Funnel Chart - AJAX/Webview

The funnel chart is typically used for showing data in flows and processes. From a display standpoint it is related to the pie chart. The chart may be shown with either segment height/width or segment area proportional to data. It is also possible to draw the chart with equal segment heights/widths, disregarding data points.

Funnel Chart: Object Menu

The object menu can be opened as a context menu by right-clicking on a sheet object, or by clicking the icon in the object caption (if shown).

The commands in the menu may vary depending on whether WebView is used from inside QlikView or opening the document in a web browser. The menu contains the following commands:

Properties...

Opens the Properties dialog for the active sheet object.

Notes

Allows creating and sharing notes about the current object.

See: Notes and Comments

Clear All Selections

Clears all the current selections in the active sheet object. Clicking on the icon in the object caption (if shown) produces the same result.

Copy

Copies the selected sheet object(s) to the clipboard. This function only copies sheet objects, not data or images.

Print...

Opens the selected sheet object(s) in tabular format in another browser window. Clicking on the icon in the object caption (if shown) produces the same result.

Send to Excel

Exports possible (including selected) values to Microsoft Excel, which is automatically launched if not already running. The exported values will appear as one column in a new Excel worksheet. For this functionality to work Microsoft Excel 97 or later must be installed on the computer. Clicking on the icon in the object caption (if shown) produces the same result.

Export...

Opens the Save as dialog where path, file name and (table) file type for the exported data content can be specified.

Fast Change

Makes it possible to change the current chart into another chart type. Clicking on the icon in the object caption (if shown) produces the same result. Only available if Fast Type Change in Chart has been enabled on the Caption tab of the Properties dialog.

Minimize

Iconizes the object. Clicking on the icon in the object caption (if shown) produces the same result. This command is available only if minimizing is allowed in the object's Properties dialog on the Caption page.

Restore

Restores a minimized or maximized object to its previous size and location. Double-clicking the icon of a minimized object or clicking the icon in the object caption (if shown) of a maximized object produces the same result. This command is available only for minimized or maximized objects.

Maximize

Enlarges the object to fill the sheet. Clicking on the icon in the object caption (if shown) produces the same result. This command is available only if maximizing is allowed in the object's Properties dialog on the Caption page.

Remove

Removes the selected object from the sheet.

Funnel Chart Properties

The Properties dialog is opened by selecting Properties from the Object menu. If the Properties command is dimmed, you probably do not have the privileges necessary to perform property changes.

Dimensions

Choose dimensions in the drop-down list. To add a dimension, click . Select a dimension in the drop-down. Use the icon to move items in the list. The icon removes items from the list. For more settings, click the More... button.

Dimension

Enable Conditional

Marking this check box hides or shows the dimension dynamically, depending on the value of a condition expression entered, by clicking the button in the edit box below.

Dimension

Displays the currently selected dimension.

Show Label

Mark this check box to show a dimension label (the field name) on the x-axis.

Suppress Null Values

If this check box is marked, the field selected as Dimension above will not be displayed in the chart if its value is NULL.

Show All Values

Mark this check box to show all the dimension field values in the chart, including logically excluded values.

Show Axis Labels

Mark this check box to show legend (names of field values) on the x-axis for the selected dimension field.

Limit Axis Label Characters

Mark this check box to limit the length of the dimension value strings to be shown on axes and in the chart legend. Specify the number of characters in the input field, or drag the slider to the desired value. Truncated values will be followed by ... in the chart. This option can be used independently to the other options in this group.

Trellis Setting First Dimension

Marking this check box will enable the trellis chart, where an array of charts that are based on the chart's first dimension are displayed.

Fixed Number of Columns

Enter the number of columns you want the trellis chart to display. Specify the number of columns in the input field, or drag the slider to the desired value.

Fixed Number of Rows

Enter the number of rows you want the trellis chart to display. Specify the number of rows in the input field, or drag the slider to the desired value.

Second Dimension

Enables the second dimension in the trellis chart. If a secondary dimension is used, the first dimension values will be displayed as columns in the trellis matrix, whereas the secondary dimension values will be displayed as rows in the trellis matrix.

Sort


Sets the sort order of the values in the sheet object. Some sort options may not be available for all sheet objects.
If more than one sort order is specified, the sort order will be state, expression, frequency, numeric, text, load order. State refers to the logical state (selected, optional, or excluded).

