Funnel and pyramid reports

Funnel and pyramid reports visualize the distribution of data. The size of the slices or sections represents a percentage of the total of all values.

Funnel reports are often used to represent stages in a sales process (from lead to closed deal), or to identify potential problem areas in a process. If you apply a neck in a funnel chart, all values below a certain percentage of the total value are represented as a bar. The bar indicates that their differences are of equal importance.

Funnel reports stack slices from top to bottom by decreasing percentage and pyramid charts stack slices by increasing percentage. Pyramid reports are often used to represent hierarchical levels in an organization. Funnel and pyramid reports can be placed on homepages where users can quickly interpret the information displayed.

For example, use a funnel or pyramid report to show open incidents by priority. At any time, there are open incidents of different priority levels. For example, an organization has a policy that P1 incidents can never exceed 40% of all open incidents. Funnel and pyramid charts show whether incident counts are within acceptable ranges.

Funnel incidents priority
Pyramid incidents priority

Create a funnel or pyramid report

How to create a funnel report, where the size of each slices represents its percentage of the total.

Before you begin

Role required: itil, report_group, report_global, report_admin, or admin. To create a meaningful report, you must have the right to access the data you want to report on.

Procedure

  1. Navigate to Reports > Create New.
  2. Fill in the fields, as appropriate.
    Table 1. Funnel chart
    Field Description
    Name Enter a unique and descriptive name for the report.
    Description Click the information icon (Detailed description) to enter a more detailed description of what the report does and its purpose.
    Data Specify the table or report source containing the data set that you want to include in the report. From the first choice list, select Table or Report source. Then select the specific table or predefined data set from the second choice list.
    Type Select Funnel or Pyramid.
    Style your chart Click the gear icon (Cogwheel) to configure the chart style options for the look of your chart.
    Group by Select a field to organize data into groups from the selected table. For example, in an incident report that is grouped by Assignment group, all incidents belonging to Software, Service Desk, Network, and so on, are placed in separate groups. Make sure you give the report a name that reflects the field you select.

    Click plus icon to select additional group by fields. When you select Additional group by fields, a control is added to the bottom of the report that groups the report by any one of the additional fields.

    Note: It is not possible to group or stack reports by the Tags field.
    Display Grid Select this check box to display details of the report data in a table below the chart.

    All reports that use charts, including reports that are used on homepages, display the table of report data when the glide.ui.section508 system property is set to true, even if Display Grid is cleared.

    Aggregation Select a computational method for aggregating report data. The default is Count, which displays the number of records selected.

    If you select Count Distinct, only unique records are counted. For example, if you want to generate a report with a distinct number of users who have one or more of the roles in a given list of roles, these users would be counted twice unless you use count distinct.

    If you select Average, Sum, or Count Distinct, a list of fields from the selected Table appears. From this list, select a field to aggregate by. For example, if you select a duration field, such as the Business duration field on the Incident table, the aggregated data is expressed in days, hours, and minutes. If you select an integer field, such as the Priority field, the data is expressed as a number.

    Note: For duration values, the unit of measurement displayed in the aggregation axis cannot be customized.
    No. groups Select the maximum number of individual values that can be represented as slices. If the number of values from the selected data exceeds this limit, only the largest values are represented by the slices. By default, funnel charts display up to 12 slices. Remaining values are grouped into an Other category.

    If you select Show all, all slices up to limit of 50 slices can be displayed. The rest of the results are stacked in the Other slice. If you select Remove Other, the Other slice is hidden.

    Show Other Select this check box to display the Other slice. This check box is not available when Show all or Remove Other is selected from the No. groups list.
    Add Filter Condition Create conditions for filtering data to include in the report. For example, to include only records with priorities of 2- High and 1 - Critical, select [Priority] [less than] [3 - Moderate].
    Add "OR" Clause Select a second condition that must be met if the first condition is invalid. For example, select [Assignment Group] [is] [Database], to include records that are assigned to the Database group if the first condition is false.
    Add Sort Field Select fields to sort data by. For example, to sort results from lowest to highest priority, select [Priority] [z to a].
  3. Click Save. The report is generated.

What to do next

Add reports to homepages or dashboards, publish to the internet, schedule email distribution of PDFs or URLs of published reports, and share reports with others. For more information, see Distribute reports.

Funnel and pyramid chart style options

Change the look of your funnel or pyramid chart.

When you create or edit a report, click the gear icon (Cogwheel) after the Type field to open the Style your chart dialog box with options to configure the look of your chart. Chart options are automatically saved when you click Close. To see how the chart looks with the saved settings, click Save.
Table 2. Chart style options
Field Description
General
Funnel Neck Percent [Funnel charts only] Enter a percentage for the width of the funnel, ranging between 1 and 100 percent. This is the lowest percentage that can be represented above the funnel neck, and all percentages lower than this are stacked in a bar with a set width below the neck. One hundred percent equals a bar chart. The default value is 30.
Chart color

If no group by is used, Use one color is automatically selected. Select a single predefined system color.

If a group by is used, select one of the following options:
  • Use color palette: Select a color palette from the predefined system color palettes.
  • Use several colors: Define a custom set of Colors using hex codes. You can add any number of colors.
  • Use chart colors: Use the colors defined in Reports > Chart Colors.
Custom chart size Select this check box to specify the chart's width and height in pixels.
Chart size Select a chart size. This field is available when Custom chart size is cleared.
Drilldown View Select a view that determines how detailed records are shown when a specific part of the chart is clicked. This option is available for charts with drill-down capabilities. If you select a view that has no fields in common to link to the table that the report is based on, the default view is used. See Drilling down within reports .
Decimal Precision Enter an integer from 0 to 4 to specify the number of decimal places to display. Currency values always have two decimal places.
Title
Show chart title Select when the chart title is displayed.
  • Never: never displays the chart title.
  • Report only: displays the chart title on reports.
  • Always: displays the chart title on reports, homepages, and dashboards.
Chart title Enter a title for this chart. The title has a maximum length of 40 characters. If no title is entered, the report name is used for the title. This field is available when Report only or Always is selected from the Show chart title list.
Chart title size Enter the size of the chart title in pixels. This field is available when Report only or Always is selected from the Show chart title list.
Chart title color Select the color for the chart title. This field is available when Report only or Always is selected from the Show chart title list.
Custom chart title position Select this check box to specify X and Y coordinates for the position of the chart title. This field is available when Report only or Always is selected from the Show chart title list.
Title horizontal alignment Select how the chart title is aligned horizontally. This field is available when Custom chart title position is cleared.
Title vertical alignment Select how the chart title is aligned vertically. This field is available when Custom chart title position is cleared.
Legend
Show legend Select this check box to display a chart legend.
Legend horizontal alignment Select how the legend is aligned horizontally. This field is available when Show legend is selected.
Legend vertical alignment Select how the legend is aligned vertically. This field is available when Show legend is selected.
Left align legend text Select to left-align the legend text. By default, legend text is centered.
Show legend border Select this check box to display a border around the legend. This check box is available when Show legend is selected.