I have asked this in the past, and there never seems to be a good response.
We need a report that will say something on the lines of:
- Show me all of the project a list of people worked on, grouped by person.
- The list of people would be driven by Team IDs
We DO NOT:
1. An assignment report that shows all of the tasks someone was assigned. We just want it at the project level
2. We DO NOT want to create a dashboard that would be one report per person.
Overall:
We just want to be able to see the number of projects someone supported but in a report that shows everyone within that group. I would be baffled if we cannot do this, it seems to be a pretty simple project management tool ask....
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I'm wondering if you have tried the canvas dashboards beta. (are you signed up for this?)
if you are signed up, I would have you try creating a column chart to start with. Go with a left (Y) axis that is "Assignment | Project | Name" and aggregation type "Count Distinct"
Bottom X axis would be "Assignment | Assigned to | Name"
cc to @mattmitchell (I think my math added up but just in case I made any errors in my assumption)
Hi! I had a very similar question!
The bad news is there doesn't seem to be a native way to do this in Workfront (which I find surprising).
The good news is that another user shared text mode that allowed me to get to the information I needed. You can't put it in a nice chart (alas) but at least the data is there.
Check it out in this thread: Re: Need to create a chart that shows how many projects a user has been on
Hope that helps!
I want to check out the canvas dashboard as well, but this may be a fix solution to get me there for now!
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I'm wondering if you have tried the canvas dashboards beta. (are you signed up for this?)
if you are signed up, I would have you try creating a column chart to start with. Go with a left (Y) axis that is "Assignment | Project | Name" and aggregation type "Count Distinct"
Bottom X axis would be "Assignment | Assigned to | Name"
cc to @mattmitchell (I think my math added up but just in case I made any errors in my assumption)
Oh hot dog! I tried to figure this out but couldn't since I'm new to Canvas Dashboards. But this works!! Thanks!
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great good to hear it worked for you @ljorr16 -- the instructions I made for myself (and other beginners) are:
More beginner stuff which might be useful: build the report in the legacy reporting tool, then use the “chart” section as a reference for how to configure the canvas report (it contains helpful Y-axis/X-axis labels to help you remember).
I am in canvas dashboards (I believe), but new to it.
Do I go to Dashboards first? And then where from there?
Overall, how to get start with the Canvas Dashboards, and I can figure it out from there.
Thanks!
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It's a little tricky -- I went to my dashboards area from the main menu, then I saw Canvas Dashboards on the left. It looks really different from the traditional reporting but if you follow the instructions from @skyehansen you'll get there!
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Ah, there is an issue with our instance where I dont see this. Thanks and I have submitted a helpdesk ticket!
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@TimothyBr -- here's the available docu on canvas:
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I second everything Skye is saying. In addition to the project count by user chart you might want a KPI metric (also an option in Canvas Dashboards) to flat out say the number of unique projects this team has assignments within. You would build it in a very similar way as Skye suggested however you would select KPI instead of Chart as your first step.
If you do not have Canvas Dashboards this would be very difficult (but not impossible) with Classic Reporting. I haven't tried building it myself but my brain immediately goes to creating a Project report and setting up some sort of exists filter for the Project Team. Because you want Project count it needs to be a Project report (not assignments). And because you want to include anytime a user from a specific team is in the assignments (not just assigned to) I lean towards the Project Users field
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That's awesome, thank you!! We were able to sweet talk our way into Canvas Dashboards, which I can see is already very helpful!
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