Primary Sort

Y-Value
Sets whether the dimension values should be sorted according to the numeric value of the y-axis. This option is not available for calculated dimensions.
Frequency
Sorts the field values by frequency (number of concurrences in the table).
Numeric Value
Sorts the field values by their numeric values.
Text
Sorts the field values in alphabetical order.
Load Order
Sorts the field values by the initial load order.

Secondary Sort

Frequency
Sorts the field values by frequency (number of concurrences in the table).
Numeric Value
Sorts the field values by their numeric values.
Text
Sorts the field values in alphabetical order.
Load Order
Sorts the field values by the initial load order.

Sort by Expression

Sorts the field values according to the expression entered. The value may be entered as a calculated formula. Click to open the Edit Expression dialog.

Keep Selected on Top

Enable this to keep the selected values on top.

Limits

Restrict which values are displayed using the first expression

These properties are used to determine how many dimension values are displayed in the chart, according to settings made below.

Show only

Select this option if you want to show the First, Largest or Smallest x number of values. If this option is set to 5, there will be five values displayed. If the dimension has Show Others enabled, the Others segment will take up one of the five display slots.

The First option will return the rows based on the options selected on the Sort tab of the property dialog. If the chart is a Straight Table, the rows will be returned based on the primary sort at the time. In other words, a user can change the values display by double-clicking on any column header and making that column the primary sort.

The Largest option returns the rows in descending order based on the first expression in the chart. When used in a Straight Table, the dimension values shown will remain consistent while interactively sorting the expressions. The dimensions values will (may) change when the order of the expressions is changed.

The Smallest option returns the rows in ascending order based on the first expression in the chart. When used in a Straight Table, the dimension values shown will remain consistent while interactively sorting the expressions. The dimensions values will (may) change when the order of the expressions is changed.

Enter the number of values to display. The value may be entered as a calculated formula. Click to open the Edit Expression dialog.
Select Include Boundary Values to include the dimension value that contains the comparison value.

Show only values that are:

Select this option to display all dimensions values that meet the specified condition for this option. Select to display values based on a percentage of the total, or on an exact amount. The relative to the total option enables a relative mode which is similar to the Relative option on the Expressions tab of the property dialog. The value may be entered as a calculated formula. Click to open the Edit Expression dialog.

Show only values that accumulate to:

When this option is selected,all rows up to the current row are accumulated, and the result is compared to the value set in the option. The relative to the total option enables a relative mode which is similar to the Relative option on the Expressions tab of the property dialog, and compares the accumulated values (based on first, largest or smallest values) to the overall total. The value may be entered as a calculated formula. Click to open the Edit Expression dialog.

Show Others

Enabling this option will produce an Others segment in the chart. All dimension values that do not meet the comparison criteria for the display restrictions will be grouped into the Others segment. If there are dimensions after the selected dimension, Collapse Inner Dimensions will control whether individual values for the subsequent / inner dimensions display on the chart.

Label
Enter the name you wish to display in the chart. If no text is entered, the label will be automatically set to the expression text. The value may be entered as a calculated formula. Click to open the Edit Expression dialog.

If there are dimensions after the selected dimension, Collapse Inner Dimensions will control whether individual values for the subsequent / inner dimensions display on the chart.

Show Total

The chart will display a total for the selected dimension when this option is enabled. This total behaves differently than the expression total, which is still configured on the Expressions tab of the property dialog.

Label
Enter the name you wish to display in the chart. If no text is entered, the label will be automatically set to the expression text. The value may be entered as a calculated formula. Click to open the Edit Expression dialog.

Use Global Grouping Mode

The option only applies to inner dimensions. When this option is enabled the restrictions will be calculated on the selected dimension only. All previous dimensions will be ignored. If this is disabled, the restrictions are calculated based on all preceding dimensions.

Expressions

Choose expressions in the drop-down list. To add an expression, click . Select an expression from the drop-down. Use the icon to move items in the list. The icon removes items from the list. For more information click the More... button.

Expressions

 

Expression Tab

Expression

Enable

Marking this check box will enable the selected expression. If the box is not marked, the expression will not be used at all.

Conditional

Marking this check box hides or shows the expression dynamically, depending on the value of a condition expression entered, by clicking the button in the edit box below.

Label

The label of the expression. Enter the name you wish to display in the chart. If no text is entered, the label will be automatically set to the expression text. The value may be entered as a calculated formula. Click to open the Edit Expression dialog.

