To configure a funnel chart
- Edit your application.
- Select the required page, then open the page builder .
- Click the Chart option from the page elements menu on the left. A menu will slide in.
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Drag and drop a funnel chart from the chart gallery. The Chart Configuration pane slides in from the right.
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Select a form to represent its data on the chart.
- Select a field to map the category axis (x-axis).
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Enter a label for the x-axis.
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Choose a value type to be displayed on the y-axis.
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Aggregate : Display the aggregate such as Sum or Count of the field.
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Actual : Display the actual value of the field.
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- Enter a label for the y-axis.
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Evaluate for:
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All Records : Evaluates for all the records in the form.
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Selected Records : Evaluates for records based on the set criteria.
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To set criteria: Click Selected Records > Select Field > Select Operator > Enter a value . Choose AND or OR to add criteria.
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- Click the Preview option at the top right of the Chart Configuration pane to view a preview of the configured chart.
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Close the preview window and make further edits to the chart or click Done to confirm submission.