ActiveReports 16 .NET Edition
ActiveReports 16 User Guide / Concepts / Page Report/RDL Report Concepts / Toolbox / Chart / Plots / Funnel and Pyramid Charts / Create Funnel Chart
In This Topic
    Create Funnel Chart
    In This Topic

    This walkthrough creates a Funnel Chart, which shows how various related values are stacked or arranged on top of one another. For example, the chart represents a Sales Funnel, which depicts many factors like Visitor count, Opportunities, TQO (Total Quality Organization) and Customers in an organization. By Visitor count, we mean the total number of visitors at a website. By Opportunities, we imply the number of potential visitors that can be converted to successful customers. Further, TQO is an important aspect, which drives customer satisfaction and is essential for the growth and survival of the organization.

    The final chart appears like this, which looks very similar to an ideal marketing sales funnel in its symmetrical form – a paradigm of efficiency that makes sense of a website's visitors, opportunities, TQO and customers.

    Funnel Chart

    Create a Report

    In the ActiveReports Designer, create a new RDL report.

    Bind Report to Data

    The Report Data Source dialog is invoked when a new report is created if you keep the default check on for the Launch Data Source Wizard option. You can also access this dialog by right-clicking the Data Sources node in the Report Explorer and then selecting the Add Data Source option.

    Connect to a Data Source

    1. In the Report Data Source dialog, select the General page and enter the name of the data source.
    2. Under Type, select 'Json Provider'.    
    3. Go to the Content tab under Connection and set the type of JSON data to 'Embedded'.
    4. In the Select or type the file name or URL or enter the data to be embedded field, enter the following data:

      JSON Data

      Copy Code
      {
         "data":{
            "values":[
               {
                  "Type":"Customers",
                  "Value":91658
               },
               {
                  "Type":"TQO",
                  "Value":200400
               },
               {
                  "Type":"Opportunities",
                  "Value":360470
               },
               {
                  "Type":"Visitors",
                  "Value":550000
               }
            ]
         }
      }
      

      For more information, see the JSON Provider topic.
    5. Go to the Connection String tab and verify the generated connection string by clicking the Validate DataSource Validate Data Source icon.
    6. Click OK to save the changes and open the DataSet dialog.

    Add a Dataset

    1. In the Dataset dialog, select the General page and enter the name of the dataset, 'SaleStages'.
    2. Go to the Query page and enter the following query to fetch the required fields:
      Query
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      $.data.values[*]
         
    3. Click OK to save the changes and open the DataSet dialog.

    Create a Chart

    We will use the Chart Wizard dialog to configure chart data values and customization. The wizard appears by default if you have a dataset added to your report. See the topic on Chart Wizard for more information.

    1. Drag-drop Chart data region onto the design area. The Chart Wizard dialog appears with an option to select the data and the chart type.
    2. Select the Dataset Name as 'SaleStages' and the Chart Type as 'Funnel'.
    3. Click Next to proceed. Here, we will define a data value to display.
    4. Under Choose Data Values, add a new data value, and set the Field to =[Value].
    5. In Choose Data Category, set the Field to =[Type] and the Break-down method to 'Stacked'.
    6. Click Next to preview your chart.
       Funnel Chart - Preview
      You can also modify the chart palette and do other customizations as the last step in the process of chart creation. Or, you can exit the wizard and access these smart panels as explained below. 

    Set Advanced Customization

    Now that the chart is configured with data values, let us do some customizations on the chart elements using the smart panels.

    Plot Settings

    1. To open the smart panel for advanced plot settings, right-click 'Plot-Plot1' on the Report Explorer and choose Property Dialog.
    2. Go to the Encodings page > Details tab, ensure that the Expression is set to =[Type]. Remove any value from Sorting field.
    3. Go to Appearance page and set the following properties.
      • Bar Settings > Bottom Width: 15%
      • Bar Settings > Neck Height: 20%.
      • Common > Opacity: 70%
    4. Go to the Labels page > General tab and set following properties:
      • Template: {detailFields.value}
      • Text Position: Center
      • Overlapping Labels Mode: Auto
    5. Go to the Labels page > Appearance tab and set following properties:
      • Font > Size: 10pt
      • Font > Color: DimGray
    6. Click OK to complete setting up the plot.

    Y-Axis

    1. To open the smart panel for advanced Y-axis settings, right-click 'Y-axis' from the Report Explorer and choose Property Dialog.
    2. Go to the Title page and remove the text from the Title field to hide the Y-axis title in the chart.
    3. Go to the Labels page > General tab and set the Format to 'Default'.
    4. Go to the Labels page > Appearance tab and set the following properties.
      • Font > Size: 8pt
      • Font > Color: DimGray
    5. Go to the Line page and uncheck the Show Line option.
    6. Go to the Major Gridline page and set the following properties.
      • Grid appearance > Show Grid: Check-on
      • Grid appearance > Width: 1pt
      • Grid appearance > Color: WhiteSmoke
      • Grid appearance > Style: Solid
    7. Go to the Scale page and set Scale Type as 'Linear'.       
    8. Click OK to complete setting up the Y-axis.

    X-Axis

    1. To open the smart panel for advanced X-axis settings, right-click 'X-axis' on the Report Explorer and choose Property Dialog.
    2. Go to the Title page and remove the text from the Title field to hide the X-axis title in the chart.
    3. Go to the Labels page and uncheck the Show Labels option to hide the data labels.
    4. Go to the Line page and uncheck the Show Line option.  
    5. Click OK to complete setting up the X-axis.

    Chart Palette

    1. To open the smart panel for advanced chart settings, right-click 'Chart' on the Report Explorer and choose Property Dialog.
    2. Go to the Palette page and add the 'Flatly' palette.
    3. Click OK to complete setting up the chart palette.

    Chart Header

    1. To open the smart panel for the chart header, click 'Header' on the Report Explorer and choose Property Dialog.
    2. Go to the General page and set Text to 'Sale Process'.
    3. Go to the Font page and set the properties as below.
      • Size: 20pt
      • Color: #3da7a8
    4. Click OK to complete setting up the chart header.
      You may want to resize the chart.
         Funnel Chart at Design Time
      Note: We use stub data at design time and not real data. So to view the actual final chart, you need to view the chart on preview.
    5. Once you are done with configuring and customizing the chart, press F5 to preview the report.