ReportR: Gauge Chart
This feature is included in the ReportR plan. Contact us for more information.
Add a gauge chart to the personalized PDF report to represent average or actual scores or percentage results for question blocks or formulas. Respondents can see at a glance if they've scored towards the top-end or bottom-end of the scale.
So let's get you creating a gauge chart! After you've given a chart title that will be displayed above the gauge, we need to set thresholds. The values you set for the thresholds will determine the shading of the progress bar. Change the shading so that a higher score will have a different or brighter shade than a lower score.
- Use the arrows to set the threshold value. This must be a number between 0 and 1. The values entered will be converted into percentages, e.g. a threshold value of 0.1 will cover the first 10% of the bar.
- Click the pencil icon to change the color of each threshold. The default shades would color the bar in red for the lowest scoring answers, yellow for mid-ranging scores and for top-scoring answers, the bar would be colored in green.
- If you want more than 3 colors of the progress bar, that's no problem! Simply click add threshold and add as many as you require. Keep in mind that the threshold value must be between 0 and 1!
Once the colors of the bar have been set, it's time to specify the other settings of the gauge chart:
- Click Variables to access the drop-down menu of the variable which you want the gauge chart to be based on. There's a whole range of options - it could be the answer to a formula, question block score, custom score or very simply an answer to a particular question! Just make sure the variable is a numerical value otherwise the gauge chart will not work.
- Use the arrows or enter a value for the lowest and highest value of the bar. The minimum value will be shown under the gauge on the left-hand side, and the maximum value will be shown under the right-hand end of the bar. The Y-axis values can be any value you like (they do not have to be between 0 and 1 like the threshold values).
- Y-axis title - Name the progress bar. This title will show immediately on top of the bar, as opposed to the Chart Title which is displayed in larger letters above the Y-axis title.
- Set number of decimal places - Set this to 0 if you do not wish to show any decimal places. Otherwise choose how many decimal places you want, bearing in mind that too many decimal places are not so useful to the report reader. If you choose to show 3 decimal places for example, then the value 1.559247 would be displayed as 1.559.
Tip: To make advanced design changes to the gauge chart, you can upload a custom CSS file.
Now you've set up your gauge chart, you can also configure the placement and size.
Chart placement - the chart will be centered on the page by default. Click left or right if you want the chart aligned on the left or right side of the page instead.
Chart size - use the arrows to increase or decrease the size of the chart.
If you want a quick preview to check how everything will be displayed, make sure you have at least one result then simply click Save and Test PDF at the top of the page.
If you want to only show this widget under certain conditions, it's time to set the widget logic rules. Click add rule and now select which condition from the drop-down menu should be used to decide when to show the widget.
Once you've chosen the initial condition, you can specify exactly what conditions need to be met, for example the answer on question must be greater than a certain number. If you need a more complex condition, click on the white circle with a purple + sign to add criteria that will be in addition to the other criteria (AND), or instead of (OR).
Tip: If you have set up outcomes, you can choose an outcome as the criteria for showing the widget. Choose outcome from the drop-down menu and then select what the outcome should or should not equal so that the widget will be shown. You can set the outcome as the only criteria, or as an additional criteria as shown below. In this example, we clicked the purple + button and added that the widget should be shown if both the response on intro field criteria AND the outcome criteria is fulfilled.
Once you've saved your logic rules, don't forget to save PDF and you're ready to add more widgets!
Why not check out our other widget guides and learn how to add other types of content to your PDF?