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Circular Gauge or Circular Meter

Version: DashboardsClassic  

Explains how to create a gauge or circular meter using Discovery Classic

Circular gauge dials (shown below) are typically used for percentages, like gross margin percent or EBITDA percent. You can adjust zone settings so that the dial shows you whether your percent is good, fair, or bad. (Circular meter dials do all the same things as gauge dials, but they have a different look and feel.)

Example of a Circular Meter

To create a circular gauge dial:   

Click Edit In Place  (or open the Visual Designer if you prefer).

  1. Expand the Component Library (edit in place only) by clicking Expand 

  2. Click Dials   in the Component Library.

  3. Expand the Personal Dials folder.

  4. Drag Create New Dial onto your dashboard.
    The Create New Dial dialog appears.

  5. Click the Circular Gauge template (or the Circular Meter template) and enter a name for the dial.

  6. Click Create.
    The new dial appears in your folder.

  7. Click the name of your new dial in your Personal Dials folder and drag it to the location where you want it to appear (if you are using the Visual Designer, you can just click to open it in the editing area).
    The Editors menu updates with the editing options for a circular gauge.

Note: When using the editors, you can click Apply from time to time to see how the changes you are making affect the dial.

  8. Click Data Settings in the Editors menu.

  1. Under Account, look in the Metric folder and its sub-folders for the Gross Margin % account, and select that (as shown in below).

    Gauge Data Settings
  2. The pairs of drop-downs for Display Type, Marker Style, Needle Style, and Color correspond to Actual (on the left) and Budget (on the right). Use the following settings:

Gauge Appearance Settings

  1. If you like, try changing the color of the Budget marker and the Actual needle so they are easier to see. Click Apply after each change to see how it looks on the dial.

  2. When you’re happy with everything, click Apply and then Close in the Data Set­tings editor.

  3. Click Account Zones to open the Account Zone editor. This lets you set thresholds so the dial indicates if there is a problem.

  4. Click Create Zones.

  5. The default values may be just what you want, but can be quickly adjusted by enter­ing new values or using the sliders:

Gauge Account Zone

The top row of numbers sets the boundaries for the Trending and Trending Quickly zones, whose alerts do not show up on circular gauge dials.
The lower row sets the zones for Bad, Warning, Good, and Excellent. In the above example, an actual value of 70% or lower is Bad, 80% or lower is Warning, and 110% or lower is Good. Anything over 110% is Excellent, indicated by the star icon. In a circular gauge, only Bad and Warning icons appear.

  1. When you’re happy with your account zone settings, click Apply and then Close.

  2. You can set the dial to show the zones you set up on the gauge itself with the Dial Zone Bands editor. If you check all four boxes, all the dial zones appear.

  3. When you’re happy with your dial zone settings, click Apply and then Close.

  4. Click Save Layout.

You’re done! To see your new dial in action, click Return to Dashboards.

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