D3 Funnel Chart

*This plugin is officially supported by Sisense. You can find the latest version of this plugin on the Sisense Add-Ons page.

Introduction

This article explains how to import a Funnel Chart from D3 as a plugin in Sisense.

Purpose/Benefits

Funnel charts are a common way to show a process, with the most prevalent example being a sales funnel. It displays the number of leads, qualified leads, opportunities, and won deals. See the referenced wiki page on funnel charts for more information.

Steps

The following steps will walk through the process of adding the new chart type and creating a sample funnel chart.

Step 1 - Add the Plugin

Download the attachment and unzip the contents into your C:\Program Files\Sisense\PrismWeb\plugins\ folder. If the plugins folder doesn't exist, just create it. After those files have been unzipped there, you may also have to restart the web server. Now, when you create a new widget the funnel chart should show up in the list of options

Step 2 - Create the Chart

On your dashboard, click the Create Widget button and select Advanced Configuration. Next, select the Funnel Chart from the chart types menu. There are two ways to use this chart. You can either pick a dimension to use as categories, or you can add multiple values. If you pick a dimension, each member in the dimension will get its own section of the funnel.

If you add multiple values, each value will have its own section of the funnel.

Step 3 - Format the Chart

There are a few formatting options available for this chart, listed below.

Invert Chart - If true, the chart is flipped upside down.
Dynamic Sizing - If true, the size of each section corresponds to the value for that section, so larger values will result in bigger sections.
Pinch the Bottom - If true, it makes the last section of the chart a rectangle so that the funnel looks skinnier at the bottom.
Curved Funnel - If true, the funnel is rendered as a 3D funnel

References/Notes

D3 Funnel Chart - GitHub project that this chart is based off
Funnel Chart Wikipedia
UPDATED 11/12/2015 - This plugin has been updated to work with special characters
UPDATED 04/22/2015 - This plugin has been updated to allow users to click on it to set filters. This option requires the Widget Affects Dashboard Filters option to be set and works only when using a dimension with a value (not with multiple values)
UPDATED 07/05/2016 - Modified to work with changing code in v6.4
UPDATED 07/23/2017 -
Fixed several existing issues with funnel charts:
Now zero are handled normally - they take minimal amount of space, so that label have enough space
“Suppress Zeros” added to design panel which lets user to hide/show zeros on funnel charts
Negative values are treated as they were zeros
Fixed existing issue with categories that has dots in their names

David Hertzberg January 06, 2015 09:21

Great ! Will it be part of an official release or does it have to be added manually in our own installation ? In the later case, are there other "official/non official" widget available ?

Sinu Joseph February 12, 2015 05:23

Its a great representation Aviad. It would be useful if you could add mouse hover to see the data for each chunk.

Cassandra July 09, 2015 15:30

This is a great widget. Is their a plan to implement the standard features into this widget? ( i.e Hover over tool tips, Drill Into, filter which affect the dashboard etc.)

Ryan December 15, 2015 19:33

Are there any plans to have the option to display the funnel category label as a legend and not in the funnel itself? There are some category values with long names that do not render well with the current format.

Can we also have the ability to hover over the category slice for the category value? Some categories are to thin against the whole, and the value is not legible.

Claire February 03, 2016 11:57

Hi,

Great widget. Can I impose my own specific ordering on the segments in the funnel? E.g. Highest count of item as top segment or even specifically what the segment order is?

I can change the "sort" key but only options it seems to understand are "asc" and "desc" for my categories.

Thanks,

Claire

Eric Pouliot March 04, 2017 13:35

Can you add a "Clear Selection" button to the widget so that like standard charts when you apply drill you can easily click "Clear Selection" instead of having to clear the from the filters panel?

Thanks!

Adi Hecht August 05, 2017 13:42 (Edited August 05, 2017 21:02)

Can we have toggle on/off switches for each value, similar to how it is in column widgets? This way users (viewers) can remove values/categories they do not need...

Here is the same data displayed as column and displayed as funnel. In column, we can make some values temporarily disappear by toggling them off. Why not also in funnel?