How to Use WPS Funnel Chart on Windows

Use Funnel Chart with 4 how-to topics, all available without membership; choose a topic from the index to create, edit, configure, and style the chart.

How-to Index

How-to Guide

1. Create a funnel chart

Entry: Dashboard page → "+ Add Component" → Chart → "Funnel Chart"

1. Open the dashboard page and click "+ Add Component" in the upper-left area.
2. In the component panel, find "Funnel Chart" under the Chart category.
3. Click it to insert a default funnel chart component.
4. Select the component to enter edit mode and continue with data setup.

Success Criteria

• A new funnel chart component appears on the dashboard.
• You can continue to configure data and style settings.

Tips While Using

• If you are not on the dashboard page, the add-component entry may not be available.
• You need dashboard editing permission.

2. Edit or export the chart

Entry: Select the added chart → click the "..." icon in the upper-right corner

1. Click the funnel chart component that has already been added.
2. Click the "..." icon in the upper-right corner.
3. Select "Configure" to update chart data or style.
4. Select "Copy" to duplicate the chart.
5. Select "Copy as Image" or "Export as Image" to output the chart.
6. Select "Delete" to remove the chart.

Success Criteria

• The menu opens and shows the available actions.
• You can complete configuration, copy, export, or deletion as needed.

Tips While Using

• If the chart is not selected first, the action menu may not appear.

3. Set type and data

Entry: Funnel Chart edit panel → "Type and Data" tab

1. Open the edit panel and switch to the "Type and Data" tab.
2. Choose the data source.
3. Click "Data Filter" to set the data range.
4. Select the chart type and funnel layer structure.
5. Set the value calculation as either total record count or a specified field.
6. Show or hide detail fields as needed.
7. Preview the result and click "OK" to apply the settings.

Success Criteria

• The preview pane shows the updated funnel chart.
• After you click "OK," the settings are applied to the current chart.

Tips While Using

• If the data range is not checked carefully, the chart result may differ from what you expect.
• You need an available data table and usable fields.

4. Set chart style

Entry: Funnel Chart edit panel → "Chart Style" tab

1. Open the edit panel and switch to the "Chart Style" tab.
2. Choose a preset scheme under "Theme Color."
3. Expand "Funnel Color" to customize each data series color.
4. In "Chart Elements," set label content, conversion-layer labels, font, and font size.
5. Preview the style and click "OK" to save it.

Success Criteria

• The preview pane reflects the updated colors and label styles.
• The saved chart is ready for display or export.

Tips While Using

• If you close the panel without clicking "OK," the changes are not applied.