Help creating a PA report
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02-27-2018 09:23 AM
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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02-27-2018 01:52 PM
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.
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02-28-2018 09:06 AM
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:
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.
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03-01-2018 11:43 AM