Visualize data with charts in reports
In this step, you will learn how to enhance your reports by incorporating charts to effectively visualize data. You will create two types of reports in Workfront: a pie chart to display late tasks by project and a stacked column chart to show tasks by project and progress status. These visual tools will help you gain insights into task distribution and project performance, making it easier to compare projects and understand task progress.
Late Tasks by Project Report:
- Start with a list report and apply filters to show only incomplete, late tasks in current projects.
- Group tasks by project name and create a pie chart to visualize the distribution of late tasks across projects.
- Set the chart as the default tab for easy access.
Tasks by Project and Progress Status Report:
- Copy the first report and add another grouping for task progress status.
- Remove filters to include all tasks, showing their progress during project execution.
- Use a stacked column chart to display the total number of tasks per project, with stacks representing different progress statuses.
- Customize colors if needed and save the report.
The video highlights how charts like pie and stacked column charts can provide insights into task distribution and project performance, helping users compare projects and understand task progress visually.
Key takeaways
- Charts Enhance Data Clarity: Visualizing data with charts, such as pie or column charts, makes it easier to understand task distribution and project progress compared to list reports.
- Filtering for Specific Insights: Applying filters (e.g., incomplete, late tasks in current projects) helps focus on relevant data for targeted analysis.
- Grouping for Better Organization: Grouping tasks by project name or progress status organizes data effectively, enabling meaningful comparisons across projects.
- Chart Customization Options: Users can select chart types (e.g., pie, column, bar) and customize colors to align with preferences or branding.
- Stacked Column Charts for Detailed Insights: Stacked column charts provide a comprehensive view of task progress within projects, showing both total tasks and their statuses in a single visualization.
Next, you will explore how to create a matrix report to organize data in a tabular format with row and column totals.