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Gauges

A Gauge gives a visual representation of the scale of a value. Refer to the Examples at the end of this article.

Gauge Wizard

To add a gauge to an Advanced Report:

  1. Select a cell on the design grid where the gauge will reside. Gauges can be placed in any section of the report except for the Page Header and Page Footer sections.
  2. Open the Gauge Wizard:
    • (pre-v2021.1) Click the Gauge gauge icon icon in the toolbar.
    • (v2021.1+) Click the Insert insert iconDropDownArrow2.png icon on the toolbar, then click gauge icon Gauge

The Gauge Wizard will appear. The Gauge Wizard has two tabs: Appearance and Data, detailed below.

Appearance

In the Appearance tab, choose the style and size of the gauge.

Type

Select the Type of gauge that will appear:

  • Semi-circular angular guage with a needle pointing to 75% of the scale Angular — the indicating needle sweeps from left (minimum) to right (maximum) along a curved dial
  • Rectangular guage with pointer at 90% of the scale Linear — the indicating needle sweeps from left (minimum) to right (maximum) along a horizontal line
  • Tri-colored circles with arrows pointing left and right Bulb — value is indicated by the presence of a single color, similar to a flag or semaphore. The value is shown below the bulb.
  • A thermmometer filled with red liquid and small arrow pointing at 90% up the scale Thermometer — value is indicated by the thermometer tube filling from the bottom (minimum) to the top (maximum)

Dimensions

Select the size (Dimensions) of the gauge by either:

  • Drag-and-drop the resizing handle chart_size_grippy.png at the bottom-right corner.
  • Check the Fit to Cell checkbox and resize the chart cell on the Design Grid.
  • Enter a custom Height and Width in pixels directly into the corresponding inputs

Note

Angular gauges have a minimum width of 120 px.

The Advanced Report Designer's Gauge Wizard building a linear guage

The Appearance tab of the Gauge Wizard. A linear gauge 106 pixels tall and 277 pixels tall is selected.

Click Next to advance to the Data tab.

Data

Use the Data tab to choose the value presented in the gauge, the range of values and the coloring of those values.

Value and Range

The Value dropdown is selected with an aggregate from the report. The Static Value radio button is clicked and the Maximum value field is 100.
  1. From the top dropdown, choose a cell with a numeric value that determines the gauge’s indicator position. In the example above, a cell with the formula =aggsum({OrderDetails.Revenue}) that computes the sum of all order revenues is selected.
  2. Specify the range (minimum and maximum) values by choosing one of the Provide range as options. The Min and Max values must be numeric.
    • Static value — specify explicit numeric Min and Max values
      cysqhkiQ6Z.png
    • Cell value — choose cells on the report that represent the Min and Max values
      7QCKRmbLfS.png

      Tip

      To create a “semi-static” gauge, include a cell on the report with the desired static value preceded with an equals sign. In the example above, the gauge’s minimum value will be 0 and the maximum value will be whatever the value of the @[email protected] parameter is at the time of report execution.

Color Ranges

  1. Choose a Color by method to determine how the color breakpoints will be applied to the gauge’s dial:
    • Percentage — breakpoints are calculated as a percentage of the data values with the smallest value at 0% and the largest value at 100%
    • Static Value — breakpoints in color happen at explicitly defined values of the data
    • Cell Value — breakpoints in color happen at value changes that occur in cells on the report
  2. Add or Remove color breakpoints, and select the locations of the breakpoints. Breakpoints values must be in ascending numeric order. There are three breakpoints by default.

    Note

    Thermometers only have one color.

    1. Click Add Add2.png to add additional breakpoints to the end of the list. Click Delete.png Remove to remove the breakpoint at the end of the list.
    2. Enter a hexadecimal color code into the text field, or click the Color Chooser icon to select a color for each breakpoint.
      G3VEGEniaG.png
  3. Click Finish to close the Gauge Wizard and add the visualization to the report.

Examples

Sample report with gauges shwoing average temperatures in several regions of New York State

Thermometers indicating the average minimum and maximum average temperature for regions of New York State

Gauge Wizard dialog showing a cell value range gauge based on the aggregated minimum value of the Temperatures.lo_f field, where the minimum value is a formula aggmin(Temperatures.lo_f) and the maximum is a formula aggmax(Temperatures.hi_f). Coloring is done by percentage of values, with three color breakpoints, one at 70%, one at 85% and the last point for the reaminder of values.

Gauge Wizard dialog settings for the NYS Average Temperatures example

 A linear guage showing the value of dollars raised in a fundraiser

A linear gauge that shows the performance of a fundraising campaign for an organization

 

Angular guages on a sample report indicate how close each salesperson came to reaching their annual sales goals

A report with employee revenue totals and an angular gauge that shows how close to their annual goal they came

Gauge Wizard dialog showing a cell value range gauge based on the aggregated sum of the OrderDetails.Revenue field, where the minimum value is a static value of 0 and the maximum value is the value of a parameter named SalesGoal. The coloring is done by percentage with four breakpoints, one at 40%, one at 65%, one at 85% and one for the remainder of values

Gauge Wizard dialog settings for the Employee Revenue Totals example

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