What is a funnel chart

Create a funnel chart

Funnel charts are used to show values ​​over several phases in a process. For example, you can use a funnel chart to show the number of potential buyers at each stage of a sales pipeline. Usually the values ​​gradually decrease so that the bars resemble a funnel.

Insert a funnel chart in Excel for Windows

  1. Set up your data as shown in the example above. Use one column for the stages in the process and another for the values.

  2. Highlight the dates.

  3. click on Insert > Waterfall, funnel, warehouse, area or radar diagram > funnelinsert.

    Tip: Use the tabs in Excel design and format to customize the appearance of the chart. If you don't see these tabs, click anywhere on the funnel chart and at the top of the program you will see the Diagram tools displayed:

Insert a funnel chart in Excel for Mac

  1. Set up your data as shown in the example above. Use one column for the stages in the process and another for the values.

  2. Highlight the dates.

  3. On the ribbon, click the tab Insert , then click (the waterfall Icon), and select funnelout.

    Tip: Use the tabs in Excel for Mac Diagram design and format to customize the appearance of the chart. If you don't see these tabs, click anywhere on the funnel chart and the tabs will appear on the ribbon.

Insert a funnel chart in Excel Mobile and Excel for Android

  1. Set up your data as shown in the example above. Use one column for the stages in the process and another for the values.

  2. Highlight the dates.

  3. click on Insert > diagram > funnel.

Insert a funnel chart in Outlook, PowerPoint, and Word

  1. Click an empty area in an email message, presentation, or document.

  2. click on Insert > diagram > funnel.

  3. The funnel chart is displayed. A small window with sample data is also displayed. Change the numbers to match your own.

    Tip: The button is located at the very top of the data window Edit data in Microsoft Excel . Click this button if you need more space to work with the data.

  4. To add names for the phases, click anywhere in column A, and then click Insert.

  5. click on Entire column and then on OK.

  6. Enter the names of the phases in cells A2, A3, and so on.

  7. At the top of the program window, click the tab design.

  8. click on Select dates.

    Note: In PowerPoint, you may have to move the small data window down for the button Select dates becomes visible.

    The window Select data source is displayed. Dashed lines appear around the second column of data.

  9. Click and drag in the data to select both columns, the stages and the values. When you're done, the dashed lines should enclose the two columns.

  10. Click in the window Select data source on OKto close it.

  11. Now close the data window. Or close the Excel window if you had Excel open to edit your data.