Basic funnel

The following steps demonstrate how to create a new funnel visual on a dataset Campaign. This dataset is based on data previously imported into Arcadia from the datafile campaign.csv. For an overview of shelves that specify this visual, see Shelves for funnels.

  1. Start a new visual based on dataset Campaign; see Creating a visual.
  2. In the visuals menu, find and click Funnel.
    selecting funnel chart type
    selecting funnel chart type
  3. Note that the shelves of the visual changed. These are:
    • Time sorts events by the value of the timestamp.
    • Session uses the unique identifier, such as user ID, to track the events of a session.
    • Path specifies the series and order of the events; in this article, we use events that were previously defined in Events of the campaign dataset.
    • Measure aggregates the measure that controls for the thickness of the 'flow' connections, such as Record Count.
    • Filters selects for particular conditions.
    • Top K selects the top N number of entries.
    All shelves, except Filters and Top K, are mandatory.
    shelves of funnel visual type
  4. Populate the shelves from the available Fields:
    1. Under Dimensions, select timestamp and place it on the Time shelf.
    2. Under Dimensions, select user_id and place it on the Session shelf.
    3. Under Events, select Start and place it on the Path shelf. Similarly, add All non-purchase application events and Purchase, in that order.
    4. Under Measurements, select Record Count and place it on the Measure shelf.
    5. Leave Filters and Top K empty.
    Populated shelves of the funnel visual
  5. Click Refresh Visual.
  6. The funnel visual appears.

    Note the highlighted path towards a purchase event, and the drop-off percentages on each segment: 39% for the first segment, and 60% for the second segment.

    Figure 1. Funnel Visual
    basic form of funnel chart
  7. Change the title to Campaign - Funnel.

    Click (pencil icon) next to the title of the visualization to edit it, and enter the new name.

  8. At the top left corner of the Visual Designer, click Save.