This recipe for Forecast's Advanced Analytics covers how to create a custom report that allows users to view the planned billable hours by department for the next 30 days and get a quick overview for resource management purposes. Once all of the formulas on the data points provided are edited correctly the report will show the planned billable hours for each team in Forecast over time.
Skill level: Proficient
Plan required: Forecast Lite/ Pro/ Plus plan + Advanced Analytics
- Permission required: Designer
- Chart Type: Line Graph
- Data required: Planned billable hours
- Filters needed: 30 days filter
- Time needed: 15 minutes
Creating the report in Advanced Analytics
- In Advanced Analytics, use '+' to create a new Dashboard.
- In 'New Dashboard / Please select a Data Source' to connect to, select 'Forecast DataModel', enter a name for your report in 'Title', and click 'Create.'
- In your new dashboard, click on '+ Select Data' to add fields for 'Dates', and set it to Weeks, for categories, for values select the 'Person Plan Billable Minutes' and finally also select the 'Department' data point so that the data is broken by department.
- In the Visualization settings, select the 'Line Chart' chart type icon to adjust the report display on a line chart.
- At the bottom, click 'Create'.
- If you would like to see the report display for a certain period of time, you will need to add a date filter.
- On the right side of your screen, click the '+' icon above 'Filter Your Dashboard.' The '+' will change to blue when you hover over it.
- In the 'Add Filter' window, enter 'Date' on the top line 'Type to search for fields'. This returns all possible options for date filters.
- Scroll to the bottom of the returned list and select 'Date' under the heading 'Time Registration'.
- At the top, click on the caret next to 'Years' to expand the dropdown. Here we will select 'Calendar', as we wish to report on only the last 30 days, however, you can set this to any time period you desire, and then click 'OK'.
The final report should look like this: