Using Funnel Charts - Amazon QuickSight

Using Funnel Charts

Use a funnel chart to visualize data that moves across multiple stages in a linear process. In a funnel chart, each stage of a process is represented in blocks of different shapes and colors. The first stage, known as the head, is the largest block and is followed by the smaller stages, known as the neck, in a funnel shape. The size of the block representing each stage in a funnel chart is a percentage of the total, and is proportionate to its value. The bigger the size of the block, the bigger its value.

Funnel charts are often useful in business contexts because you can view trends or potential problem areas in each stage, such as bottlenecks. For example, they can help you visualize the amount of the potential revenue in each stage of a sale, from first contact to final sale and on through maintenance.

The icon for a funnel chart is as follows.

To create a basic funnel chart visual

  1. Open Amazon QuickSight and choose Analyses on the navigation pane at left.

  2. Choose one of the following:

    • To create a new analysis, choose New analysis at upper right. For more information, see Creating an Analysis.

    • To use an existing analysis, choose the analysis that you want to edit.

  3. Choose Add (+), Add Visual.

  4. At lower left, choose the funnel chart icon from Visual types.

  5. On the Fields list pane, choose the fields that you want to use for the appropriate field wells. Funnel charts require one dimension in Group.

  6. (Optional) Add drill-down layers by dragging one or more additional fields to the Group/Color field well. For more information about adding drill-downs, see Adding Drill-Downs to Visual Data in Amazon QuickSight.

    To understand the features supported by funnel charts, see Format Options Available in Analytics. For customization options, see Formatting a Visual in Amazon QuickSight.