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Running Totals in a Tasks Completed Report

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I would like a report to show me total number of tasks completed for the entire project duration ....summarized by month.   So if each month we completed 10 tasks, the report would show a bar of 10 for January, 20 for February, 30 for March, etc.    I've got the report built, but I only show totals for the month.... so 10, 10, 10.    How can I aggregate the total for the project at each month?

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The problem is you can't create a chart report that will count both planned completion dates and actual completions dates into columns. There isn't a real easy way to do comparison chart report in Workfront for dates.

 

One thing I was able to do was bring in the total task count for the project. However, the total task count does include parent tasks. 

 

KellieGardner_0-1734718834123.png

KellieGardner_1-1734718861984.png

 

 

Unfortunately, you can probably accomplish what you are looking for through a series of complicated calculated columns, fields, etc. but it won't happen natively.

 




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Community Advisor

I'm trying to visualize and understand what it is you want to see.

 

To clarify you are wanting the tasks completed in January to carry over into the count of tasks completed in February and January/February to carry over into task completed in March? 

 

 




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Actually i want to show individual monthly task completions side by side with total tasks NOT completed. I’ll paste a mockup here

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Community Advisor

So really you are looking for a burn down chart? To show completed tasks compared to total tasks over the lifespan of the project?

 

The only way I can think you could accomplish this is with a series of probably very calculated fields on the project/tasks. To my knowledge, it's not really something you can accomplish natively with the chart functions in Workfront.

 

Workfront does offer analytics that provides burn down options Understand accessing and reviewing the burndown chart | Adobe Workfront

 

 




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Level 1

Thanks for trying.  Yes, burndown, but all the search results and analytics examples seem to be focused on planned vs. actual hours (different columns same filter criteria).

 

I should have mentioned that, since first posting, I have built a chart of monthly completions--see attachment.  But to add the second metric (as a combination report), I cannot figure out how to give a count of tasks open in each month.  The second challenge is how to use two different selection criteria or filters.  For the first, it's just status = completed.  But what does one do when they want another filter of status not= completed?  

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Correct answer by
Community Advisor

The problem is you can't create a chart report that will count both planned completion dates and actual completions dates into columns. There isn't a real easy way to do comparison chart report in Workfront for dates.

 

One thing I was able to do was bring in the total task count for the project. However, the total task count does include parent tasks. 

 

KellieGardner_0-1734718834123.png

KellieGardner_1-1734718861984.png

 

 

Unfortunately, you can probably accomplish what you are looking for through a series of complicated calculated columns, fields, etc. but it won't happen natively.

 




Avatar

Level 1

Thank you again.  Maybe I can try this a different way.  Can you help me do just the burndown component of a single metric?  So "number of incomplete tasks" as of each month.   So each month the number is less (and the bar/column is shorter). If I had to only have one metric, I'd far prefer to chart that metric, than the individual completions per month.  See attached.