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The Target screen is used to add target areas or target lines to a chart. These can be a useful way of visualising whether a value is achieving the performance expected.
Click the ‘Targets’ menu at the top of the ‘Edit chart’ screen.
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To add a Target, click the ‘Add’ icon beneath the colour palette
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The screenshot below shows the Target configuration for most chart types, however from the May 2023 release, Targets can now be added to Card Charts. The Card Chart configuration panel has an additional field. More information about how Targets work with Card Charts can be found in Card Chart Specific Targets section below. |
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The Target can represent a range of numbers for example, 100 to 200 or can represent a single value e.g., 100. If you specify a different number in the From and To fields, a target area, similar to an Area chart, will be created on the chart. If you specify the same value in the From and To fields, a target line will be created on the chart, similar to a Line chart.
The drop-down arrows in the From and To sections are used to choose how the Target is displayed.
Value - this allows you to specify a figure that you want to use as the target, type the value that you want to use next to the Value drop-down arrow the maximum value of the bars in the chart, the maximum value will be calculated based on the data values in the chart. You can set the target to be a single line on the Max amount by choosing Max in both the From and To fields or you can use Max in either the From or To fields and choose another option, e.g., Value in the remaining field to create a target area.
Min - this allows you to select the minimum value of the bars in the chart. You can set the target to be a single line on the Min amount by choosing Min in both the From and To fields or you can use Min in either the From or To fields and choose another option, e.g., Value in the remaining field to create a target area.
Avg - the AVG field will work out the average value based on the information in the chart and apply a target at that point. If you only want a single line to appear on the average value, ensure that you select AVG in both the From and To fields
Positive Infinity - This option will extend the target line to the very top of the chart
Negative Infinity - This option will extend the target line to the very bottom of the chart
Adding a label to the target line
When a target line or area has been added to a chart, you can see the details by hovering over the target line. In addition, you can also add a label that will appear on the target line all the time.
To add a label, type the text that you want to use in the ‘Label’ field.
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The ‘Use Target Values on Label’ tick box can be used to also add the values that have been specified in the Target area From and To fields to the target line. This option is useful when you have used a Max or Min value for example.
Example
This example shows that a target line has been added to the chart that represents the average number of employees. The colour of the target line has been changed and a label has been added to provide clarity.
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If a label in not added, you can still see target information by hovering anywhere over the target line. |
Using Measures in Target Lines
It is also possible to use a pre-existing numeric measure in the Target area, which will indicate a different target value for each bar in your chart. The measure must already exist in the database and must be entered in the following way on the Target screen - #~Measure Name~#.
Example
The following example shows that a pre-existing measure (Attrition %) has been used in the Value From field only.
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This will plot a variable Area Type chart behind your current data.
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Example
The following example shows that a pre-existing measure (Attrition %) has been used in BOTH the Value From and To fields.
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This will plot a variable Line Type chart in front of your current data.
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Changing the colour of the target line
The Target line will initially be displayed in the default dashboard colour. To change the colour, click one of the colour sections on the right-hand side of the colour shade area at the top of the screen.
In the following screenshot the red area of the colour section has been selected and the colour shade section will now show different variations of this colour from light to dark.
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Click a variation of the colour in the colour shade area to select the colour that you want to use.
The two squares beneath the preview area will show the current colour on the left and the newly selected colour on the right.
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To apply the newly selected colour, click the ‘Color’ square, above the Label field. You should see a small paintbrush appearing in the Color area and the new colour choice will be applied to the target area.
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As well as choosing a shade of colour, you can also select from one of the colour options configured in your Dashboard theme, which are displayed beneath the colour shade square and then follow the steps listed above to apply the chosen colour.
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Have a look at our video on Target Lines.
Card Chart Specific Targets
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Introduced from the May 23 release |
Targets have been added to Card Charts in order to allow conditional styling to be applied. Any Targets defined will set the default colours for both the background (as with other chart types) and the text (new, Card Chart exclusive functionality). These defaults will apply to all elements of the Card Chart but that does not mean that the colour of the entire chart has to governed by them. Any elements that have a background and/or text colour defined for them will no longer dynamically respond based upon targets. This, combined with the ability to add margins to the Body and Footer sections of the Card Chart, means that the Target dictated proportion of a Card Chart can range from the entirety of it to single text elements or subtle strips.
Setting the colour of the text
Setting the text colour is almost identical to that of setting the background. When adding a target to a Card Chart a new field will be shown beneath the ‘Color' field labelled ‘Text Color’. Whilst the ‘Color’ field defaults to the currently selected colour in the picker above, the text colour will default to Black or White depending upon its shade instead. Other than that, the colour can be changed and its value copied in an identical fashion to the other field.
How Targets affect the elements of a Card Chart
Only the first Measure of a Card Chart can be evaluated against the Targets with its value dictating which Target is active and therefore what background and text colour should be set as the default for the chart. This default colour applies to the whole chart but is overridden by any values set upon the Body or Footer sections of the Card Chart or individual elements of it such as text. If the current Measure value does not satisfy any of the Targets set, then the chart will use the colours defined in the active theme.
If there is an overlap between two Targets the colours will reflect that of the one most recently defined. The Targets are listed from oldest to newest on the Target section of the Chart Editor so those lower on the list will take priority over those above them.
The Sparkline and how it affects Targets and data presentation
Sparklines are not new to Card Charts but their interaction with Targets and the data that the Card Chart presents is somewhat different to those of other Chart Types. Hovering over different points of the Sparkline will dynamically update the data the Card Chart is basing its presentation on as before but there are a few key differences:
Targets extend slightly beyond the confines of the Sparkline creating an area that whilst filled with the area charts representing the Targets has no associated Measure data. When hovering over these areas, the Card Chart will base its presentation upon either the first point of data or the last point of data depending on whether you are on the left-hand or right-hand side of the Sparkline respectively
When hovering over a point along a Target rather than a point on the Sparkline itself, the tooltip will display information about the target whilst the Card Chart itself will present as if the Measure data that is in-line with this point were activated
Essentially, the differences above are to ensure that the data values shown within the chart are always related to the Sparkline and associated Dimension/Measure rather than aspects of the Targets.
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