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How to Create a Funnel Chart in Excel (Sales funnel based on Excel data)
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Excel Charts - How to Create a Funnel Chart in Excel (Sales funnel based on Excel data)

5.0 (2)
14 learners

What you'll learn

This course includes

  • 9 hours of video
  • Certificate of completion
  • Access on mobile and TV

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🔥 Create charts that wow your audience. Learn the secrets now—start today! 👉 https://link.xelplus.com/yt-g-funnel-charts-course Tired of Excel Funnel Charts that don't actually look like funnels? This 6-minute tutorial reveals how to move beyond the "Basic" built-in options to create professional, high-end visuals for your sales pipeline. ⬇️ Download the workbook here: https://pages.xelplus.com/sales-funnel-file Which Method is Best?] - Native Chart: Best for quick reports in Excel 365 or 2019. It’s fast and dynamic but lacks the classic "tapered" funnel shape. - Shape Overlay (Pro): Uses SmartArt and a clever "Picture-Fill" technique to map custom-colored shapes directly onto your data bars for a polished, presentation-ready look. What You’ll Master: - SmartArt Transformation: Learn to convert an Inverted Pyramid into a shape object that syncs with your data. - Clipboard Pasting: The "secret" way to apply shapes so they stay inside the chart layer rather than floating on top. - Dynamic Updating: Ensure your custom funnel still responds to data changes automatically. 🎓 500,000+ professionals trust our courses—start your journey here 👉 https://link.xelplus.com/yt-d-all-courses 00:00 Introduction: The problem with standard data visuals 01:29 Method 1: Inserting the native Excel Funnel Chart (Easy Way) 02:38 Method 2: The "Pro" Trick using Inverted Pyramid SmartArt 03:21 Converting SmartArt into custom shapes and colors 04:10 The Picture-Fill Trick: Applying custom shapes to data points 05:18 Final Touches: Removing borders and setting Gap Width to 0% 06:05 Summary and dynamic data test In this tutorial I show you how you can tweak the existing funnel chart to make it look more like a funnel. I do this with the help of Smart-art in Excel. I use the Pyramid Smartart, adjust it to fit the number of categories needed for the funnel and then convert the Smartart to a shape. Watch the video to see how you can copy these shapes into the chart and adjust the look of the funnel. 🌍 My Online Excel Courses ► https://www.xelplus.com/courses/ ★ Links to related videos: ★ Excel charts and graphs playlist: https://www.youtube.com/playlist?list=PLmHVyfmcRKyyEj7oQkCf7TL9yQQWXbGOQ Excel Info-graphics: https://www.youtube.com/playlist?list=PLmHVyfmcRKyw08u-MZm4ROnB3J0gRlsop ➡️ Join this channel to get access to perks: https://www.youtube.com/channel/UCJtUOos_MwJa_Ewii-R3cJA/join 👕☕ Get the Official XelPlus MERCH: https://xelplus.creator-spring.com/ 🎓 Not sure which of my Excel courses fits best for you? Take the quiz: https://www.xelplus.com/course-quiz/ 🎥 RESOURCES I recommend: https://www.xelplus.com/resources/ 🚩Let’s connect on social: Instagram: https://www.instagram.com/lgharani LinkedIn: https://www.linkedin.com/company/xelplus This description contains affiliate links, which means at no additional cost to you, we will receive a small commission if you make a purchase using the links. This helps support the channel and allows us to continue to make videos like this. Thank you for your support! #excel

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