Expression

Displays the currently selected expression.

Comment

Enter a comment to describe the purpose and function of the expression. The value may be entered as a calculated formula. Click to open the Edit Expression dialog.

Invisible

Hides the expression.

Show in Percent (Relative)

The chart shows the result in percent instead of absolute numbers.

Value Display Settings

Check this box to define how to display values. Click to open the popup.

Value Display Settings Popup

Show Values on Datapoints

Mark this check box to display the result of the expression as text on top of the data points.


Text as Popup

Mark this check box to have the result of the expression shown in the popup balloon messages appearing when hovering over a data point in a chart in the layout. This option can be used with or without any of the other display options. It is thus possible to have an expression that does not appear in the chart itself, but only in hover popups.


Attribute Expression Styles

Background Color
Define an attribute expression for calculating the basic plot color of the data point. The expression used should return a valid color representation (a number representing the Red, Green and Blue components as defined in Visual Basic) which is typically achieved by using one of the special chart color functions. If the result of the expression is not a valid color representation, black will be used.

 
Show Title By default, the label of the first expression defined is set as chart title. Clear the check box if you do not wish to have a chart title. The title may be defined as a calculated formula for dynamic update. Click to open the Edit Expression dialog.
More.../Less... Click this button to expand/collapse the foldout that contains additional tabs. Depending on if the Dimensions or Expressions field is active, different tabs are displayed.

Funnel Chart Properties: Presentation

Presentation

Color Style Sets the color style of the chart.
Orientation Sets the orientation of the chart.
Tip Width (%) Defines the width of the funnel tip as a percentage of the funnel mouth width.
Reverse Orientation Enable this check box if you want to make the funnel point to the left or upwards.
Show Legend Displays the legend in the chart. Click to open the popup.
Background Sets the background of the chart. The following options are available:
Color
The plot area will have a colored background. Click to select a color.
Image
The plot area will have an image background. Click to change the image.
Dynamic Image
Enter a calculated expression to show dynamic background images that change with the selection.
Background Transparency Enter a value in the box or drag the slider to set transparency for the chart.
More.../Less...

General

Popup Labels

By selecting this check box the values of the dimensions and expressions will appear as a pop-up balloon when hovering with the cursor over data point in the chart.

Data Proportionality

This setting controls the degree to which the segments are proportional to the underlying data.
Equal Segment Heights
No proportionality to data. Each segment is drawn with the same height (width for horizontal funnels) as all others. Typically only makes sense with numbers displayed in the chart.
Segment Height Proportional to Data
Each segment is drawn with the a height (width for horizontal funnels) proportional to underlying data.
Segment Area Proportional to Data
Each segment is drawn with the total area proportional to underlying data.

Calculation Conditions

The expression entered here sets a condition to be fulfilled for the chart to be calculated. If the condition is not fulfilled, the text 'Calculation condition unfulfilled' will be displayed in the chart. The value may be entered as a calculated formula. Click to open the Edit Expression dialog.

Styles

Legend

To set the color of the legend click . To set the font color click . To set the font type click .

Chart Title Style

To set the font color of the chart title click . To set the font type click .

Caption Font

To set the caption font type click .

Active Caption

To to set the background color for the active caption click . To set the text color click .

Inactive Caption

To to set the background color for the inactive caption click . To set the text color click .

Use Border

Mark this check box in order to use a border around the sheet object. Click the to set the color of the border.

Border Width

Specify a value or drag the slider to set the width of the border. The width is specified in pixels.

Rounded Corners

Click to open the Rounded Corners popup.

Rounded Corners Popup

Select

Fixed

or

Relative

roundness of the corners, and which corners to be affected. Also select

Squareness

by entering a value. 

Text

Text in Chart

Click to add text in the chart.

Text

The text added in Text in Chart are displayed here.

Tilt Angle

Specify an angle between 0 and 360 degrees for the text. The default is 0.

Horizontal Align

Sets the horizontal alignment.

On top

The text currently selected in the list will be forced to the foreground when drawing the chart.

Text Style

To set the background color for the text click .
To set the font color click . To set the font type click .

Size Position

Sets the position and size of the text on the object.

