Simple Funnel Charts in Tableau

Used to understand shopper conversion, user engagement, or any concept where a larger number reduces over a number of steps, the Funnel Chart is a critical part of the data visualisation toolbox.

Here is a simple way to do it in Tableau, which for some reason didn’t occur to me until just recently.

This assumes your data is set up with each stage as a new row, and the measure you’re interested in does not need any additional sub-totals. My measure is called Users.

  1. Create a calculated field called Gantt Position, and put the following calculation: ([Users]/2)*-1
  2. Put Gantt position on columns, Stage on Rows and Users on size.
  3. Set Stage to be discrete (a blue pill)
  4. Format to your heart’s content