Percentage Gauge

  • Last update:November 19, 2024
  • Overview

    Version

    FineBI VersionFunctional Change

    6.0

    /

    Application Scenario

    Percentage gauges are commonly used to display the completion degree or progress of a single indicator toward the maximum possible value (namely, 100%). Gauges of this type are presented in circular charts. The fixed circular frame represents the maximum value or target value, and the shading represents the ratio of the current value to the maximum value, which is visual and easy to understand.

    Percentage gauges can be divided into two types: ring type and scale bar type.

    For example, you can use a percentage gauge to display the percentage of inventory as a proportion of the total.

    百分比仪表盘 图1.png

    Basic Requirement

    Chart Effect
    DimensionIndicator

    Percentage Gauge

    0

    1

    Chart Feature

    1. Advantage

    • Intuitiveness: You can quickly grasp the current progress or completion degree through the shading in the circular chart.

    • Simplicity: Key information is clearly visible through only one indicator, avoiding information overload.

    2. Disadvantage

    • Singularity: Because only one indicator is displayed, percentage gauges are not suitable for scenarios where multiple indicators need to be compared at the same time.

    • Detail missing: Percentage gauges display only the overall completion degree and do not provide specific details about progress distribution.

    Percentage Gauge - Ring

    Data Preparation

    1. Log in to FineBI, click My Analysis, select a folder, and click New Subject, as shown in the following figure.

    百分比仪表板 图1.png

    2. Click Local Excel and click Upload Data, as shown in the following figure.

    You can download the sample data Supplier Product Table.xlsx.

    百分比仪表板 图2.png

    3. Click OK after the data is uploaded.

    百分比仪表板 图3.png

    4. Click Save and Update to complete the data preparation, as shown in the following figure.

    百分比仪表板 图4.png

    Component Creation

    1. Click Component in the lower left corner.

    2. Click the ... icon next to the search bar in the left to-be-analyzed area, select Add Calculation Field, name the field Inventory Percentage in the setting pop-up box, enter the formula SUM_AGG(Inventory)/SUM_AGG(Inventory+Order Amount+Reorder Quantity), and click OK, as shown in the following figure.

    iconNote:

    1. Functions and fields in the formula need to be selected from the left area or from the options listed when you enter the first letter, which cannot be entered manually.

    2. SUM_AGG is a summary function. For details, see SUM_AGG.


    百分比仪表板 图5.png

    百分比仪表板 图6.png

    3. Select Gauge in Chart Type, select the third subtype in Graph Property, and drag the Inventory Percentage field from the left to-be-analyzed area into the bar next to Pointer Value in Graph Property, as shown in the following figure.

    百分比仪表板 图7.png

    Chart Beautification

    Target Value Setting

    Click the setting icon next to Target Value in Graphic Property, select Custom in the setting pop-up box, and set Value to 1, as shown in the following figure.

    iconNote:
    The target value is the maximum scale value of the gauge.


    百分比仪表板 图8.png

    Label Setting

    1. Drag the Inventory Percentage field into the bar next to Label in Graph Property, as shown in the following figure.

    百分比仪表板 图9.png

    2. Click the drop-down icon next to Inventory Percentage, select Value Format, select Percentage as the value format in the setting pop-up box, and click OK. Then the inventory percentage label will be displayed in the chart, as shown in the following figure.

    百分比仪表板 图10.png

    百分比仪表板 图11.png

    Dashboard Creation

    1. Click the Add Dashboard button at the bottom of the analysis subject editing page.

    2. Drag the component into the dashboard on the dashboard editing page, as shown in the following figure.

    百分比仪表板 图12.png

    3. Select Edit Title from the drop-down list, set Font Style to Custom, set the title to Percentage Gauge - Ring, and click OK.

    百分比仪表板 图13.png

    百分比仪表板 图14.png

    Effect Display

    1. PC

    2. Mobile Terminal

    百分比仪表板 图17.png

    Percentage Gauge - Scale Bar

    Component Copy

    Click the icon next to the component tab at the bottom of the component editing page and select Copy from the drop-down list to copy the component, as shown in the following figure.

    百分比仪表板 图15.png

    Chart Subtype Modification

    Select the fourth subtype in Graphic Property on the editing page of the new component obtained after copy, as shown in the following figure.

    百分比仪表板 图16.png

    Dashboard Creation

    The steps in this section are similar to that in section "Percentage Gauge - Ring" (which will not be repeated here), but the difference is that you need to set the dashboard title to Percentage Gauge - Scale Bar.

    Effect Display

    1. PC

    百分比仪表盘 图2.png

    2. Mobile Terminal

     百分比仪表盘 图3.png 


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