Create reports with charts
In this video, you will learn:
- How charts can improve the visualization of data
- How to use Workfront’s chart tools
Activity: Add a chart to a report
The end of the quarter is nearing, and you want to see how recently completed projects stuck to their budgets. Create a report that shows the planned cost vs. the actual cost for projects. You want to see only projects that were completed in the last quarter. Add a combination column chart using custom colors.
Answer
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Select Reports from the Main Menu.
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Click the New Report menu and select Project.
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In the Columns (View) tab, click Add Column.
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Select Project > Planned Cost and summarize this column by Sum.
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Click Add Column again.
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Select Project > Actual Cost and summarize this column by Sum.
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In the Groupings tab, set the report to group by Project > Name.
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In the Filters tab, add two filter rules:
- Project > Status Equates With > Complete
- Project > Actual Completion Date > Last Quarter
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In the Chart tab, choose Column for the chart type.
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For the Left (Y) Axis, choose Project > Planned Cost.
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For the Bottom (X) Axis, choose Project > Name.
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Click the Combination Chart button and select Project > Actual Cost in the Value field.
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Click the arrow next to the color box to change the Actual Cost color. Select one of the colors that appears or click the box in the lower-right corner to bring up the color palette.
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Click on Save + Close. When prompted for a report name, call it “Planned vs Actual Cost by Project Completed Last Quarter.”
