How to Make Funnel Chart

In this Excel charting tutorial lesson, you will learn how to create funnel chart in Excel.

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 a Funnel Chart in Excel?

A funnel chart type is a chart type that can be used for presenting sales data. A funnel chart can display stages of sales progress or potential sales in the future. It can also be just way a wat to show a sales report.

To insert a funnel chart, you need data. Let it be just a sales report. It should look like this. Remember to sort data in descending order.

Data to Funnel Chart Excel

Next, go to Ribbon > Insert > Column > 100% Stacked Cone.

Insert Funnel Chart Ribbon

The funnel chart looks like in the pictures below.

First Step Funnel Chart

Click on one of the columns. Go to Ribbon > Design > and click Switch Row/Column.

Funnel Chart Ribbon Switch Row Column

The chart changed. Now it looks more like a pyramid chart than a funnel chart.

Funnel Chart Pyramid

Next, click Ribbon > Layout > 3-D Rotation.

Excel 3D rotation Funnel Chart A dialog box appears. Change the rotation of X and Y to 0.

Funnel Chart change ratation

That’s what the sales pyramid chart should look like. It’s still a pyramid. A few more steps and it will turn into a funnel chart.

See also  How to make 3 axis graph

Excel Pyramid Chart

Go to Ribbon again. Layout > Axes > Primary Vertical Axis > More Primary Vertical Axis Options. In the dialog box, tick Values in reverse order.

Funnel Chart Values in reverse order

There is something more to do on 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.

Excel Funnel Chart

Isn’t it beautiful? It is really easy to create funnel chart in Excel… but if you are really lazy you can download free funnel chart template here.