Recently, I was working on a project where I needed to use a funnel chart Power BI and Power BI sales funnel with percentages.
In this Power BI article, I will explain what a funnel chart in Power BI is and when to use a funnel chart in Power BI.
Also, we will discuss how to create a funnel chart in Power BI, how to add tooltip in Power BI funnel, and funnel visualization Power BI with various examples.
Also, we will cover:
- Power BI sales funnel
- Power BI funnel chart percentage
- Power BI funnel chart order
Funnel Chart Power BI
What is a funnel chart in Power BI?
A Power BI funnel chart is an ideal visualization for showing a sequential process with interconnected stages.
It’s often used to monitor the progression of job applicants through phases such as Application > Screening > Interview > Assessment > Offer.
The funnel’s unique shape provides an overview of the efficiency of the process being tracked.
Each stage of the funnel represents a proportion of the whole, typically decreasing in size from the initial stage to the final one.
When to Use Funnel Chart in Power BI
Here, we will see when to use a funnel chart in Power BI.
A funnel chart in Power BI is the best choice for:
- Visualize the progress of sequential data across a minimum of 4 stages.
- Items on the chart should have a higher amount in the initial stage than in the final stage.
- Estimate potential, such as revenue, sales, deals, etc., across different stages.
- Monitor and analyze conversion and retention rates effectively.
- Identify and address bottlenecks within linear processes effectively.
- Monitor the workflow of a shopping cart
Create Power BI Funnel Chart
To create a funnel chart in Power BI, refer to the steps below:
To create a funnel chart in Power BI, we will use the below Sales table and we will show the Sales based on the Product Category in the Funnel chart.
- Open Power BI Desktop, and then Load the data using the Get Data option.
- Then click on the funnel chart from the visualization pane to add the funnel chart to the canvas.
- Now you can see the blank funnel chart in Power BI.
- Next, drag and drop the Sales and Product Category column to the Category and Values field.
- You can see the Funnel chart shows the sales graph based on the Product Category.
This is how we can create the funnel chart in Power BI.
How to Add Tooltip in Power BI Funnel
Here, we will see how to add a tooltip to the Power BI funnel chart.
We will use the above funnel chart [shows sales based on Product Category] and here I will add the tooltip as Cogs and profit.
For this drag and drop the COGS and Profit to the tooltip field of the power BI Funnel chart.
Now, when hovering over any section of the Power BI funnel chart, you can see the Cogs and profit value along with some other data for each category.
Power BI Sales Funnel
To create a sales funnel chart in Power BI, refer to the example below.
We will use the customer sales data, which contains the columns [Sales stage, space, Number of customers].
By using the above data, we will show the variation of the total number of customers for each sales stage in the Power BI funnel chart.
- In Power BI Desktop, load the data using the Get Data option.
- Once you have the data, we will create a funnel chart, for this, select the funnel chart from the visualization pane.
- You can see the blank funnel chart in the canvas.
- Now drag and drop the Salse stage and the number of customers to the Category and Values field.
- Also, you can see the Power BI funnel chart showing the Total customers by sales stage.
This is an example of a sales funnel chart in Power BI.
Funnel Chart Percentage Power BI
Here we will see how to show the percentage in the Power BI funnel chart.
For example, we will use the sales table below to create the Power BI funnel chart, which will show the total percentage of sales for each product category.
- In Power BI Desktop, Load the data using the Get Data option.
- Then, select the Funnel chart from the visualization pane. It will add a blank Power BI funnel chart to the canvas.
- Next, drag and drop the Sales and Product category to the Values and Category field.
- To show the percentage of total sales, click on the dropdown arrow, select Show value as ->, and then select Percent of grand total.
- Now, you can see the sales percentage in the Power BI funnel chart.
This is an example of funnel chart percentage in Power BI
Power BI Funnel Chart Order
Here, we will see how to order the funnel chart in Power BI.
For example, the job progress table below contains columns like Order No, Stage, and Number of Qualified.
Follow the below steps to sort the stage in order in the Power BI funnel chart.
- In Power BI Desktop, Load the data using the Get Data option.
- Then, select the Funnel chart from the visualization pane. It will add a blank Power BI funnel chart to the canvas.
- Next, drag and drop the Count of Qualified, OrderNo, and Stage to the Values, Tooltip, and Category fields.
- Next, click on the more option, select the Sort axis, select the Sum of order no, and select Sort as ascending.
- Now, you can see the stages are in chronological order in the Power BI funnel chart.
This is an example of Power BI funnel chart order.
You may also like:
- Horizontal Funnel Chart in Power BI
- Pyramid Chart In Power BI
- Power BI Waterfall Chart
- How to Set as Total in Power BI Waterfall Chart
- Conditional Formatting in Power BI Area Chart
- Show Zero Values in Power BI Bar Chart
Conclusion
In this Power BI tutorial, we saw what the funnel chart is, when to use it, and how to create a funnel chart in Power BI.
Also, we have covered the below topics:
- How to add a tooltip in Power BI funnel visualization
- Sales funnel chart Power BI
- Funnel chart percentage Power BI
- Power bi funnel chart order
After working for more than 18 years in Microsoft technologies like SharePoint, Microsoft 365, and Power Platform (Power Apps, Power Automate, and Power BI), I thought will share my SharePoint expertise knowledge with the world. Our audiences are from the United States, Canada, the United Kingdom, Australia, New Zealand, etc. For my expertise knowledge and SharePoint tutorials, Microsoft has been awarded a Microsoft SharePoint MVP (12 times). I have also worked in companies like HP, TCS, KPIT, etc.
