Gauges

Overview

Gauges can be used to reflect up to two values and can be used, for instance, to see the performance of a measure compared to a target.

Adding Data

Data fields are bound to Gauges by dragging them to the Data Items Pane as an Actual, Target or a Series.

Additionally, Hidden Data Items can be used for additional configurations, such as filtering, without displaying the field on the Dashboard Item.

Working with Gauge Data

Each Dashboard Item has different requirements for the data you add to it.

As mentioned above, Gauges use Actuals, Targets (optional) and Series.

The aggregated value is compared to the target, and when using a target, the Gauge can also reflect a defined Delta.

Each Data Item can be formatted by hovering over the item and clicking the options icon (right aligned down arrow).

Consider the following example for viewing Employee Performance (or Utilization).

This would reflect a Gauge for each employee indicating their billable percentage in relation to the target. You’ll also see an indicator representing the Delta - the difference between the actual and the target.

Multiple Gauges

Gauge Dashboard Items allow you to build multiple gauges per dashboard item.

When filling the Actual and Target placeholders, you’ll notice a new set of empty placeholders appear. If applicable, drag and drop a new set of comparisons and the gauge will create a Value icon (stack seen in the upper-right hand corner of the dashboard item) which you can use to switch between gauges.

TIP: If you’ve added data but don’t see it reflected, click the Refresh button above the Field List in the Data Browser (left-hand pane of the designer).

Formatting

Data added to Gauges is automatically formatted based on the data type. That said, formats can be edited by clicking Options from the data item (Options Button- down arrow - becomes visible when hovering over the data field in the Data Items pane).

For instance, if using a percentage, you would likely need to change the format to type: Percent. Likewise, if using a date as your series, you may want to see that broken out in to quarters or months (etc.)

Numbers / Currency

To change the format for numbers or currency, hover over the data item in the Data Items pane and complete the following:

Date Values

Date Values have several display options, listed when clicking the Options button. To change display settings, hover over the data item in the Data Items pane and complete the following:

Gauge Scale

Gauge data is represent based on a gauge scale which can be auto-assigned or customized.

This can be configured by clicking the Gauge Options icon (gear to the right of the Actual/Target placeholders in the Data Items pane).

Scale Options include:

Delta

As mentioned above, Deltas represent the difference between the Actual and the Target used on the Gauge.

Deltas will reflect in the form of an indicator (whether the actual exceeds the target or not) and a number.

Deltas can be configured by clicking the Gauge Options icon (gear to the right of the Actual/Target placeholders in the Data Items pane).

Delta Options include:

Gauge Tools

Gauges feature a specific set of design and data tools, available from the toolbar (some options are also available by right-clicking the chart).

All toolbar items feature tool tips which explain (in short) the core functionality of the toolbar option.

Data Tab

The Data Tab includes several options for data shaping.

Design Tab

Gauges allow the following design options.