readme.md

Funnel Chart

Funnel charts are useful for conversion events or cohort analysis, such as sales cycles.

Files

The following scripts are used in this chapter:

• simple_funnel.py
• stack_funnel.py
• simple_funnelarea.py

Pacakges Needed

This chapter requires the following packages for the scripts used:

• Pandas
• Plotly

Data Used

This chapter may use the following data from the Data folder:

• ecom_funnel.csv

Syntax

Data

Data is a list to store either go.Funnel() or go.Funnelarea(). The difference... Please note that x accepts facts or numerics values, while y accepts attribute values or categorical values. Swapping x and y will lead to unexpected behaviour!

go.Funnel()

go.Funnel() has the following parameters:

• x: The numeric value of the attribute
• y: A categorical value
• name: Category, which will be used for identifying the stacked funnel
• marker: Setting for the funnel bar
  • color: The colour of the area of each attribute
  • line: The setting for the line
    • width
    • line
  • connector: The setting for the connector between each funnel bar
    • line
      • color
      • dash
• textposition: Text position for y, it can be:
  • inside
  • outside
  • auto
  • none
• textinfo: Determines which trace information appear on the graph, it can be:
  • text
  • value
  • current path
  • percent root
  • percent entry
  • percent parent
  • Or any combination of them, simply put a + sign between the values above without white space in between
• hoverinfo: What information to be displayed when user hover over the coloured area, all the options are:
  • percent
  • label+percent
  • label
  • name

go.Funnelarea()

Note: go.Funnelarea() uses value and text! Instead of x and y

go.Funnelarea() has the following parameters:

• value: The numeric value of the attribute
• text: A categorical value (Shown on funnel bars)
• labels: Categorical values (Shown on legend)
• marker: Setting for the funnel bar
  • color: The colour of the area of each attribute
  • pattern: Setting on how to fill the funnel bars, such as full filled or striped filled
  • line: The setting for the line
    • width
    • line
  • connector: The setting for the connector between each funnel bar
    • line
      • color
      • dash
• textposition: Text position for y, it can be:
  • inside
  • outside
  • auto
  • none
• textinfo: Determines which trace information appear on the graph, it can be:
  • text
  • value
  • current path
  • percent root
  • percent entry
  • percent parent
  • Or any combination of them, simply put a + sign between the values above without white space in between
• hoverinfo: What information to be displayed when user hover over the coloured area, all the options are:
  • percent
  • label+percent
  • label
  • name

Example 1 - Simple Funnel Chart

fig = go.Figure(go.Funnel(
    y = df['stage'],
    x = df['count'])
)

Example 2 - Stacked Funnel Chart

data = []
for shop in df['shop'].unique():
	df_temp = df[df['shop']==shop]
	data.append(go.Funnel(
		name = shop,
	    y = df_temp['stage'],
	    x = df_temp['count'])
	)

Example 3 - Simple Funnel Area

Use text if you want attribute and values on funnel bars.

fig = go.Figure(go.Funnelarea(
    text = df['stage'], # Text displayed on funnel bars
    values = df['count'])
)

Use labels if you do not want attribute on funnel bars, but on legned. The values will still stated on funnel bars unless you turn it off.

fig = go.Figure(go.Funnelarea(
    labels = df['stage'], # Text displayed only in legend
    values = df['count'])
)

Reference

Plotly Documentation Funnel Charts