Create a funnel or pyramid report in the Report Designer

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.

Figure 1. Funnel report of incidents by priority
Funnel incidents priority
Figure 2. Pyramid report of incidents by priority
Pyramid incidents priority

Create a funnel or pyramid report in the Report Designer

Create a funnel report where the size of each slice represents a 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.

About this task

This task refers to the Jakarta release under UI15 and UI16. If you are using an earlier UI or the Classic UI for creating reports, follow the instructions in the Helsinki documentation instead: Report types and creation details.

Procedure

  1. Navigate to Reports > Create New.
  2. On the Data tab, give the report a name that reflects the information being grouped.
  3. Select the source for the report:
    OptionDescription
    Data source A table with filters applied to provide a single source of information for all users.
    Table The raw data from a table with no filters applied.
    External import Choose an existing imported report source, or click the Upload icon (Upload icon) to import a new file. See Create a report from an imported Microsoft Excel document
  4. Click Next.
  5. On the Type tab, select Pyramid or Funnel in the Other section and click Next.

    A preliminary version of the report is displayed. To view the updated report at any time, click Run.

  6. On the Configure tab, fill in the following fields and click Next.
    Table 1. Funnel chart
    Field Description
    Group by Group report data using the values of this field. For example, in an incident report grouped by Assignment group, all incidents that belong to Software, Service Desk, and Network are placed in separate groups.
    Note: It is not possible to group or stack reports by the Tags field.
    Additional group by Extra fields to group the report by. 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 data table Check this box to display report data in a grid beneath the report. The table appears on dashboards where the report is added.

    All reports that use charts, including reports that are used on dashboards, display the table of report data when the glide.ui.section508 system property is set to true. The glide.ui.section508 property overrides the Display data table field.

    Aggregation Mathematical calculation to perform on the data. The default is Count, which displays the number of records selected.

    To display only unique records, select Count Distinct. For example, if you want a report on the distinct number of users who have one or more of the roles in a given list of roles. Users with more than one role would be counted twice unless you use Count Distinct.

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

    If you choose Sum or Average, select Show related fields to aggregate on dot-walked fields. See Dot-walking

    Note: For duration values, the unit of measurement displayed in the aggregation axis cannot be customized.
    Max number of groups Maximum number of groups to display in the report. Groups with highest values are included first. Any excluded groups are combined into the single group Other.

    If you select Show all, all groups up to a limit of 50 are displayed. The rest of the results are grouped as Other. If you select Remove Other, the Other group is hidden.

    Show Other Check box to include the Other group in the report. The Other group contains data for all groups that exceed the number specified in Max number of groups.
  7. (Optional) To limit the information displayed in the report, click the filter icon (filter icon) and select conditions to filter the report data.
    For more details on how conditions are constructed, see Condition builder.
  8. On the Style tab, fill in the fields as appropriate to configure the appearance of the report.
  9. Click Save.
    The report is generated.

What to do next

  • Click the Report info icon (Report info icon) and add a description of the report.
  • Click the sharing icon (Sharing icon) to open the Sharing menu. On this menu, you can add the report to a dashboard, export the report to PDF, publish the report to the web, and set visibility and schedules. For more information, see Share a report – Report Designer.

Funnel and pyramid report style options – Report Designer

Change the look of your funnel or pyramid report.

When you create or edit a report, click the Style tab for options to configure the look of your report. The options are organized under two or more of the following tabs: General, Title, Legend, and Axis. To see how the chart looks with the changed settings, click Save.

Table 2. Funnel and pyramid chart style options
Field Description
General
Funnel neck size [Funnel charts only] Enter a percentage for the width of the funnel, from 1–100 percent. 1 percent is the lowest value that can be represented above the funnel neck. Values lower than 1 percent are stacked below the neck in a bar of a set width. 100 percent equals a bar chart. The default value is 30.
Chart color
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.
Set color Color used in the report. This field displays when you select Use one color from the Chart color list. Click the search icon (Search icon) to choose from the Chart color schemes or Color Definitions list.
Set palette Color palette used in the report. This field appears when you select Use color palette from the Chart color list. Click the search icon (Search icon) to choose from the Color color schemes list.
Custom chart size Check box to specify the width and height of the report in pixels.
Note: The chart size is ignored when you export the report to PDF. In PDFs, the full page width is used to display the chart.
Chart width Width of the report in pixels. The default value is 600.

This field is available when Custom chart size is selected.

Chart height Height of the report in pixels. The default value is 450.

This field appears when Custom chart size is selected.

Chart size Chart size. This field is available when Custom chart size is cleared. Options are Small, Medium, and Large.
Note: The chart size is ignored when you export the report to PDF. In PDFs, the full page width is used to display the chart.
Drilldown view List view to display when a user selects a segment of a report for which no drilldown report type is specified. This view is also used when the user reaches the lowest drilldown level of a report. See Configure the list layout . If you specify a Report drilldown, Drilldown view is ignored.
Note: All users can view report visualizations, such as pie charts and column reports. However, the last level of a drill down is always a list. Platform access control lists determine user access to list information. Users who do not have rights to any part of the list data see the message "Number of rows removed from this list by Security constraints:" followed by the number. See Access control rules.

For more information, see Define a report drilldown in the Report Designer.

Decimal precision Number of decimal places to display. You can display From zero to four decimal places. Default value: 2. To change the default value, create the system property glide.chart.decimal.precision and specify the value.
Title
Show chart title When the chart title is displayed for the report.
  • Never: Never displays the chart title.
  • Report only: Displays the chart title on reports.
  • Always: Displays the chart title on reports, and dashboards and homepages.
Chart title The chart title has a maximum length of 40 characters. If no title is entered, the report name is used for the title. This field appears when Report only or Always is selected from the Show chart title list.
Size of the chart title Size of the chart title in pixels. This field appears when Report only or Always is selected from the Show chart title list.
Chart title color Color of the chart title. This field appears when Report only or Always is selected from the Show chart title list.
Custom chart title position Check box to specify X and Y coordinates for the position of the chart title. This field appears when Report only or Always is selected from the Show chart title list.
Chart title X position Number of pixels to adjust the chart title position right or left. By default the title appears at the center top of the chart. To move the chart title to the right, enter a positive value. To move the title to the left, enter a negative value.

This field appears only when Custom chart title position is selected.

Chart title Y position Number of pixels to adjust the chart title position up or down. By default the title appears at the center top of the chart. To move up the chart title, enter a positive value. To move the chart title down, enter a negative value.

This field appears only when Custom chart title position is selected.

Title horizontal alignment How the chart title is aligned horizontally. This field is available when Custom chart title position is cleared.
Title vertical alignment How the chart title is aligned vertically. This field appears when Custom chart title position is cleared.
Legend
Show legend Check box to display a chart legend. This check box appears when a Group by field is selected on the report form.
Legend horizontal alignment How the legend is aligned horizontally. This field appears when Show legend is selected.
Legend vertical alignment How the legend is aligned vertically. This field appears when Show legend is selected.
Show legend border Check box to display a border around the legend. This check box appears when Show legend is selected.
Left align legend text Check box to left-align the legend text. By default, the legend text is centered. This check box appears when Show legend is selected.