How to Export an Editable Funnel Chart to PowerPoint – Displayr Help

Displayr's visualization options contain a funnel chart type. However, this particular visualization can only be exported as an image. This article describes how to create a funnel chart that can be exported as an editable PowerPoint chart.

It contains the steps to go from the table like below:

to an editable funnel PowerPoint chart:

Requirements

A table containing data for a single brand for the Funnel chart. See Additional Notes below for how you can construct one.

Method

The method involves creating a stacked bar chart where filler data is paired with the My Brand funnel data. The two filler portions on each side of the actual funnel data are colored white so it appears the actual colored funnel portion is centered.

First, we will need to create a new table using R with the filler data calculated. From the toolbar or + the Report tree, go to Calculation > Custom Code.
Click on the Page to place the object.

Update and input the code below into Code panel:

# Replace table.output with the name of your table 
mytable = table.output
# calculate the difference to 100%
fill = (100 - mytable) / 2
#combine the columns and return the final table
final = cbind(fill, mytable, fill)
#make statistic of table % for percentage data labels in PPT
attr(final,"statistic")="%"
#return final table
final

Your output should look like the table on the right, with the middle row containing the source funnel data, and each row sums up to 100.

We will use this table as an input to the stacked bar chart. Select the Calculation table and go to Visualization > Bar > Stacked Bar.
Go to Properties >Chart > Legend > Legend > Hide.
Next, select Chart > Data Series > Color palette > Custom palette (color pickers).
Set the first and the third color to No fill. Set the second color to the color of your funnel.
OPTIONAL: To remove the axis labels, go to Chart > Values (X) Axis and deselect Show axis labels.
OPTIONAL: To remove the grid lines, go to Chart > Values (X) Axis > Grid Line Width and set the value to 0.
Go to Properties > Appearance > PowerPoint Export > Format and select Microsoft Chart.
To export the chart, go to Share > Export Report > PowerPoint.
Select Export Selected Page(s) from the dropdown and click Export.
Open the PowerPoint export and apply any other desired formatting changes to the chart (e.g., right-click on the colored bars and Add Data Labels).

Additional Notes

There are various ways of constructing a table with data for your funnel.

1. If you have variable sets for the different funnel levels with multiple brands, you can create a Brand Health Table visualization and modify the R code above to pull out the brand you want to plot (you can only plot one brand at a time). You would change the first two lines to:

# Replace Arnold's inside "" with the name of the brand
# You can also replace "Arnold's" entirely with Combo.box if needed
mytable = brand.health[,"Arnold's",drop=F]

2. If you are only interested in visualizing one brand, in the Data Sources tree, you can Duplicate the variables for that brand for the different funnel stages and Combine them into a Binary-Multi variable set. A table made from this variable set can be used as your table.output in the code.

How to Create a Brand Health Table

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