Funnel visualization

Funnel visualizations provide a way to visualize different stages in processes. At a glance you see which stages of the process perform.

About this task

For more information about the funnel custom visualization sample on IBM Accelerator Catalog, see Funnel.

Use a funnel chart to show streamlined data. Each part of the funnel represents a process that has filtered out data. The last funnel displays the resulting value of the entire procedure. To visualize the sequential stage, use a custom sort.

Funnel visualizations are supported as of IBM® Cognos® Analytics 11.1.7

Note: This sample custom visualization provides a way to show how to use a funnel visualization in IBM Cognos Analytics.
Note: This sample visualization was created to address specific requirements and does not include all the features, interactivity, and properties of an out-of-the-box Cognos visualization. However, Cognos Analytics delivers a full set of fully-featured and powerful visualizations that are ready to use.

For more information about custom visualizations, see Developing custom visualizations. For an excellent tutorial to get you started, see Custom visualizations - tutorial.

You can download the packed bundle (.zip file) and upload it directly into IBM Cognos Analytics.

The following steps demonstrate how to use the funnel visualization and populate it with data.

Procedure

  1. Create a dashboard and click the Visualization Change visualization icon icon in the toolbar.
  2. Click the Custom tab.
    If there are no custom visuals available, then you can add a custom visual by clicking the Add a custom visual Add a custom visual icon on the Custom tab.
  3. From the Custom visuals pane, select the funnel visualization.
  4. Use the Funnel_sample_data.xlsx data source. You can get the sample data here: https://public.dhe.ibm.com/software/data/sw-library/cognos/mobile/C11/custom_visualizations/data/Funnel_sample_data.xlsx.
  5. Create the funnel visualization by dragging the following data items from the Funnel_sample_data.xlsx data source in the Sources pane Data icon:
    • Drag Sales Process onto the Categories field.
    • Drag Number of Customers onto the Value field.
  6. To get the correct order in the funnel visualization, create a custom sort on Sales Process:
    1. Leads
    2. Prospects
    3. Opportunities
    4. Wins

    This sample funnel visualization displays data from a fictional sales process.

    Funnel visualization