Performance Analytics Help

[andit]

Hello,

I am very new to the performance analytics space and have just completed the performance analytics fundamentals training. I have been tasked by my leaders to create a visual that displays how many projects have been completed so far in 2025 versus the total projects planned for 2025. In other words, % progress of an annual goal and how close or far we are to reaching that annual goal.

I am wanting to display a progress bar, dial, or something similar that shows (example: as of today, we've reached 40% of our annual goal because 40 projects have been completed out of the 100 projects that are planned). This would need to be something that is automatically updated daily. 

Is performance analytics the best use for this ask? If so, how do i go about creating this formula and visualizing it?

Any help/direction is much appreciated. Thank you

[MurtazaSaify · Accepted solution]

1. Data Requirements

To build this visual, you need two key metrics:

• Total Projects Planned for 2025: The target/goal (e.g., 100 projects).

• Total Projects Completed in 2025: The progress toward the goal (e.g., 40 projects).

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2. Set Up Data Sources

A. Completed Projects

1. Create a Breakdown (PA Data Source):

   • Navigate to Performance Analytics > Data Sources > Breakdown Definitions.

   • Table: Project (or the table where projects are stored, e.g., pm_project).

   • Aggregation: Count (to count completed projects).

   • Conditions:

     • State = Completed

     • Planned end date is within the year 2025 (use Relative Date condition: Between 2025-01-01 and 2025-12-31).

   • Save as 2025 Completed Projects.

B. Total Planned Projects

1. Option 1: Static Goal (if the total is fixed, e.g., 100):

   • Use a Manual Indicator:

     • Navigate to Performance Analytics > Indicators > Manual Indicators.

     • Create an indicator named 2025 Total Planned Projects with a value of 100.

   Option 2: Dynamic Goal (if total projects planned are tracked in the system):

   • Create a Breakdown (similar to Step 2A):

     • Conditions:

       • Planned end date is within 2025.

     • Save as 2025 Total Planned Projects.

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3. Create a Formula Indicator

To calculate the % Progress:

1. Navigate to Performance Analytics > Indicators > Formula Indicators.

2. Formula:

   Copy

   (Completed Projects / Total Planned Projects) * 100

3. Input Indicators:

   • Completed Projects: Select the breakdown/data source from Step 2A.

   • Total Planned Projects: Select the manual indicator or breakdown from Step 2B.

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4. Visualize with a Progress Bar or Gauge

1. Create a PA Dashboard:

   • Navigate to Performance Analytics > Dashboards > Dashboards.

   • Click New and name it 2025 Project Progress.

2. Add a Widget:

   • Use the Bullet Graph or Progress Bar widget (best for goal tracking).

   • Configure the widget:

     • Primary Measure: Select your % Progress formula indicator.

     • Comparison Measure: Select the Total Planned Projects indicator (for context).

     • Goal Line: Set to 100% (or adjust based on your target).

3. Customize Labels:

   • Add a title like "2025 Project Progress: X% Completed".

   • Enable tooltips to show exact numbers (e.g., "40/100 Projects Completed").

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5. Automate Daily Updates

• Scheduled Data Refresh:

  • Ensure your Breakdowns (Step 2A/2B) are scheduled to run daily:

    • In the Breakdown definition, set Schedule to Daily.

  • PA will automatically update the metrics each day.

• Real-Time Updates (Optional):

  • If projects are marked as completed in real-time, PA will reflect changes immediately.

[kumarg437]

Hi @andit @MurtazaSaify 

I have a question reg. the Fixed / Relative options in the Data collection jobs. I am quite understood about the differences especially with Relative options.

Can you please brief about it shortly if you have time..

thanks!