 Funnel Chart Properties: Caption

Caption

Label In the text box you can enter a title to be shown in the caption of the sheet object. If no Label is set, the name of the field will be used if Show Caption is selected. The value may be entered as a calculated formula. Click to open the Edit Expression dialog.
Show Caption When this option has been checked a caption will be drawn at the top of the sheet object. List boxes and other "box objects" will have the option switched on by default whereas buttons, text objects and line/arrow objects will not.
Caption Alignment Left/Centered/Right
Multi Line Caption (Word Wrap) If this option is checked, the text will be displayed in two or more rows.
Number of Rows If multiple lines are allowed for the caption, specify the number of rows in the input field, or drag the slider to the desired number.
Caption Alignment Top/Centered/Bottom
More.../Less...

Icons in Caption

Some options may not be available for all objects.

Menu

Opens the object menu.

Clear

Clears all the current selections in the active sheet object.

Print

Opens the selected sheet object(s) in tabular format in another browser window. Some clients may not handle this setting!

Copy Data

Copies the field values in the sheet object. Some clients may not handle this setting!

Copy Image to Clipboard

Copies the sheet object as an image to the Clipboard. Some clients may not handle this setting!

Send to Excel

Exports possible (including selected) values to Microsoft Excel, which is automatically launched if not already running. The exported values will appear as one column in a new Excel worksheet. For this functionality to work Microsoft Excel 97 or later must be installed on the computer. Some clients may not handle this setting!

Allow Minimize

When this option has been checked a minimize icon will be displayed in the window caption of the sheet object, providing that it is possible to minimize the object. Furthermore, this will make it possible to minimize the object by double-clicking the caption.

Auto Minimize

This option becomes available when Allow Minimize is checked. When Auto Minimize is checked for several sheet objects on the same sheet, all but one will be automatically minimized at any time. This is useful e.g. for alternately displaying several graphs in the same sheet area.

Allow Maximize

When this option has been checked a maximize icon will be displayed in the window caption of the sheet object, providing that it is possible to maximize the object. Furthermore, this will make it possible to maximizing the object by double-clicking the caption. If both Allow Minimize and Allow Maximize are checked, double-clicking will effect minimizing of the object.

Help Text

Here you may enter a help text to be displayed in a pop-up window. This option is not available at document level. The value may be entered as a calculated formula. Click to open the Edit Expression dialog.
It is possible to enter e.g. a description of the sheet object. A help icon will be added to the window caption of the object. When the mouse pointer is over the icon, the text will be displayed in a pop-up window.

Fast Type Change

Here you can enable toggling between chart types. Not available for all objects. Click to open the popup.

Fast Type Settings Popup

Check the boxes for the chart types you want to toggle between using fast type change.

Funnel Chart Properties: Options

Options

Some options may not be available for all objects.

Read Only Makes the chart read only, that is selections cannot be made by clicking or painting with the mouse in the chart.
Allow Move/Size If this option has been deselected it will be impossible to move or resize the sheet object.
Allow Copy/Clone If this option has been deselected it will be impossible to make a copy of the sheet object. This setting may not be handled by all clients.
Size Object to Data Normally the borders around all table sheet objects in QlikView will shrink when selections cause the size of the table to be less than allocated size for the sheet object. By deselecting this check box this automatic adjustment of size will be turned off leaving any surplus space blank.
Allow Show Info in Caption When the Info function is in use an info icon will be displayed in the window caption whenever a field value has information associated to it. If you don't want the info icon to be displayed in the caption, you can uncheck this option. Only available for list box, statistics box, multi box and input box.
Preserve Scroll Position When marking this check box and the corresponding one in the User Preferences, Objects dialog, QlikView will preserve the vertical scroll position when a selection in table objects has been made.
Use Show Condition The sheet object will be shown or hidden depending on a conditional expression which will be evaluated continuously depending on e.g. selections etc. The sheet object will only be visible when the condition returns true. The value may be entered as a calculated formula. Click to open the Edit Expression dialog.
Normal Specify the position of the object by setting Left and Top margins, and Width and Height of the object.
Minimized Specify the position of the minimized sheet object by setting Left and Top margins, and Width and Height of the minimized object.
More.../Less...

Options

Owner Domain and User Id of the owner.
Share Object Enable to share objects with other users. Enabling this selection will enable the settings below.
Share with Choose either Share with everyone or Share by username.
Users (Domain\UserID) If Share by username is chosen a list with added users will be shown. To add users click , a row is added, highlight the row to unlock it and edit the user information. To remove users click after each user to be removed.

 

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