How to Use WPS Funnel Chart on macOS

This how-to guide includes 4 task topics, all available without membership; use the index below to create, edit, configure, and style a funnel chart in WPS on macOS.

How-to Index

How-to Guide

1. Create a Funnel Chart

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

1. Open the dashboard interface.
2. Click "+ Add Component" in the upper-left area.
3. In the component panel, find Funnel Chart under the Chart category.
4. Click Funnel Chart to generate a default chart component automatically.
5. Click the new component to enter edit mode and continue with data setup.

Success Criteria

• Interface result: A new funnel chart component appears in the dashboard.
• Next action available: You can open the edit panel and continue with data and style settings.

Tips While Using

• Common mistake: If you are not in a dashboard page, the add-component entry may not be available.
• Environment note: The current page must support chart components.

2. Edit or Export a Funnel Chart

Entry: Click an existing chart → the "..." icon in the upper-right corner

1. Click the funnel chart that has already been added to the dashboard.
2. Click the "..." icon in the upper-right corner of the chart to open the menu.
3. Select Configure if you want to update chart settings.
4. Select Copy to duplicate the chart.
5. Select Copy as Image to copy the chart as an image.
6. Select Export as Image to save the chart as an image file.
7. Select Delete if you no longer need the chart.

Success Criteria

• Interface result: The upper-right menu opens and shows the available actions.
• Next action available: You can complete configuration, copying, exporting, or deletion.

Tips While Using

• Common mistake: If the chart is not selected first, the target menu may not appear on the correct component.
• Environment note: Exporting an image requires a location where files can be saved.

3. Set Type and Data

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

1. Open the Funnel Chart edit panel.
2. In Data Source, select the table you want to use.
3. Click Data Filter to set the data range or filter conditions.
4. In Type, choose the funnel chart style you want to use.
5. In Funnel Levels, choose how the funnel stages are built.
6. In Summary Value, choose Count Total Records or Count a Specific Field.
7. Set the detail display fields as needed.
8. Check the preview pane on the left, then click OK to apply the settings.

Success Criteria

• Interface result: The preview pane updates as you change the settings.
• Next action available: After you click OK, the chart displays the updated data rules.

Tips While Using

• Common mistake: If the stage field order is unclear, the funnel may not match your expected flow.
• Environment note: An available data source is required.
• Usage suggestion: Funnel data is usually easier to read when stages decrease from top to bottom.

4. Adjust Chart Style

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

1. Open the Funnel Chart edit panel and switch to Chart Style.
2. In Theme Color, choose a preset color scheme.
3. Expand Funnel Color to set colors for each data series.
4. Expand Chart Elements to set label content, conversion-layer labels, font, and font size.
5. Review the changes in the preview pane on the left.
6. Click OK to apply the style settings.

Success Criteria

• Interface result: Chart colors, labels, and font styles update according to your settings.
• Next action available: The updated chart can still be edited or exported.

Tips While Using

• Common mistake: Changing too many style items at once can make it harder to identify which setting affected the display.
• Usage suggestion: Set the theme color first, then fine-tune labels and fonts for a more consistent visual style.