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 CDP Data Visualization from a datafile. 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.