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Resolver III
Resolver III

Funnels in Power BI

Hi All,

 

Im not sure how to display that kind of information in power bi and if powerbi have relevent charts to that kind of information.

 

I have a data of users and 5 actions they can do in any order they want with the datetime they actually did that

it looks like

 

User | ActionA | ActionB | ActionC | Action D

111    26/8/18   25/8/18   22/8/18   21/8/18

112    21/8/18   22/8/18   24/8/18   23/8/18

...

 

I want to create a funnel chart that will show me the percents of users go from A to B to C to D

and from

A to B to D to C

A > C > B > D

and so on..

 

anyone have good advice?

or some other idea how i can display these usfull informaiton?

 

Google Analytics have butiful chart (I think it call snake chart) exactly to that kind of information but i want to create it in my organization dashboards

 

Thanks

1 ACCEPTED SOLUTION

Accepted Solutions
Highlighted
Microsoft
Microsoft

Re: Funnels in Power BI

Hi @Drors,

 

First, unpivot source table in Query Editor mode. And rename columns.

1.PNG2.PNG

 

In data view, add calculated columns in data table.

Rank =
RANKX (
    FILTER ( Dataset1, Dataset1[User] = EARLIER ( Dataset1[User] ) ),
    Dataset1[Date],
    ,
    ASC,
    DENSE
)

Action Order =
RIGHT (
    CALCULATE (
        LASTNONBLANK ( Dataset1[Action Type], 1 ),
        FILTER ( ALLEXCEPT ( Dataset1, Dataset1[User] ), [Rank] = 1 )
    ),
    1
)
    & "-"
    & RIGHT (
        CALCULATE (
            LASTNONBLANK ( Dataset1[Action Type], 1 ),
            FILTER ( ALLEXCEPT ( Dataset1, Dataset1[User] ), [Rank] = 2 )
        ),
        1
    )
    & "-"
    & RIGHT (
        CALCULATE (
            LASTNONBLANK ( Dataset1[Action Type], 1 ),
            FILTER ( ALLEXCEPT ( Dataset1, Dataset1[User] ), [Rank] = 3 )
        ),
        1
    )
    & "-"
    & RIGHT (
        CALCULATE (
            LASTNONBLANK ( Dataset1[Action Type], 1 ),
            FILTER ( ALLEXCEPT ( Dataset1, Dataset1[User] ), [Rank] = 4 )
        ),
        1
    )

3.PNG

 

New a calculated table.

Table_1 =
ADDCOLUMNS (
    FILTER (
        CROSSJOIN (
            CROSSJOIN (
                CROSSJOIN (
                    VALUES ( Dataset1[Action Type] ),
                    SELECTCOLUMNS ( VALUES ( Dataset1[Action Type] ), "ActionType2", [Action Type] )
                ),
                SELECTCOLUMNS ( VALUES ( Dataset1[Action Type] ), "ActionType3", [Action Type] )
            ),
            SELECTCOLUMNS ( VALUES ( Dataset1[Action Type] ), "ActionType4", [Action Type] )
        ),
        [Action Type] <> [ActionType2]
            && [Action Type] <> [ActionType3]
            && [Action Type] <> [ActionType4]
            && [ActionType2] <> [ActionType3]
            && [ActionType2] <> [ActionType4]
            && [ActionType3] <> [ActionType4]
    ),
    "Action Order", RIGHT ( [Action Type], 1 ) & "-"
        & RIGHT ( [ActionType2], 1 )
        & "-"
        & RIGHT ( [ActionType3], 1 )
        & "-"
        & RIGHT ( [ActionType4], 1 )
)

4.PNG

 

Establish a one to many relationship between above two tables.

5.PNG

 

Place 'Table_1'[Action Order] and 'Dataset1'[User] into Funnel chart.

6.PNG

 

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
Highlighted
Microsoft
Microsoft

Re: Funnels in Power BI

Hi @Drors,

 

First, unpivot source table in Query Editor mode. And rename columns.

1.PNG2.PNG

 

In data view, add calculated columns in data table.

Rank =
RANKX (
    FILTER ( Dataset1, Dataset1[User] = EARLIER ( Dataset1[User] ) ),
    Dataset1[Date],
    ,
    ASC,
    DENSE
)

Action Order =
RIGHT (
    CALCULATE (
        LASTNONBLANK ( Dataset1[Action Type], 1 ),
        FILTER ( ALLEXCEPT ( Dataset1, Dataset1[User] ), [Rank] = 1 )
    ),
    1
)
    & "-"
    & RIGHT (
        CALCULATE (
            LASTNONBLANK ( Dataset1[Action Type], 1 ),
            FILTER ( ALLEXCEPT ( Dataset1, Dataset1[User] ), [Rank] = 2 )
        ),
        1
    )
    & "-"
    & RIGHT (
        CALCULATE (
            LASTNONBLANK ( Dataset1[Action Type], 1 ),
            FILTER ( ALLEXCEPT ( Dataset1, Dataset1[User] ), [Rank] = 3 )
        ),
        1
    )
    & "-"
    & RIGHT (
        CALCULATE (
            LASTNONBLANK ( Dataset1[Action Type], 1 ),
            FILTER ( ALLEXCEPT ( Dataset1, Dataset1[User] ), [Rank] = 4 )
        ),
        1
    )

3.PNG

 

New a calculated table.

Table_1 =
ADDCOLUMNS (
    FILTER (
        CROSSJOIN (
            CROSSJOIN (
                CROSSJOIN (
                    VALUES ( Dataset1[Action Type] ),
                    SELECTCOLUMNS ( VALUES ( Dataset1[Action Type] ), "ActionType2", [Action Type] )
                ),
                SELECTCOLUMNS ( VALUES ( Dataset1[Action Type] ), "ActionType3", [Action Type] )
            ),
            SELECTCOLUMNS ( VALUES ( Dataset1[Action Type] ), "ActionType4", [Action Type] )
        ),
        [Action Type] <> [ActionType2]
            && [Action Type] <> [ActionType3]
            && [Action Type] <> [ActionType4]
            && [ActionType2] <> [ActionType3]
            && [ActionType2] <> [ActionType4]
            && [ActionType3] <> [ActionType4]
    ),
    "Action Order", RIGHT ( [Action Type], 1 ) & "-"
        & RIGHT ( [ActionType2], 1 )
        & "-"
        & RIGHT ( [ActionType3], 1 )
        & "-"
        & RIGHT ( [ActionType4], 1 )
)

4.PNG

 

Establish a one to many relationship between above two tables.

5.PNG

 

Place 'Table_1'[Action Order] and 'Dataset1'[User] into Funnel chart.

6.PNG

 

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

Highlighted
Resolver III
Resolver III

Re: Funnels in Power BI

@v-yulgu-msft

Wow its looks amaizing, thank you.

 

I have another question about that, If some of my clients just made 3 actions out of 4, for example

A>B>C  (didnt do D)

and I want to see the discrepencies ( in order to know which action is more complicate and the users dont want to do it)

what do you recommend me to do?

Highlighted
Microsoft
Microsoft

Re: Funnels in Power BI

Hi @Drors,

 

It looks like this is a new requirement different from the original post, right? If so, I would suggest you create a new thread on forum so that more community members can see it and provide advice. Please remember to post dummy data and desired result.

 

By the way, if my above advice is helpful to your scenario, would you please kindly mark it as an answer?

 

Thanks,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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