Your achievements

Level 1

0% to

Level 2

Tip /
Sign in

Sign in to Community

to gain points, level up, and earn exciting badges like the new
Bedrock Mission!

Learn more

View all

Sign in to view all badges

Report/Chart Grouping: Count Projects by Current Milestone - how to determine what Milestone a project is currently at?

Avatar

Level 2

I have a report help request from an end user. They are trying to create a pie chart of # of projects grouped by current Milestone. Current Milestone = the earliest Milestone task in a Milestone path that's not yet at 100% complete.

Example: There are 3 milestones in a path for each project (milestone 1, milestone 2, milestone 3)

Project 1:

Milestone 1 = 50%

Milestone 2 = 0%

Milestone 3 = 0%

Project is a Milestone 1

Project 2:

Milestone 1 = 100%

Milestone 2 = 0%

Milestone 3 = 0%

Project is at Milestone 2

Project 3:

Milestone 1 = 100%

Milestone 2 = 50%

Milestone 3 = 0%

Project is at Milestone 2

Resulting pie chart:

0694X00000G8FP5QAN.png

Anyone know how to accomplish this? Do I start with a Project Report or Task Report? And how do I group and filter accordingly? The logic to determine which Milestone a project is currently at is what I'm struggling with.

Note: in this case, the Milestones are being treated more like gates/phases.

Thanks!

Topics

Topics help categorize Community content and increase your ability to discover relevant content.

0 Replies