漏斗圖 (教學課程)Funnel charts (Tutorial)

漏斗圖幫您將有循序連接階段的線性程序視覺化。A funnel chart helps you visualize a linear process that has sequential connected stages. 例如,銷售漏斗圖透過以下階段追蹤客戶:潛在客戶 > 合格的潛在客戶 > 期望 > 合約 > 結案。For example, a sales funnel that tracks customers through stages: Lead > Qualified Lead > Prospect > Contract > Close. 漏斗圖的圖形一看就能表達出您追蹤中程序的健全狀況。At a glance, the shape of the funnel conveys the health of the process you're tracking.

漏斗圖的每個階段代表總數中所佔的百分比。Each funnel stage represents a percentage of the total. 因此,在大部分情況下,漏斗圖形狀像漏斗 -- 第一階段最大,然後每個後續階段比前一階段小。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. 梨狀的漏斗圖也很實用,能識別出程序中的問題。A pear-shaped funnel is also useful -- it can identify a problem in the process. 但通常第一階段,也就是「引入」階段佔最大部分。But typically, the first stage, the "intake" stage, is the largest.

使用漏斗圖的時機When to use a funnel chart

漏斗圖極適合:Funnel charts are a great choice:

  • 當資料具有循序性,並至少通過 4 個以上的階段時。when the data is sequential and moves through at least 4 stages.
  • 當第一階段「項目」數目預期大於最後階段的數目時。when the number of "items" in the first stage is expected to be greater than the number in the final stage.
  • 當您要分階段計算潛在項目 (營收/銷售額/成交量/等等) 時。to calculate potential (revenue/sales/deals/etc.) by stages.
  • 當您要計算及追蹤轉換率和留客率時。to calculate and track conversion and retention rates.
  • 當您要顯示線性程序中的瓶頸時。to reveal bottlenecks in a linear process.
  • 當您要追蹤購物車的工作流程時。to track a shopping cart workflow.
  • 當您要追蹤點選連結廣告/行銷活動的進度及成功與否時。to track the progress and success of click-through advertising/marketing campaigns.

使用漏斗圖Working with funnel charts

漏斗圖:Funnel charts:

  • 可以從報表及問與答釘選。Can be pinned from reports and from Q&A.
  • 可以進行排序。Can be sorted.
  • 支援多個圖表。Support multiples.
  • 可以在相同報表頁面上,藉由其他視覺效果反白顯示及交叉篩選。Can be highlighted and cross-filtered by other visualizations on the same report page.
  • 可以在相同報表頁面上,用於反白顯示及交叉篩選其他視覺效果。Can be used to highlight and cross-filter other visualizations on the same report page.

建立基本漏斗圖Create a basic funnel chart

觀賞這段影片,了解 Will 如何使用銷售與行銷範例來建立漏斗圖。Watch this video to see Will create a Funnel chart using the Sales and Marketing sample.

現在建立您自己的漏斗圖,其中可顯示每個銷售階段中擁有的商機數。Now create your own funnel chart that shows the number of opportunities we have in each of our sales stages.

這些指示會使用商機分析範例。These instructions use the Opportunity Analysis Sample. 若要跟著做,請針對 Power BI 服務 (app.powerbi.com) 或 Power BI Desktop 下載範例To follow along, download the sample for Power BI service (app.powerbi.com) or Power BI Desktop.

  1. 空白報告頁面開始,選取 [SalesStage] > [銷售階段] 欄位。Start on a blank report page and select the SalesStage > Sales Stage field. 如果您使用 Power BI 服務,請務必在編輯檢視中開啟報告。If you're using Power BI service, make sure you open the report in Editing View.

  2. 將圖表轉換成漏斗圖。Convert the chart to a funnel. 請注意,[銷售階段] 良好地位於 [群組] 井中。Notice that Sales Stage is in the Group well.
  3. 從 [欄位] 窗格,選取 [事實] > [商機計數]。From the Fields pane, select Fact > Opportunity Count.

  4. 暫留在列上會顯示豐富的資訊。Hovering over a bar displays a wealth of information.

    • 階段名稱The name of the stage
    • 此階段目前商機數Number of opportunities currently in this stage
    • 整體轉換率 (潛在客戶 %)Overall conversion rate (% of Lead)
    • 至下一階段 (也稱為下滑率),是前一階段的 % (在本案例中是提案階段/解決方案階段)Stage-to-stage (aka Drop Rate) which is the % of the previous stage (in this case, Proposal Stage/Solution Stage)

  5. 將漏斗圖加入為儀表板磚Add the Funnel as a dashboard tile.
  6. 儲存報表Save the report.

反白顯示和交叉篩選Highlighting and cross-filtering

如需使用 [篩選] 窗格的資訊,請參閱將篩選加入報表For information about using the Filters pane, see Add a filter to a report.

在漏斗圖中反白顯示列,會篩選報表頁面上的其他視覺效果,反之亦然。Highlighting a bar in a funnel cross-filters the other visualizations on the report page... and vice versa. 如果要跟著做,請將其他一些視覺效果加入包含漏斗圖的報表頁面中。To follow along, add a few more visuals to the report page that contains the funnel chart.

  1. 在漏斗圖中選取 [提案] 列。On the funnel, select the Proposal bar. 這會交叉醒目提示頁面上的其他視覺效果。This cross-highlights the other visualizations on the page. 使用 CTRL 進行多重選取。Use CTRL to multi-select.

  2. 若要設定視覺效果互相交叉醒目提示及交叉篩選之方式的喜好設定,請參閱在 Power BI 中與視覺效果互動To set preferences for how visuals cross-highlight and cross-filter each other, see Visual interactions in Power BI

在問與答中建立漏斗圖Create a funnel chart in Q&A

開啟 [商機分析範例] 儀表板,或任何從 [商機分析範例] 資料集釘選了至少一個視覺效果的儀表板。Open the Opportunity Analysis Sample dashboard, or any other dashboard that has at least one visualization pinned from the Opportunity Analysis Sample dataset. 當您在問與答中輸入問題時,Power BI 從所有與所選的儀表板 (具有釘選圖格) 相關聯的資料集搜尋解答。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. 如需詳細資訊,請參閱 Power BI - 基本概念For more information see, Power BI - basic concepts.

  1. 在 [商機分析範例] 儀表板上,開始在 [問與答] 問題方塊中輸入您的問題。On the Opportunity Analysis Sample dashboard, begin typing your question in the Q&A question box.

  2. 請務必加入「做為漏斗圖」讓 Power BI 知道您偏好哪一種視覺效果。Be sure to add "as funnel" so Power BI knows which visualization type you'd prefer.

後續步驟Next steps

Power BI 中的視覺效果類型Visualization types in Power BI

將視覺效果釘選至儀表板Pin a visualization to a dashboard

Power BI - 基本概念Power BI - Basic Concepts

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