How do you apply filters so the gauge chart only sums records from a specific phase?

In Jestor, the gauge chart now accepts values calculated directly in its settings — sum, average, minimum, maximum, or count — and each of these calculations can receive a filter, such as limiting the sum to only the records in a specific phase of the process.

The gauge that depended on helper fields

Before, showing a progress indicator filtered by phase required calculating that value outside the chart and bringing in the finished result, which meant creating extra formula fields just to feed the gauge.

That made the gauge chart impractical for anyone wanting to track sales, production, or support goals without relying on helper calculations in the table.

How to apply the filter by phase

Turn on builder mode and edit the gauge chart.
Choose "calculated value" instead of pulling straight from a field.
Select the calculation type (sum, average, min, max, or count) and the reference field.
Add the phase filter to limit the calculation to only the records in that stage.
Adjust the style, like hiding the title or changing the background color.

Calculation type	What it does
Sum	Adds up the values of the filtered records
Average	Calculates the average of the filtered values
Minimum / Maximum	Returns the smallest or largest value among the filtered records
Count	Counts how many records pass the filter

Why choose Jestor?

Jestor treats the gauge chart with the same level of flexibility as simple indicators, so anyone who already uses filters on other charts in the platform applies the same logic here, with no extra learning curve.

Frequently Asked Questions

Do I need to create a formula field to use the gauge filter? No, the calculation and the filter are set up directly in the chart's own editing screen.

What calculation types does the gauge chart accept? Sum, average, minimum, maximum, and record count, all with an optional filter.

Can I hide the gauge chart's title? Yes, you can hide the title and customize the background, transparent or with a set color.

Reference Video

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