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How to make a Funnel Chart in Power BI? 3 Easy Steps for Beginners

How to make a Funnel Chart in Power BI? 3 Easy Steps for Beginners

Table of Contents

Introduction

A Funnel Chart in Power BI is a Data Visual that depicts the flow of processes. Retail businesses and corporations are more inclined to implement this visual to illustrate and evaluate the many stages of a process (i.e., the Sales Process).

In this blog, you will learn to build a funnel chart in Power BI using just three simple steps. By the end of the blog, you will be able to create and customize a funnel chart to make your reports insightful and visually pleasing.

Two easy ways to create a Bubble map with four simple steps in Power BI Desktop

Why Use a Funnel Chart?

A funnel chart is useful because it:

  • Shows progression of data across different stages.
  • Highlights where the biggest drop-offs happen.
  • Make complex data easier to process visually.

Step-by-Step: Create a Funnel Chart in Power BI

The pbix file for this tutorial can be downloaded by the link provided at the end of this blogpost.

Step 1: Adding Funnel Chart Visual

  • In your Power BI desktop canvas, go to Visualization Pane and select Funnel Visual to add it to your report.
Selecting Funnel Chart
Figure 1: Select Funnel Chart from Visualisation Pane

Step 2: Populate your Funnel Chart

  • Drag Product Type from the Product table to the Category area in the Visualization menu.
  • Drag Sales Table > Revenue (CC) to the Values area in the Visualization menu.
Sales Table > Revenue (CC)
Figure 2: Populating the Funnel Chart with Product Type and Revenue
Funnel chart
Figure 3: The Funnel chart is created

Step 3: Customize Your Funnel Chart

To take your visual to next level:

  • Click on Format Your Visual to access Format options.
visualization pane.
Figure 4: Formatting the Funnel chart
  • Select General Tab.
  • Click on Header Icons > Off, Effects > Visual Border > On, Effects > Shadows > On.
  • Now open the Title dropdown menu.
  • Select Horizontal alignment > Center, Text color > #12239E
funnel chart
Figure 5: A funnel chart is created in the canvas.

Understand your Chart

The figure above shows the funnel chart offering a visual representation of revenue across various product categories. This visual helps us to understand which products are more profitable and tells us about the rate at which the revenue declines across different product categories.

The funnel chart shows us the following insights:

  • Tents generate the highest revenue of $154.43M, which makes them the top-performing product.
  • Sleeping Bags follow with 85.08M revenue generated.
  • Products such as Rope, Lanterns, and Climbing Accessories are moderate contributors to the revenue.
  • Finally, the smallest contributors are Insect Repellents, Sunscreen and First Aid.

Conclusion

Funnel charts offer a straightforward but effective means of visualizing data flow through various stages. They are easy to build in Power BI and only take a few steps. Once you get the hang of them, you can readily analyse processes, spot weaknesses, and make more informed decisions based on the data.

FAQs

A funnel chart in Power BI is a data visualization that shows the flow of values through the stages of a process, such as sales, marketing, or customer conversion. 

You should use a Funnel Chart when you want to visualize a process with multiple stages where values decrease over time, such as:

  • Sales pipelines
  • Marketing conversion funnels
  • Customer journey stages

A Funnel Chart should have 4 to 6 stages to maintain clarity and avoid clutter.

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