Tableau Funnel Chart : Bijay Kumar

Tableau Funnel Chart
by: Bijay Kumar
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### Summary of the Content The author, a former data analyst, shares their experience of creating a funnel chart in Tableau to help the sales team visualize customer orders at different stages, such as Order Placed, Shipped, Delivered, and Returned. A funnel chart is a graphical representation that shows how data decreases at each stage of a process, resembling a funnel shape. To create a funnel chart in Tableau, which lacks a built-in option for this type of chart, the author outlines steps to customize a bar chart. They provide a detailed example using sample superstore data to illustrate how to visualize product sales across various segments (Home Office, Corporate, and Consumer). The author also explains an alternative method using dual axes to create a funnel chart that displays sales from least to most, enhancing the visualization of sales data for different product subcategories. ### Key Details: - **Funnel Chart Purpose**: Visualizes the flow of data through different stages, highlighting the reduction at each stage. - **Creation Steps**: - Customize a bar chart in Tableau. - Use SUM(Sales) and categorize data by segments. - Sort data to achieve a funnel shape. - **Dual Axis Method**: Another way to create a funnel chart by stacking horizontal bar charts to show sales progression. ### Additional Context: Funnel charts are particularly useful in sales and marketing analytics, as they help teams identify drop-off points in processes and understand customer behavior. By visualizing data in this way, businesses can make informed decisions to improve their sales strategies. ### Hashtags for SEO: #DataVisualization #Tableau #FunnelChart #SalesAnalytics #DataAnalysis #BusinessIntelligence #TableauTutorial #DataInsights #CustomerJourney #SalesPerformance

When I was working as a data analyst , I got a requirement to create a chart for data visualization. The sales team wanted to understand how many customer orders were at various stages in the order process, such as Order Placed, Shipped, Delivered, and Returned.

To visualize this data, I created a Funnel Chart in Tableau using our order data. This allowed us to analyze and track the orders through each stage and identify the performance of the order delivery of the products.

In this blog, I will explain what a funnel chart is in Tableau and how we can use it to analyze the data for different scenarios.

What is a Funnel Chart in Tableau?

A funnel chart in Tableau is a type of chart that visualizes how data flows through different stages of a process, gradually decreasing at each step, just like the shape of a funnel.

Using the funnel chart, we can see the progressive reduction in size of horizontal bars because it passes from one phase to another. Data in each of those phases is represented as different portions of the whole. The primary bar is wide and therefore the largest, and every subsequent bar will be smaller than its previous stage, forming a funnel shape.

Create a Funnel Chart in Tableau

In Tableau, there is no built-in option to create a Funnel chart. To create a funnel chart, we need to customize the bar chart to display it in a funnel-like format.

In this example, I will create a funnel chart to display the share of products in various segments, such as Home Office, Corporate, and Consumer. The data source we will use for this funnel chart is the sample superstore data from Tableau.

Follow the steps below to create a funnel chart in Tableau.

1. Drag the SUM(Sales) to the Rows shelf.

Check out: Waterfall Chart in Tableau

2. After this, drag the Segment field to the Color card in the Marks section.

3. To display the size of each segment in increasing order, drag the SUM(Sales) to the Size card in the Marks section.

Check out: Donut Chart in Tableau

4. To sort the order of the category and make it appear like a funnel, click on the Sort button in the toolbar.

With this, the bar chart will be displayed in a funnel chart format.

5. To add the label for the sales amount and the product category, drag the SUM(Sales) and Category to the Label card in the Marks section.

Now, in the funnel chart, we see the contribution of each product category to the Sales. This way, we can create a funnel chart in Tableau by following the above steps.

Check out: Gantt Chart in Tableau

Create a Funnel Chart in Tableau Using Dual Axis

In this method, we will create a horizontal bar chart with a dual axis to display it as a funnel chart.

In this, we will display the share of the product subcategory in the total sales. The funnel chart will be stacked from the least selling product to the products with the maximum sales.

Follow the steps below to create a Funnel chart using the dual-axis bar.

1. Drag the Sum(Sales) to the Columns and Sub Category to the Rows.

2. Add SUM(Sales) again to the Columns and edit its value as -SUM(Sales). It will duplicate a negative horizontal bar for the sales of the product’s subcategory.

3. Set the Sales for Sub-Category in ascending order. This will combine both the charts and make it display as a funnel chart.

Check out: Stacked Bar Chart in Tableau

4. To show the flow of Sales from minimum to maximum sales, drag the Sales to the Color card in the Marks section.

Here, we need to add sales to the color section of both the horizontal charts.

5. To show the Sales of each sub-category, drag the Sales to the Label card in the Marks section.

Here, we also don’t need the negative axis to be displayed in the chart. To remove it, right-click on the x-axis and uncheck Show Header.

With this, we can see that the data is being displayed as a funnel chart.

Check out: Donut Chart in Tableau

This way, by using two horizontal charts on dual axes, we can create a funnel chart in Tableau by following the above steps.

I hope you understood the methods I explained in the examples above, which allow us to customize bar charts in Tableau and display them in a Funnel chart format.

The post Tableau Funnel Chart appeared first on SalesForce FAQs.

July 11, 2025 at 10:12AM
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