How to create a funnel chart in Tableau – part two

A funnel chart is generally used to visualize how data moves through a process. The chart takes its name from its shape, which starts from a broad head and ends in a narrow neck.

Let us then see how to build step-by-step funnel chart on Tableau. Our goal is to create a graph showing sales per product sub-category from Sample Superstore data.

Step 1. Create the chart

1. Connect to the data source Sample – Superstore.
2. Drag Sales to Columns.
3. Drag Sub-category to Rows.
4. Click in the toolbar on the icon for descending order (see guide Funnel Chart part one if you can’t find it).
5. In the Rows space, type -sum ([Sales]). Tableau will create a new tab in the Rows space. Drag it before SUM (Sales). You should get this.

6. From the dropdown menu in the Marks card called All select Area. Fit to Entire view if you haven’t done so already.
7. Select the Marks card called AGG(-sum ([Sales]). Drag Sub category on Label in that Marks card.
8. Select the Marks card called SUM (Sales). Drag Sales on Label.

9. Click on Label in both Marks card and select Left alignment for Subcategory and Right Alignment for the Sales values.

10. Right Click on Sub category in Rows and untick Show header.
11. Right click on the x-axis and untick Show header.

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