How to Use WPS Funnel Chart on Windows

This section includes 4 how-to topics for WPS Funnel Chart on Windows, covering chart creation, chart editing or export, data setup, and style adjustment; 4 are available without membership and 0 are membership-related.

How-to Index

How-to Guide

1. Create a Funnel Chart

Entry path: Dashboard view → "+ Add Component" → Chart → "Funnel Chart"

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

Success Criteria

• Interface result: A new funnel chart component appears in the dashboard.
• What you can do next: You can open the edit panel and continue with data and style settings.

Tips While Using

• Common mistake: If you do not look under the Chart category, the Funnel Chart entry can be easy to miss.
• Environment note: It helps to prepare your data table before you start configuring the chart.

2. Edit or Export a Chart

Entry path: Select an existing chart → top-right "..." menu

1. Click the funnel chart that has already been added.
2. Click the top-right "..." icon to open the menu.
3. Choose Config, Copy, Copy as Image, Export as Image, or Delete as needed.
4. If you want to continue editing the chart, choose Config to open the edit panel.

Success Criteria

• Interface result: The drop-down menu opens and shows the available actions.
• What you can do next: You can copy the chart, export it as an image, or reopen its settings.

Tips While Using

• Common mistake: If the chart is not selected first, the full action menu may not appear as expected.
• Environment note: Before exporting an image, make sure the local save location is available.

3. Set Up Type and Data

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

1. Open the edit panel for the funnel chart.
2. Go to the Type and Data tab.
3. Select the data source you want to use.
4. Click Data Filter to set the data range or filter conditions.
5. Choose the funnel chart style and funnel layer structure.
6. Set the summary value by choosing Count Records or a specified field.
7. Show or hide detail display fields as needed.
8. Review the preview on the left, then click OK to apply the settings.

Success Criteria

• Interface result: The preview pane updates as your settings change.
• What you can do next: After you click OK, the chart displays according to the new data rules.

Tips While Using

• Common mistake: If the stage field order is unclear, the funnel layers may not match your expected flow.
• Environment note: Your data fields should clearly represent stages and values for a readable conversion path.

4. Adjust Chart Style

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

1. Open the funnel chart edit panel.
2. Switch to the Chart Style tab.
3. Choose a preset color scheme under Theme Color.
4. Adjust each series color under Funnel Color.
5. Set label content, conversion layer labels, font, and font size under Chart Elements.
6. Preview the result, then click OK to apply the style.

Success Criteria

• Interface result: Chart colors, labels, and font styles update based on your settings.
• What you can do next: After styling the chart, you can export it or use it in reports.

Tips While Using

• Common mistake: Too many colors or dense labels can reduce readability.
• Environment note: For reporting, use a color scheme with clear contrast.