{"id":358014,"date":"2021-10-25T18:00:30","date_gmt":"2021-10-25T15:00:30","guid":{"rendered":"https:\/\/en.buradabiliyorum.com\/how-to-create-and-customize-a-funnel-chart-in-microsoft-excel\/"},"modified":"2021-10-25T18:00:30","modified_gmt":"2021-10-25T15:00:30","slug":"how-to-create-and-customize-a-funnel-chart-in-microsoft-excel","status":"publish","type":"post","link":"https:\/\/buradabiliyorum.com\/en\/how-to-create-and-customize-a-funnel-chart-in-microsoft-excel\/","title":{"rendered":"#How to Create and Customize a Funnel Chart in Microsoft Excel"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_89 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-6af6284a47faa\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #dd3333;color:#dd3333\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #dd3333;color:#dd3333\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-6af6284a47faa\" checked aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/buradabiliyorum.com\/en\/how-to-create-and-customize-a-funnel-chart-in-microsoft-excel\/#When_to_Use_a_Funnel_Chart\" >When to Use a Funnel Chart<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/buradabiliyorum.com\/en\/how-to-create-and-customize-a-funnel-chart-in-microsoft-excel\/#Create_a_Funnel_Chart_in_Excel\" >Create a Funnel Chart in Excel<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/buradabiliyorum.com\/en\/how-to-create-and-customize-a-funnel-chart-in-microsoft-excel\/#Customize_Your_Funnel_Chart\" >Customize Your Funnel Chart<\/a><\/li><\/ul><\/nav><\/div>\n<p><strong>&#8220;#How to Create and Customize a Funnel Chart in Microsoft Excel&#8221;<\/strong><\/p>\n<div>\n<img loading=\"lazy\" decoding=\"async\" class=\"type:primaryImage alignnone wp-image-753743 size-full\" srcset=\"https:\/\/www.howtogeek.com\/wp-content\/uploads\/2021\/09\/ExcelFunnelChart.png?width=398&amp;trim=1,1&amp;bg-color=000&amp;pad=1,1 400w, https:\/\/www.howtogeek.com\/wp-content\/uploads\/2021\/09\/ExcelFunnelChart.png?width=1198&amp;trim=1,1&amp;bg-color=000&amp;pad=1,1 1200w\" sizes=\"auto, 400w, 1200w\" src=\"https:\/\/www.howtogeek.com\/wp-content\/uploads\/2021\/09\/ExcelFunnelChart.png?width=1198&amp;trim=1,1&amp;bg-color=000&amp;pad=1,1\" alt=\"Microsoft Excel Funnel Chart\" width=\"1200\" height=\"675\" onload=\"pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon(this);\" onerror=\"this.onerror=null;pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon(this);\"\/><\/p>\n<p>A funnel chart is great for illustrating the gradual decrease of data that moves from one stage to another. With your data in hand, we\u2019ll show you how to easily insert and customize a funnel chart in Microsoft Excel.<\/p>\n<p>As the name implies, a funnel chart has its largest section at the top. Each subsequent section is smaller than its predecessor. Seeing the largest gaps allows you to quickly identify stages in a process that can improve.<\/p>\n<h2 role=\"heading\" aria-level=\"2\"><span class=\"ez-toc-section\" id=\"When_to_Use_a_Funnel_Chart\"><\/span>When to Use a Funnel Chart<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Most commonly used to show phases in a sales process, you can use a funnel chart for other types of data as well. As examples, you may use one to display a flow of information, an order fulfillment procedure, or a business process flow.<\/p>\n<p>For this how-to, we\u2019ll stick with sales data. We have an email campaign for our new membership program. We\u2019ll use a funnel chart to show the process from the email blast to prospective members to those from that pool who subscribed.<\/p>\n<p>We\u2019ll show numbers for each category, or stage, in the process for our funnel chart:<\/p>\n<ul>\n<li>Emails sent<\/li>\n<li>Emails opened<\/li>\n<li>Link visited<\/li>\n<li>Signed up for trial<\/li>\n<li>Subscribed<\/li>\n<\/ul>\n<h2 role=\"heading\" aria-level=\"2\"><span class=\"ez-toc-section\" id=\"Create_a_Funnel_Chart_in_Excel\"><\/span>Create a Funnel Chart in Excel<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Open your spreadsheet in Excel and select the block of cells containing the data for the chart.