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Progress Bar

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).