Excel Funnel Chart

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How to Create a Funnel Chart in Excel? (with Examples)

Example #1

Suppose we have the following data for the order fulfillment process for an e-business organization.

Example #2

Suppose we have the same data as above, and we want to create a more attractive funnel chart.

  • We need to use the REPT function in the following way. First, we can see that we have divided the value of B3 by 5 so that the size of the text does not exceed too much. After inserting the function, we may find the output as follows. Since the output is not formatted in the way we want. So we need to change the font of the cell to “Playbill” using the “Font” text box in the “Font” Group in the “Home” tab. We want the line’s color to be green and the alignment as a center. We will make necessary changes using the command available in the “Font” and the “Alignment” group in the “Home” tab. We need to copy and paste the same formula and formatting on E3: E7. Funnel chart Excel is ready. Whenever we change the value in the table, this chart will reflect dynamically.

Funnel chart Excel is ready. Whenever we change the value in the table, this chart will reflect dynamically.

We will create the funnel chart using the 3-D 100% stacked column chart. The steps are as follows:

  • Step 1: We must first select the data range A2: B7.Step 2: Then, click on the arrow located at the bottom right corner of the “Charts” group in the “Insert” tab.

  • Step 3: Click on “All Charts,” then choose “Column” from the list on the left, click on the “3-D 100% Stacked Column” chart, choose the second chart, and click on “OK.”

  • The chart will look as follows:

  • Step 4: Two new contextual tabs for chart tools (Design and Format) are opened when the chart is created. In the “Format” tab, we need to choose “Legend” from the list on the left side of the “Format” tab in the “Current Selection” group and press the “Delete” button on the keyboard to delete the legend.

  • Step 5: In the same way, we will delete “Vertical (Value) Axis Major Gridlines,” “Chart Title,” and “Horizontal (Category) Axis.“

  • Step 6: Choose “Vertical (Value) Axis” from the list to select the axis in the chart. Now, choose “Format Axis” from the “Contextual” tab opened by right-clicking on the selection of the axis.

  • Step 7: Tick the checkbox for “Values in reverse order.”

  • Step 8: Next, delete the “Vertical (Value) Axis” by selecting the same and pressing the “Delete” key.

  • Step 9: Select any of the series from the list.

  • Step 10: Right-click on the series to get a “Contextual” menu and choose “Format Data Series” from the menu.

  • Step 11: Choose “Full Pyramid” from the list.

  • Step 12: As we want to have some space in between the series, we can add rows for the same in the data as follows:

  • Step 13: We need to change the data source for a chart using the “Select Data” command available in the “Data” group in the “Design” tab.

  • Step 14: Here, we must delete the selection and re-select the data using the range selector. Click on the “OK” button.

  • Step 15: As we can see, space, which we have specified in the data, is reflected in the chart in different colors. However, we want the space to be transparent.

  • Step 16: To make the space transparent, we need to select the series by clicking on them and choosing “No Fill.“

Now, we will follow the same for the other three series.

  • Step 17: We will add data labels and series names for all series by right-clicking on the series and choosing “Add Data Labels.“

  • Step 18: We can also add series names by formatting data labels.

  • Step 19: We can add a chart title using the “Add Chart Element” command available in the “Chart Layouts” group in the “Design” tab.

Now, our chart is ready.

Example #3

Suppose we have the same data as above.

We can use the above two methods in 2007, 2010, and 2016 versions of MS Excel, but the method discussed in this example is only available in Excel 2016, which is a funnel chart.

We can find the command in the “Charts” group in the “Insert” tab.

Now, to create the chart, we must follow the below steps:

  • Step 1: We must first select data A2: C7.Step 2: Click on the “Funnel” command in the “Charts” group in the “Insert” tab.

  • Step 3: We will define the chart title and change the layout using the command available in the “Chart Layouts” group in “Design.“

Now our chart is ready.

Uses of Excel Funnel Chart

The various places where we can use funnel charts are:

Things to Remember

While taking the help of a funnel chart to display the data graphically, we must ensure that the process involves steps in which every previous step has a larger number than the next step so that the shape of the chart looks like a funnel.

This article is a guide to Funnel Chart in Excel. We discussed creating a funnel chart in Excel with some examples and a downloadable Excel template. You may also learn more about Excel from the following articles: –

  • Control Charts in ExcelStock Chart in ExcelTornado Excel ChartWhat is an Organization Chart in Excel