<\/p>\n<p>Head to the Insert tab and Charts section of the ribbon. Click the arrow next to the button labeled Insert Waterfall, Funnel, Stock, Surface, or Radar Chart and choose \u201cFunnel.\u201d<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-753726\" src=\"https:\/\/www.howtogeek.com\/wp-content\/uploads\/2021\/09\/InsertFunnel-ExcelFunnelChart.png?trim=1,1&amp;bg-color=000&amp;pad=1,1\" alt=\"Click Insert, then Funnel chart in Excel\" width=\"650\" height=\"367\" onload=\"pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon(this);\" onerror=\"this.onerror=null;pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon(this);\"\/><\/p>\n<p>The funnel chart pops right into your spreadsheet. From it, you can review the data and as mentioned, see the largest gaps in your process.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-753727\" src=\"https:\/\/www.howtogeek.com\/wp-content\/uploads\/2021\/09\/ChartInserted-ExcelFunnelChart.png?trim=1,1&amp;bg-color=000&amp;pad=1,1\" alt=\"Funnel chart inserted\" width=\"650\" height=\"281\" onload=\"pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon(this);\" onerror=\"this.onerror=null;pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon(this);\"\/><\/p>\n<p>For example, we see here the huge reduction from the number of emails sent to the number opened. So we know that we need to better entice potential members to actually open that email.<\/p>\n<p>We can also see the small gap between those who signed up for the trial and then subscribed. This shows us that this particular stage in the process works pretty well.<\/p>\n<h2 role=\"heading\" aria-level=\"2\"><span class=\"ez-toc-section\" id=\"Customize_Your_Funnel_Chart\"><\/span>Customize Your Funnel Chart<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>As with the other types of charts in Excel such as a waterfall or treemap, you can customize the funnel chart. This not only helps you include the most important elements in your chart but also gives its <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/download-scripts-themes-apps\/\" data-internallinksmanager029f6b8e52c=\"9\" title=\"Download Scripts &amp; Themes &amp; Apps\" target=\"_blank\" rel=\"noopener\">app<\/a>earance a bit of a boost.<\/p>\n<p>The best place to start when editing your chart is with its title. Click the default Chart Title text box to add a title of your own.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-753728\" src=\"https:\/\/www.howtogeek.com\/wp-content\/uploads\/2021\/09\/ChartTitle-ExcelFunnelChart.png?trim=1,1&amp;bg-color=000&amp;pad=1,1\" alt=\"Enter a chart title\" width=\"625\" height=\"376\" onload=\"pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon(this);\" onerror=\"this.onerror=null;pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon(this);\"\/><\/p>\n<p>Next, you can add or remove chart elements, choose a different layout, pick a color scheme or style, and adjust your data selection. Select the chart and click the Chart Design tab that displays. You\u2019ll see these options in the ribbon.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-753729\" src=\"https:\/\/www.howtogeek.com\/wp-content\/uploads\/2021\/09\/ChartDesignTab-ExcelFunnelChart.png?trim=1,1&amp;bg-color=000&amp;pad=1,1\" alt=\"Chart design tab for a funnel chart\" width=\"650\" height=\"69\" onload=\"pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon(this);\" onerror=\"this.onerror=null;pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon(this);\"\/><\/p>\n<p>If you\u2019d like to customize the line styles and colors, add a shadow or 3-D effect, or size the chart to exact measurements, double-click the chart. This opens the Format Chart Area sidebar where you can use the three tabs at the top to adjust these chart items.