Chart Types
Funnel Setup
Data: One step dimension (stage order) + one measure (value per stage).- Add a dimension for stages and one measure.
- Choose Funnel or Funnel V2.
- Under Required Axis:
- Step: The stage/category dimension.
- Measure: The value per stage.
Sankey Setup
Data: Source dimension + Target dimension + Value measure.- Add at least two dimensions (source, target) and one measure.
- Choose Sankey.
- Under Required Axis:
- Source: “From” node column.
- Target: “To” node column.
- Value: Flow size (measure).
Waterfall Setup
Data: One category dimension + one measure. Optional start value and total row.- Add a dimension (e.g., P&L line items) and one measure.
- Choose Waterfall or Waterfall V2.
- Under Required Axis:
- Horizontal Axis: Category dimension.
- Vertical Axis: Measure (positive = up, negative = down).
- In Waterfall settings (Appearance): configure increase/decrease colors, total styling, optional start value.

