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{anchor:top} {toc: class=contents} h2. Overview {styleclass: Class=topLink}[top|#top]{styleclass} Used to display steps in a process, helps to identify bottle necks in a workflow. h3. Chart Data Options ||Option||Description|| |Label|This is the category label for the X axis| |Series|Typically a numeric value such as $. An item that you want to measure on your Chart| h2. Funnel Chart Tutorial {styleclass: Class=topLink}[top|#top]{styleclass} h3. Summary In order to set up a Funnel Chart you will need: # Create a report with chart display ## Select a field to use as the *Label* ## Select a field to use as the *Series* # Create your chart, selecting *Special Purpose* as the type, and *Funnel* as the chart # Provide the *Label* and *Series* options and *Refresh* # Customise the Chart as required # *Close* the Chart Builder # *Save* your report h3. Tutorial {section} {column: width=30%} *1.* Click on the *Create* link and select *Report* to begin building your report. {column} {column: width=70%} !01.png! {column} {section} {section} {column: width=30%} *2.* You should now be on the Initialise Report page. Select the *Drag and Drop Builder* as the build tool. {column} {column: width=70%} !02.png! {column} {section} {section} {column: width=30%} *3.* Select *Ski Team* as the View. *4.* Now click the !step_right_on.png! button to proceed. {column} {column: width=70%} !2a.png|thumbnail,border=1! {column} {section} {section} {column:width=30%} *5.* You should now be on the *Step 1. Report Data* page. To start with, set the Output Options to *Chart Only* by selecting it in the *Report Options* section on the right. This will ensure that the information appears as a chart. {column} {column:width=70%} !3.png! {column} {section} {section} {column:width=30%} *6.* On the Report Data page, drag and drop the !rpt_dim.png! *Booking Step* and !rpt_dim.png! *Athlete ID* fields into the *Column Fields* area. *7.* Drag and drop the !rpt_dim.png! *Booking Status* field into the *Filters* area. *8.* Select the !rpt_dim.png! *Athlete ID* field and add a !count.png! *Count* aggregation to it. *9.* Click on !step_right_on.png! at the top of the page. {column} {column:width=70%} !dataPage.png|thumbnail,border=1! {column} {section} {section} {column:width=30%} *10.* On the *Filters* page, set *Booking Status* to be *Equal to*. *11.* Click on the !rpt_filterprompt.gif! link to set the value. *12.* Select *Cancelled*. In this case, we are only interested in seeing bookings that have been cancelled, examining which step athletes cancel in. *13.* Click *Submit* to save your changes. !submit.png! *14.* Click on !step_right_on.png! at the top of the page. {column} {column:width=70%} !filter.png! {column} {section} {section} {column:width=30%} *15.* On the Report Preview page click on the Pie Chart image as before. *16.* Click on the *Chart* Menu and select *Special Purpose* as the Chart Type and *Funnel* as the subtype (click on the picture on the left). *17.* Click *Save* to load the options for a *Funnel Chart*. !save.png! {column} {column:width=70%} !selectChart.png|thumbnail,border=1! {column} {section} {section} {column:width=30%} *18.* Set the Chart Data settings. *19.* Select *Booking Step* for the Label. *20.* Select *Count Athlete ID* as the Series. *21.* Click *Refresh* to generate your chart. !refresh.png! {column} {column:width=70%} !setData.png! {column} {section} {section} {column:width=30%} *22.* You should now have a chart that looks like the one pictured here. {column} {column:width=70%} !generateChart.png|thumbnail,border=1! {column} {section} {section} {column:width=30%} *23.* You now need to *Save* and *Activate* your chart. Click on the *Close* button to go back to the Report Preview page. *24.* Click on the *Save* Menu and use *Funnel Chart Tutorial* as the Name. *25.* Type *This Funnel Chart was created using the Charts Tutorial* as the Description. *26.* Enter *Tutorial* as the Category and *Charts* as the Sub Category. *27.* Click *Activate*. !activate.png! {column} {column:width=70%} !saveChart.png|thumbnail,border=1! {column} {section} \\ \\ {horizontalrule} {styleclass: Class=topLink}[top|#top]{styleclass} |
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