Quick BI:Progress Bar

Chart Overview

Scenarios

Primarily used for tracking progress, monitoring indicators, and analyzing trends, it highlights enterprise or business performance and enables quick identification of abnormal operations based on indicator changes.

Benefits

• Calculation: You can configure the completion rate with one click.

• Visualization: Includes bar, ring, and liquid fill styles.

• Annotations: You can add notes and endnotes for metrics and configure links to external systems for interactive operations.

Rendered Output Example

Limits

• Prerequisites: A dashboard is created. For more information, see Create a dashboard.

• Notes

  • Before you use a progress bar, you must set a target value in the Style > Current Value/Target Value section.

  • When you add data to a progress bar, the Progress Indicator/Measure field is populated with the measures from your dataset. You can select a minimum of one and a maximum of five measures.

Configure Chart Data

1. In the Measures list of the Data panel, select the Destination Field, and then double-click or drag it to the Progress Indicator/Measure area.

   In this example, the destination field is Order amount.

2. Click Update. The system automatically updates the chart.

3. On the Style tab, set a target value in the Current Value/Target Value section.

   In this example, a fixed value of 40000000 is set.

   

   Note

   When you use a progress bar chart, you must set a Target Value. Otherwise, the progress is always 100%.

Configure Chart Styles

• You can batch format chart fields on the Fields tab in Chart Design.

  

  For more information about chart data configuration, see Configure chart fields.

• You can configure the style of a progress bar on the Style tab in Chart Design.

  This section describes the chart style configuration. For more information, see Configure the Chart Title.

  In the search box at the top of the configuration pane, you can enter a keyword to quickly find a configuration item. You can also click the icon on the right to Expand/Collapse all categories.

  

  • In the Progress Bar section, you can configure the Visualization Chart Type, Display Count, Color Palette, and Progress Bar Width.

    Configuration Item	Configuration Item Description
    Switch visualization chart type	You can switch between Bar, Ring, and Liquid Fill chart types.
    Max Display Count per Row	Sets the maximum number of items to display per row.
    Color Palette	Sets the color palette for the progress bar. You can set a specific color for each progress indicator.
    Percentage Bar Width	You can customize the width of the progress bar.

  • In the Metric Content section, you can configure the style of the displayed metric content.

    

  • In the Current Value/Target Value section, you can configure the text style for the target value and its display name.

    

  • Using Conditional Formatting, you can set different colors for different stages to visually represent various data development phases.

    Configuration Item	Description
    Select Field	Select the measure field for which you want to configure conditional formatting. You can select any measure added to the Progress Indicator/Measure area. After configuring the styles, if you no longer need some conditional formats, you can click Batch Clear Formats in the lower-right corner of the field pane. In the list that appears, select the conditional formats to clear and click OK.
    Conditional Style	Click the icon. In the conditional formatting configuration pane, set rules to highlight the text and background color for the selected measure field. You can configure conditional rules for the current field based on the values of another field. You need to configure the following information. Based on Field: Sets the data field to which the conditional rule applies. By default, this is the field selected in Select Field. You can also select another field in the chart to configure more complex conditional rules based on its values. Condition Selection: Sets the comparison basis for the rule. Options include Compare with Fixed Value, Divide by Percentage Range, and Compare with Dynamic Field. Conditional Rule: Sets the specific logic for the rule and the display style for the cell text or background when the rule is met. You can set the text color, bold, italic, and background fill color. Add Rule: Click to add a new rule.
    Sync Style To	Syncs the current conditional format to other measures. Note Style synchronization is a one-time action. If you adjust the style, you must sync it again.

What to do next

• If other users need to view the dashboard, you can share it with them. For more information, see Share a Dashboard.

• To create complex dashboards with navigation menus for thematic analysis, you can integrate your created dashboards into the BI portal. For more information, see BI portal.

FAQ

1. Why does my progress bar always show 100%?

A: This is a common issue that occurs because you have not set a target value. Make sure to set a clear target value for your progress bar in the Current Value/Target Value settings on the Style tab. This can be a fixed value or a dynamic target value linked to a field in your dataset.

2. What field should I put in the 'Progress Indicator/Measure' area?

A: This area should contain the measure field that represents the current actual value or current status value. The progress bar calculates the percentage of this current value relative to your set target value and displays it visually.

3. How do I change the progress bar from a bar to a ring or liquid fill style?

A: On the Style tab, find the Progress Bar settings area. Click the Switch visualization chart type option to choose between Bar, Ring, and Liquid Fill.

4. Can I show the progress of multiple metrics in one component?

A: Yes, you can. Drag multiple measure fields (up to five) that represent current values to the Progress Indicator/Measure area. A corresponding progress bar is generated for each measure. You must set a target value for each of them individually or collectively. You can also adjust the layout in the style settings, such as setting the number of items to display per row.