Funnel Chart

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.

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.

Measure

Standard or custom measures can be added to process stages. Available standard measures:

• Quantity
• Conversion
• Duration

When adding a custom measure, a new indicator appears, and you define a formula for each process stage.

The table below lists available measure settings.

Formulas per Stage

A formula is defined individually for each process stage. The configuration panel displays a list of workspace metric groups and tables from the Data Model. Shown tables are those that:

- Are required to construct the process at this widget stage
- Are linked to this process via outgoing links

Additionally, you can use the Quantity template formula or specify a custom formula manually by clicking the Configure button.

To clear the formula for a stage, click the × icon on the right side of the input field.

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.

Measure Display Settings

• Title toggle
• Title size
• Data labels toggle
• Label size
• Label weight (Normal / Bold)
• Label color (Auto / Solid / By rule / Custom)
• Bar height toggle
• Bar color (Disabled / Solid / By rule / Custom)
• Display condition (Always / By variable / By formula)

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 configure the widget not only in the view but also directly in the YAML editor. The tables below list all available configuration keys and their definitions. For details on 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

Stage Configuration (key: stages)

To configure stages, use the stages block. Keys within this block are listed below.

Measure Configuration (key: measures)

Trend Period (key: trendPeriod)

Event Configuration (key: events)

To configure individual events (for ONE_OF_EVENT mode), use the events block.

Display Settings in YAML

Filtering Settings in YAML

Example of a configured widget in the YAML editor:

widgets:
  - key: funnel-chart
    apiVersion: "17"
    type: FUNNEL_CHART
    settings:
      titleColor:
        mode: AUTO
      titleSize: 27
      paddings: 11
      titleWeight: BOLD
      textSize: 17
      filterMode: DEFAULT
      ignoreFilters: false
      stateName: null
      appearance:
        enabled: false
      title: ""
      showMarkdown: false
      markdownMeasures: []
      markdownText: ""
      markdownTextSize: 14
      stages:
        - name: Application Submission
          events:
            - name: Client Questionnaire Preparation
              filters: []
          eventOccurrenceMode: ONE_OF_THE_EVENTS
          filters: []
          onClick: []
          processKey: 7d3f8aa1-97af-47ab-a616-48cf923e791a
        - name: Additional Verification
          events:
            - name: Additional Check 1
              filters: []
          eventOccurrenceMode: ONE_OF_THE_EVENTS
          filters: []
          onClick: []
          processKey: 7d3f8aa1-97af-47ab-a616-48cf923e791a
        - name: Rejection
          events:
            - name: Bank Rejection
              filters: []
          eventOccurrenceMode: ONE_OF_THE_EVENTS
          filters: []
          onClick: []
          processKey: 7d3f8aa1-97af-47ab-a616-48cf923e791a
      measures:
        - name: Quantity
          formatting: AUTO
          formulaMode: OBJECTS_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
        - name: Duration
          formulaMode: DURATION
          formatting: AUTO
          aggregationMode: AVG
          trendPeriod:
            mode: NONE
          isColumnsHeight: true
          barsColor:
            mode: DISABLED
          labelsColor:
            mode: AUTO
          labelsSize: 12
          labelsWeight: NORMAL
          showLabels: true
          showTitle: true
          titleSize: 12
          displayCondition:
            mode: DISABLED
      showHint: true
      xAxisEnabled: true
      barWidth: 150
    localApiVersion: "5"