When to use Funnel Chart?
A funnel chart is typically used to present value in flows and processes. In terms of display, it is related to the pie chart. This graph can be shown with segment height / width or with a segment area proportional to the data. You can also draw a graph with equal height / width segments, disregarding data points.
How to create Funnel Chart in Excel?
Funnel is chart type which can be used for sales data presenting. Funnel chart can display stages of sales progress or potential of sales in the future. It can be also just way to show sales report.
To insert funnel chart you need data. Let it be just sales report. It should looks like this. Remember to sort data descending.
Next go to Ribbon > Insert > Column > 100% Stacked Cone
Chart looks like in the pictures below.
Click one of the columns. Go to Ribbon > Design > and click Switch Row/Column
Chart changed. Now it looks more like pyramid chart than funnel chart.
Next click Ribbon > Layout > 3-D Rotation
Dialog box appears. Change rotation of X and Y to 0.
That’s how the chart should looks like. It’s still pyramid. Few more steps and it will turn into funnel chart.
Go to Ribbon again. Layout > Axes > Primary Vertical Axis > More Primary Vertical Axis Options. In the dialog box tick Values in reverse order.
There is something more to do in the Ribbon:
Layout > Axes > Primary Horizontal Axis > None
Layout > Axes > Primary Vertical Axis > None
Layout > Gridlines > Primary Horizontal Gridlines > None
Layout > Data Labels > More Data Label Options > tick Series Name and Value
Now the Funnel Chart is ready.
Isn’t it beautiful? It is really easy to create funnel chart in Excel… but if you are really lazy.