# How to Create a Funnel Chart in Excel: Step-by-Step Guide

Creating a funnel chart in Excel is a straightforward process that helps visualize stages in a process, like sales or marketing funnels. To make one, you’ll need to organize your data in a specific format and then use Excel’s built-in charting tools to create the funnel shape. By following these steps, even beginners can make a professional-looking funnel chart.

## Step by Step Tutorial for Creating a Funnel Chart in Excel

Let’s break down the process of creating a funnel chart in Excel step by step. This will guide you from data preparation to finalizing your chart.

### Step 1: Prepare Your Data

First, organize your data into two columns: one for the stages and one for the values.

Make sure your data is straightforward. For example, you might have columns labeled "Stage" and "Value" with rows like "Awareness," "Interest," "Decision," and "Purchase." This format helps Excel understand what you’re trying to chart.

### Step 2: Select Your Data

Next, highlight the data you’ve prepared.

Click and drag to select both your "Stage" and "Value" columns. This tells Excel exactly which information you want to include in your funnel chart.

### Step 3: Insert a Bar Chart

Navigate to the "Insert" tab and choose the bar chart option.

In the "Charts" group, click the "Insert Bar Chart" icon. Yes, we’re starting with a bar chart, but don’t worryâ€”this will turn into a funnel chart soon enough.

### Step 4: Switch Rows and Columns

Now, switch the rows and columns of your chart.

After inserting your bar chart, click on it. Then, go to the "Chart Design" tab and click "Switch Row/Column." This step aligns the bars to stack on top of each other, mimicking a funnel shape.

### Step 5: Sort Your Data in Descending Order

Ensure your data is sorted from largest to smallest.

A funnel chart typically shows stages from broadest to narrowest. Sorting your data helps maintain this logical flow. If your data isn’t sorted, right-click your data range, choose "Sort," and select "Sort Largest to Smallest."

### Step 6: Format the Chart

Format your chart to make it look like a funnel.

Right-click on the bars of your chart and choose "Format Data Series." Adjust the gap width and series overlap to create the funnel shape. You can also change the colors to match your preferences.

Click on the chart, go to the "Chart Elements" button, and check the "Data Labels" option. This adds the stage names and values directly onto the bars, making your funnel easy to read.

After completing these steps, you’ll have a clear and professional funnel chart in Excel!

## Tips for Creating a Funnel Chart in Excel

• Use Consistent Colors: Consistency in color helps to make your chart easier to read and more professional.
• Adjust Series Overlap: Fine-tuning the series overlap can make your funnel chart more visually appealing.
• Double-Check Data Order: Ensure your data is ordered from largest to smallest before creating the chart.
• Label Clearly: Clear labels make it easier for others to understand your chart at a glance.
• Use Chart Titles: Adding a meaningful title can provide context to your funnel chart.

### What is a funnel chart used for?

A funnel chart is typically used to visualize stages in a process, showing how data diminishes as it moves through each stage. It’s often used in sales or marketing.

### Can I create a funnel chart in older versions of Excel?

Yes, but the steps may vary slightly. The process is more straightforward in Excel 2016 and later versions.

### How do I change the colors of the bars in my funnel chart?

Right-click on a bar, select "Format Data Series," and then choose the "Fill" option to change colors.

### Can I add a legend to my funnel chart?

Yes, you can add a legend by clicking the "Chart Elements" button and selecting "Legend."

### What should I do if my chart doesn’t look like a funnel?

Check the data order and make sure it’s sorted from largest to smallest. Also, adjust the gap width and series overlap settings.

## Summary

3. Insert a bar chart.
4. Switch rows and columns.
5. Sort data in descending order.
6. Format the chart.