Gauge charts are typically used to measure a single-value metric against a radial scale. With Sigma, you can create gauge charts to evaluate growth, assess performance, or track progress toward a goal.

This document details basic gauge chart requirements and introduces key properties and format options to help you enhance your workbook visualizations.

Example use cases:

  • IT analytics - measure implementation completion (as a percentage) to track a project’s progress.
  • Manufacturing analytics - track machine uptime (as a percentage) to monitor equipment performance.
  • Customer experience (CX) analytics - measure the net promoter score (NPS) for individual stores, customer service teams, etc., to gain insight into customer engagement and loyalty.

Summary of Content

User Requirements

Workbook Prerequisite

Basic Gauge Chart Requirements

Select the Visualization Type

Define the Metric

Define the Gauge Range

Advanced Gauge Chart Properties and Formatting

Configure a Target Value

Configure Chart Colors

Conditional Formatting

Customize Gauge Marks

All Gauge Chart Format Options

Related Resources


User Requirements

To create and save edits to workbook visualizations, you must be the workbook owner or be granted Can Edit access.

Users with Can Explore access to the workbook can modify visualization properties and formatting but cannot save changes.


Workbook Prerequisite

Before you can build a gauge chart, you must add a new visualization element and select a data source.

At the core of every visualization is an underlying data table (derived from the data source) that supplies the information visualized by the chart. As you build a gauge chart, Sigma automatically aggregates the underlying data to calculate values for the visualization properties. You can view the underlying data table while configuring the chart to see the unaggregated data.


Basic Gauge Chart Requirements

To display a gauge chart, you must configure the following properties in the Element properties panel:

  • Visualization - chart type displayed in the canvas
  • Value - value or calculation that defines the metric
  • Minimum - value or calculation that defines the minimum value of the gauge
  • Maximum - value or calculation that defines the maximum value of the gauge

In a gauge chart, the metric is a single value measured on the gauge’s radial scale. The minimum and maximum values determine the range of the gauge and provide reference points for assessing the metric.

Select the Visualization Type

Once you add a new visualization to a workbook, select the visualization type:

  • In the Visualization property, click the dropdown field and select Gauge from the list.

    You can also use this dropdown field to convert an existing visualization to a different type. Sigma retains all property and format configurations shared by the initial and new type. Unshared properties and formatting are not saved or restored if you further convert the visualization.

Define the Metric

Configure a value or calculation to define the metric.

  1. In the Value property, click  Add calculation and select an option from the menu:
    • To aggregate the values of an existing column, search or scroll the Aggregate column list and select the preferred column name.
    • To apply a custom formula or constant value, select New column and enter the formula or value in the toolbar.
    • To count the number of rows in the data source, select Row count.

    You can also select or replace an existing column by dragging and dropping a column name from the Columns list to the Value property.

  2. [optional] Control how the data is calculated and displayed in the chart:
    1. To open the column menu, click the caret () to the right of the calculation name.
    2. Hover over any of the following items, then select the preferred option:
      • Set aggregate - Calculate the value based on the selected aggregation method.
      • Transform - Convert the column to the selected data value type.
      • Format - Display the data label in the selected format.

    You can also use the toolbar to change the aggregation method (via the formula) and data label format.

Define the Gauge Range

Configure a value or calculation to define the minimum and maximum values of the gauge.

  1. In the Minimum property, click  Add calculation and select an option from the menu:
    • To aggregate the values of an existing column, search or scroll the Aggregate column list and select the preferred column name.
    • To apply a custom formula or constant value, select New column and enter the formula or value in the toolbar.
    • To count the number of rows in the data source, select Row count.

    If you don't configure a value in the Minimum property, the value defaults to zero.

    You can also select or replace an existing column by dragging and dropping a column name from the Columns list to the Minimum property.

  2. In the Maximum property, click  Add calculation and select an option from the menu:
    • To aggregate the values of an existing column, search or scroll the Aggregate column list and select the preferred column name.
    • To apply a custom formula or constant value, select New column and enter the formula or value in the toolbar.
    • To count the number of rows in the data source, select Row count.

    You can also select or replace an existing column by dragging and dropping a column name from the Columns list to the Maximum property.

  3. [optional] Sigma auto-generates value and calculation names, as well as chart titles, to reflect the source data, but you can customize these fields as needed:
    • To rename a value or calculation, double-click its name in the Value, Minimum, or Maximum property, then enter a new name. Changes to the Value property are reflected in the default chart title.
    • To edit the chart title, double-click the title in the visualization, then enter a new title.

    Sigma auto-generates the default chart title only. Once the title is customized, it no longer reflects changes to the Value property.


Advanced Gauge Chart Properties and Formatting

Sigma features various properties and format options that give you the flexibility to build detailed gauge charts.

The following sections introduce configurations that can enhance your charts and help you deliver specific insights with meaningful and actionable information.

Configure a Target Value

Configure a target value in the Element properties > Target property to mark a goal or benchmark on the gauge. The Target property can be configured in the same way as the Value, Minimum, and Maximum properties.

Configure Chart Colors

Configure chart colors in the Element properties > Color property.

Single color

Enter a hex color code or select a standard color for the gauge fill (the area that extends from the minimum value to the metric value).

See Conditional Formatting for information about adding formatting rules.

By scale Select a color scale to apply to the gauge.

Conditional Formatting

When you select Single color in the Element properties > Color property, you can configure formatting rules (+ Add rule) that determine the gauge fill or gauge scale color according to value- or percentage-based conditions.

By default, conditional formatting applies to the gauge fill color, but you can apply rules to the gauge scale by selecting the Show color on gauge checkbox. This option hides the gauge fill and conditionally formats segments of the gauge based on values or percentages along the radial scale.

Example:

Gauge fill
(checkbox cleared)
Gauge
(checkbox selected)

When the conditions of multiple rules are met, Sigma applies the formatting rules in order of precedence, from top to bottom. Drag and drop rule blocks to reorder them as needed.

When you create a value-based rule, Sigma evaluates the metric or gauge scale value. If the value meets the conditions defined in the Formatting rule fields, the color selected in the Style field applies to the gauge fill or gauge scale.

Example:

Condition not met Condition met

When you create a percentage-based rule, Sigma evaluates the metric or gauge scale value relative (as a percentage) to the maximum or target value, depending on the rule configuration. If the percentage meets the conditions defined in the Formatting rules field, the color selected in the Style field applies to the gauge fill or gauge scale.

Example:

Condition not met Condition met

Customize Gauge Marks

Customize gauge marks (gauge, needle, and target) in the Element format > Gauge Marks section

Gauge color

Enter a hex color code or select a standard color for the gauge (the area that extends from the metric value to the maximum value).

Conditional formatting rules take precedence over the Gauge color selection.

Show needle

Show or hide the needle that points to the metric value in the gauge.

Needle color

Enter a hex color code or select a standard color for the needle.

Show gauge fill

Show or hide the gauge fill color.

This field is unavailable when conditional formatting rules exist and the Show color on gauge checkbox is selected (because this already hides the gauge fill).

Target color

Enter a hex color code or select a standard color for the target mark.

This field is unavailable if a target value is not configured in the Target property.


All Gauge Chart Format Options


Related Resources