Help creating a PA report

patricklatella
Mega Sage

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.

 

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7 REPLIES 7

You will have a problem if you are trying to compare a data and a datetime.  If I were in your situation, I would certainly look at using a derived field as you described so you can compare them.  That will be a lot more transparent and flexible compared to a scripted filter for this purpose.

that solution works great, I've added an active flag field "Closed on time" to my table, and created a business rule to set it to true if the task was closed on time.

When setting the condition for my source indicator to "Created/at or before/today", I'm getting this error:

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Do you know an equivalent condition that is allowed in a scoped app?  I added a cross scope privilege to my scoped app for this API and it had no effect.

patricklatella
Mega Sage

Hello Adam, when setting the condition for my indicator source, because my facts table is in a scoped application, I'm getting the error below when trying to set the condition to /created/at or before/today/

Is there a way around this?  thanks

 

 

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