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:

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

This section describes the Dimensions property and its elements.

Dimension

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.

• 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.
• 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. In the Label field, 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 Tab

• 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.

• Number Format Tab: Each field has a default number format which can be set in the Document Properties: Number page. It is however possible to use a separate number format for an individual sheet object. This property page applies to the active object and contains the following controls for formatting values:
  • Number Format: Choose a number format from the alternatives below.
  • Default: Both numbers and text. Numbers are shown in original format.
  • Number: Shows numeric values with the number of digits set in the Precision field.
  • Integer: Shows numeric values as integers.
  • Fixed to: Shows numeric values as decimal values with the number of decimal digits set in the Decimals field.
  • Money: Shows values in the format set in the Format Pattern field. The default format is the Windows Currency setting.
  • Date: Shows values that can be interpreted as dates in the format set in the Format Pattern field.
  • Time: Shows values that can be interpreted as time in the format set in the Format Pattern field.
  • Timestamp: Shows values that can be interpreted as date + time in the format set in the Format Pattern field.
  • Interval: Shows time as sequential time increments (e.g. format = mm shows the value as the number of minutes since calendar start (1899:12:30:24:00).
  • Format Pattern: The format code that further specifies the display format of the field. ISO sets the format to the ISO standard. Only valid for Date, Time, Timestamp and Interval. Sys sets the format to the system settings.
  • Precision: The number of digits that will be displayed.
  • Decimals: Sets the number of decimals included.
  • Decimals Separator: Sets the symbol for decimal separators.
  • Thousand Separator: Sets the symbol for thousand separators.
  • In Percent: Shows formatting in percentage instead of absolute numbers. The setting is only available for Number, Integer and Fixed to.
  • Preview: Shows a preview of the number format specified above.

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

This section describes Presentation properties.

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.

Legend Settings Popup

• Legend Style: Sets the legend style.
• Vertical: Sets the vertical alignment of the legend.
• Line Spacing: Specifies the distance between items in the legend.
• Reverse Order: To reverse the sort order of the legend mark this check box.
• Wrap Cell Text: If this check box is marked, the text of the legend items will be wrapped in two or more lines.

Background

 Sets the background of the chart.

The following sections describe the 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...

This section settings the More.../Less... property.

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 set the background color for the active caption click . To set the text color click .
• Inactive Caption: 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.
  Information note

  Rounded Corners is only available if you have selected Advanced Styling Mode in Document Properties: General.

  • Select Fixed or Relative roundness of the corners, and which corners to be affected.
  • 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 .
• Text Position: Sets the position and size of the text on the object.

 Funnel Chart Properties: Caption

This section describes Caption properties.

• 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: Can be Left, Centered, or 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: Can be Top, Centered, or Bottom.

More.../Less...

This section describes the More.../Less... property, which contains several options for Icons in Caption.

• 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 2007 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 Minimize: 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 hidden when the condition returns false. 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...: The following options are available:
  • 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.