Sales Funnel Charts in Excel – Tutorial

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Sales funnel is a very common business chart. Here is a simple bar chart based trick you can use to generate a good funnel chart to be included in that project report.

Sales Funnel Chart - Excel

Download the Sales Funnel Chart – Excel Template and learn it by playing with it.

1. Get your sales data ready

The first step is to get your sales data ready for a funnel chart.

For this we take a normal phase-wise sales data and add a dummy series to it. The dummy values tell excel how far each of the sales figures should be moved away from y-axis to get the funnel effect.

The dummy values are calculated using a simple formula like =(some_large_number – funnel_size_at_that_phase)/2, In our case, I have used 150,000 for the large number.

We will also add a total column.

Sales Data Table for Funnel Chart

Tell me again, why are we using dummy series?

In order to create the funnel effect, we must move each of the bars in such way that they are all centered vertically. To do this, we take a large number and subtract funnel value from that and divide this by two. How it works ? well, that you can figure out while sipping coffee 😀

2. Create a simple bar chart with the columns Total and Dummy

Once you are done, the bar chart should look like this.

Step 1 - Sales Funnel Chart

3. Now adjust bar overlap and gap width settings to create a funnel effect

Select the bars by clicking on them, and right click and go to format data-series. In the resulting dialog, go to options and adjust “series overlap” and “gap width” settings in such way that series are completely overlapped and gap is ZERO.

Adjust Chart Series Overlap to Get a Funnel Effect

Once you do this, the chart should look like this.

Step 2- Adjust overlap

4. Adjust colors and add labels

Select the dummy series and fill it with white color or make it transparent. Add data labels and you have a sparkling funnel chart ready.

Sales Funnel Chart - Excel

Next time use this in your sales presentation to the boss and see everyone having a discussion.

Download the Sales Funnel Chart – Excel Template and learn it by playing with it.

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26 Responses to “Get busy this weekend, with OR XOR AND [Excel Homework]”

  1. Stef@n says:

    first solution for AND
    The two numbers are in A1 and B1
    = SUBSTITUTE (SUBSTITUTE (A1+B1*9*9, 9, 1), 8, 0)
    regards
    Stef@n

  2. Stef@n says:

    next solution for OR
    =1*SUBSTITUTE (A1+A2;2;1)

    regards
    Stef@n

  3. Stef@n says:

    last solution for XOR
    =1*SUBSTITUTE (A1+A2;2;0)

    regards
    Stef@n

  4. Irvine says:

    Or you could make use of the VBA logical operators!

    Define the following as custom functions
    Public Function BITXOR(x As Long, y As Long)
    BITXOR = x Xor y
    End Function

    Public Function BITAND(x As Long, y As Long)
    BITAND = x And y
    End Function

    Public Function BITOR(x As Long, y As Long)
    BITOR = x Or y
    End Function

    and then use them such:
    A B =BITOR(A,B) =BITAND(A,B) =BITXOR(A,B)
    0101 0100 0101 0100 0001

  5. Stef@n says:

    an another solution for AND
    =1*SUBSTITUTE (SUBSTITUTE (A1+A2;1;0);2;1)

    note:
    the binary numbers are in A1 and A2 !
    regards
    Stef@n

  6. Shair says:

    I was obviously playing hooky at the beach during the bit-wise math lesson – you lost me at “Understanding bit-wise operations” 🙂

  7. Anup Agarwal says:

    After looking at the above solutions, I find my solution silly, but still:

    For the following formulae,
    Row 1: headers,
    Row 2: OR
    Row 3: AND
    Row 4: XOR

    Column 1: Input 1
    Column 2: Input 2
    Column 3: Result

    OR
    {=SUM(IF(MID(A2,ROW(OFFSET($A$1,0,0,LEN(A2),1)),1)+MID(B2,ROW(OFFSET($A$1,0,0,LEN(B2),1)),1)>0,1,0)*10^(LEN(A2)-ROW(OFFSET($A$1,0,0,LEN(B2),1))))}

    AND
    {=SUM(IF(MID(A3,ROW(OFFSET($A$1,0,0,LEN(A3),1)),1)+MID(B3,ROW(OFFSET($A$1,0,0,LEN(B3),1)),1)=2,1,0)*10^(LEN(A3)-ROW(OFFSET($A$1,0,0,LEN(B3),1))))}

    XOR
    {=SUM(IF(MID(A4,ROW(OFFSET($A$1,0,0,LEN(A4),1)),1)+MID(B4,ROW(OFFSET($A$1,0,0,LEN(B4),1)),1)=1,1,0)*10^(LEN(A4)-ROW(OFFSET($A$1,0,0,LEN(B4),1))))}

  8. Hui... says:

    @Anup
    Please don't consider your solution silly
    Firstly, You are the 3rd person to submit an answer
    Secondly, The best formula/function is the one that you know and understand.

  9. Michael Azer says:

    I think I have a very tedious solution, which people won't have the patience to do except in small numbers.

