How to create a funnel chart in Tableau?

Question

How to create a funnel chart in Tableau?

Answer 1

Hi Vaibhav,

Funnel chart is normally used in sales or to track control over leads for marketing/sales companies.

Follow these steps to create a simple funnel chart:

For suppose if you want to show the leads for a company product.

1. Select the phases and the number of leads and make a bar graph.

2. Sort the phases as per requirement (for ex: marketing->sales->customer)

3. Convert the bar to area chart from marks pane.

4. Now Create calculated field as - number of leads/visitors.

5. Drop the field into shelf to make it symmetric.

6. Now add the labels and format the graph as per requirement.

Hope this help you.

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