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  • James Goodall

Tableau Bitesize: Progress To Target - Slider

This post will detail how to create a slider chart that shows progress towards a 100% goal. I have previous written a post that goes through how to make this type of chart before, but that was more to do with showing absolute values as opposed to % towards 100% goal



Regardless, this should a pretty quick one!


This, together with the other blog posts in the ‘Progress to Target’ series will use the ‘progress_dummy_data.csv’ file attached below:


progress_dummy_data
.csv
Download CSV • 17KB

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’


To begin with, let’s create the fields we will need to build this viz (luckily only 3!)


1



MIN(1)


‘Total Met Target’:



SUM(IIF([Met Target],1,0))


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 the ‘1’ field and the ‘% Met Target’ field onto the ‘Columns’ shelf and set them as Dual Axis (remembering to Synchronise the axes)



Change the ‘1’ mark to bar and reduce the size to the smallest possible size, then change the ‘% Met Target’ mark to a circle and increase the size. Change the colours to your choosing (as usual I picked a washed out grey for the line and a bolder colour for the circle)



Tick ‘Show Mark Labels’ on the circle mark, format to your choosing and remove all lines and borders



And that’s all there is to it – a nice simple way of showing progress towards a 100% goal! ! 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




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