Expand my Community achievements bar.

Join us for our Coffee Break Sweepstakes on July 16th! Come ask your questions or share your use cases on Creative Briefs for a chance to win a piece of Workfront swag!

Reporting YTD, Year over year

Avatar

Level 4
I recently built a report that shows number of tasks completed YTD, year over year so it displays tasks completed from 2016, 2017 and 2018. However, I realized that for the 2017 and 2016 data, it isn't showing YTD. It's showing completed tasks for the entire year. I can I filter that to only show YTD tasks for previous years? Thanks! Shannon Bodick Edina Realty Home Services Plus
9 Replies

Avatar

Level 10
Hi Shannon - yes, you can do that. Please try adjusting your filters as below. Obviously you will need to add another row and follow the pattern for any further years you wish to include: Regards, David Cornwell

Avatar

Level 4
Thanks, David. This helps. However, it is still not showing YTD. I have a few other filters in there as well. This is what I have and it's not showing YTD. Do you know what I'm doing wrong? Shannon Bodick Edina Realty Home Services Plus

Avatar

Level 10
Hi Shannon, The issue to me to be the first section of the rules (number of children = 0 AND task status = complete). This is going to bring all complete tasks into your report, not just those within the last 3 YTD comparison years. Same goes with the last section of rules which doesn't have any date range specified. Because you're using OR between each of these sections, basically the report is going to run each time for each of the sections independently and then add all the results together. I can see that you do have each of the 3 YTD rules in there, but the portfolio ID is only applied in the one of the current yet. For consistency you would probably want to apply that for the other year filters. Hope that helps. I've attached an updated version of your screenshot to help explain. Regards, David Cornwell

Avatar

Level 1
Hi Shannon, On the Actual Completion Date parameter for YTD, try editing the end range and type $$TODAYey (EY for end of year). Hope that helps. Edmund Quintana Baggage & IT Dept

Avatar

Level 4
Hi David - Sorry for the back and forth. I updated the report like you had attached but not it's definitely not accurate. It's only showing 132 completed tasks from last year and 3,437 so far for this year. I'm not sure what went wrong? Shannon Bodick Edina Realty Home Services Plus

Avatar

Level 10
Hi Shannon, If you go into the report filters and change it to text mode, then copy the text and paste it here, I'll have a go at changing it at my end then send the code back to you to paste into your report. Cheers David Cornwell

Avatar

Level 4
Thanks, David! Here is the code from the report: actualCompletionDate=$$TODAYb-2yactualCompletionDate=$$TODAYb-2yactualCompletionDate_Mod=betweenactualCompletionDate_Range=$$TODAY-2yprojectPortfolioID=5b216cfb00aa6ec61ee025e10e3fe536 5a9055a500d9da99e9ec7f0de3b7f86e 5a03283d013d3f9866b32389fb3cfce0 5a03284a013d48a2cdb7a63fb2f8286f 5a032803013d1161da468b6c26cc24a3 5a03281f013d2724f1a326a864c916e0 5a03282e013d314da880886356aa155c 5a032854013d4ba201b1f7dc8ee4888b 5a03280d013d197c7e7e46c9d6df1bd7 5a032826013d2ae83094786ab0a5043a 5a032817013d205544f694c32cf175f5 5a032834013d3a2a550273d701b61d5b 5a03285b013d5022ce970dd487e500b6 5a4427bd00b27c2b59c7230a35ec671cprojectPortfolioID_Mod=instatus=CPLstatus_Mod=inOR:1:actualCompletionDate=$$TODAYb-1yOR:1:actualCompletionDate_Mod=betweenOR:1:actualCompletionDate_Range=$$TODAY-1yOR:1:projectPortfolioID=5b216cfb00aa6ec61ee025e10e3fe536 5a9055a500d9da99e9ec7f0de3b7f86e 5a03283d013d3f9866b32389fb3cfce0 5a03284a013d48a2cdb7a63fb2f8286f 5a032803013d1161da468b6c26cc24a3 5a03281f013d2724f1a326a864c916e0 5a03282e013d314da880886356aa155c 5a032854013d4ba201b1f7dc8ee4888b 5a03280d013d197c7e7e46c9d6df1bd7 5a032826013d2ae83094786ab0a5043a 5a032817013d205544f694c32cf175f5 5a032834013d3a2a550273d701b61d5b 5a03285b013d5022ce970dd487e500b6 5a4427bd00b27c2b59c7230a35ec671cOR:1:projectPortfolioID_Mod=inOR:1:status=CPLOR:1:status_Mod=inOR:2:actualCompletionDate=$$TODAYbyOR:2:actualCompletionDate_Mod=betweenOR:2:actualCompletionDate_Range=$$TODAYOR:2:projectPortfolioID=5b216cfb00aa6ec61ee025e10e3fe536 5a9055a500d9da99e9ec7f0de3b7f86e 5a03283d013d3f9866b32389fb3cfce0 5a03284a013d48a2cdb7a63fb2f8286f 5a032803013d1161da468b6c26cc24a3 5a03281f013d2724f1a326a864c916e0 5a03282e013d314da880886356aa155c 5a032854013d4ba201b1f7dc8ee4888b 5a03280d013d197c7e7e46c9d6df1bd7 5a032826013d2ae83094786ab0a5043a 5a032817013d205544f694c32cf175f5 5a032834013d3a2a550273d701b61d5b 5a03285b013d5022ce970dd487e500b6 5a4427bd00b27c2b59c7230a35ec671cOR:2:projectPortfolioID_Mod=inOR:2:status=CPLOR:2:status_Mod=inOR:3:projectPortfolioID_Mod=isblankOR:3:status=CPLOR:3:status_Mod=in Shannon Bodick Edina Realty Home Services Plus

Avatar

Level 2
Shannon and David, I am also interested in replicating this YTD report. I have been following along throughout the thread but I haven't seen a reply after Shannon posted the report in text mode. David did you have time to come up with a solution? Jake Brush Brush Art Corporation

Avatar

Level 4
Following back up here. David - are you able to help us out? Thanks! Shannon Bodick Edina Realty Home Services Plus