漏斗图(教程)Funnel charts (Tutorial)

漏斗图可帮助你可视化具有顺序连接的阶段的线性流程。A funnel chart helps you visualize a linear process that has sequential connected stages. 例如,销售漏斗图可跟踪各个阶段的客户:潜在客户 > 合格的潜在客户 > 预期客户 > 已签订合同的客户 > 已成交客户。For example, a sales funnel that tracks customers through stages: Lead > Qualified Lead > Prospect > Contract > Close. 你可以一眼看出漏斗形状传达了你跟踪的流程的健康状况。At a glance, the shape of the funnel conveys the health of the process you're tracking.

漏斗图的每个阶段代表总数的百分比。Each funnel stage represents a percentage of the total. 因此,在大多数情况下,漏斗图的形状类似于一个漏斗 -- 第一阶段为最大值,每个后一阶段的值都小于其前一阶段的值。So, in most cases, a funnel chart is shaped like a funnel -- with the first stage being the largest, and each subsequent stage smaller than its predecessor. 梨形漏斗图也很有用 -- 它可以识别流程中的问题。A pear-shaped funnel is also useful -- it can identify a problem in the process. 但是通常第一阶段,“进入”阶段为最大值。But typically, the first stage, the "intake" stage, is the largest.

何时使用漏斗图When to use a funnel chart

漏斗图适用情况:Funnel charts are a great choice:

  • 数据是有序的,经过至少 4 个阶段。when the data is sequential and moves through at least 4 stages.
  • 第一阶段“项目”数量预期大于最后一个阶段的数量。when the number of "items" in the first stage is expected to be greater than the number in the final stage.
  • 要按阶段计算可能的值(收入/销售额/交易/等等)。to calculate potential (revenue/sales/deals/etc.) by stages.
  • 要计算并跟踪转化率和保留率。to calculate and track conversion and retention rates.
  • 要揭示线性流程中的瓶颈。to reveal bottlenecks in a linear process.
  • 要跟踪购物车工作流。to track a shopping cart workflow.
  • 要跟踪点击广告/市场营销活动的进度和成功率。to track the progress and success of click-through advertising/marketing campaigns.

使用漏斗图Working with funnel charts

漏斗图:Funnel charts:

  • 可以从报表和问答中固定。Can be pinned from reports and from Q&A.
  • 可以进行排序。Can be sorted.
  • 支持多个漏斗图。Support multiples.
  • 可以由相同报表页上的其他可视化效果来突出显示和交叉筛选。Can be highlighted and cross-filtered by other visualizations on the same report page.
  • 可以用来突出显示和交叉筛选相同报表页上的其他可视化效果。Can be used to highlight and cross-filter other visualizations on the same report page.

创建基本漏斗图Create a basic funnel chart

观看这段视频了解如何使用销售和市场营销示例创建漏斗图。Watch this video to see Will create a Funnel chart using the Sales and Marketing sample.

现在让我们创建自己的漏斗图,该图用于显示在每个销售阶段我们所拥有的机会数。Now create your own funnel chart that shows the number of opportunities we have in each of our sales stages.

以下说明使用机会分析示例。These instructions use the Opportunity Analysis Sample. 若要继续学习,请下载适用于 Power BI 服务 (app.powerbi.com) 或 Power BI Desktop 的示例。To follow along, download the sample for Power BI service (app.powerbi.com) or Power BI Desktop.

  1. 空白报表页开始,选择“SalesStage”>“销售阶段”字段。Start on a blank report page and select the SalesStage > Sales Stage field. 如果使用的是 Power BI 服务,请确保在 “编辑视图” 中打开报表。If you're using Power BI service, make sure you open the report in Editing View.

  2. 将图表转换漏斗图。Convert the chart to a funnel. 请注意,销售阶段位于框中。Notice that Sales Stage is in the Group well.
  3. 字段窗格中选择事实 > 机会计数From the Fields pane, select Fact > Opportunity Count.

  4. 将鼠标悬停在条形图上可显示大量的信息。Hovering over a bar displays a wealth of information.

    • 阶段的名称The name of the stage
    • 当前在此阶段的机会数Number of opportunities currently in this stage
    • 总体转化率(潜在客户的百分比)Overall conversion rate (% of Lead)
    • 一个阶段到另一个阶段的转化率(又称丢弃率)是指占上一阶段的百分比(在该例中为建议阶段/解决方案阶段)Stage-to-stage (aka Drop Rate) which is the % of the previous stage (in this case, Proposal Stage/Solution Stage)

  5. 将漏斗图添加为仪表板磁贴Add the Funnel as a dashboard tile.
  6. 保存报表Save the report.

突出显示和交叉筛选Highlighting and cross-filtering

有关使用筛选器窗格的信息,请参阅向报表添加筛选器For information about using the Filters pane, see Add a filter to a report.

突出显示漏斗图中的某个条可交叉筛选报表页上的其他可视化效果,反之亦然。Highlighting a bar in a funnel cross-filters the other visualizations on the report page... and vice versa. 若要遵循此示例,请向包含漏斗图的报告页中再添加几个视觉对象。To follow along, add a few more visuals to the report page that contains the funnel chart.

  1. 在漏斗图中,选择“建议”条。On the funnel, select the Proposal bar. 这样可以交叉突出显示页面上的其他可视化效果。This cross-highlights the other visualizations on the page. 使用 CTRL 键可选择多个。Use CTRL to multi-select.

  2. 若要设置视觉对象如何相互交叉突出显示和交叉筛选的首选项,请参阅 Visual interactions in Power BI(Power BI 中的可视化交互)To set preferences for how visuals cross-highlight and cross-filter each other, see Visual interactions in Power BI

在问答中创建漏斗图Create a funnel chart in Q&A

打开“机会分析示例”仪表板,或者至少包含一个从“机会分析示例”数据集固定的可视化对象的任何其他仪表板。Open the Opportunity Analysis Sample dashboard, or any other dashboard that has at least one visualization pinned from the Opportunity Analysis Sample dataset. 在问答中键入一个问题时,Power BI 将在与所选仪表板关联(具有固定到所选仪表板的磁贴)的所有数据集中搜索答案。When you type a question in Q&A, Power BI searches for answers in all the datasets that are associated with (have tiles pinned to) the selected dashboard. 有关详细信息,请参阅 Power BI - basic concepts(Power BI - 基本概念)For more information see, Power BI - basic concepts.

  1. 在“机会分析示例”仪表板中,开始在“问答”问题框中键入问题。On the Opportunity Analysis Sample dashboard, begin typing your question in the Q&A question box.

  2. 请务必将其添加为“漏斗”,以便 Power BI 知道你希望使用哪个可视化效果类型。Be sure to add "as funnel" so Power BI knows which visualization type you'd prefer.

后续步骤Next steps

Power BI 中的可视化效果类型Visualization types in Power BI

将可视化效果固定到仪表板Pin a visualization to a dashboard

Power BI - 基本概念Power BI - Basic Concepts

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