Formatting a Funnel widget

For an image of a Funnel widget and steps to add one to a document, see Defining a Funnel widget.

Refer to the following table for information on formatting various parts of the widget and the steps to format them. The steps can be performed in Flash Mode. They can also be performed in Interactive Mode if the widget has been defined to display as a widget in DHTML, and DHTML is enabled in Web. For instructions to determine how the widget is displayed, see Determining how a widget is rendered in non-Flash modes. For instructions to enable DHTML, see Enabling DHTML in MicroStrategy Web.

What to Format in the Widget

How to Format it

Determine if the series labels are displayed

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Funnel dialog box opens.

  2. Select or clear the Show Series labels check box.

    • The Show series labels option displays what each colored section represents, for example, a customer region like Northeast.

  3. Click OK to save the changes.

Determine if labels are displayed inside or outside the funnel

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Funnel dialog box opens.

  2. Select the Show Series labels check box.

  3. Select Outside or Inside from the Labels Position drop-down list.

  4. Click OK to save the changes.

Determine if the series values are displayed

 

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Funnel dialog box opens.

  2. Select or clear the Show Series values check box.

  3. Click OK to save the changes.

Determine if the series values are displayed inside or outside the funnel

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Funnel dialog box opens.

  2. Select the Show Series values check box.

  3. Select Outside or Inside from the Values Position drop-down list.

  4. Click OK to save the changes.

Enable legend resize

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Funnel dialog box opens.

  2. Select or clear the Resizable Legend Area check box.

    • Enabling legend resize allows a user to change the size of the legend area. If the widget has a lot of items on it, then a user might want to be able to expand the legend area so that he can read all of the text in the legend.

  3. Click OK to save the changes.

Determine the minimum height for Funnel layer

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Funnel dialog box opens.

  2. Enter the minimum height required in the Funnel Layer Minimum Height field.

    Note    : The size of the layers is representative and should not be considered to be a strict representation of the percent-to-total calculation of each layer.

  3. Click OK to save the changes.

 

Apply formatting inherited from the widget's Grid/Graph to the widget

The following formatting options can be inherited from the widget's Grid/Graph:

  •  

  • Font type and size options

  • Legend formatting, including legend position, legend background and border color, and font used to display items in the legend

  • Fill colors used to display areas in the funnel

  • Background and border color of the widget

  1. In Editable Mode, right-click the widget, then point to View Mode and select Graph View.

  2. From the Format menu, select Graph. The Format: Graph dialog box opens.

  3. From the Graph type drop-down list, select Funnel. Click Apply to apply your changes.

  4. Format the widget's Grid/Graph by selecting the appropriate options in the Format: Graph dialog box. For specific steps to format the widget's Grid/Graph, see the Advanced Reporting Guide.

  5. Click OK to return to the widget.

  6. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Funnel dialog box opens.

  7. Do one of the following:

    • To apply formatting from the widget's Grid/Graph, select the Inherit grid formatting check box.

    • To display the widget without inheriting formatting, clear the Inherit grid formatting check box.

  8. Click OK to save the changes.

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