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Time Series Reports

The report Specialty list includes a Time Series option that enables you to report on field data that changes over time or has contours. The Time Series specialty is available for the following report topics:

  • Allocated Role
  • Financial Entry
  • Portfolio
  • Project
  • Resource
  • Role
  • Role Group
  • Task
  • Task Role
  • Task Schedule
  • Timesheet Entry

Examples at bottom.

Things to Know

  • When you pick a topic and the Time Series specialty, a set of special fields become available for use in the report. These fields are found on the Data tab's Available Fields list, and are indicated with a suffix (Time Series). Use these fields to configure your time series reports.
  • Date (Time Series) field - This Date field is required and is dropped into the data bucket when selecting fields on the Data tab. This Date field does not correlate to any specific date field, but rather maps to whatever is meaningful to the Topic.
  • List: Time Series - This output type allows you to build a time series report for a kind of Crosstab without the top axis. A list of non-contoured values appears on the left, with a corresponding contoured section on the right. You can basically take a row of data and incorporate it into a Time Series - each row of entity data has an associated row of contoured values. For example, imagine your report topic is Project, and you include the project fields Title, Status, and Owner (they appear on the left side), and for each one of these rows the right side displays the project's monthly totals of forecasts and actuals. This is useful if you don't need grand and subtotals, don't need top axis, just want the benefits of a list report.
  • Conditional background color can be applied time series reports (any numeric field).

Building Blocks

Time Series building blocks shown below. Headings and data value formatting also available as with any report, but not shown below. See Display Tab for information about formatting reports.

1. Choose the report Topic and Specialty/Time Series

2021-05-12_13-08-13.png

2. Select the Available Fields - note that the Date field is put in the Bottom Axis section by default because it is required.

(Hint: filter by Time Series to display all time series fields)

2021-05-12_13-10-13.png

3. Configure field settings

You might have noticed that some of the data fields you selected for your report have a gear icon2021-05-19_11-49-45.png. Click the icon to display configuration options for the field. You can put the same field on a report multiple times, but configure its constraints differently. See Configuring Time Series Fields below.

2021-05-19_11-48-07.png

4. Configure the Time Series frequency and date range:

The default frequency is Monthly with no Date Range. Specifying a Date Range will ensure you get the time series you want with a side helping of quick rendering. If you do not specify a Date Range, data will be returned relative to the current date - one year before through one year after.
 2021-05-12_13-13-14.png

Configuring Time Series Fields

As described above, certain fields can be filtered by different properties/constraints. For example, Allocation Costs can be scoped down to Staffed/Unstaffed resources or Capitalized/Non-capitalized costs. Rather than littering the Available Fields list with an over-abundance of variations, instead you can put the same field in your data list multiple times, and then change its properties/constraints as necessary. For example, the screen below left shows several instances of Allocation Cost and Allocation Hours, each has a gear icon 2021-05-19_11-49-45.png next to it. Click the icon to show the Edit Settings for Allocation Cost (in this example) (screen below right). For example, you can rename Allocation Cost to "Demand Cost" and for the other Allocation Cost field select "Staffed". See examples below.

           

NOTE

Note that the filters discussed here (Staffed/Unstaffed, Billable/Non-Billable) are provided by the system. If you want to break down your data in a more granular fashion, you can use field-level filters, which allow you segment your data by any aggregatable (numeric) field. See Field-Level Filters.

           

Before configuring:

2021-10-18_16-21-07.png

After configuring, can represent (see configuration dialogs in the right column):

  • Demand Cost
  • Demand Hours
  • Staffed Cost
  • Staffed Hours
  • Unassigned Hours

Examples

Retitle Allocation Cost to "Demand Cost", and filter by "Staffed and Unstaffed"

2021-10-18_16-22-10.png

Retitle Allocation Hours to "Demand Hours" and filter by "Staffed and Unstaffed"

2021-10-18_16-22-55.png

Retitle Allocation Cost to "Staffed Cost" and filter by "Staffed"

2021-10-18_16-23-59.png

Retitle Allocation Hours to "Staffed Hours" and filter by "Staffed"

2021-10-18_16-26-42.png

Retitle Allocation Hours to "Unassigned Hours" and choose "Unstaffed"

2021-10-18_16-27-33.png

Configuring Conditional Background Colors

The Edit Settings dialog has 2 tabs: General and Colors. The Colors tab is available only for percent and numeric fields.

  • The General tab is where you edit the Display name of the field and configure field-level filters.
  • The Colors tab is where you create a conditional background colors for numeric fields. If a custom color already exists, you can reuse it. When you click the color tab, you'll see two or three menu options (see below) - by default, background colors are not displayed (Do Not Show). 

Menu options if this is the first background color created for this topic

2021-10-18_16-30-26.png

Menu options if there are existing background colors

2021-10-19_12-32-06.png