Home

This Mod for Spotfire® can be used to display streamlined data; each slice in the funnel represents a process that has filtered out data. The last funnel bears the value that is the final result of the entire procedure.

A funnel chart displays values as progressively decreasing proportions amounting to 100 percent in total. The size of the area is determined by the series value as a percentage of the total of all values. Any funnel consists of the higher part called head (or base) and the lower part referred to as neck.

Ideally, the funnel chart shows a process that starts at 100% and ends with a lower percentage where it is noticeable in what stages the fall out happens and at what rate. If the chart is also combined with research data, meaning quantified measurements of just how many items are lost at each step of the sales or order fulfillment process, then the funnel chart illustrates where the biggest bottlenecks are in the process.

Installation

Opening the visualization in Spotfire® Analyst

1. From this repository Releases section, locate and download the .mod file.
2. Drag the .mod file into an analysis in Spotfire® Analyst.

For information on how to use and share visualizations mods, read the Spotfire® documentation.

Running the project in Spotfire®

1. From this repository Releases section, locate and download the source code.
2. Build the project in your preferred code editor. Microsoft Visual Studio Code is highly recommended.
3. Open an analysis in Spotfire® and select Tools > Development > Create visualization mod from the menubar to connect to the project.

For information on how to get started with visualization mod development, read the Spotfire® documentation.

Data Requirement

Every mod handles missing, corrupted and/or inconsistent data in different ways. It is advised to always review how the data is visualized.

To make the funnel chart work properly, the underlying data must be formatted in a certain way. A data table with at least two columns is required. At least one column should contain categories and a second column should contain values for each category.

Setup

In our example dataset, we have two columns: Stage, Count

Stage	Count
Initial Leads	100000
Qualified Leads	80000
Quote Requests	50000
Face-to-face Consultations	30000
Policy Applications	18000
Underwriting Approval	15000
Policy Issuance	12000

A funnel chart can be configured with the following settings:

• Value axis: The 'Count' column
• Color-by axis: The 'Stage' column

Configuration

After setting the data, multiple options are available to alter the funnel chart appearance live. To open the appearance options, click the settings button on the top right of the visualization (available in Edit mode).

Usage

Marking

The funnel chart allows for multiple ways of marking and visualizing the selected data. Marking data can be done by clicking an area. To mark multiple areas or add to the marking set, you must click an area whilst holding the CTRL key. The funnel chart also allows for rectangular marking; whilst holding down a mouse click and dragging the cursor across the chart, you can mark one or multiple areas corresponding to the areas that the rectangle overlaps with. To unmark all marked areas, just click the background of the visualization canvas area. To unmark specific areas, just click a marked segment whilst holding the CTRL key.