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Funnel, Sankey, and Waterfall charts show stages, flows, and cumulative changes.

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Chart Types

ChartUse case
FunnelProgression through stages (e.g., signup → trial → paid)
Funnel V2Updated funnel with D3 rendering
SankeyFlow between nodes (e.g., source → destination)
WaterfallCumulative effect of +/− changes (e.g., P&L)
Waterfall V2Updated waterfall with enhanced styling

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Funnel Setup

Data: One step dimension (stage order) + one measure (value per stage).
  1. Add a dimension for stages and one measure.
  2. Choose Funnel or Funnel V2.
  3. Under Required Axis:
    • Step: The stage/category dimension.
    • Measure: The value per stage.

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Sankey Setup

Data: Source dimension + Target dimension + Value measure.
  1. Add at least two dimensions (source, target) and one measure.
  2. Choose Sankey.
  3. Under Required Axis:
    • Source: “From” node column.
    • Target: “To” node column.
    • Value: Flow size (measure).

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Waterfall Setup

Data: One category dimension + one measure. Optional start value and total row.
  1. Add a dimension (e.g., P&L line items) and one measure.
  2. Choose Waterfall or Waterfall V2.
  3. Under Required Axis:
    • Horizontal Axis: Category dimension.
    • Vertical Axis: Measure (positive = up, negative = down).
  4. In Waterfall settings (Appearance): configure increase/decrease colors, total styling, optional start value.