Metabase funnel chart8/12/2023 ![]() In these cases, you can create an additional column to number the steps, and sort by step to enforce the correct funnel sequence. Likewise if you have funnels that can expand in count at certain steps (new people entering the funnel halfway through, for example) the funnel will default to descending counts, which will mess up your step order. For example, if you have the same count in successive steps, the steps could get swapped in the funnel chart, like if Metabase defaults to sorting the steps alphabetically to break the tie. If the count in each step doesn’t naturally decrease, you may need to sort the steps manually to preserve the actual progression of steps. Keeping the steps sorted with a custom column The advantage of a funnel chart (beyond the visual metaphor) is that Metabase will also show the percentage of the measure that made it through each step. Notice that in the Settings -> Display tab, you can change the Funnel type to “Bar chart”, which is another valid way of representing the data. A (rather chubby) funnel chart that uses categories as steps in the funnel. In the settings of a funnel chart, under the Data tab, you can set the Step (in this case we’re using the product category) and the Measure (the count of orders). To get a funnel chart, we clicked on Visualization in the bottom left, and selected Funnel. Then we’ve sorted the results by count, descending. What we’ve done is joined the Orders and Products tables (see Joins in Metabase), summarized the count of orders, and grouped those counts by product category. The notebook view of the query for our funnel chart. Here’s the notebook view of our query: Fig. We’re going to pretend that the steps in our funnel are product categories (because we don’t have anything like statuses or pages or other progressions in our Sample Database). Funnel chart example using the query builder So we’ll have to get a little creative here to come up with examples for funnel charts. The Sample Database doesn’t contain events it’s just four tables with order, product, and customer information. ![]() We’ll show examples both in the query builder and the sql editor: We’ll walk through how to build a funnel chart in Metabase using the Sample Database included with your installation so you can follow along. Then how many people viewed a product page (step 2), how many added that item to their cart (step 3), and so on. ![]() The first step (or gate) would be how many people visited your site. Typically they’re used to show how many people make it through a particular sequence, such as a checkout flow on a website. One of the funnel charts we'll build with the Sample Database.įunnel charts visualize how a measure breaks out across a series of steps. Keeping the steps sorted with a custom columnįig.Funnel chart example using the query builder.It's pretty gross how many different places this can happen now (and I'm probably largely to blame for the state this is in). Just to say this out loud: digging into this has really made me want to refactor the UX of this and ideally have one consistent and easy place for renaming columns, regardless of the chosen visualization. This doesn't apear to be working yet for Pie charts. ![]() If I haven't changed this series label manually yet, I think I would expect it to default to the Column Title ( Maz is great in this example). Here's what I'm currently seeing if I only change the Column Title for my y-axis column note that this series label input still says Count. One funky thing is that now that this exposes a Column Title input for y-axis columns (i.e., the series), the relationship between that input and the series label input that we have on the Display tab should probably follow the same logic that we're using for the way that the x-axis column's Column Title relates to the x-axis Label. ![]() I think that changing the x-axis column's name and having that update the tooltip and the x-axis label makes sense to me. Δ = absolute (impact), ø = not affected, ? = missing data etabase/entities/containers/EntityObjectLoader.jsxĬontinue to review full report at Codecov. src/metabase/visualizations/lib/settings/series.js src/metabase/visualizations/lib/settings/graph.js src/metabase/visualizations/lib/apply_tooltips.js ase/visualizations/components/LineAreaBarChart.jsx etabase/visualizations/visualizations/PieChart.jsx metabase/visualizations/visualizations/Funnel.jsx ![]()
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