Percentage Report

[punitchourey]

Hi All,

i have created a date/time field(Targeted date) in schedule tab of Change form. I have kept it mandatory in assess status. Using Report application i want to achieve:

percentage of changes in a month which are closed before Targeted date.

We are not using Performance Analytics. I want to achieve this using Report.

Please suggest solutions for this.

[pieter_goris]

Hi Punit,

calculations are not possible in reporting. The only thing I can think of is adding a boolean field (that does not have to show on a form) like 'Closed before target', have it filled with a business rule, and create a report of type pie, donut or semi-donut and show the legend on the report.

When I do this for the 'known error' checkbox of a problem, the report looks like:

Hope this helps.

Cheers, Pieter

[gyedwab]

As Pieter says, with the out-of-box reporting engine won't get you there.

The approach Pieter outlines could work; you could also use javascript in Custom Charts to create a "report summary" that you can create custom charts against... it's very code-heavy and may be time intensive. You could generally write a scheduled job to do the calculation and stick it on some table on a regular basis.

If you want to do it without writing custom code, just using point-and-click to get it in real time, you can use Explore Analytics. I put together a video recently about this use case:

Explore Analytics - % of Tasks Report - YouTube

You can sign up for a free trial here, and you can get a license just for yourself if all you need is a few reports like this.

[michaeltharp]

You could use SLAs to measure this.   Enable retroactive start and set start to your targeted date.   Set your duration to zero minutes.

Your start condition will be something like when the change is approved, when it is created, or when that "targeted date" is not empty.   Stop condition will be when the change is completed, closed, or something else to trigger the end.

To report on it, set table to "Task SLA", type to "trend", and group by "Has Breached".   Trend by start time per week and aggregate the count.   For the filter, set "SLA Definition" to your SLA name and set "Breach Time" to a recent window like last 3 months.

What this will do is it will breach if the stop condition is not triggered before the "targeted date".   If Has Breached is false, it was closed before that date.   The report example will report your trend by week over the last 3 months.