Funnel Chart
A Business User (Multi-process) or Analyst (Multi-process) license is required to use this feature.
A Funnel chart is a widget for visualizing one or more business processes across their stages. Metrics displayed on the chart help analyze each stage and identify potential problem areas.
In Browse mode, you can select and copy the title and measure value.
Widget Settings
In addition to the common settings, this widget has unique configuration options.
Data Settings
Process Stage
Click + Process Stage to see a list of processes created in the Data Model. The list displays up to 20 processes. If the desired process isn’t visible, use the search field.
You can add an unlimited number of stages from different processes to the widget. After selecting a process, choose between displaying any event or one specific event:
- Any event — used when it’s not necessary to specify which exact event occurred at the stage
- One of the events — used when you need to explicitly define which events occurred at this stage
The list shows up to 20 events. If the required event isn’t listed, use search.
For both options, you can further restrict the set of events using predefined filters.
You can configure a click action for each process stage. The available input methods for action parameters are Variable and Set by aggregation.
- Changing the process within a stage resets any previously defined metric formulas.
- If a stage has no metrics with a formula, it won’t appear in the widget.
Measure
You can add either standard or custom measures to process stages. Available standard measures include:
- Quantity
- Conversion
- Duration
When adding a custom measure, a new indicator appears, and you define a formula for each process stage.
The measure displayed as bars is the one listed first or not restricted by a display condition. Other measures appear as labels.
The table below lists available measure settings.
| Measure | Available Settings |
|---|---|
| Quantity | Title Formatting (applies to all stages) Trend period Display settings When this measure is added, the indicator is calculated using a separate formula for each process stage. Calculations use values from the CaseID column of the process event table. |
| Conversion | Title Basic measure (a regular measure from the list) Format Formatting Trend period Display settings |
| Duration | Title Aggregation (avg or median) Formatting Trend period Display settings |
| Custom | Title Formula Trend period Display settings |
Duration and Conversion measures are not displayed for the first stage of a process.
Measure Formula
Defined separately for each process stage. The configuration panel shows groups of global workspace indicators and tables from the Data Model. You can also use the Quantity template formula or define a custom formula by clicking Custom.
To clear a formula for a stage, click the × icon on the right side of the input field.
If a stage is deleted, its formula settings in measures are hidden. If a measure already exists and you add a new stage, you must configure a formula for that stage as well.
Trend Period
The Trend period shows the quantitative change for each process stage over a selected time interval. The trend value appears in parentheses next to the measure value.
Trend calculation modes:
- None (no trend calculated)
- By value
- By variable
- By formula
In By value mode, specify an integer time value. Trend time unit options include seconds, days, months, or years.
In By variable mode, select a variable of type Input value or Static list. The trend is calculated based on the current value of the selected variable.
In By formula mode, define a custom calculation formula.
The Trend display parameter lets you choose how the trend is shown: with a plus/minus sign or with an up/down arrow. This option is available only if a trend is defined for the measure and labels are enabled.
The specified trend period affects the measure it’s applied to. For example, if the trend period is set to 1 month, the measure for the process stage is also calculated over the last month.
Measure Display Settings
- Bar height toggle
- Bar color (Disabled / Solid / By rule / Custom)
- Title toggle
- Title size
- Data labels toggle
- Label size
- Label weight (Normal / Bold)
- Label color (Auto / Solid / By rule / Custom)
- Display condition (Always / By variable / By formula)
Standard measures do not support display conditions based on formulas.
Bar color for the first measure in the list and label color
- Disabled (bar color only; default color is applied per measure. If disabled for all measures, all bars use the same color)
- Auto (label color only)
- Solid
- By rule (available rule modes: Solid, Gradient, Custom)
- Custom (by formula)
Keep the following in mind when setting bar colors:
- The chart inherits its color from the topmost measure in the list that isn’t hidden by a display condition
- You can define a custom bar color only for the first measure. All other measures use the default color
- For standard measures, bar color options are limited to Disabled, Solid, and By rule
Display Settings
Text Size
Controls the text size in widget rows.
Label Size
Controls the text size in labels.
Hint
When enabled, hovering over a bar in Browse mode displays a hint with the following information:
- Process stage name
- Name and value of the measure shown as bars for that stage
- Percentage relative to the largest and previous stages, along with their values
When the hint is enabled, a connecting line appears between bars. By default, hints are disabled.
Bar Width
Default value is Auto. Minimum: 60, Maximum: 250.
X-Axis
The X-axis displays stage names.
Filtering Settings
Standard filtering settings are available for this widget.
Widget Configuration in YAML
You can edit the widget not only in the visual editor but also in the YAML editor. The table below lists the keys and values available for configuration. For details on working with the value key, see Dimension and measure values in YAML. Supported data formats are described on the relevant page. General widget parameters are covered in Widget configuration in YAML.
