Dashboard Gauge 2: How to Make Rounded Bars and Scales in Tableau

To create rounded gauges in Tableau, you need three measures: (1) the measure you are analyzing, (2) a calculated field that creates the bottom of the gauge, and (3) a calculated field that creates the end of the gauge.

The measure I am analyzing in my example is a table calculation that computes the percent of sales across the 17 sub-categories in the Sample – Superstore dataset; this will always total to 100%.

Create the gauge end points

The calculation for the start of my gauge should equal zero, so the formula is:

MIN(0)

The calculation for the end of the gauge should equal one, so the formula is:

MIN(1)

Add measure values

Next, I need to get these three measures onto the view, and break them down by (in my case) Sub-Category. To do so, I’ll use the generated field Measure Values on the Columns Shelf and the Sub-Category dimension on the Rows Shelf.

By default, this stacks every measure in my dataset in a bar chart, broken down by Sub-Category. For this visualization, I only need the Sales, Bottom of Gauge, and Top of Gauge measures, so I will drag the others away from the Measure Values Shelf to filter the measures being used.

For my example, I need to add a table calculation to compute the percent of total sales for each sub-category. This can be accomplished by right-clicking on the Sales measure that is currently on the Measure Values Shelf, hovering over “Quick Table Calculation”, and choosing “Percent of Total”. Now all three measure are stacked on top of each other on a 100% scale.

To see the three individual measures, drag the generated field, Measure Names, to the Color Marks Card. The bottom of the gauge and the measure you are analyzing should be colored the same, and the top of the gauge should be a different, more neutral color (this will eventually be the gauge background).

Now you can see the scale is going beyond 100%. To get the gauge back to representing zero to 100%, you must turn off stacked marks. This can be found under Analysis > Stack Marks in the top navigation. After choosing Off, my chart looks like this:

This is a decent chart at this point, but has at least one drawback that I can think of: the bars can be implied as stacked bars and confuse the user into thinking the gray shading means something other than blank space that is yet to be filled. Although it comes with its own limitations, most notably less precision, I believe rounded marks help imply that the chart is a gauge that is filling up.

Round the gauges in Tableau

To create the rounded design, duplicate the Measure Values pill on the Columns Shelf. I like to do this by holding down the Control key while I click on the pill and drag it next to itself.

This puts the same gauges in two columns, but now that there are multiple measures on the Columns Shelf, they each get their own set of Marks Cards that can be edited independently of each other.

This means I can navigate to the Marks Shelf for the second column and change the mark type to Circle.

Next, convert these two columns in to a dual-axis combination chart by right-clicking on the second pill on the Columns Shelf and choosing “Dual Axis”. Tableau will try to help you out and change the mark type of the first column to Circle. Make sure you change the mark type of the first column back to Bar.

To finalize the view, use the Size Marks Card to get the circles to line up with the ends of the bars and ensure the axes are synchronized by clicking on either axis and choosing “Synchronize Axis”.

Here’s how my final view looks after hiding one of the axes, changing the number formatting to percentages, sorting, and cleaning up the formatting.

Thanks for reading,
– Ryan