Building a gauge component that displays a cumulative total

The gauge component allows you to make a comparison between two related values: the current value and the target value. In this example, you can see at a glance how actual sales compare to budgeted monthly sales.

To create a more dynamic target value, one that compares YTD monthly values for both actual and budgeted sales, a cumulative sum on a range of cells is performed. The formula includes empty cells so that when next month's sales figure is added to the data source the Klip is immediately updated.

 

 

You can click the following link to download the simplified training data source file.

https://static.klipfolio.com/images/saas/ACME_simplified_sales.xlsx

Step 1: Building and configuring the gauge component

  1. Click the Build a Klip button.
  2. Select the Gauge component.
  3. Select Use an existing data source and select our sample data set.
  4. Select the Klip component and in the Properties panel, enter a name for the Klip Title. For example, YTD Sales Performance.

SUM( SLICE( C3:N3 , 0 , COUNT( C2:N2 ) ) ) 

Step 2: Setting up chart indicators

  1. Select the Gauge component.
  2. Select the Indicators panel.
  3. Select Add one now.
  4. Add the following condition: If the current value (Actual YTD) is less than the target value, change the color to red.
  5. Select Add.
  6. Add the following condition: If the current value (Actual YTD) is greater than the target value, change the color to green.

For more information on indicators, see How to use Indicators.

Step 3: Selecting a gauge style

  1. Select the Gauge component.
  2. Select the Properties panel.
  3. For Gauge Style, select Arc.

For more information on how to add ranges, see How to build Gauge components.

Step 4: Troubleshooting tip

  • Periodically, resize the gauge in the preview window to have all values display.