Funnel Chart Type & Calculation Options

With the data settings, the key settings used to display the Funnel chart can be modified.

Chart Type

The Funnel chart is set to proportion (PR) charts by default. There are other options available which use an assumed probability model to compute the 2 and 3-sigma limits. These three options are:

Display Name	Value
Indirectly Standardised (HSMR)	SR
Proportion	PR
Rate	RC

When using conditional formatting, set your values to one of SR, PR or RC to select the chart type. The default setting is Proportion (PR).

See the documentation on Chart Types for further details on each type.

OD Adjustment

The Overdispersion (OD) Adjustment dropdown allows for overdispersion to be toggled on or off for the funnel plot, or set to automatic which will only apply the overdispersion factor if it is detected. The three options are:

Display Name	Value
Automatic	auto
Yes	yes
No	no

When using conditional formatting, set your values to one of auto, yes or no. The default setting is No.

Multiplier

The multiplier affects the scale of the final value that is displayed in the SPC chart, with the default set to 1. This setting applies uniformly across all chart types, except for the p-chart which defaults to a multiplier of 100.

Decimals to Report

Sets the number of decimal places reported in the y-axis and tooltip. The number of decimal places in the y-axis can be overwritten by the Y-Axis Tick Settings.

Transformation

This settings affects the transformation that is applied to the y-axis, to be applied when the distribution of the points are not conforming to the underlying probability distribution. The four options are:

Display Name	Value
None	none
Natural Log (y+1)	ln
Log10 (y+1)	log10
Square-Root	sqrt

When using conditional formatting, set your values to an item in the Value column. The default setting is None.

Secondary Target

By default, the Funnel chart depicts a statistical centerline as set by the chart type. This allows for a comparison of where the groups compare to the overall centerline. However, there are applications where a target value may be appropriate to include as well. This can be set using this option.

All Settings

Data Settings

Setting	Description	Default	Values
Chart Type	Type of funnel plot: an indirectly standardised ratio of observed to expected, a proportion or a rate.	Proportion	• Indirectly Standardised (HSMR) (SR) • Proportion (PR) • Rate (RC)
OD Adjustment	Widens the limits for overdispersion. Yes adjusts for any estimated overdispersion; Auto only when a chi-squared test detects it.	No	• Auto (auto) • Yes (yes) • No (no)
Multiplier	Multiplies plotted values and limits, e.g. 1000 for a rate per 1,000.	1	Number, above 0
Decimals to Report:	Decimal places for values in tooltips, line labels and the y-axis, unless the y-axis sets its own.	2	Whole number from 0 to 20
Report as percentage	Yes multiplies by 100 and adds a % sign, replacing the multiplier. Automatic does this for proportion charts with a multiplier of 1 or 100. No never adds a % sign.	Automatic	• Automatic • Yes • No
Transformation	Scale for the plotted values and limits; any transformation turns off % labels.	None	• None (none) • Natural Log (y+1) (ln) • Log10 (y+1) (log10) • Square-Root (sqrt)
Show Group in Tooltip	Shows the group name in the tooltip.	On	On or Off
Group Tooltip Label	Name for the group in the tooltip.	Group	Text
Show Numerator in Tooltip	Shows the numerator in the tooltip, when one is supplied.	On	On or Off
Numerator Tooltip Label	Name for the numerator in the tooltip.	Numerator	Text
Show Denominator in Tooltip	Shows the denominator in the tooltip, when one is supplied.	On	On or Off
Denominator Tooltip Label	Name for the denominator in the tooltip.	Denominator	Text
Show Value in Tooltip	Shows the plotted value in the tooltip.	On	On or Off
Value Tooltip Label	Name for the plotted value in the tooltip; Automatic names it after the chart type.	Automatic	Text
Truncate Lower Limits at:	Limits below this plotted value are drawn at it, and points are flagged against them.	(blank)	Number
Truncate Upper Limits at:	Limits above this plotted value are drawn at it, and points are flagged against them.	(blank)	Number