Progress Bar

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A progress bar provides a visual representation of a metric’s progress. It is typically used to show task completion, remaining workload, or estimated time needed. Progress bars are usually displayed as rectangular bars, conveying the ratio of completion to a target.

Below is an example of how to create a progress bar.

Example: Create a progress bar in the Orders worksheet to display the completion ratio of annual sales against the target

Data Scope: Filter records in the “Orders” worksheet where the "Signed Date" is within the current year

Value: Select the “Total Sales” field

Target Value: Set a static or dynamic value to compare against, making it easy to visualize the completion ratio

Chart Configuration

1. Create a New Chart

2. Define the Record Scope

Choose whether to analyze records from a specific view or from all records (default).

Apply a filter: “Signed Date” is within the current year.

You can add more conditions if needed.

3. Set Value Field

Select the “Total Sales“ field.

4. Set Target Value

Set the target manually or use a field from the worksheet as a dynamic reference.

Completion Ratio = Actual Value / Target Value × 100%

5. Choose Chart Style

You can display the chart as a horizontal progress bar, circular ring, or liquid fill chart.

Click “Save” to finalize the chart configuration.

Additional Styling Options

When using the progress bar style, you can only configure whether to display the value and target.

6. A: Data Label

Control whether values are displayed on the chart (enabled by default).

When values are shown, you can choose to display them as:

• Raw value
• Percentage
• Value/Target format

7. B: Layout

If multiple value metrics are selected, you can configure how many charts to display per row (maximum of 4 per row).