    I used the same problem setup as "Anup Agarwal"

    AND =IF(AND(MID(B2,1,1)="1",MID(C2,1,1)="1"),1,0)&IF(AND(MID(B2,2,1)="1",MID(C2,2,1)="1"),1,0)&IF(AND(MID(B2,3,1)="1",MID(C2,3,1)="1"),1,0)&IF(AND(MID(B2,4,1)="1",MID(C2,4,1)="1"),1,0)

    OR =IF(OR(MID(B3,1,1)="1",MID(C3,1,1)="1"),1,0)&IF(OR(MID(B3,2,1)="1",MID(C3,2,1)="1"),1,0)&IF(OR(MID(B3,3,1)="1",MID(C3,3,1)="1"),1,0)&IF(OR(MID(B3,4,1)="1",MID(C3,4,1)="1"),1,0)

    =IF(OR(AND(MID(B4,1,1)="1",MID(C4,1,1)="0"),AND(MID(B4,1,1)="0",MID(C4,1,1)="1")),1,0)&IF(OR(AND(MID(B4,2,1)="1",MID(C4,2,1)="0"),AND(MID(B4,2,1)="0",MID(C4,2,1)="1")),1,0)&IF(OR(AND(MID(B4,3,1)="1",MID(C4,3,1)="0"),AND(MID(B4,3,1)="0",MID(C4,3,1)="1")),1,0)&IF(OR(AND(MID(B4,4,1)="1",MID(C4,4,1)="0"),AND(MID(B4,4,1)="0",MID(C4,4,1)="1")),1,0)

  10. Michael Azer says:

    Sorry my last post was totally messed up

    AND
    =IF(AND(MID(B2,1,1)="1",MID(C2,1,1)="1"),1,0)&IF(AND(MID(B2,2,1)="1",MID(C2,2,1)="1"),1,0)&IF(AND(MID(B2,3,1)="1",MID(C2,3,1)="1"),1,0)&IF(AND(MID(B2,4,1)="1",MID(C2,4,1)="1"),1,0)
    OR
    =IF(OR(MID(B3,1,1)="1",MID(C3,1,1)="1"),1,0)&IF(OR(MID(B3,2,1)="1",MID(C3,2,1)="1"),1,0)&IF(OR(MID(B3,3,1)="1",MID(C3,3,1)="1"),1,0)&IF(OR(MID(B3,4,1)="1",MID(C3,4,1)="1"),1,0)
    XOR
    =IF(OR(AND(MID(B4,1,1)="1",MID(C4,1,1)="0"),AND(MID(B4,1,1)="0",MID(C4,1,1)="1")),1,0)&IF(OR(AND(MID(B4,2,1)="1",MID(C4,2,1)="0"),AND(MID(B4,2,1)="0",MID(C4,2,1)="1")),1,0)&IF(OR(AND(MID(B4,3,1)="1",MID(C4,3,1)="0"),AND(MID(B4,3,1)="0",MID(C4,3,1)="1")),1,0)&IF(OR(AND(MID(B4,4,1)="1",MID(C4,4,1)="0"),AND(MID(B4,4,1)="0",MID(C4,4,1)="1")),1,0)

  11. Stephen says:

    @stefan,
    I just couldn't get your solutions to work.
    01010101010 + 01010101110 = 02020210120
    what am i doing wrong?

  12. Stephen says:

    @anup
    ...I got yours to work!

  13. Rich says:

    @Stephen - I get the same, but Stef@an's second solution for AND does work (at least for the test cases I used)

  14. Stef@n says:

    @ Stephen / Rich
    yes , you are right ! - only this works:

    OR
    =1*SUBSTITUTE (A1+A2;2;1)
    XOR
    =1*SUBSTITUTE (A1+A2;2;0)
    AND
    =1*SUBSTITUTE (SUBSTITUTE (A1+A2;1;0);2;1)

  15. Michael Azer says:

    @Stef@n - You're answer is really smart, I never knew about the substitute function before. Great Work!

  16. Stef@n says:

    Thx Michael 🙂
    yes - it is simply easy 😉
    if you add 1 and 1 - excel calculate 2
    and then you have to substitute the 2 - new = 0 respectively 1

  17. Rob says:

    Here is a good resource for people wanting to learn binary and hexadecimal.
    http://justwebware.com/bitwise/bitwise.html

  18. Kyle McGhee says:

    Three that weren't asked for:
    NOT
    =SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(A1+A2,0,3),1,0),3,1)

    EQV
    =SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(A1+A2,0,3),2,3),1,0),3,1)

    IMP
    =SUBSTITUTE(SUBSTITUTE(A1+SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(A2,0,3),1,0),3,1),0,1),2,0)

    (was using Daniel Ferry's bitwise file to verify against)

  19. Q says:

    @ Kyle

    Not only takes one parameter and inverts 0 -1 and 1-0

    Took out the +A2
    =SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(A1,0,3),1,0),3,1)

  20. Great solutions!

    I'll add two:

    NAND =1*SUBSTITUTE (A1+A2,2,0)

    NOR=1*SUBSTITUTE(SUBSTITUTE (SUBSTITUTE(A1+A2,0,2),1,0),2,1)

  21. John Fuller says:

    This will work for binary numbers of any size (although the text format mask will have to have as many zeroes as there are digits in the longest addend)

    Assume binary #s are in C35 & C36, then add and format as text in C37:
    =TEXT(C36+C35,"000000000000")
    -sum- = 101112211112

    AND - SUBSTITUTE 0s for 1s in -sum-, then sub 1s for 2s
    =SUBSTITUTE(SUBSTITUTE(C37,"1","0"),"2","1")

    OR - sub 1s for 2s in -sum-
    =SUBSTITUTE(C37,"2","1")

    XOR - sub 0s for 2s in -sum-
    =SUBSTITUTE(C37,"2","0")

  22. Shane says:

    Just wandered by:

    AND:

    =SUBSTITUTE(A1+A2,1,0)/2

  23. Ronald Vonk says:

    Hi Chandoo,

    I am not (yet) really into bitwise calculation, but I am looking for a way to speed up my vba calculation with very big numbers. Would is ben convenient to use bitwise notation for this?

    Best regards,

    Ronald (the Netherlands)
    p.s. love your country!

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