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Overview

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Used to display steps in a process, helps to identify bottle necks in a workflow.

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

Funnel Chart Tutorial

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Summary

In order to set up a Funnel Chart you will need:

  1. Create a report with chart display
    1. Select a field to use as the Label
    2. Select a field to use as the Series
  2. Create your chart, selecting Special Purpose as the type, and Funnel as the chart
  3. Provide the Label and Series options and Refresh
  4. Customise the Chart as required
  5. Close the Chart Builder
  6. Save your report

Tutorial

1. Click on the Create link and select Report to begin building your report.

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2. You should now be on the Initialise Report page. Select the Drag and Drop Builder as the build tool.

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3. Select Ski Team as the View.

4. Now click the Unable to render embedded object: File (step_right_on.png) not found. button to proceed.

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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.

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6. On the Report Data page, drag and drop the Unable to render embedded object: File (rpt_dim.png) not found. Booking Step and Unable to render embedded object: File (rpt_dim.png) not found. Athlete ID fields into the Column Fields area.

7. Drag and drop the Unable to render embedded object: File (rpt_dim.png) not found. Booking Status field into the Filters area.

8. Select the Unable to render embedded object: File (rpt_dim.png) not found. Athlete ID field and add a Unable to render embedded object: File (count.png) not found. Count aggregation to it.

9. Click on Unable to render embedded object: File (step_right_on.png) not found. at the top of the page.

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10. On the Filters page, set Booking Status to be Equal to.

11. Click on the Unable to render embedded object: File (rpt_filterprompt.gif) not found. 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.

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14. Click on Unable to render embedded object: File (step_right_on.png) not found. at the top of the page.

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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.

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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.

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22. You should now have a chart that looks like the one pictured here.

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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.

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