Issue Creating YTD Chart

[HectorGa]

Hi, I'm trying to recreate this type chart using my WF data. (See Chart) The queue I'm using has a custom field that captures recoupment amount. I would like to get a total sum of recouped amount (yearly) versus my target goal of 2 million for the year. I would also like to get a percentage of far we are, if possible. So in this example, we recaptured 300K against the 2 million goal which equates to being 18.64% of our target. I feel like it may be a custom calculated field, but not sure. Any assistance that could be provided would be great. Thanks Hector Garcia

[Doug_Den_Hoed__AtAppStore]

Hi Hector, Several years ago, I developed a technique to do what you're looking for using native Workfront Charts. It is fairly advanced, though -- I'll hold off even attempting it here as a post -- and instead would be easiest to explain in discussion (e.g. at LEAP if you're going, or on a screen share afterwards sometime). However, I did want to encourage you that it can be done, and am including a couple of screenshots from our ESP for Oil & Gas solution to illustrate (e.g. chart "financial budget vs projections by month over 5 years, cumulative" among others). Regards, Doug Doug Den Hoed - AtAppStore SEE you at LEAP using the GPS App https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=3e032b... Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threadsAtAppStore Inc.