How do I build a progress bar in Tableau Desktop?

Preparation time : 10 minutes

Level : Intermediate

Objective: Create a progress chart

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The progress chart is a visual tool widely used to illustrate the progress of an objective in relation to a defined target. Whether it is to monitor monthly sales, the achievement of a quota, or the evolution of a marketing campaign, this type of graph allows you to visualize at a glance whether the results are in line with expectations.

Progress charts are particularly popular in performance-oriented dashboards and goal-tracking dashboards. They are frequently used by:

• Managers and decision makers : to monitor the evolution of key KPIs.
• Sales and marketing teams : to monitor the achievement of sales or campaign objectives.
• The analysts : to clearly communicate the progress of projects or indicators.

This tutorial will guide you step-by-step in creating a progress chart on Tableau Desktop, allowing you to present your data in a clear and impactful way.

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Data required:

• 1 data set, such as Hypermarket at the bottom of the Tableau Desktop login page,
• 1 measure, such as Sales,
• 1 dimension, as Sub-category.

Step 1: Preparing for visualization

1. Swipe the field Sub-category In the Lines,
2. Swipe the field sales In the Columns,
3. Create a calculated field and name it Progress,
4. Enter the formula:” MIN (1) “,
5. Right-click on the Progress field and select Change default properties > Number format,
6. Select Percentage and decrease the decimals to 0,
7. Close the field Progress In the Columns.

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Step 2: Building a progress graph

1. Right click on the field sales and change the Fast table calculation worms Percentage of total,
2. Build a double axis And Synchronize the axes,
3. Change the coordinate system type Everything worms Barre,
4. Change theOrder of fields In the Columns if necessary,
5. Personalize the colours,
6. Adjust the view.

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consultancy

If your dataset contains an Objective field, use it in place of the MIN (1) field.

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