Report with multiple 'group-by' categories

mikemargolin
Kilo Explorer

Hello!

I need to create a report that will show us the number of requests processed by "assigned to" AND by request "type" (normal, emergency, etc) per week.   I need this report to display several weeks at once (rather than a single week).  

As far as I see, I can only group by a single category at one time, and can either see an aggregate count of requests processed by person by type for one week (stacked bar chart) OR I can see the total number of requests processed by person by week (trend chart trending by planned start date).   I haven't figured out a way to combine these into a single chart / report.

To summarize: is there a way I can display in a single chart or list that will capture several weeks' of data: how many and what kinds of requests each person processed?

We're currently on Helsinki.

Thanks!

8 REPLIES 8

shris1
Mega Contributor

Hi Mike.



Sounds like you're trying to do multiple stack bars per time period. I have been hunting this one this week also. In Jakarta, this is a straightforward process that does not require special licensing as far as I can tell. Before that, you have to have Performance Analytics Premium subscription.



The feature you are looking for is called 'multiple data sets' which you can find in the docs site.



The procedure is basically this:


  1. Create your report with the filter showing just one group's data, stacked the way you like it, with the time periods you like, etc. Save it.
  2. Up in the Save drilldown menu in Istanbul, there's an entry for Multiple Data Sets. If you haven't got PA premium it'll toss you an error about it.
  3. If you do have PA premium then you can proceed with the steps described in the docs. A teammate of mine said she's been able to show up to 5 datasets at a time.


In Jakarta there's a new Report Designer interface. In that, you have to find the button at the top right that looks kinda like a flowchart, under the Run button.
2017-07-07 15 15 52.jpg
The hover tip says 'Show Report Structure'. When you click it, you get a flyout menu with buttons to let you add a drilldown or a dataset. You want another data set. When you click it, everything blanks out and you have to define your second dataset as if it were a brand new report of its own. So use identical queries and settings and tables and whatnot (different color settings are helpful), but set the report name to the name of your group. The save button there says 'Save Dataset' and it takes you back to the main report with your new data inserted alongside the original data. If you do this three times for three different groups, you get something like this (mine is a resource allocation report instead of something about incidents, but the look of the thing proves what's possible.



2017-07-07 14 49 26.jpg



In my case, the orange stack is the 'Analyst' group, the blue stack is the 'Database' group, and the green stack is the 'Software' group. The stacks themselves are a 'category' field with values Availability and Project Confirmed. Everything is summing the data from the underlying table (person days), and on two of the three data sets the sums are showing (data labels turned on).



The important part is that all three data sets (the original report plus the two added data sets) have to be nearly identical in their major settings. The differences in mine is only the report filter specifying which group. My legend labels are gross because I was not sure how the 'report name' of the data sets would play together.



This screenshot is from Jakarta. I have not attempted to reproduce in Istanbul because I haven't got an instance with PA on it. I also am not sure if this is possible in Helsinki using PA.



Hopefully this helps someone.


Kristina


Hi Kristina - this is EXACTLY what I was looking for!   We'll be upgrading to Jakarta soon, and I now look forward to the added functionality (we don't have PA).  



Thank you so much for your beautiful explanation!   It's very helpful, and I'm glad to know we'll soon have additional reporting capabilities.



Sincerely,


Mike


Hi Kristina,
I just read your post on this and was wondering if there is a way to pull the same type of multi-data set data with multiple tables.  If so, how would I go about creating a view that I can put on a dashboard, but it is in one widget?  I guess I could do the Process Widget, but that is still multiple views...  I did the attached reports for SLA Definition in Kingston, I was hoping that I could throw in an Incident count as well as the Time Worked, but I haven't figured it out yet.find_real_file.png
find_real_file.png

Regards,

Daniel Woods

Hi Daniel.

I haven't been asked to do something like that before, but I'm going to guess that'll be a bridge too far. You'll notice in my previous answer said "The important part is that all three data sets (the original report plus the two added data sets) have to be nearly identical in their major settings." Changing which table you're looking at is not going to hit the 'nearly identical' part.

However, like I said, I haven't ever tried to do that. Good luck!

Kristina