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Create a pyramid or a funnel visualization for a breakdown widget

Create a pyramid or a funnel visualization for a breakdown widget

To show the relative proportions of the elements of a breakdown, particularly when the elements represent stages in a process, use a pyramid or funnel visualization.

Before you begin

Role required: pa_power_user or admin

About this task

When you need to compare the percentages or relative proportions of breakdown elements, consider using a funnel or pyramid visualization instead of a pie visualization. Funnel and pyramid visualizations are particularly appropriate when the elements of a breakdown represent stages in a process, such as going from lead to closed deal in a sales process.

Funnel charts stack slices from top to bottom by decreasing percentage and pyramid charts stack slices by increasing percentage. Pyramid charts are often used to represent hierarchical levels in an organization.

Figure 1. Pyramid and funnel visualizations - breakdown

In the following examples, open incidents are displayed according to the stages that the incidents are in.

Open incidents by stage, in a pyramid visualization
Open incidents by stage, in a funnel visualization

Procedure

  1. Navigate to Performance Analytics > Widgets and click New.
  2. In the Name field, give the widget a name that reflects the information being displayed.
  3. In the Type field, select Breakdown.
    If you change the value of Type after you fill in other fields, those fields are cleared.
  4. In the Visualization field, select Pyramid or Funnel.
    You can let the user switch between visualizations. Select Show visualization selector in the Display settings tab.
  5. In the Indicator field, select the main indicator which you want to break down.
  6. (Optional) To show only the scores that match one element of a breakdown, select a filtering breakdown in the Breakdown and Element fields.
    To use a breakdown to filter the data, you must specify an element.
  7. Select the breakdown to group the scores by.
    • If you did not select a breakdown as a filter, select the grouping breakdown in the Breakdown field.
    • If you selected a filtering breakdown in the Breakdown and Element fields, select the grouping breakdown in the 2nd Breakdown field.
    You can let the user switch between breakdowns to apply. Select Show breakdown selector in the Display settings tab.
  8. (Optional) Fill in any of the following fields:
    FieldDescription
    Time series Run a function on the scores for a specific time period, such as applying a 7-day sum or average. For more information, see ../reference/time-series-in-scorecards-widgets.html#time-series-aggregations-in-scorecards-and-widgets.
    Sort on Sort the data on this attribute.
    Follow element Applies only when this widget is placed in a "breakdown dashboard." Select this option for the widget to follow the element that the user selects interactively on the dashboard. See Using breakdowns on dashboards.

    Selecting this option removes the ability to set a filtering option on the widget. Only one Breakdown field remains in the form, for selecting the grouping breakdown.

    Follow breakdown Breakdown dashboard configurations specify breakdown sources, not specific breakdowns. The same breakdown source can be used for multiple breakdowns. Therefore, select this option to set which of the possible breakdowns to follow.

    For example, consider the indicator Number of open incidents. This indicator uses two breakdowns: Assigned to, and Created by. Both breakdowns are based on the Users.Active breakdown source. You create a widget for this indicator and you select Follow element on this widget. You also need to select Follow breakdown and specify either the Assigned to or the Created by breakdown.

    This option is available only if Follow element is selected.

  9. (Optional) Review the Settings tabs and change settings as desired.
  10. Click Submit.

What to do next

To view the widget, add it to a dashboard.