Funnel Chart With Multiple Measures in Tableau

While working with the World Indicators dataset in Tableau, I wanted to compare multiple measures, including population, birth rate, mortality rate, etc. In this data visualization, I needed a single chart view that could show all these measures together.

For this data visualization, I used the Tableau funnel chart because it arranges the measures step by step in one view, making it easier to compare regions across different indicators.

In this Tableau tutorial, I will explain how to create a funnel chart with multiple measures in Tableau to compare measures in a single funnel chart.

Tableau Funnel Chart With Multiple Measures

In Tableau, a funnel chart is used to display values across different stages or categories in a top-to-bottom flow, where each stage is represented by a bar and the size shows its value.

When we use multiple measures in a funnel chart, we arrange different measures in the funnel instead of just one measure. This enables us to compare several key indicators in a single view, allowing us to spot patterns and differences across regions or categories.

Create a Funnel Chart With Multiple Measures in Tableau

To display multiple measures in a Tableau funnel chart, we will use the Tableau World Indicator dataset.

In the examples below, we will use the following methods for different conditions.

• Multiple measure funnel chart in Tableau for related measures
• Multiple measure funnel chart in Tableau using Pivot values

Create a Multiple Measure Funnel Chart in Tableau for Related Measures

In this method, we will show multiple measures for each bar dimension. Using this method, we can show related measures from the world indicator data set, such as Total population, Population (0-14), Population (14-65), and Population (65+) for a specific country.

Now, follow the steps below to create the multi-measure funnel chart in Tableau for related measures.

1. Add the Measure Values to the filters section and select the measures Total population, Population (0-14), Population (14-65), and Population (65+), then click OK.

2. Now, add the Measure Values to the Rows. With this, we will get the selected measures on a single bar.

3. For a dimension, drag the Country/Region to the filter and select the countries for which you want to show the selected measures. After selecting the countries, click OK.

4. Now, drag the Country/Region to the Color card in the Marks section and the chart view to Entire View.

5. Add the measure Total Population or Urban Population to the Size card in the Marks. This will set the length of bars based on the pollution of a specific country. Additionally, click the Sort button in the navigation bar to create a funnel shape.

Now each bar will show the selected measure for each country. Currently, all measures in the bar will be displayed in the same color.

6. To add colors and differentiate measures in the bars, add the Measure Names to the Color. It might replace the existing dimension (country) in Color, so first add it in the Detail card, then change it to Color.

7. At last, add the Measure Name and Country to the Label card in the Marks section.

This way, we can create a multi-measure funnel chart in Tableau by following the above steps.

Create a Multiple Measure Funnel Chart in Tableau Using Pivot Values

In this method, instead of directly adding multiple measures, we will pivot the measures into a single field. With this, we can display measures together in a single funnel chart.

This approach is helpful when the measures have different scales. Now, follow the steps below to create a multiple-measure funnel chart in Tableau using pivot values.

1. In the Data pane, select the measures that you want to include in the funnel chart.

2. Right-click the selected measures and choose Pivot. This will create two new fields: Pivot Field Names and Pivot Field Values.

3. Drag Country/Region to the Rows shelf.

4. If the measures have very different scales, create a calculated field for Normalized Value and use that instead of raw values, so all measures are comparable. Use the formula below in a calculated field.

(SUM([Pivot Field Values]) - WINDOW_MIN(SUM([Pivot Field Values]))) /
(WINDOW_MAX(SUM([Pivot Field Values])) - WINDOW_MIN(SUM([Pivot Field Values])))

5. Add the Normalized Values calculated field to the Columns and duplicate it. Then, right-click on the first axis and select Edit axis.

6. In the Edit Axis window, select the Reversed checkbox to make the diverging bars.

7. Now, sort the bars using the Sort button in the navigation bar to create a funnel effect.

8. Add the Pivot fields’ names to the Color card in the Marks section to stack each bar with the selected measures.

9. At last, click on the Text icon in the nav bar to show the measure values on the funnel chart. As we hover on the stacked measure in the bar, it will show the normalized percentage of the measure.

This way, we can create a multiple-measure funnel chart in Tableau using pivot values.

Conclusion

In this Tableau tutorial, we learned how to create a funnel chart in Tableau with multiple measures using two methods: related measures and pivot values. The related measures method is useful when the measures belong to the same group, while the pivot method is useful when the measures are on different scales.

Both approaches enable us to compare key indicators in a single chart. With this, we can add multiple measures in a single view of a funnel chart.

You may also like to read:

• Tableau Combination Chart
• Create a 100% Stacked Bar Chart in Tableau
• Create Slope Chart in Tableau
• Circle Timeline Chart in Tableau

Abhijeet

Abhijeet is a skilled Salesforce developer with experience in developing and integrating dashboards, data reports, and Salesforce applications. He is also skilled at optimizing processes and flow automation processes, coding, and executing complex project architecture. Read more about us | LinkedIn Profile.