Calculation field for custom funnel

Question & Answer
1

Hi, I would like to create a custom funnel using a calc.

I have 4 custom steps that I added, each being a dimension:
Step 1
Step 2
Step 3
Step 4

I would like to use these dimensions now in a funnel (without having to resort to the built-in visual).
Essentially, I am just looking to see a bar chart, with step 1 being the largest cumulative value, and then the other stages decrease in value across the x-axis.

Is that possible? Thanks in advance as always.

PS. I tried creating the following calc, but it’s not giving me the output I am looking for.

ifelse(
            {stage 1}='step 1',1,
            {stage 2}='step 2',2,
            {stage 3}='step 3',3,
            {stage 4}='step 4',4,
            0
)```

Example Data:

customer ID stage count rank
1 stage 1 1 1
2 stage 1 1 1
3 stage 2 1 2
4 stage 3 1 3
5 stage 2 1 2
6 stage 1 1 1
7 stage 1 1 1
8 stage 2 1 2
9 stage 3 1 3
10 stage 4 1 4

So stage 1 will total 4
stage 2 will total 3
stage 3 will total 2
and stage 4 will total 1

2

Hey fuse_r,

Not sure if I understand your use case correctly, but I will try to answer it.

Steps:

  1. Create a new calculated field Step:
Step = ifelse(
    {stage} = "stage 1", "Step 1",
    {stage = "stage 2", "Step 2",
    {stage = "stage 3", "Step 3",
    {stage = "stage 4", "Step 4",
    "Step 0"
)
  1. Use the Step directly in Vertical bar chart and Funnel Chart

image (1)
image (1)2718×610 31.9 KB

Hope this can help.