---
title: "Funnel"
canonical: "https://wiki.yellowfinbi.com/space/USER73Plus/1376682/Funnel"
format: markdown
---
> Macro (anchor)



> Macro (toc)

## Overview

Used to display steps in a process, helps to identify bottle necks in a workflow.

### Chart Data Options

| **Option** | **Description** |
| --- | --- |
| Colour | This is the category label for the X axis |
| Size | Typically a numeric value such as $. An item that you want to measure on your Chart |

 

## Funnel Chart Tutorial


### Summary

In order to set up a Funnel Chart you will need:

1. Create a report with chart display
  1. Select a field to use as the **Colour**
  2. Select a field to use as the **Size**
2. Create your chart, selecting **Funnel** as the type under the **Special Purpose** heading
3. Provide the **Colour** and **Size** options
4. Customise the Chart as required
5. Proceed to the **Output** step
6. **Save** your report