Introduction

Funnel charts are often used to represent data in different stages of a business process. It’s an important mechanism in Business Intelligence to identify potential problem areas of a process. For example, it’s used to observe the revenue or loss in a sales process for each stage, and displays values that are decreasing progressively. Each stage is illustrated as a percentage of the total of all values.

Basic Funnel Plot

# Need to install plotly from Github to get funnel plots# devtools::install_github("ropensci/plotly")library(plotly)fig<-plot_ly()fig<-fig%>%add_trace(type="funnel",y=c("Website visit","Downloads","Potential customers","Requested price","invoice sent"),x=c(39,27.4,20.6,11,2))fig<-fig%>%layout(yaxis=list(categoryarray=c("Website visit","Downloads","Potential customers","Requested price","invoice sent")))fig

Setting Marker Size and Color

This example uses textposition and textinfo to determine information apears on the graph, and shows how to customize the bars.

# Need to install plotly from Github to get funnel plots# devtools::install_github("ropensci/plotly")library(plotly)fig<-plot_ly()fig<-fig%>%add_trace(type="funnel",y=c("Website visit","Downloads","Potential customers","Requested price","Finalized"),x=c(39,27.4,20.6,11,2),textposition="inside",textinfo="value+percent initial",opacity=0.65,marker=list(color=c("deepskyblue","lightsalmon","tan","teal","silver"),line=list(width=c(4,2,2,3,1,1),color=c("wheat","wheat","blue","wheat","wheat"))),connector=list(line=list(color="royalblue",dash="dot",width=3)))fig<-fig%>%layout(yaxis=list(categoryarray=c("Website visit","Downloads","Potential customers","Requested price","Finalized")))fig

Stacked Funnel Plot

# Need to install plotly from Github to get funnel plots# devtools::install_github("ropensci/plotly")library(plotly)fig<-plot_ly(type="funnel",name='Montreal',y=c("Website visit","Downloads","Potential customers","Requested price"),x=c(120,60,30,20),textinfo="value+percent initial")fig<-fig%>%add_trace(type="funnel",name='Toronto',orientation="h",y=c("Website visit","Downloads","Potential customers","Requested price","invoice sent"),x=c(100,60,40,30,20),textposition="inside",textinfo="value+percent previous")fig<-fig%>%add_trace(type="funnel",name='Vancouver',orientation="h",y=c("Website visit","Downloads","Potential customers","Requested price","invoice sent","Finalized"),x=c(90,70,50,30,10,5),textposition="outside",textinfo="value+percent total")fig<-fig%>%layout(yaxis=list(categoryarray=c("Website visit","Downloads","Potential customers","Requested price","invoice sent","Finalized")))fig

Basic Area Funnel Plot

# Need to install plotly from Github to get funnel plots# devtools::install_github("ropensci/plotly")library(plotly)fig<-plot_ly(type="funnelarea",text=c("The 1st","The 2nd","The 3rd","The 4th","The 5th"),values=c(5,4,3,2,1))fig

Set Marker Size and Color in Area Funnel Plots

# Need to install plotly from Github to get funnel plots# devtools::install_github("ropensci/plotly")library(plotly)fig<-plot_ly(type="funnelarea",values=c(5,4,3,2,1),text=c("The 1st","The 2nd","The 3rd","The 4th","The 5th"),marker=list(colors=c("deepskyblue","lightsalmon","tan","teal","silver"),line=list(color=c("wheat","wheat","blue","wheat","wheat"),width=c(0,1,5,0,4))),textfont=list(family="Old Standard TT, serif",size=13,color="black"),opacity=0.65)fig

Multiple Area Funnels

# Need to install plotly from Github to get funnel plots# devtools::install_github("ropensci/plotly")library(plotly)fig<-plot_ly(type="funnelarea",scalegroup="first",values=c(500,450,340,230,220,110),textinfo="value",title=list(position="top center",text="Sales for Sale Person A in U.S."),domain=list(x=c(0.01,0.48),y=c(0,0.5)))fig<-fig%>%add_trace(type="funnelarea",scalegroup="first",values=c(600,500,400,300,200,100),textinfo="value",title=list(position="top center",text="Sales of Sale Person B in Canada"),domain=list(x=c(0.01,0.48),y=c(0.56,1)))fig<-fig%>%add_trace(type="funnelarea",scalegroup="second",values=c(510,480,440,330,220,100),textinfo="value",title=list(position="top left",text="Sales of Sale Person A in Canada"),domain=list(x=c(0.56,0.98),y=c(0,0.5)))fig<-fig%>%add_trace(type="funnelarea",scalegroup="second",values=c(360,250,240,130,120,60),textinfo="value",title=list(position="top left",text="Sales of Sale Person B in U.S."),domain=list(x=c(0.56,0.98),y=c(0.56,1)))fig<-fig%>%layout(margin=list(l=200,r=200),shapes=list(list(x0=0,x1=0.5,y0=0,y1=0.5),list(x0=0,x1=0.5,y0=0.55,y1=1),list(x0=0.55,x1=1,y0=0,y1=0.5),list(x0=0.55,x1=1,y0=0.55,y1=1)))fig

Reference

See https://plotly.com/r/reference/#funnel and https://plotly.com/r/reference/#funnelarea for more information and chart attribute options!

What About Dash?

Dash for R is an open-source framework for building analytical applications, with no Javascript required, and it is tightly integrated with the Plotly graphing library.

Learn about how to install Dash for R at https://dashr.plot.ly/installation.

Everywhere in this page that you see fig, you can display the same figure in a Dash for R application by passing it to the figure argument of the Graph component from the built-in dashCoreComponents package like this:

library(plotly)fig<-plot_ly()# fig <- fig %>% add_trace( ... )# fig <- fig %>% layout( ... ) library(dash)library(dashCoreComponents)library(dashHtmlComponents)app<-Dash$new()app$layout(htmlDiv(list(dccGraph(figure=fig))))app$run_server(debug=TRUE,dev_tools_hot_reload=FALSE)

URL: https://plotly.com/r/funnel-charts/

⇱ Funnel charts in R