Help creating a PA report

[patricklatella]

Hi community,

I need some assistance setting up a PA report.  I'm doing this for the first time and need a reference or step by step guidance for this first attempt...so thanks in advance!

I need to create a report, that is reporting on a custom table extended from task, that calculates percentages of tasks that closed on time that month.  There are a couple other metrics but I think if I can get the first one up and running I can repeat the process for the others on my own

This is a monthly report.  The field I'm reporting on is a custom field [task_due_date] (date type field). 

So I need to report:

- the number of tasks on this custom table that were due in a given month

- the number of tasks that closed on time; [closed_at] is after [task_due_date] //needing to accommodate that [closed_at] is a date/time field, and [task_due_date] is a date field.

- need to show the % that closed on time

To achieve this my understanding is that I need to create indicator sources, indicators, and Formula indicators.  But I put these all together and then how I represent them on a report is where I need help.  This is the report I'm looking to create.  Any help would be greatly appreciated.

[Adam Stout]

I highly recommend taking the PA class to get started.  An intro to PA is a be difficult to get in a community post.  For some these requirements, you may be able to get some quick value using multiple data sets.  Take a look at the docs for that:

https://docs.servicenow.com/bundle/kingston-performance-analytics-and-reporting/page/use/reporting/c...

[patricklatella]

Hi Adam, thanks for the response.  Yes the PA class would be beneficial.  In the meantime I'm digging and reverse engineering some of the OOTB PA artifacts and am building some indicator sources and indicators. 

Not sure if you could answer one question I have...whether you can script the condition for an indicator source or indicator.  I'm looking to build the condition where the task due date value is before the [closed_at] value on records in my table.  But the condition builder does not allow for this kind of condition.  Can this be scripted?  Or how else would I build the indicator source (or the indicator) to parse out only records where my conditions (with the 2 date fields) is applied?  

[Adam Stout]

Everything is scriptable.  Ideally, you don't have to script it.  If you need to script the filter, take a look at this article on using Scripted Filters.

For your use case, can you use the "More than" or "Less than" operators?

[patricklatella]

thanks again Adam, I'll check out the link.

The condition builder for the indicator I'm looking to build "Tasks that closed on time" is not allowing me to have my two fields in the same condition, I'm guessing because one is a "date" type and one is a "date/time" type.  So I'm thinking I can either script the condition, or perhaps I'll add a hidden active flag "Closed on time" on the custom table and have a business rule that runs when the task is closed to see if the task due date is after the task closed date and have it set the flag to true if so.  Then I can build my condition for the indicator based on tasks each month that have that field set to true.