Gauge charts are frequently used to compare one variable, usually to its ideal comparative range. They prove to be visually powerful and yet simple ways of displaying data. Common uses may include; looking at hours of work done against a total, profit vs. a target or even time taken during an activity compared to an ideal target range.
Configuration of the above example:
To generate a Gauge Chart, you first need to be in the 'Reports' section where you will then be able to click 'Add Report' in at least one of the highlighted locations below.
By clicking the button it should bring you onto a report selection page where you are shown various reports and some information about them. To choose a 'Gauge Chart' find the card containing the 'Gauge' chart then click on 'Create'. Alternatively, you can find it by searching and selecting 'Gauge' on 'Filter Types'.
Consequently, this presents you with the Report configuration options below:
Title: The title is the reference to the Report that will appear in the App for the users. It will appear in the left pane menu for the and also in the breadcrumb (header bar) at the top of the page which tells the user where they are on the site.
Sub Title: The subtitle is a banner that appears at the top of the screen beneath the title that allows you to give a short description the report, this can be useful for keys and user audience.
Identifier: This should reflect the label. The identifier is a system ID for referencing a Report. This ID must be unique per Report and must contain only letters and numbers starting with a letter. It must also be a minimum of three characters.
- Chart - Has to be selected for Gauge
Group: The Report Group is used if you need to group reports together. A Report Group will appear on the left pane, and once clicked, show the Reports in it below. They are collapsed when the App is first launched, and expandable as required.
Note: Report Groups will always display below non-grouped Reports.
Is Default: The default Report is the Report that the user will be directed to the first time that they open the App. If no default has been set then the user will be navigated to the Report with the lowest display order.
Note: Once a user navigates to a different Report, this preference will override the default option the next time they view the App if they haven't logged out in-between.
Is Hidden: This will hide the report from all users. It is commonly used whilst a Report is being reconfigured or if a Report needs to be removed temporarily to be reinstated at a later date.
Chart Type: Choose from over 15 Chart Types - Here you will need to select 'line'.
Base Filter: If the report is to always show a subset of Records, then the Base Filter can be used to apply a permanent Filter to the report. This Filter is always applied, and then user-defined filters and searches are compounded on top when the report is being used - For more about configuring base filters click here
Target Click-Through Report - With 'Target Click-Through', you can select a List Report for the user to drill down into to display more information about the Records that meet the criteria. It will apply the appropriate filters to that List Report to only show the relevant records. This can make an effective navigation tool for the App.
Note: For the numbered configuration options, refer to the image above.
1. Arc Length - Defaulted at 1800, it can be extended further to suit.
5. Reversed - Will invert the ends at which red and green feature on the Gauge.
Chart Fields - Click the 'Add Chart Field' button to open the pane below and select the data (Fields) you want to use.
Label - What to you want to call the series? This will be displayed next to the Gauge Chart in the App.
Chart Field Type - This can only be selected as 'Gauge'.
Base Field - What In-App Field is being displayed as configured in the above options.
Tool Tip Decimals - How many decimal places do you want the data to be displayed to?
6.Upper and Lower Percentage - Used to configure what constitutes each coloured (Green, Amber and Red) bracket. For example, the top 10 per cent of 300 records would be compiled from data in the 1st-30th records.
2. Value Suffix - This is the format at the end of the value; i.e mph.
3. Overall Average Label - The Label for the average in the legend and when you hover the cursor over (Hover Over).
4. Record Label - The displayed label when an In-App chart.
Once you have finished configuring, don't forget to click 'Save' to commit any changes.
Note: The chart in itself is an in-app chart so the same chart can app at report level or record level, unlike other charts that are only visible at one level.
Note: When a Gauge is used as an In-App chart, the overall average is calculated from EVERY Record within that App.
Note: Overall average in the legend is hidden by default when used as an In-App chart.
Similar to how app visibility works this can be set to hide your reports from certain users or teams, this can be great for hiding reports from certain teams or guests, for example, if you have employee-based performance reports that you only want management to see so you set it so just that team can see it.