Add a funnel chart

You can add to a dashboard a funnel chart widget based on any inquiry window of Visma Net.

## Open the Add widget dialog box 1. On the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the list of widgets, click **Chart**, and then click **Next** to open the **Widget properties** dialog box.

Specify the settings that are common for all chart types as follows

1. In the **Inquiry screen** field, select the inquiry window that should provide the source data for the widget. 1. Optional: Click **Inquiry parameters** to change the default parameters for the selected inquiry. 1. Optional: In the **Shared filter to apply** field, select the shared filter that should be used to filter the data shown in the widget. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Configure** to open the **Chart settings** dialog box.

1. In the Chart type field, select Funnel.
2. Optional: In the Legend position field, change the location of the legend on the widget.

In the Categories section, do the following

1. In the Legend field, select a column from the source window to be displayed as individual slices in the funnel.

1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format.

In the Values section, do the following

1. In the Value field, select the column from the source window to provide the values for the categories.
2. In the Aggregation field, select the aggregate function to be applied to the field selected in the Value field.
3. In the Format field, specify the format of the numeric and date fields if it should differ from the original format.
4. Click OK to save your changes and close the Chart settings dialog box.
5. In the Widget properties dialog box, click Finish to add the chart to the dashboard.

Parent topic: Configure dashboards - overview