Reviewing Open Task backlog by Priority

This recipe covers how to create a custom Advanced Analytics report to review open tasks by priority label by week. The priority labels used in this recipe are custom, created by an Admin user and are not default priority labels included in the platform.

What's needed

• Skill level: Proficient
• Time needed: 10 minutes
• Plan required: Forecast Lite/ Pro/ Plus plan + Advanced Analytics
• Permissions required: Designer permissions (See Getting Started with Advanced Analytics)
• Data required: Open Tasks with custom priority labels

Creating the report in Advanced Analytics

1. In Advanced Analytics, use '+' to create a new dashboard.
2. In 'New Dashboard / Please select a Data Source' to connect to, select 'Forecast Data Model', enter a name for your report in 'Title', and click 'Create.'
3. In your new dashboard, click on '+ Select Data' to add a field for 'Task Created Date'.
4. Before adding to the widget, hover over your selection until it's highlighted in bright yellow and click on 'More...'.
5. Select 'Weeks' from the list of items.
6. From the suggestion menu, 'You might be interested in', select 'Task ID'. 
7. Hover over the three lines on right corner of the data field to display the more options menu.  
8. Click on the more options menu, then click 'Type' then 'Count Unique'.
9. Click on the '+' to Add More Data and search for 'Task Label'
10. Before adding to the widget, hover over your selection until its highlighted in bright yellow and click on 'More...' then click on Filter.
11. In the Filter Task Label window, uncheck the box next to the search bar to de-select all labels.  
12. Click on the boxes to select 'High Priority', 'Medium Priority ' and 'Low Priority'  and click 'OK'.
13. In the Visualization Settings click on Column chart type icon to adjust the report display to achieve cleaner, more transparent view of the data.
14. Click on Advanced Configuration at the lower left of the dashboard.
15. In the right side panel, click on Stacked in the Column Type.
16. In the right side panel, click on 'Filters'.
17. Click on the '+' next to Widget Filters, to add a filter for open tasks.
18. In the Filter a Field window, type 'Is Done' in the search. 
19. Before adding the filter, hover over your selection until it's highlighted in bright yellow and click on 'Filter'.
20. Click on the box at the top to de-select all options and then tick the box next to '0' and click 'OK'. This will filter the report to display only open tasks.
21. Click 'Apply' at the top right of the dashboard to save.
22. Your report is now ready to view.