How can I create a Funnel 3D Visual in an IntelliFront BI Dashboard?
This article will help you to create a Funnel 3D Visual dashboard. A Funnel 3D Visual is ideal to represents stages and show the total amount of data for each stage.
Dashboard - Funnel 3D Visual
When creating a dashboard item it is important to know what you want to display. We recommend having some questions in mind of what you want the dashboard to show before you start creating it.
The Dataset used in this dashboard is a sample of a Human Resources data. The Dataset contains information about Age, Gender, Marital Status, Name of the employee, Department, City, etc.
I would like to find out the following from the Dashboard:
What is the pay rate by department?
How many employees by departments do we have?
To create this visual, begin by selecting Funnel 3D.
Binding Menu
Use the Click here to bring up the Binding Menu. The Binding Menu allows you to create and modify the data selected for the dashboard.
Values
Values section contains data items that define the Funnel 3D.
Binding
Select the value for the information you are going to show.
For the example above I am going to show the Pay Rate.
You may need to use a calculated field. To create a calculated field use the F+ button. You will need to use SQL Queries for this.
Please seek assistance from your IT department as we do not provide SQL Query support.
Summary Type: Select which type of summary variable you would like.
Options
Caption: This is the heading for the value selected. It is best to caption the visual with a variation of the question asked at the beginning of creating the dashboard.
Calculations
In this section, it will automatically calculate the column by selecting one of the options.
Format
In this section, you have the option to select the format type and unit to the value.
Arguments
Arguments section contains data items that provide values used to label Funnel 3D segments.
Binding
Select the value for the information you are going to show.
For the example above I am going to show the Department.
You may need to use a calculated field. To create a calculated field use the F+ button. You will need to use SQL Queries for this.
Please seek assistance from your IT department as we do not provide SQL Query support.
Options
Caption: This is the heading for the argument selected. It is best to caption the visual with a variation of the question asked at the beginning of creating the dashboard.
Data Shaping
In this section, you can change the sort order of the value and enable or disable the coloring.
Sort Order: You can select Ascending or Descending sort order.
Sort By: Select the value you want to sort this data.
Group Interval: You can set group intervals by alphabetical or none.
Coloring: You can set the coloring options to Automatic, Off, and customize the color by selecting On.
Top N
In this section, you can customize the display number of values that correspond to the highest or lowest values of a particular measure.
Enable this option by clicking ON.
Mode: Specifies whether top or bottom values should be displayed.
Count: The number of Values you want to display.
Measure: The measure selected which the top or bottom values will be determined.
Show "Others" Value: If enabled, all values that are not shown in the top/bottom ones will be displayed in the "Others" value.
Hidden Dimensions/Hidden Measures
This section is used to utilize a field without displaying in the dashboard item. Adding the Hidden dimension or measure, you can sort any values in the data by that specific dimension/measure.
This section is to sort or filter the visual dashboard in order to get more detailed analysis.
You can use Hidden Dimensions/ Hidden Measures with the following sections:
Data/Filtering
Data Shaping
Common
Top N
If the value is already added in the binding menu, you don't need to add it in the Hidden Dimensions/Measures.
In this example, we want to sort the departments by Date of Hire.
After the data is added in the Hidden Measure, select the argument and/or values you want to filter.
In this case, I want to sort Department by Date of Hire. Select Arguments and select Department and click Data Shaping. In Data Shaping, go to the Sort By section and select Date of Hire.
Interactivity Menu
The interactivity features enables interaction between several variable in the Funnel 3D Visual.
Master Filter Mode
This mode allows you to use any data aware item ad a filter for other dashboard items.
None: Disables master filtering
Single: Allows you to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. You can change this selection, but cannot clear it.
Multiple: Allows you to select multiple elements in the Master Filter item. To reset filtering, use the Reset Multiple Selections button in the Funnel 3D.
Drill Down
This mode allows you to change the detail level of the data displayed. Drill-Down enables users to drill down to display detail data, or drill up to view more general information.
Ignore Master Filters
You have the option to enable or disable Master Filters.
Cross-Data-Source Filtering
This option is not available in the Funnel 3D.
Options Menu
In this section, contains specific options and settings related to the dashboard item.
Common
Show Caption: You can enable or disable the visual caption.
Caption: This is the heading for the series selected. It is best to caption the visual with a variation of the question asked at the beginning of creating the dashboard.
Settings
Fill Type: Select the fill type.
Curved: You can enable or disable the curved style.
Dynamic Height: Depending on the value the size of the arguments will vary.
Pinch Count: You can create the pinch of the Funnel by arguments.
Coloring
You can change or enable colors to the arguments and measure coloring in the Funnel 3D. You can change the default palette used to color. For this, go to Color Scheme section.
Color Scheme
In order to change the color to each argument click on the edit button next to the argument.
Select the color you want and click Confirm to change the color.
Color Scheme Type
Global: This color scheme provides consistent colors for identical values across the dashboard.
Local: This color scheme provides an independent set of colors for each dashboard item.
Convert To Menu
In this section, you have the option to convert or duplicate the current dashboard item.
Remove Button
Click on the remove button to delete the current dashboard item.
