Build a progress bar

Progress bars display values as a percentage or proportion of a target value or defined goal. Create progress bars to evaluate your current status in completing a goal, visualize your team's usage of a budget, and more.

This document describes how to add a progress bar to a workbook or report and introduces key properties and format options to help you get the most out of your visualizations.

User requirements

The ability to create progress bars requires the following:

• To create a chart in a workbook, you must be assigned an account type with Full explore or Create, edit, and publish workbooks permission enabled.
• To create a chart in a report, you must be assigned an account type with the Create, edit, and publish reports permission enabled.
• You must be the workbook/report owner or be granted Can explore or Can edit access to the document.

Create a progress bar

Add a progress bar element to a workbook or report, and configure the required properties:

1. Open a workbook or report for customizing or editing.

2. In the Add element bar, select UI and then Progress bar.

3. In the Properties tab of the editor panel, choose how you want the progress bar to display the configured value:

   • To display progress as a percentage, select Percent.
   • To display progress as a value within a defined range, select Value.

4. Select the Value field to open the formula bar, and enter either a constant value or a dynamic text formula that references a control value or column.

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   You can use dynamic text to change your progress bar's value based on your workbook's data. For example, to track your progress toward a quarterly revenue goal, you can use a formula like Sum([Revenue]) in the Value field. See the function index for more information on writing formulas in Sigma.

5. (Optional) To change how the value is displayed, use the options available in the formula bar under Format.

6. (Optional) If you selected Value, configure the progress bar's minimum value using either a constant value or a dynamic text formula that references a control value or column.

7. (Optional) If you selected Value, configure the progress bar's maximum value using either a constant value or a dynamic text formula that references a control value or column.

Customize a progress bar

You can customize the appearance of a progress bar by changing the color, size, and alignment of the bar.

Configure the color of a progress bar

You can change the color of a progress bar to fit your workbook or report's theme or to help emphasize different kinds of goals.

1. Select the progress bar you want to modify.

2. In the Format tab of the editor panel, select Bar format to expand the section.

3. Configure the color for the part of the progress bar you want to customize:

   • To change the color of the progress fill, select Fill color and choose a color.

   

   • To change the color of the unfilled part of the bar, select Track color and choose a color.

   

Add conditional formatting to a progress bar

To highlight or emphasize a progress bar's value when it meets a specified condition, you can add a conditional formatting rule:

1. Select the progress bar you want to modify.
2. In the Format tab of the editor panel, select Bar format to expand the section.
3. Under Fill color, select Add rule.
4. For Formatting rule, configure a condition to evaluate.
5. Click Color and select a color to apply to the progress bar when the configured conditions are met.

Change the stroke of a progress bar

To change the thickness of the progress bar, modify the stroke:

1. Select the progress bar you want to modify.
2. In the Format tab of the editor panel, select Bar format to expand the section.
3. Click Stroke and, from the dropdown, choose Thin, Medium, or Thick.

Customize alignment for a progress bar

You can change the alignment of a progress bar to modify how it is oriented on the workbook or report page. You cannot change the horizontal alignment of a progress bar.

1. Select the progress bar you want to modify.

2. In the Format tab of the editor panel, select Bar format to expand the section.

3. Configure the alignment of the progress bar:

   • For Vertical alignment, select Top align, Center align, or Bottom align.

Additional formatting options for progress bars

Progress bars also support the additional options for customizing element style.