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.
Next, go to Ribbon > Insert > Column > 100% Stacked Cone.
The funnel chart looks like in the pictures below.
Click on one of the columns. Go to Ribbon > Design > and click Switch Row/Column.
The chart changed. Now it looks more like a pyramid chart than a funnel chart.
Next, click Ribbon > Layout > 3-D Rotation.
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.
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 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.
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.
