Tableau Bitesize: Progress To Target - Rounded Progress Bar
This chart is very similar to the progress bar chart type, but looks a little neater (in my opinion anyway), and only requires a little more effort to create.
Also much like the normal progress bar, this is basically just a 100% stacked bar chart
This, together with the other blog posts in the ‘Progress to Target’ series will use the ‘progress_dummy_data.csv’ file attached below:
This file contains dummy data related to 5 teams – it has just 3 columns: ‘ID’, ‘Team Name’, and ‘Target Met’ and is therefore recording which teams have met their particular (generic) target
As with the other blog posts, start off by creating a parameter from the ‘Team Name’ field:
Next, create a calculated field called ‘Team Filter’ as follows:
[Team Name] = [Team Name Parameter]
Then drag this to the Filters card and select ‘True’
You can then choose a team from the list of parameters – in this example I will be using ‘team_3’
OK starting off, let's put together the calculated fields needed here
‘Total Met Target’:
This one simply records a ‘1’ value whenever the team has a TRUE value for the ‘Met Target’ field which we can then use to calculate the %
% Met Target
[Total Met Target] / COUNT([progress_dummy_data.csv])
OK and that’s it – we can start building the view
Drag 'Measure Values' onto the Columns shelf twice and set it as dual axis, remembering to synchronise the axes
Remove all Measures from the 'Measure Values' card except for '0', '1', and '% Met Target'
Ensure the 'bottom' (/left) mark is set as a bar chart and the top (/right) one is set as a circle
Now this looks a bit odd - the total values here are adding up to more than 100%. if this happens on yours, click on 'Analysis -> Stack Marks -> Off'
OK that looks better
Change the colours so that '0' and '% Met Target' are the same while the '1' colour acts as the less obvious background to the progress bar
Next, change the size of the bar and/or circle to match up so it looks like the below (this can be a little fiddly)
Now we want to add a label. Tick 'Show mark labels' on the top (/ right / circle) mark
This then adds labels for all 3 circles that are in the view. We only want to keep the one to the right of the blue bar here. To do this, right click on the first and last circles and select 'Mark Label -> Never Show'
Then it's just a case of removing all lines and borders and you're good to go
Note that when you position this on a dashboard it might looks different, required some more changes to the bar / circle sizes
I hope you found this useful but if you have any questions – please feel free to leave a comment below!
The workbook on Tableau Public below contains all of the chart types used in the ‘Progress to Target’ series, including this one