Tableau Tips - Sales Conversion Funnel

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  • Опубліковано 14 гру 2024

КОМЕНТАРІ • 15

  • @luthfimahendra5081
    @luthfimahendra5081 8 місяців тому +2

    This is the exact chart I want to build, I just couldn't figure out how to do it. Thank you !!!

    • @amroelnour
      @amroelnour  8 місяців тому +1

      Glad I could help!

    • @luthfimahendra5081
      @luthfimahendra5081 8 місяців тому

      @@amroelnour can you please explain what the function MIN(1) do?

    • @amroelnour
      @amroelnour  8 місяців тому

      @@luthfimahendra5081 it basically place the chart in the axis and by using min 1 we ensure it always stays in the middle. It doesn’t have to be min1 i just used it for simplicity. Hope this helps

  • @SebastianKlemets
    @SebastianKlemets 2 місяці тому

    You are an absolute life saviour! Amazing stuff, can't believe there isn't an easy built in way to make funnel charts in Tableau, but your video made it a breeze!!

    • @amroelnour
      @amroelnour  2 місяці тому

      Thank you. I’m so glad it helped

  • @popo-ve1zr
    @popo-ve1zr 5 місяців тому +1

    Awesome bro, total simple, clear and useful! Thanks a lot.

    • @amroelnour
      @amroelnour  5 місяців тому

      Glad it helped! 🙏

  • @fadhlibaihaqi2435
    @fadhlibaihaqi2435 Рік тому

    Simple and clear sir! 👌

  • @AbhijeetLohar-q7j
    @AbhijeetLohar-q7j Рік тому

    Wow, Thanks a lot , this really helped me❤

  • @annguyenhoangkhanh2080
    @annguyenhoangkhanh2080 Рік тому

    The video is so good Amro

  • @burrrrr9452
    @burrrrr9452 3 місяці тому

    how can i in general get the date dimension in this funnel chart to be able to analysis the funnel in certain time frames ?

    • @amroelnour
      @amroelnour  3 місяці тому

      You can use the date as a filter normally and it will work as in any other visual

  • @burrrrr9452
    @burrrrr9452 3 місяці тому

    what if i want to add the option to filter for the dates (f.e. quarter). I have a date value for each of the stages. (Date entered Stage Discovery, Demo, MAP, Negortiation, Commit). How can i get the conversion rates to filter correctly, when i filter for two data fields attached. Lets say, the conversion rate disco to demo is: SUM(Date entered Stage Demo)/SUM(Date entered Stage Discovery) so when the filter for each one of this date fields is applied, it makes my conversion rates wrong. anyone has help?

    • @amroelnour
      @amroelnour  3 місяці тому +1

      You can send me a sample excel or csv file here amro_elsiddig@live.com