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-753739 size-full\" src=\"https:\/\/www.howtogeek.com\/wp-content\/uploads\/2021\/09\/FormatChartArea-ExcelFunnelChart.png?trim=1,1&amp;bg-color=000&amp;pad=1,1\" alt=\"Format Chart Area sidebar\" width=\"650\" height=\"331\" onload=\"pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon(this);\" onerror=\"this.onerror=null;pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon(this);\"\/><\/p>\n<p>With Excel on Windows, you have a couple of additional ways to edit your chart. Select the chart and you\u2019ll see two buttons appear on the right. On top is Chart Elements and below is Chart Styles.<\/p>\n<ul>\n<li><strong>Chart Elements<\/strong>: Add, remove, or reposition elements on the chart like data labels and a legend.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-753730\" src=\"https:\/\/www.howtogeek.com\/wp-content\/uploads\/2021\/09\/ChartElements-ExcelFunnelChart.png?trim=1,1&amp;bg-color=000&amp;pad=1,1\" alt=\"Chart Elements\" width=\"650\" height=\"231\" onload=\"pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon(this);\" onerror=\"this.onerror=null;pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon(this);\"\/><\/p>\n<ul>\n<li><strong>Chart Styles<\/strong>: Use the Style and Color tabs to add some pizzazz to your chart\u2019s appearance.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-753731\" src=\"https:\/\/www.howtogeek.com\/wp-content\/uploads\/2021\/09\/ChartStyles-ExcelFunnelChart.png?trim=1,1&amp;bg-color=000&amp;pad=1,1\" alt=\"Chart Styles\" width=\"650\" height=\"370\" onload=\"pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon(this);\" onerror=\"this.onerror=null;pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon(this);\"\/><\/p>\n<p>Once you finish customizing your chart, you can also move it or resize it to fit nicely on your spreadsheet. To move the chart, simply select and drag it to its new spot. To resize it, select it and drag inward or outward from an edge or corner.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-753733\" src=\"https:\/\/www.howtogeek.com\/wp-content\/uploads\/2021\/09\/ResizeChart-ExcelFunnelChart.png?trim=1,1&amp;bg-color=000&amp;pad=1,1\" alt=\"Resize a funnel chart in Excel\" width=\"650\" height=\"420\" onload=\"pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon(this);\" onerror=\"this.onerror=null;pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon(this);\"\/><\/p>\n<p>If you have city, state, or other location data, take a look at how to create a geographical map chart in Excel.<\/p>\n<\/div>\n<p><script>\n setTimeout(function(){\n  !function(f,b,e,v,n,t,s)\n  {if(f.fbq)return;n=f.fbq=function(){n.callMethod?\n  n.callMethod.apply(n,arguments):n.queue.push(arguments)};\n  if(!f._fbq)f._fbq=n;n.push=n;n.loaded=!0;n.version='2.0';\n  n.queue=[];t=b.createElement(e);t.async=!0;\n  t.src=v;s=b.getElementsByTagName(e)[0];\n  s.parentNode.insertBefore(t,s) } (window, document,'script',\n  'https:\/\/connect.facebook.net\/en_US\/fbevents.js');\n   fbq('init', '335401813750447');\n   fbq('track', 'PageView');\n  },3000);\n<\/script><\/p>\n<blockquote><p><strong><span style=\"color: #ff6600;\">If you liked the article, do not forget to share it with your friends. 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With your data in hand, we\u2019ll show you how to easily insert and customize a funnel chart in Microsoft Excel. As the name implies, a&#8230;<\/p>\n","protected":false},"author":1,"featured_media":358015,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/www.howtogeek.com\/wp-content\/uploads\/2021\/09\/ExcelFunnelChart.png?height=200p&trim=2,2,2,2","fifu_image_alt":"","footnotes":""},"categories":[18],"tags":[],"class_list":["post-358014","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology"],"_links":{"self":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/358014","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/comments?post=358014"}],"version-history":[{"count":0,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/358014\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media\/358015"}],"wp:attachment":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media?parent=358014"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/categories?post=358014"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/tags?post=358014"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}