filtered at each stage of the process.
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