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How to create a chart using Excel’s new Funnel Chart feature

Posted by Roger Hyttinen on

Excel Funnel Chart image

One of the recent features of Excel 2016 is the ability to create Funnel Charts, which allow you to display values across multiple stages of a process. You’ll often see Funnel Charts used to represent the stages of a sales process, displaying the amount of potential revenue for each stage. It also works well to simply present sales data, which can sometimes help to pinpoint problem areas or underperforming areas.

Typically, data is presented in descending order so that the chart represents a “funnel”.

To Create a Funnel Chart

  1. Select that data for which you want to create a chart.
  2. Sort the data in descending order.
  3. With the data still selected, click the Insert tab on the Ribbon.
  4. Click the Waterfall or Stock chart icon on the Charts group of the Ribbon. 

  5. Click the thumbnail under the Funnel section.

    Funnel thumbnail
  6. To change the style of the Funnel chart, click the contextual Design tab (under Chart Tools) on the Ribbon and choose the style you want from the Chart Styles gallery.

Looking for more Excel tips? Check out our Excel 2016 guide entitled: Excel 2016:Up To Speed available as an ebook on Amazon, Kobo, and Apple iBooks

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