Data Settings in YAML
| Key | Type | Definition |
|---|---|---|
| title | string | Title |
| showMarkdown | boolean | Description |
| markdownText | string | Description text |
| markdownMeasures | — | Measures in description |
| stages | — | Stages |
| measures | — | Measures |
Stage Configuration (key: stages)
To configure a stage, use the stages block. The keys available within this block are listed below.
| Key | Type | Definition |
|---|---|---|
| name | string | Stage name |
| processName | string | Process name |
| eventOccurrenceMode | enum | Event selection mode: - ANY_EVENT — any event- ONE_OF_EVENT — one of the events |
| onClick | — | Click actions |
| events | — | Events Available only for ONE_OF_EVENT mode |
Measure Configuration (key: measures)
| Key | Type | Definition |
|---|---|---|
| name | string | Measure name |
| value | — | Measure formula |
| dbDataType | enum | Formula data type |
| trendPeriod | — | Time period for trend calculation |
| isColumnHeight | boolean | Use this measure as the bar height value |
| format | enum | Format |
| formatting | enum | Formatting |
| formattingTemplate | string | Custom formatting Available only for CUSTOM formatting |
| barColor | — | Bar color: - AUTO — auto- BASE — solid- GRADIENT — gradient- FORMULA — by formula- RULE — by rule |
| showLabels | boolean | Data labels |
| labelsColor | — | Label color: - AUTO — auto- BASE — solid- GRADIENT — gradient- FORMULA — by formula- RULE — by rule |
| labelsSize | number | Label size |
| showTitle | boolean | Title |
| titleSize | number | Title size |
| labelsWeight | enum | Label weight |
| displayCondition | — | Display condition |
Trend Period (key: trendPeriod)
| Key | Type | Definition |
|---|---|---|
| mode | enum | Trend calculation mode: - NONE — none- VALUE — by value- VARIABLE — by variable- FORMULA — by formula |
| timeUnit | enum | Time unit (for all modes except NONE):- SECONDS — seconds- DAYS — days- MONTHS — months- YEARS — years |
| displaySign | enum | Trend indicator: - NONE — plus/minus sign- INDICATOR — arrow indicator (growth/decline)- TREND — up/down arrow |
Event Configuration (key: events)
To configure an event, use the events block. The available keys are:
| Key | Type | Definition |
|---|---|---|
| name | string | Event name |
| filters | — | Event filters |
Display Settings in YAML
| Key | Type | Definition |
|---|---|---|
| paddings | string | paddings |
| titleSize | number | Title size |
| titleColor | — | Title color: - AUTO — auto- BASE — solid |
| titleWeight | enum | Font weight: - NORMAL — normal- BOLD — bold |
| markdownTextSize | number | Markdown description text size Available only if Description is enabled |
| textSize | number | Text size |
| showHint | boolean | Hint |
| barWidth | number | Bar width |
| xAxisEnabled | boolean | X-axis |
Filtering Settings in YAML
| Key | Type | Definition |
|---|---|---|
| filterMode | enum | Filter mode: - DEFAULT — basic- DISABLED — disabled |
| ignoreFilters | boolean | Ignore filters |
| filters | — | Filters |
| eventFilters | — | Event filters |
| stateName | string | State |
Example of a configured widget in the YAML editor:
widgets:
- key: funnel-chart
apiVersion: "16"
type: FUNNEL_CHART
settings:
titleColor:
mode: AUTO
titleSize: 14
paddings: 8
titleWeight: NORMAL
textSize: 12
filterMode: DEFAULT
ignoreFilters: false
stateName: null
appearance:
enabled: false
title: ""
showMarkdown: false
markdownMeasures: []
markdownText: ""
markdownTextSize: 14
stages:
- name: Application submission
processName: Online credit application
events:
- name: Application submission
filters: []
eventOccurrenceMode: ONE_OF_THE_EVENTS
filters: []
onClick: []
- name: Additional verification
processName: Online credit application
events:
- name: Additional verification 1
filters: []
eventOccurrenceMode: ONE_OF_THE_EVENTS
filters: []
onClick: []
- name: Rejection
processName: Online credit application
events:
- name: Bank rejection
filters: []
eventOccurrenceMode: ONE_OF_THE_EVENTS
filters: []
onClick: []
measures:
- name: Quantity
formatting: AUTO
formulaMode: COUNT
trendPeriod:
mode: VALUE
timeUnit: MONTHS
value: 16
displaySign: TREND
isColumnsHeight: true
barsColor:
mode: DISABLED
labelsColor:
mode: AUTO
labelsSize: 12
labelsWeight: NORMAL
showLabels: true
showTitle: true
titleSize: 12
displayCondition:
mode: DISABLED
showHint: false
xAxisEnabled: true
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