Comments on: Sales Funnel Charts in Excel – Tutorial

By: Chandoo

Chandoo — Sun, 14 Jun 2009 13:38:23 +0000

@DeskDiva: that is lovely.. thanks Even I thought I could never love again.. http://chandoo.org/wp/2006/12/31/birds-of-different-feather-flock-together/

but then I found excel (Jo, if you are reading this, you are my first love… :* )
just kidding.

I will let you know if I come across any interesting access blog.

By: DeskDiva

DeskDiva — Fri, 12 Jun 2009 22:26:35 +0000

Chandoo, I truly thought I would never love again….sigh!!!! But I’d leave you in a New York minute if I could find someone as brilliant posting on Access topics. You give me such good ideas. Love and kisses.

By: Chandoo

Chandoo — Tue, 02 Jun 2009 21:02:54 +0000

@Justin: I am happy you like this.

“Fortunately, for me, both marketing and management like pretty pictures to tell the story – this chart type is great for this.”

That alone tells us that at the end of the day all the things we do are to s(t)ell stories and connect with each other. Charts are just another mechanism.

By: Justin B

Justin B — Tue, 26 May 2009 23:38:15 +0000

I like it a lot.
I analyse customer behaviour and lifecycle within a Tiered (annual worth) loyalty scheme.
This is an ideal, AND SIMPLE, way to illustrate the value contribution, numbers of customers and movement of customers within the overall population.
Fortunately, for me, both marketing and management like pretty pictures to tell the story – this chart type is great for this.

By: Chandoo

Chandoo — Tue, 26 May 2009 07:09:03 +0000

@Dave H: I have tried to open the above excel in the Excel 2007 on Vista and it works fine. As mentioned above, you need to adjust the order of data series by right clicking on the chart and choosing “select data”. In the window, select a data series press the up and down arrow icons above the series list to move the series up and down. Do this until the white series is on top of black one.

By: Dave H

Dave H — Mon, 25 May 2009 21:39:24 +0000

I am running Vista with 2007 Excel and am experiencing the same problems as mikee spikee. I cannot get the funnel to have larger values at top and cannot remove the colour block on the left hand side to leave the funnel shape.

I’m sure it’s simple – but I just can’t recreate your example !

Please help !!

By: Chandoo

Chandoo — Mon, 25 May 2009 16:22:34 +0000

@MikeeSpikee: Welcome to PHD and thanks for asking a question.

Did you change the order of the series? You can do that by selecting the chart series and hitting ctrl+1 and adjusting its order in excel 2003 and earlier. In excel 2007 you can do this by selecting the chart and going to “select data” and then changing the order of the series by moving data up /down.

Let me know if this is not the problem you are facing…

By: MikeeSpikee

MikeeSpikee — Mon, 25 May 2009 15:02:26 +0000

Help -please – I just can’t seem to recreate this – yes I have downloaded the pack, but I really want to figure out what I am doing wrong. I get stuck between step 2 and 3, I get the bars on top of each other but it seems like the bar that I want to make white – (eg knock out the bigger bars) is underneath like as if teh z-index is lower – so I can change the color etc and still has no effect….
really frustrating….

What am i doing wrong ?

Mike

By: southpark2000

southpark2000 — Fri, 16 Jan 2009 15:53:38 +0000

How about using a waterfall chart in reverse? That might be clearer and more effective than the funnel chart.

By: Chandoo

Chandoo — Fri, 16 Jan 2009 03:41:33 +0000

@Jon: Thanks for taking the discussion forward.