How to Use WPS Progress Chart on macOS

Use WPS Progress Chart with 4 how-to topics covering component insertion, chart editing and export, data setup, and style setup; use the index below to jump to any task.

How-to Index

How-to Guide

1. Add a Progress Chart component

Entry path: Dashboard → "+ Add Component" → Other → "Progress Chart"

1. Open the dashboard.
2. Click the "+ Add Component" button in the upper-left area.
3. In the component panel, find "Progress Chart" under the "Other" category.
4. Click "Progress Chart" to insert the component automatically.
5. Select the new chart and enter edit mode to continue with data setup.

Success Criteria

• Interface result: A new Progress Chart appears in the dashboard.
• Next action available: You can open the editing panel to continue with data and style settings.

Tips While Using

• Common mistake: If you look in the wrong category, you may miss the entry under "Other".
• Environment note: You need to be in an editable dashboard page.

2. Edit and export a chart

Entry path: Select an existing chart → click the "..." icon in the upper-right corner

1. Select the Progress Chart that has already been added to the dashboard.
2. Click the "..." icon in the upper-right corner of the chart.
3. Choose the action you need, such as Configure, Copy, Copy as Image, Export as Image, or Delete.
4. If you want to continue editing the chart, choose Configure.

Success Criteria

• Interface result: The drop-down menu opens and shows the available actions.
• Next action available: You can copy, export, delete, or reconfigure the chart.

Tips While Using

• Common mistake: If the chart is not selected first, the menu may be harder to notice.
• Environment note: Before exporting or copying as an image, make sure the chart content is already updated.

3. Set chart type and data

Entry path: Progress Chart editing panel → "Type and Data" tab

1. Open the editing panel for the Progress Chart.
2. In Data Source, choose the table you want to use.
3. In Data Range, click Data Filter and set the conditions for the data you want to display.
4. In Chart Type, choose a bar, semi-ring, or ring style.
5. Set the Target Value and Current Value, and select fields when needed.
6. Set Sort By, Sort Order, and the fields shown in detail display according to your needs.
7. Review the preview on the left and click OK to apply the settings.

Success Criteria

• Interface result: The preview area on the left updates to reflect the new chart settings.
• Next action available: After you click OK, the chart displays with the selected type and data.

Tips While Using

• Common mistake: If the target value and current value are not set appropriately, the displayed progress ratio may not match expectations.
• Environment note: A usable data source is required before fields and ranges can be configured.

4. Set chart style

Entry path: Progress Chart editing panel → "Chart Style" tab

1. Open the "Chart Style" tab in the Progress Chart editing panel.
2. In Theme Color, choose a preset color scheme or use more color options.
3. In Number Format, set the display format and unit for values.
4. In Decimal Places, choose how many decimal places to show.
5. Review the preview and click OK to save the style settings.

Success Criteria

• Interface result: The chart color, number format, and decimal display update according to your settings.
• Next action available: The styled chart is ready for export or dashboard display.

Tips While Using

• Common mistake: If the number format does not match your reporting standard, the chart may be harder to interpret.
• Environment note: It is helpful to standardize theme colors and number formats before final dashboard sharing.