Build a progress ring

Progress rings display values as a percentage or proportion of a target value or defined goal. Create progress rings 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 ring 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 rings 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 ring

Add a progress ring 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 ring.

3. In the Properties tab of the editor panel, choose how you want the progress ring 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 ring'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 ring'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 ring's maximum value using either a constant value or a dynamic text formula that references a control value or column.

Customize a progress ring

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

Configure the color of a progress ring

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

1. Select the progress ring you want to modify.

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

3. Configure the color for the part of the progress ring 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 ring, select Track color and choose a color.

   

Add conditional formatting to a progress ring

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

1. Select the progress ring you want to modify.
2. In the Format tab of the editor panel, select Ring 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 ring when the configured conditions are met.

Change the stroke of a progress ring

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

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

Customize alignment for a progress ring

You can change the alignment of a progress ring to modify how it is oriented on the workbook or report page.

1. Select the progress ring you want to modify.

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

3. Configure the alignment of the progress ring:

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

Additional formatting options for progress rings

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