Goal (chart type)

Overview

• The Goal widget is a powerful tool designed to visualize and track your progress and growth with each cumulative milestone achieved. This chart provides a clear and detailed representation of your data model.

• First, click on any "+ Add widget" button to add a widget.

• Click on the Goal option.

• Click on the Add widget button to proceed.

• Choose the available Collection or Connection of the data model that has been added.

Set up your Goal

• Your Goal widget shall be in the Progress bar - One period type with Cumulative turn on as default, which you can turn off later.

Define metric

• To visualize your Goal widget, first choose any column to set as a Define metric.

Change the Define metric, formula, and customization

• Click the X button to remove that column, then you can re-select another column.

• Click on the selected column to pop up the Formula options then choose the formula of your needs.

• You can click on the 🖊 icon and then click on the Format button to customize the column.

Target values

• If your data model has any Date type column, one will be auto-selected.

• You change to another Date column by clicking on it and choosing another one on the list.

• Type your desired Target value in the field.

• Other target periods will be auto-changed according to what you input.

Cumulative

• You can turn on and off the Cumulative toggle to show progressive compare to the goal over time or not.

Advanced setup

• You can further configure your Target value by clicking on the Advanced setup button.

• Press the Done button to confirm.

• Press the Reset button to start again.

• Press the Cancel button or outside the box to close without saving.

Title

• You can also set up the Title for your Goal widget.

Change the Goal type

One period type

• You can change from the Progress bar type to the Bar type or Board type and vice versa of the Goal widget by clicking on the icon.

Overview type

• Click on the Overview button to change to this type.

Change the Date preset

One period type

• Click on the Date preset on the left menu and choose available options.

Overview type

• For this type, you have larger options in the Calendar style.

Checking your Goal widget

• Hover on the Goal widget to see the details and track the progress of your data model.

• Click the Save changes button to confirm.

Change to the Goal chart type from another widget

• The Goal chart option can be selected by opening the Settings slider and then clicking on the Properties option.

• Click on the View type dropdown and choose the Goal chart icon to begin configuring your data model to the Goal chart.

---

You can use our AI Visualization to quickly create a Goal. For example: Tell me if I am able to reach total of 1000 orders from Jan 2024 to Dec 2024 based on the date using Overview goal type