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Tableau QT: Funnel Chart

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This is a Quick Tip on how to build a Funnel Chart in Tableau, so less reading and more jumping in. We are going to spend 5 minutes or less building our Funnel Chart in Tableau.

Note: As always never choose a data visualisation type and try to fit your data into it, instead, understand your data and choose the best visualization for your data consumers.

Data

Load the following data into Tableau Desktop / Public.

StageLeads
Qualification100
Meeting50
Proposal20
Closing10

We do not need to create additional Calculated Fields, so we will go straight to building our Visualisation.

Worksheet

Let us build our Worksheet:

  • Change Mark Type to Bar.
  • Drag Stage onto the Color Mark.
    • Right-click on the object and select Sort…
      • Set Sort By to Field.
      • Set Sort Order to Descending.
      • Set Field Name to Leads.
      • Set Aggregation to Sum.
  • Drag Stage onto Rows.
  • Drag Leads onto Columns, Twice.
    • Double-click on the first Leads Axis.
      • In Edit Axis, click Reversed.

If all goes well, you should see the following:

If we adjust the cosmetics, we should aim to get the following:

and boom, we are done with this Quick Tip. You can find my Funnel Chart on Tableau Public at https://public.tableau.com/profile/toan.hoang#!/vizhome/FunnelCharts_7/FunnelCharts

Summary

I hope you all enjoyed this article as much as I enjoyed writing it. Do let me know if you experienced any issues recreating this Visualisation, and as always, please leave a comment below or reach out to me on Twitter @Tableau_Magic.

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