Dataskera

Pyramid Chart

The Pyramid Chart stacks stages from the widest to the narrowest, so a funnel reads as a shape. Visitors, signups, trials, customers: each band carries its stage and its value, and the step that loses the most is the one you see first.

Data Requirements

Your Tableau worksheet should include:

  • 1 Dimension for the Category encoding. One layer per value, for example Stage or Level.
  • 1 Measure for the Value encoding. Sets the width of each layer.

Add Pyramid Chart to your worksheet

First, download the manifest file. It tells Tableau where to load the extension from.

Download pyramidchart.trex

Direct link: https://dataskera.com/downloads/pyramidchart.trex

Then, in Tableau:

  1. On the Marks card, open the Mark type dropdown, and under Viz Extensions choose Add Extension.
  2. In the Add an Extension dialog, choose Access Local Viz Extensions, then open the pyramidchart.trex file you just downloaded.
  3. When Tableau asks, allow the extension to access the data in the workbook.
  4. The welcome screen appears. Sign in with your Dataskera account, or on Tableau Desktop choose Use on Desktop without an account. See Signing in & access below.
  5. Build the chart: drag a dimension onto Category and a measure onto Value.
Tableau Server or Cloud:
A site admin must allow the extension by adding its URL to the site's safe list, and the view needs the Download Summary Data permission. Extension URL: https://vizextension.dataskera.com/pyramidchart/pyramidchart.html

Signing in & access

Pyramid Chart is free. Whether you need to sign in depends only on what you are doing. Viewing a dashboard never asks for an account, and authoring is free too.

Viewing a dashboard
No account

People who only view a dashboard are never asked to sign in and are never blocked.

Editing on Tableau Desktop
Optional

Sign in, or continue without an account in a single click.

Editing on Server or Cloud
Free account

Sign in with your Dataskera account to author on the web.

No account yet? Create one free in under a minute. No credit card required.

Format panel

Open the Format panel from the extension menu to customize the chart. It is for the dashboard author and is not shown to viewers. It has four tabs:

  • General: tip at the top or at the bottom, layers sized by their value or all equal, sort order, overall width, the gap and border between layers, shading, labels inside or outside with a leader line, and values shown as a number, a share or both.
  • Color: a palette, a precise colour per category, and the overall opacity.
  • Legend: show or hide it, its position around the chart, an optional show/hide toggle for viewers, the colour swatch, and the content of each entry.
  • Tooltip: show or hide it, its colours, decimals, and a template you write yourself from the placeholders the chart provides.
Thin layers:
The last stages of a funnel are often too thin to hold their label. Rather than dropping the number, the label moves outside with a leader line pointing back to its layer.
Negative values:
A layer shows magnitude as width, so a negative value cannot be drawn. Negatives are left out but stay in the legend with their real value, and a notice on the chart reports how many were not drawn.