Bullet Charts

Bullet charts display a primary measure and compare it against a target value, all within the context of qualitative ranges, such as performance thresholds. This compact chart type allows you to quickly evaluate results and compare them to goals or benchmarks across multiple categories.

Use a bullet chart to see how actual results align with targets or expectations within a defined range. Bullet charts help monitor progress, identify variances, and clearly convey how categories are performing relative to set standards.

Example use cases

example

• Sales quota tracking: Display actual sales for each salesperson against their sales targets, with shaded ranges showing below-target, on-target, and above-target thresholds.
• Budget monitoring: Compare actual spending to allocated budget for departments or projects, visualizing whether spending is within acceptable limits.

Bullet types

	Chart	Description
	Bullet	Shows current and target values as vertical bars, with shaded ranges for performance.
	Horizontal Bullet	Uses horizontal bars for better readability with long labels or many items.

Create a bullet chart

1. Select Data Models and Views from the navigation panel.
2. Right-click the data model you want to use and select New View from the context menu.
3. In the Select a View dialog, select Bullet or Horizontal Bullet from the Bar category.
4. Enter a Name for the view. To assign names in other languages, select the translation icon next to the text box.
5. Select the fields you want to include for each section.
6. (Optional) Toggle Sample Mode to preview the data using a sample dataset.
7. Click Confirm. The new view opens with your initial settings.
8. Customize the view by using the view organizer, content area, and Toolbar.
9. In the Toolbar panel, select Save or Save As to save your changes.

Bullet settings

Setting	Description
Name	Enter a descriptive name for the worksheet. Select the translation icon to add labels for different languages—ideal for multilingual environments.
Sample Mode	Enable to open the worksheet in sample mode.
Define the Levels to be Used in Drill Down	Select which fields support drill-down functionality in the chart.
Current values are	Choose the field that represents the primary or actual value being measured for each category.
Target values are	Choose the field that represents the target or benchmark value for each category.
Show pivot (group of columns) for each	Select dimensions to include in the Pivots section of the view organizer. These values pivot the worksheet layout, letting you compare data across different dimensions. Selecting a field for Pivots is not required to create a worksheet.