Monthly Indicator source, showing the same result every month

[veronica_malmo]

Hi all!

Another challenge here today..

I want to collect the score of how many open incidents an assignment group has every month. If I use the daily indicator, the numbers gets all wrong when I do a SUM by Month, because of course it adds all the records for each day together..

Then I thought of collecting only the incidents thar are open on the last day of the month, that way we can trach the backlog from month to month. I created an indicator source (Incidents.open.Monthly) and set the Valid for frequency to Monthly,   Fact table to Incident, conditions to: State is not one of: resolved, Closed.

Now I get the same result for every month, looking closer I can see that the records listed for January was not created until May so how is this possible? How to fix this? And do I have to create a job so it only collects once a month?

[brandimore]

What if you want to see a trend over 3 months? By quarter. What would be the approach to see this?

We have KPI's where we compare last year's 3rd quarter to this year's 3rd quarter. Managers like the ability to see 3 months at a time for instance. They can visually see what the backlog looks like. Then drill down on the breakdowns.

[Arnoud Kooi]

This seems a question, not related to the job collection?

Take a look at:

Relative compare visualization to compare multiple data elements over time

And the time-series settings in a widget and the detailed scorecard

[brandimore]

I'll have a look Arnoud, Thank you. It looks like an interesting approach indeed. I'll check tomorrow AM.

So it appears if you want a hard fixed you can't with a relative period, which makes sense. Maybe a rolling 6 months is just fine also.   Thanks again for your help!

[brandimore]

Arnoud - Quick question: Do you know if you could have a PA widget that has 2 indicators in one widget? I.e.

Indicator2 - Open incidents

Indicator 2 - Open Tasks

I know you can do multi-data set reporting but these point to tables. I don't see the option in a widget to choose 2 indicators.

Just curious

[Ashby]

You can have multiple indicators on a time series or workbench widget.     Also.....regarding your question to comparing quarterly performance, Arnoud's suggestion of using the previous period chart setting is the way to go.     In the example below, I am performing a monthly (time series) comparison for two months.....but you have the option to set this to days, months, quarters or years in addition to controlling the number of historical intervals you want to compare.     Lastly, you could accomplish your quarterly comparison using a score widget.     My score example is comparing months but you can control the comparison interval by selecting the appropriate time series.   In your case, you would want to select one of the quarterly (e.g. By Quarter Avg +) options, then set the number of periods back to 4 which would give you the year to year quarterly comparison.    

Hope that helps!

Ashby